Representative Cleo Fields (D-Louisiana) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on December 17th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on December 11th. The trade occurred in the Representative’s “MORGAN STANLEY – E*TRADE #2” account.
Representative Cleo Fields also recently made the following trade(s):
- Purchased $15,001 – $50,000 in shares of Alphabet (NASDAQ:GOOGL) on 12/15/2025.
- Sold $1,001 – $15,000 in shares of SoundHound AI (NASDAQ:SOUN) on 12/15/2025.
- Purchased $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOG) on 12/15/2025.
- Sold $15,001 – $50,000 in shares of CoreWeave (NASDAQ:CRWV) on 12/11/2025.
- Sold $15,001 – $50,000 in shares of AT&T (NYSE:T) on 12/11/2025.
- Purchased $100,001 – $250,000 in shares of Alphabet (NASDAQ:GOOGL) on 12/11/2025.
- Sold $50,001 – $100,000 in shares of ARM (NASDAQ:ARM) on 12/11/2025.
- Sold $50,001 – $100,000 in shares of Uber Technologies (NYSE:UBER) on 12/11/2025.
- Purchased $1,001 – $15,000 in shares of IREN (NASDAQ:IREN) on 12/9/2025.
- Purchased $50,001 – $100,000 in shares of Alphabet (NASDAQ:GOOGL) on 12/9/2025.
Microsoft Stock Up 0.4%
Shares of MSFT traded up $1.94 during trading hours on Friday, hitting $485.92. The company had a trading volume of 70,706,057 shares, compared to its average volume of 23,662,204. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10. The company has a market capitalization of $3.61 trillion, a PE ratio of 34.56, a price-to-earnings-growth ratio of 1.81 and a beta of 1.07. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company’s fifty day moving average price is $499.78 and its two-hundred day moving average price is $502.74.
Microsoft Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s payout ratio is presently 25.89%.
Key Stores Impacting Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Analysts and coverage point to improving AI economics — reports say Azure AI margins are positive and revenue is likely to beat estimates, supporting near-term earnings upside and giving investors confidence in cloud monetization. Azure AI margins article
- Positive Sentiment: Microsoft pledged $17.5 billion of investment in AI and cloud infrastructure in India — a large, long-term growth initiative that should expand Azure adoption and enterprise spending in a major emerging market. India investment article
- Positive Sentiment: New enterprise partnerships (Cognizant, Infosys, TCS, Wipro) and a Cognizant-led push to scale Microsoft 365/GitHub Copilot & agentic AI deployments could accelerate commercial adoption and drive higher software and Azure consumption. Partnerships article
- Positive Sentiment: Microsoft joined the U.S. “Genesis Mission” AI initiative alongside top AI firms — positioning MSFT to capture government and scientific AI spend and reinforcing strategic leadership in national AI programs. Genesis Mission article
- Positive Sentiment: Partner-channel and device news helped sentiment — LG’s reported backpedal on making Copilot mandatory drove a small positive knee-jerk move, easing concerns about forced integrations and signaling partner flexibility. LG Copilot article
- Neutral Sentiment: Market commentary frames MSFT as a durable AI/dividend play — pieces highlighting dividend/long-term strength keep buy-and-hold narratives alive but are unlikely to move price materially on their own. MarketBeat dividend article
- Neutral Sentiment: Consumer-product updates (Office 2024 upgrade) and legacy product refreshes support steady software sales, but are lower-impact versus cloud/AI developments. Office 2024 article
- Negative Sentiment: Jim Cramer warned that Microsoft “requires mass spending” to keep Azure competitive — a direct headline that reinforces investor worries about rising capex and margin pressure as MSFT scales data centers and AI infrastructure. Cramer spending article
- Negative Sentiment: Broader AI/tech jitters and commentary about “ballooning” capex have pressured the stock in recent weeks; that narrative could cap multiple expansion until evidence of durable margin recovery is clear. CapEx concerns article
Wall Street Analyst Weigh In
Several equities analysts have recently issued reports on the stock. BMO Capital Markets cut their price objective on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a report on Thursday, October 30th. Redburn Partners set a $560.00 target price on shares of Microsoft in a research report on Wednesday, October 22nd. Rothschild & Co Redburn reiterated a “neutral” rating and set a $500.00 price objective (down from $560.00) on shares of Microsoft in a research note on Tuesday, November 18th. Evercore ISI set a $640.00 target price on Microsoft in a research report on Thursday, October 30th. Finally, Rothschild Redb cut Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $631.03.
Read Our Latest Research Report on Microsoft
Institutional Inflows and Outflows
A number of large investors have recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC raised its position in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares during the period. Bulwark Capital Corp purchased a new position in Microsoft in the 2nd quarter valued at $32,000. Westend Capital Management LLC grew its holdings in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares in the last quarter. Bayforest Capital Ltd acquired a new stake in shares of Microsoft in the third quarter valued at about $38,000. Finally, LSV Asset Management purchased a new position in shares of Microsoft in the fourth quarter worth about $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.
Insider Buying and Selling at Microsoft
In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This trade represents a 8.97% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the sale, the executive vice president directly owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 54,100 shares of company stock worth $27,598,872. Insiders own 0.03% of the company’s stock.
About Representative FIELDS
Cleo Fields (Democratic Party) is a member of the U.S. House, representing Louisiana’s 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.
Fields (Democratic Party) is running for re-election to the U.S. House to represent Louisiana’s 6th Congressional District. He declared candidacy for the primary scheduled on November 3, 2026.
Cleo Fields graduated from McKinley High School in 1980. He earned a bachelor’s degree in mass communications from Southern University in 1984 and a J.D. from the Southern University Law Center in 1987. His career experience includes working as a state legislator and U.S. congressman. When Fields was elected to the Louisiana State Senate in 1986, he was the youngest person ever elected to the State Senate in Louisiana’s history. In 1995, Fields ran for governor of Louisiana, becoming the first African American since reconstruction to make the runoff.
About Microsoft
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
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