I Just Bought $46,000 of Microsoft Stock.

February 02, 2026

Happy Monday,

It's Zach here from Dividend Data.

This week I made my biggest move of 2026 — a $46,000 bet on Microsoft.
I completely sold out of Visa (a stock I've held for years) and went
all-in on MSFT.

Here's why, plus what's on the earnings calendar this week.

Topics Covered:
• Why I Bought $46,000 of Microsoft Stock
• Early Access Sale: Spreadsheet Tools (Lock In Your Price!)
• Massive Earnings Week: Google, Amazon, AMD & More
• Dividend Raises This Week

The Key Story

I Just Bought $46,000 of Microsoft Stock.

I completely sold out of my position in Visa — a company I've held for
many years. I took all of that capital combined with a lot of new cash
and dropped over $46,000 into Microsoft stock after the earnings
crash.

WHY I MADE THIS MOVE

It's not because Visa is a bad company. Visa is an incredible business
— extremely high margin, scalable. My logic entirely has to do with
Microsoft.

In my opinion, Microsoft is an even better business trading at a more
attractive price with higher growth prospects.

WHY MICROSOFT? WHY NOW?

  1. The Market is Getting Microsoft Wrong
    Over the past few months, investors have been getting more bearish on
    Microsoft. They think it's getting riskier — I actually think it's
    getting de-risked.

  2. Historically Cheap Valuation
    Forward P/E ratio around 25. This is historically one of the lowest
    P/E ratios for Microsoft. Nearly trading as cheap as the fall 2022
    sell-off.

  3. Azure Cloud is Accelerating
    Growing 38% year-over-year in constant currency. On the earnings call,
    they said this was conservative — they could push into mid-40% growth.

  4. The Capex Spend is an Investment, Not a Gamble
    $29.8 billion in capex last quarter. I view it as intelligent
    investment into infrastructure they're monetizing very well.

  5. Remaining Performance Obligations (RPOs) Exploding
    Booked future revenue jumped from $400B to $631B.

  6. Fantastic Balance Sheet
    $390 billion in shareholder equity. Just under $100B in cash & short term investments. Negative net debt. Record free cash flow while investing heavily.

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Earnings This Week

Google, Amazon, HESM, PepsiCo, PLTR, PM, etc.

Top Dividend Stocks: LLY, ABBV, PEP, MRK, PFE, AMGN, PM, UPS, etc. Top Growth Stocks: GOOG, AMZN, AMD, PLTR, UBER, ARM, etc.

Here’s the full list to watch:

Monday (02/02):

  • DIS - The Walt Disney Company

  • PLTR - Palantir Technologies Inc.

  • HESM - Hess Midstream

  • TSN - Tyson Foods, Inc.

  • SPG - Simon Property Group, Inc.

  • NXPI - NXP Semiconductors N.V.

Tuesday (02/03):

  • AMD - Advanced Micro Devices, Inc.

  • PFE - Pfizer Inc.

  • PEP - PepsiCo, Inc.

  • AMGN - Amgen Inc.

  • MRK - Merck & Co., Inc.

  • PYPL - PayPal Holdings, Inc.

  • EPD - Enterprise Products Partners L.P.

  • CLX - The Clorox Company

  • CB - Chubb Ltd

  • PRU - Prudential Financial, Inc.

  • EMR - Emerson Electric Co.

  • ETN - Eaton Corporation plc

Wednesday (02/04):

  • GOOG - Alphabet Inc.

  • LLY - Eli Lilly and Company

  • ABBV - AbbVie Inc.

  • UBER - Uber Technologies, Inc.

  • QCOM - Qualcomm Incorporated

  • ARM - Arm Holdings plc

  • NVO - Novo Nordisk A/S

  • TM - Toyota Motor Corporation

  • CME - CME Group Inc.

  • YUM - Yum! Brands, Inc.

  • AFL - Aflac Incorporated

  • MET - MetLife, Inc.

  • BSX - Boston Scientific Corporation

Thursday (02/05):

  • AMZN - Amazon.com, Inc.

  • BMY - Bristol-Myers Squibb Company

  • CI - The Cigna Group

  • HSY - The Hershey Company

  • COP - ConocoPhillips

  • KKR - KKR & Co. Inc.

  • RDDT - Reddit, Inc.

  • RBLX - Roblox Corporation

Friday (02/06):

  • PM - Philip Morris International Inc.

Dividend News

🚀 Dividend Raises This Month

  • ET - Energy Transfer raises dividend by 0.8%

  • WMB - Williams raises dividend by 5% to $0.525

  • HESM - Hess Midstream Partners raises dividend by 1.2% to $0.7641

  • GM - General Motors raises dividend by 20% to $0.18

  • KMB - Kimberly-Clark increases quarterly dividend by ~2% to $1.28/share

  • CINF - Cincinnati Financial raises quarterly dividend by 8% to $0.94/share

  • PHIN - PHINIA raises quarterly dividend by 11.1% to $0.30/share

  • PII - Polaris raises quarterly dividend by 2% to $0.68/share

  • FIS - Fidelity National raises quarterly dividend by 10% to $0.44/share

  • AROC - Archrock raises quarterly dividend by 4.8% to $0.22/share

  • HWC - Hancock Whitney raises quarterly dividend by 11.1% to $0.50/share

  • J - Jacobs Engineering raises dividend by 12.5% to $0.36

  • LVS - Las Vegas Sands raises dividend by 20% to $0.30

  • OSK - Oshkosh raises dividend by 11.8% to $0.57/share

  • MGY - Magnolia Oil & Gas raises dividend by 10%

  • TTEK - Tetra Tech raises quarterly dividend by 12% to $0.065/share

  • UTL - Unitil raises dividend by 6% to $0.475

  • CWT - California Water Service raises quarterly dividend by 11.7% to $0.335/share

  • HXL - Hexcel raises quarterly dividend by 5.9% to $0.18/share

  • MUR - Murphy Oil raises quarterly dividend by 7.7% to $0.35/share

  • AJG - Arthur J. Gallagher raises dividend by ~8%

  • URI - United Rentals raises dividend by 10%

  • SNDR - Schneider National raises dividend by 5.3% to $0.10

  • HCA - HCA Healthcare raises dividend by 8.3% to $0.78

  • ES - Eversource Energy raises dividend by 4.7% to $0.7875

  • MSCI - MSCI raises dividend by 13.9% to $2.05

  • ELV - Elevance Health raises dividend by 0.6% to $1.72/share

  • APD - Air Products and Chemicals raises quarterly dividend by 1.1% to $1.81/share

  • SF - Stifel Financial raises quarterly dividend by 10.9% to $0.51/share

  • ED - Consolidated Edison raises dividend by 4.4%

  • SUN - Sunoco LP raises quarterly dividend by 1.2% to $0.9317/share

  • CR - Crane raises dividend by 10.9% to $0.255

  • AIT - Applied Industrial Technologies raises dividend by 10.9% to $0.51

  • WFRD - Weatherford International raises quarterly dividend by 10% to $0.275/share

What I Bought This Week

Dividend Growth Portfolio
89 shares of $MSFT at an average cost per share of $432.10

Roth IRA
12 shares of $MSFT at a cost per share of $426.11

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That’s it for this week’s update. If you want to follow along in real time, analyze these tickers, or track your own portfolio, jump into DividendData.com. You’ll also find our Discord community and my AI research tool there. Hit reply and tell me what you’re buying—I may feature a few notes next week.

📅 Keep Investing. Stay informed.

– Zach
Founder, Dividend Data

P.S. Questions or suggestions? Reply to this email—I'd love your feedback!

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