Microsoft (NASDAQ:MSFT) Shares Sold by Rep. Michael A. Rulli

Representative Michael A. Rulli (Republican-Ohio) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on October 2nd, the Representative disclosed that they had sold between $1,001 and $15,000 in Microsoft stock on September 28th. The trade occurred in the Representative’s “MERRILL LYNCH SIMPLE MANAGED ACCOUNT” account.

Representative Michael A. Rulli also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Wells Fargo & Company (NYSE:WFC) on 9/3/2026.
• Purchased $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 9/3/2026.
• Sold $50,001 – $100,000 in shares of Alphabet (NASDAQ:GOOGL) on 8/24/2026.
• Sold $1,001 – $15,000 in shares of Allstate (NYSE:ALL) on 8/12/2026.
• Purchased $1,001 – $15,000 in shares of Equinix (NASDAQ:EQIX) on 8/7/2026.
• Sold $1,001 – $15,000 in shares of Crown Castle (NYSE:CCI) on 8/6/2026.

Microsoft Price Performance

Shares of MSFT stock opened at $525.18 on Tuesday. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The stock’s fifty day simple moving average is $492.81 and its 200 day simple moving average is $431.07. The firm has a market cap of $3.90 trillion, a price-to-earnings ratio of 29.24, a P/E/G ratio of 1.66 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the previous year, the business earned $3.65 earnings per share. On average, analysts expect that Microsoft Corporation will post 19.62 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is presently 20.27%.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on MSFT. Truist Financial restated a “buy” rating and set a $575.00 price target on shares of Microsoft in a research report on Wednesday, July 22nd. CLSA reissued an “outperform” rating on shares of Microsoft in a research note on Thursday, July 30th. Citizens Jmp restated a “market outperform” rating and set a $550.00 target price on shares of Microsoft in a report on Tuesday, September 15th. Morgan Stanley lowered Microsoft from an “overweight” rating to a “negative” rating in a research note on Monday. Finally, Stifel Nicolaus raised Microsoft from a “hold” rating to a “buy” rating and lifted their price target for the company from $530.00 to $575.00 in a report on Tuesday, September 22nd. Forty-one investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $578.73.

Institutional Investors Weigh In On Microsoft

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. State Street Corp grew its holdings in shares of Microsoft by 2.9% in the 2nd quarter. State Street Corp now owns 315,653,206 shares of the software giant’s stock valued at $117,744,959,000 after buying an additional 8,944,917 shares during the period. Auto Owners Insurance Co raised its stake in Microsoft by 56,160.8% during the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock worth $29,073,486,000 after buying an additional 60,009,531 shares during the period. Bank of America Corp DE bought a new position in Microsoft during the second quarter worth about $27,338,370,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Microsoft by 0.9% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 64,375,360 shares of the software giant’s stock valued at $24,013,297,000 after acquiring an additional 543,172 shares during the period. Finally, Legal & General Group Plc acquired a new stake in shares of Microsoft during the second quarter worth about $18,306,443,000. Institutional investors own 71.13% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Melius Research upgraded Microsoft to Buy from Hold and raised its price target to $665. The firm said rising corporate concerns about AI risks could increase demand for Microsoft’s security, governance and compliance products, while positioning Azure as a relatively dependable way to participate in the AI trend. Microsoft stock rises as Melius upgrades to Buy
• Positive Sentiment: Broad market strength also supported MSFT. The Nasdaq reached a record as megacap technology stocks rallied on optimism about earnings growth, with Microsoft among the sector leaders. Expectations for strong technology-sector profits continue to support investor appetite for the shares. Nasdaq hits record as megacap gains offset elevated Treasury yields
• Positive Sentiment: Microsoft continues expanding Copilot’s enterprise usefulness. Wood Mackenzie connected its proprietary energy data and analytics to Microsoft Copilot through a new Model Context Protocol connector, providing another example of specialized business content being integrated into Microsoft’s AI ecosystem. Wood Mackenzie connects energy intelligence with Microsoft Copilot
• Positive Sentiment: Upcoming Xbox and Xbox Game Pass releases provided a smaller consumer-business catalyst. New game launches may support engagement and subscription activity, although the impact is likely less significant than Azure and AI developments. Microsoft stock rises ahead of new Xbox game releases
• Neutral Sentiment: Microsoft and Meta reportedly encouraged employees to reduce their use of Anthropic’s Claude in favor of internal AI tools. The move could lower Microsoft’s external AI expenses and strengthen Copilot adoption, but it also indicates ongoing competition and uncertainty over which AI models will deliver the best economics. Microsoft and Meta steer staff from Anthropic Claude to in-house AI
• Negative Sentiment: Amazon hired longtime Microsoft AI executive Pedram Rezaei, formerly associated with Copilot. The departure could raise concerns about retaining senior AI talent as cloud and software rivals intensify their competition. Amazon hires a Microsoft AI leader
• Negative Sentiment: Investors remain focused on execution risks. Microsoft’s large backlog offers revenue visibility, but the timing of recognition, infrastructure spending and cash conversion could limit near-term benefits. Questions also remain about whether Copilot can become a breakout AI application. How much revenue visibility does Microsoft’s backlog provide?

Insiders Place Their Bets

In related news, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Amy Hood sold 41,674 shares of the firm’s stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the sale, the executive vice president owned 533,624 shares in the company, valued at $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 143,009 shares of company stock worth $71,420,699. Company insiders own 0.03% of the company’s stock.

About Representative Rulli

Michael Rulli (Republican Party) is a member of the U.S. House, representing Ohio’s 6th Congressional District. He assumed office on June 25, 2024. His current term ends on January 3, 2027.

Rulli (Republican Party) is running for re-election to the U.S. House to represent Ohio’s 6th Congressional District. He declared candidacy for the 2026 election.

Michael Rulli graduated from Poland Seminary High School. He earned a degree from Emerson College. Rulli’s career experience includes working as the director of operations with Rulli Bros. Markets.

About Microsoft

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.