Microsoft (NASDAQ:MSFT) Shares Unloaded Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently sold shares of Microsoft Co. (NASDAQ:MSFT). In a filing disclosed on March 06th, the Representative disclosed that they had sold between $1,001 and $15,000 in Microsoft stock on February 24th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 2/28/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/28/2025.
• Sold $1,001 – $15,000 in shares of Block (NYSE:XYZ) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Paragon 28 (NYSE:FNA) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/26/2025.
• Purchased $1,001 – $15,000 in shares of Fiserv (NYSE:FI) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Vertiv (NYSE:VRT) on 2/25/2025.

Microsoft Price Performance

Shares of MSFT stock opened at $393.31 on Friday. Microsoft Co. has a 1 year low of $381.00 and a 1 year high of $468.35. The firm’s 50 day moving average is $416.40 and its 200-day moving average is $421.87. The firm has a market capitalization of $2.92 trillion, a price-to-earnings ratio of 31.67, a PEG ratio of 2.21 and a beta of 0.92. The company has a current ratio of 1.35, a quick ratio of 1.34 and a debt-to-equity ratio of 0.13.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, January 29th. The software giant reported $3.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.15 by $0.08. Microsoft had a net margin of 35.43% and a return on equity of 33.36%. During the same quarter last year, the business earned $2.93 EPS. Sell-side analysts forecast that Microsoft Co. will post 13.08 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in MSFT. WFA Asset Management Corp increased its position in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. boosted its position in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the last quarter. Beck Bode LLC boosted its position in Microsoft by 37.3% during the second quarter. Beck Bode LLC now owns 39,951 shares of the software giant’s stock valued at $17,856,000 after purchasing an additional 10,847 shares during the last quarter. Kendall Capital Management boosted its position in Microsoft by 5.0% during the second quarter. Kendall Capital Management now owns 2,169 shares of the software giant’s stock valued at $969,000 after purchasing an additional 103 shares during the last quarter. Finally, AllGen Financial Advisors Inc. boosted its position in Microsoft by 0.7% during the second quarter. AllGen Financial Advisors Inc. now owns 13,942 shares of the software giant’s stock valued at $6,231,000 after purchasing an additional 92 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Activity at Microsoft

In related news, CMO Takeshi Numoto sold 2,500 shares of the stock in a transaction that occurred on Monday, December 9th. The stock was sold at an average price of $447.41, for a total transaction of $1,118,525.00. Following the completion of the transaction, the chief marketing officer now directly owns 49,352 shares of the company’s stock, valued at approximately $22,080,578.32. This represents a 4.82 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on MSFT. Morgan Stanley dropped their price target on shares of Microsoft from $540.00 to $530.00 and set an “overweight” rating for the company in a research note on Thursday, January 30th. DA Davidson reissued a “neutral” rating and set a $425.00 price target on shares of Microsoft in a research note on Thursday, January 30th. Mizuho dropped their price target on shares of Microsoft from $510.00 to $500.00 and set an “outperform” rating for the company in a research note on Thursday, January 30th. Royal Bank of Canada reissued an “outperform” rating and set a $500.00 price target on shares of Microsoft in a research note on Thursday, January 30th. Finally, Guggenheim reissued a “neutral” rating on shares of Microsoft in a research note on Friday, January 24th. Four analysts have rated the stock with a hold rating and twenty-six have given a buy rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $509.54.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

Microsoft Company Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.