a16z Perennial Management L.P. Makes New Investment in Oracle Corporation $ORCL

a16z Perennial Management L.P. acquired a new stake in Oracle Corporation (NYSE:ORCL) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,066 shares of the enterprise software provider’s stock, valued at approximately $1,144,000.

Other hedge funds also recently added to or reduced their stakes in the company. Winnow Wealth LLC purchased a new stake in Oracle during the second quarter worth $28,000. Kilter Group LLC bought a new position in shares of Oracle in the 2nd quarter worth $30,000. Darwin Wealth Management LLC lifted its stake in shares of Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 65 shares during the last quarter. LGT Financial Advisors LLC bought a new stake in Oracle during the second quarter valued at about $33,000. Finally, Financial Consulate Inc. purchased a new position in Oracle in the third quarter valued at about $37,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Record bond sale eases financing risk — Oracle’s large bond issuance has calmed credit markets and could make it easier for tech peers to raise money for AI data centers, reducing near-term liquidity concerns. Why Oracle’s Record Bond Sale Clears the Way for More AI Debt
• Positive Sentiment: BofA says a key risk was defused — Bank of America argued Oracle addressed a major 2026 risk, which supports the case that the company can execute its AI infrastructure plans if markets accept the financing strategy. Oracle defused ‘the key risk going into 2026,’ BofA argues, but the market isn’t buying it
• Neutral Sentiment: Analyst target changes are mixed — Citizens Jmp cut its target to $285 but kept an outperform view; other shops have trimmed targets while many still rate the stock a buy, leaving investor guidance mixed. Oracle Price Target Lowered to $285.00 at Citizens Jmp
• Neutral Sentiment: Additional financing instruments announced — Oracle issued Series D mandatory convertible preferred stock and is pursuing equity offerings to fund AI expansion; financing reduces short-term liquidity risk but raises dilution questions. Oracle Issues Series D Mandatory Convertible Preferred Stock
• Negative Sentiment: Widespread class-action notices — Multiple law firms have filed or invited investors to join securities-fraud class actions tied to Oracle’s AI spending disclosures and related filings for the June–Dec 2025 period, increasing legal and reputational risk. Glancy Prongay Wolke & Rotter LLP Encourages Oracle Shareholders To Inquire About Securities Fraud Class Action
• Negative Sentiment: Capital-raise/dilution fears persist — Social and analyst commentary on a $45–50B AI capital plan and separate equity offerings ($20B common sale) have driven investor concern over dilution and higher leverage. Oracle Stock Opinions on $45-50 Billion AI Capital Raise
• Negative Sentiment: AI-driven tech sell-off and heavy put activity — A broader AI sell-off has hit big tech (FactSet/CNBC coverage), and unusually large purchases of puts on ORCL suggest traders were positioned for further downside. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
• Negative Sentiment: Local regulatory pushback on data center plan — Michigan’s attorney general urged reconsideration of approval to power Oracle/OpenAI data centers, adding permit/regulatory risk to the expansion. Michigan AG Urges Revisit on Oracle Data Center Power Plan

Oracle Stock Performance

ORCL opened at $143.11 on Friday. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The firm has a 50 day moving average of $188.76 and a two-hundred day moving average of $234.14. The firm has a market capitalization of $411.17 billion, a PE ratio of 26.90, a P/E/G ratio of 1.19 and a beta of 1.64.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. The business had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company’s revenue was up 14.2% on a year-over-year basis. During the same quarter last year, the business posted $1.47 EPS. On average, analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were given a $0.50 dividend. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle’s payout ratio is 37.59%.

Insiders Place Their Bets

In related news, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the sale, the insider directly owned 234,077 shares in the company, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares in the company, valued at $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 62,223 shares of company stock valued at $12,136,764. Corporate insiders own 40.90% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on ORCL shares. Guggenheim restated a “buy” rating and issued a $400.00 price target on shares of Oracle in a report on Thursday, December 11th. The Goldman Sachs Group raised shares of Oracle to a “strong-buy” rating in a research report on Monday, January 12th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $400.00 price target on shares of Oracle in a report on Monday, January 5th. DA Davidson reduced their price target on Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. Finally, Citizens Jmp lowered their price objective on Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and a consensus target price of $299.17.

About Oracle

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.