Insider Trading November 10, 2026 11:01 PM

Microsoft CFO Amy Hood Offloads $3.98 Million in Stock Under Prearranged Plan

The transaction, executed under a Rule 10b5-1 plan adopted in June, comes as shares trade near a 52-week high and follow a strong fiscal first-quarter performance.

By Marcus Reed
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Microsoft CFO Amy Hood sold 7,305 shares for approximately $3.98 million on November 9, 2026, at prices between $543.78 and $545.20. The sale was conducted under a Rule 10b5-1 trading plan adopted on June 10, 2026. Following the transaction, Hood directly holds 548,091.427 shares. The disposal occurs as Microsoft stock trades close to its 52-week high of $559.15 and has gained about 30% over the past six months. The company recently reported fiscal first-quarter 2027 revenue of $92.3 billion, up 19% year-over-year, with diluted adjusted EPS of $4.89, an 18.4% increase. Azure growth accelerated by 500 basis points to 48%, prompting several analysts to raise price targets. UBS set a $700 target, StoneX $630, and TD Cowen $650, all with Buy ratings. RBC Capital maintained an Outperform rating with a $640 target ahead of the Ignite conference, and Citi raised its AI service revenue estimates for Microsoft and other cloud providers.

Microsoft CFO Amy Hood Offloads $3.98 Million in Stock Under Prearranged Plan
MSFT
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Key Points

  • Microsoft CFO Amy Hood sold 7,305 shares for approximately $3.98 million on November 9, 2026, at prices between $543.78 and $545.20, under a Rule 10b5-1 plan adopted on June 10, 2026.
  • The sale occurred as Microsoft stock trades near its 52-week high of $559.15 and has gained about 30% over the past six months, yet the stock remains undervalued relative to its Fair Value according to analysis.
  • Microsoft’s fiscal first-quarter 2027 results showed revenue growth of 19% to $92.3 billion and adjusted EPS growth of 18.4% to $4.89, driven by Azure’s acceleration to 48% growth, prompting several analysts to raise price targets.

A regulatory filing disclosed that Amy Hood, Executive Vice President and Chief Financial Officer of Microsoft Corp. (NASDAQ:MSFT), sold shares valued at $3,976,633 on November 9, 2026. The transactions were priced between $543.78 and $545.20 per share.

The sale unfolded as Microsoft stock hovers near its 52-week high of $559.15, with shares up roughly 30% over the past six months. According to analysis, the stock remains undervalued relative to its Fair Value, placing it among opportunities on the Most Undervalued list.

In total, Hood disposed of 7,305 shares of common stock. The sales were executed in two blocks. The first involved 5,912 shares at a weighted average price of $544.2359, with individual trades ranging from $543.78 to $544.77. The second block comprised 1,393 shares at a weighted average price of $544.9467, with prices between $544.79 and $545.20.

After these transactions, Hood beneficially owns 548,091.427 shares of Microsoft common stock directly. The sales were carried out pursuant to a Rule 10b5-1 trading plan adopted on June 10, 2026.

In other recent developments, Microsoft reported a significant increase in revenue and earnings for the fiscal first quarter of 2027. Revenue rose 19% year-over-year to $92.3 billion, while diluted adjusted earnings per share increased by 18.4% to $4.89. This growth was largely driven by Azure, Microsoft’s cloud computing service, which saw a 500 basis point acceleration to 48%.

UBS, TD Cowen, and StoneX all raised their price targets for Microsoft stock, citing the strong performance of Azure. UBS raised its target to $700, StoneX to $630, and TD Cowen to $650, all maintaining a Buy rating on the shares. RBC Capital reiterated an Outperform rating on Microsoft with a $640 price target ahead of the company’s annual Ignite conference. Additionally, Citi raised its AI service revenue estimates for Microsoft and other major cloud providers, reflecting continued strength in AI demand and monetization. These developments highlight Microsoft’s robust position in the cloud computing and AI markets.

Risks

  • Insider sales, even under prearranged plans, can be perceived negatively by some investors and may pressure the stock price, particularly in the technology sector where sentiment is sensitive to executive actions.
  • The stock’s proximity to its 52-week high and recent strong run-up could increase volatility if market conditions change or if future earnings disappoint, impacting the broader cloud and AI software sector.

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