Rep. Josh Gottheimer Sells Off Shares of Microsoft Co. (NASDAQ:MSFT)

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 21st. 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 Stock Performance

NASDAQ:MSFT opened at $393.31 on Friday. The company has a quick ratio of 1.34, a current ratio of 1.35 and a debt-to-equity ratio of 0.13. Microsoft Co. has a fifty-two week low of $381.00 and a fifty-two week high of $468.35. The stock has a market cap of $2.92 trillion, a PE ratio of 31.67, a price-to-earnings-growth ratio of 2.21 and a beta of 0.92. The firm’s fifty day simple moving average is $416.40 and its 200-day simple moving average is $421.87.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 29th. The software giant reported $3.23 earnings per share 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 in the previous year, the firm posted $2.93 EPS. Analysts expect that Microsoft Co. will post 13.08 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of MSFT. WFA Asset Management Corp lifted its holdings in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. lifted its holdings in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares during the period. Beck Bode LLC lifted its holdings in shares of Microsoft by 37.3% during the 2nd quarter. Beck Bode LLC now owns 39,951 shares of the software giant’s stock worth $17,856,000 after acquiring an additional 10,847 shares during the period. Kendall Capital Management lifted its holdings in shares of Microsoft by 5.0% during the 2nd quarter. Kendall Capital Management now owns 2,169 shares of the software giant’s stock worth $969,000 after acquiring an additional 103 shares during the period. Finally, AllGen Financial Advisors Inc. lifted its holdings in shares of Microsoft by 0.7% during the 2nd quarter. AllGen Financial Advisors Inc. now owns 13,942 shares of the software giant’s stock worth $6,231,000 after acquiring an additional 92 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Microsoft

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

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the stock. Loop Capital upped their price target on shares of Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a research note on Monday, December 23rd. Stifel Nicolaus lowered their price target on shares of Microsoft from $515.00 to $475.00 and set a “buy” rating on the stock in a research note on Friday. Wedbush reaffirmed an “outperform” rating and set a $550.00 price target on shares of Microsoft in a research note on Tuesday, November 19th. Piper Sandler reissued an “overweight” rating and issued a $520.00 price objective on shares of Microsoft in a research note on Monday, January 27th. Finally, UBS Group lowered their price objective on shares of Microsoft from $525.00 to $510.00 and set a “buy” rating on the stock in a research note on Thursday, January 30th. Four investment analysts have rated the stock with a hold rating and twenty-six have issued a buy rating to the company’s stock. According to MarketBeat.com, the stock 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.

About Microsoft

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.