MICROSOFT ($MSFT) posted quarterly earnings results for Q2 2026 on Wednesday, January 28th. The company reported earnings of $4.14 per share, beating estimates of $4.05 by $0.09. The company also reported revenue of $81,273,000,000, missing estimates of $81,871,502,182 by $-598,502,182.
You can see Quiver Quantitative's $MSFT stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
MICROSOFT Insider Trading Activity
MICROSOFT insiders have traded $MSFT stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $MSFT stock by insiders over the last 6 months:
- SATYA NADELLA (Chief Executive Officer) has made 0 purchases and 6 sales selling 149,205 shares for an estimated $75,315,120.
- BRADFORD L SMITH (Vice Chair and President) has made 0 purchases and 2 sales selling 38,500 shares for an estimated $19,967,707.
- JUDSON ALTHOFF (CEO Microsoft Commercial) sold 12,750 shares for an estimated $6,266,829
- TAKESHI NUMOTO (EVP, Chief Marketing Officer) has made 0 purchases and 3 sales selling 7,700 shares for an estimated $3,921,858.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
MICROSOFT Hedge Fund Activity
We have seen 2,677 institutional investors add shares of MICROSOFT stock to their portfolio, and 2,673 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 109,161,832 shares (+1099.9%) to their portfolio in Q3 2025, for an estimated $56,540,370,884
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 90,533,781 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $46,891,971,868
- GATES FOUNDATION TRUST removed 17,000,000 shares (-64.9%) from their portfolio in Q3 2025, for an estimated $8,805,150,000
- BLACKROCK, INC. added 10,283,002 shares (+1.8%) to their portfolio in Q3 2025, for an estimated $5,326,080,885
- GOLDMAN SACHS GROUP INC added 7,841,111 shares (+16.8%) to their portfolio in Q3 2025, for an estimated $4,061,303,442
- SG AMERICAS SECURITIES, LLC added 6,617,245 shares (+5138.7%) to their portfolio in Q4 2025, for an estimated $3,200,232,026
- DANSKE BANK A/S removed 5,674,423 shares (-97.2%) from their portfolio in Q3 2025, for an estimated $2,939,067,392
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MICROSOFT Government Contracts
We have seen $382,496,160 of award payments to $MSFT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- MICROSOFT AZURE STRATUS HSTXXX0000002144 93A34F: $42,604,669
- MICROSOFT CONSULTING SERVICES (MCS) AND UNIFIED SUPPORT FOR THE U.S. NAVY / PROGRAM EXECUTIVE OFFICE DIGITA...: $37,515,594
- ARMY CYBER COMMANDS MICROSOFT CONSULTING SERVICES AND MICROSOFT PREMIER SUPPORT: $34,490,868
- MICROSOFT CONSULTING SERVICES (MCS) AND MICROSOFT PREMIER SUPPORT (MPS) FOR THE UNITED STATES MARINE CORPS ...: $34,135,435
- THE ENTERPRISE CLOUD MANAGEMENT AGENCY (ECMA) REQUIRES MICROSOFT AZURE CLOUD COMPUTING CAPABILITIES AT DEPA...: $31,740,635
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
MICROSOFT Congressional Stock Trading
Members of Congress have traded $MSFT stock 36 times in the past 6 months. Of those trades, 17 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $MSFT stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 2 purchases worth up to $30,000 on 01/08 and 0 sales.
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $750,000 on 12/29, 11/03 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 4 purchases worth up to $145,000 on 11/18, 11/12, 10/09, 08/05 and 1 sale worth up to $50,000 on 12/19.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 12/17.
- SENATOR SHELLEY MOORE CAPITO has traded it 4 times. They made 0 purchases and 4 sales worth up to $130,000 on 12/16, 10/29, 10/22, 09/18.
- REPRESENTATIVE CLEO FIELDS has traded it 5 times. They made 5 purchases worth up to $630,000 on 12/11, 08/01 and 0 sales.
- REPRESENTATIVE DWIGHT EVANS sold up to $15,000 on 11/21.
- REPRESENTATIVE RICHARD MCCORMICK has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/05 and 1 sale worth up to $15,000 on 09/18.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 1 purchase worth up to $50,000 on 10/30 and 3 sales worth up to $115,000 on 10/31, 10/30, 09/11.
- REPRESENTATIVE KEVIN HERN has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 10/28, 09/26.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 10/07.
- REPRESENTATIVE VAL T. HOYLE sold up to $50,000 on 09/23.
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 09/04.
- REPRESENTATIVE THOMAS H. KEAN, JR. sold up to $15,000 on 08/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
MICROSOFT Analyst Ratings
Wall Street analysts have issued reports on $MSFT in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 01/21/2026
- Citigroup issued a "Buy" rating on 01/21/2026
- TD Cowen issued a "Buy" rating on 01/20/2026
- Wedbush issued a "Outperform" rating on 12/22/2025
- JP Morgan issued a "Overweight" rating on 10/30/2025
- Piper Sandler issued a "Overweight" rating on 10/30/2025
- Wells Fargo issued a "Overweight" rating on 10/30/2025
To track analyst ratings and price targets for MICROSOFT, check out Quiver Quantitative's $MSFT forecast page.
MICROSOFT Price Targets
Multiple analysts have issued price targets for $MSFT recently. We have seen 20 analysts offer price targets for $MSFT in the last 6 months, with a median target of $622.5.
Here are some recent targets:
- Brad Sills from B of A Securities set a target price of $520.0 on 01/26/2026
- Karl Keirstead from UBS set a target price of $600.0 on 01/23/2026
- Michael Turrin from Wells Fargo set a target price of $630.0 on 01/22/2026
- John Difucci from Guggenheim set a target price of $586.0 on 01/22/2026
- Gregg Moskowitz from Mizuho set a target price of $620.0 on 01/21/2026
- Tyler Radke from Citigroup set a target price of $660.0 on 01/21/2026
- Derrick Wood from TD Cowen set a target price of $625.0 on 01/20/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
