Microsoft Corporation $MSFT Shares Sold by Oppenheimer & Co. Inc.

Posted by Brenda Bartman on May 29th, 2026

Oppenheimer & Co. Inc. reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 0.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 700,036 shares of the software giant’s stock after selling 2,054 shares during the quarter. Microsoft accounts for 4.8% of Oppenheimer & Co. Inc.’s portfolio, making the stock its largest position. Oppenheimer & Co. Inc.’s holdings in Microsoft were worth $338,551,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC increased its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares in the last quarter. Bayforest Capital Ltd acquired a new stake in shares of Microsoft in the third quarter valued at $38,000. Fairway Wealth LLC increased its stake in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares in the last quarter. LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at $44,000. Finally, Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft in the third quarter valued at $49,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research reports. Scotiabank lowered their target price on Microsoft from $600.00 to $550.00 and set an “outperform” rating for the company in a research note on Thursday, April 30th. Daiwa Securities Group lowered their target price on Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a research note on Friday, May 22nd. TD Cowen upgraded Microsoft from a “buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Finally, DA Davidson lowered their target price on Microsoft from $650.00 to $550.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Thirty-nine investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $560.88.

Check Out Our Latest Research Report on Microsoft

Microsoft Price Performance

Shares of MSFT opened at $426.99 on Friday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The stock has a market cap of $3.17 trillion, a P/E ratio of 25.42, a price-to-earnings-growth ratio of 1.49 and a beta of 1.10. The stock’s 50-day moving average price is $400.93 and its two-hundred day moving average price is $434.51.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter last year, the business earned $3.46 earnings per share. The company’s revenue was up 18.3% compared to the same quarter last year. On average, equities analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is 21.67%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft is expected to showcase new homegrown AI models at Build, including a coding model that could improve GitHub Copilot and support future developer adoption. Microsoft to release new coding model next week, the Information reports
Positive Sentiment: Wall Street commentary is turning more bullish on Microsoft’s AI revenue potential, with Morgan Stanley and HSBC both suggesting the market may be underestimating future upside from Azure, Copilot, and the Anthropic relationship. Is Wall Street underestimating MSFT AI revenue potential? Morgan Stanley weighs in
Positive Sentiment: Microsoft also benefited from a broad tech rally, with AI and software stocks leading the market higher late in the session. Sector Update: Tech Stocks Rise Late Afternoon
Positive Sentiment: Microsoft secured a five-year $9.69 billion Pentagon software deal that consolidates government licensing and reinforces its entrenched enterprise and public-sector position. Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
Neutral Sentiment: Some articles also note Microsoft’s heavy AI spending and the risk of capital misallocation across the sector, which could keep valuation debates active even as the stock trends higher. Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation

Insider Transactions at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by company insiders.

Microsoft Company Profile

(Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).