Bahl & Gaynor Inc. Buys 15,084 Shares of Oracle Corporation $ORCL

Bahl & Gaynor Inc. boosted its stake in Oracle Corporation (NYSE:ORCL) by 6.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 248,625 shares of the enterprise software provider’s stock after purchasing an additional 15,084 shares during the period. Bahl & Gaynor Inc.’s holdings in Oracle were worth $69,923,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Kampmann Melissa S. increased its holdings in Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after purchasing an additional 35 shares in the last quarter. McLean Asset Management Corp grew its holdings in shares of Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after purchasing an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. grew its holdings in shares of Oracle by 0.7% during the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after purchasing an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. increased its stake in shares of Oracle by 3.4% in the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock valued at $317,000 after buying an additional 37 shares during the period. Finally, Avion Wealth raised its holdings in Oracle by 16.6% in the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock valued at $73,000 after buying an additional 37 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oppenheimer upgraded ORCL to Outperform and set a $185 price target, citing strong long‑term EPS growth potential as Oracle’s cloud and AI investments start to show returns. Oppenheimer Raises Oracle (ORCL) to Outperform, Sees Strong Long-Term EPS Growth
• Positive Sentiment: Oracle extended and expanded its title partnership with Oracle Red Bull Racing in a multi‑year deal that spotlights Oracle Cloud and AI use cases (brand visibility and commercial validation of OCI for high‑performance AI workloads). Oracle Red Bull Racing Deal Puts AI Cloud Story In Spotlight
• Neutral Sentiment: Brokerage coverage remains generally constructive — consensus across analysts is around a “Moderate Buy,” reflecting mixed but overall cautious optimism. Oracle Corporation (NYSE:ORCL) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Negative Sentiment: Multiple law firms have filed or announced securities‑class‑action notices covering purchases from June 12, 2025 to December 16, 2025; investors face an April 6, 2026 deadline to seek lead‑plaintiff status — a legal overhang increasing litigation risk and potential costs. ROSEN, TOP RANKED GLOBAL INVESTOR COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
• Negative Sentiment: Additional firms (Kessler Topaz, Pomerantz, Gross, Robbins, Bronstein, etc.) have issued similar notices and filings, compounding the headline risk and keeping downside pressure on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026 Deadline
• Negative Sentiment: Analyst/commentary pieces flag risks from aggressive AI capex and overinvestment — headlines calling out “red flags” on spending and that results must show the spending is paying off could keep earnings‑growth expectations under scrutiny. 3 Red Flags Investors Should Consider Before Buying Oracle Stock

Insider Activity at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the sale, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Naomi O. Seligman sold 2,223 shares of the company’s 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 transaction, the director directly owned 25,596 shares in the company, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 72,223 shares of company stock worth $13,689,064 over the last quarter. Company insiders own 40.90% of the company’s stock.

Oracle Trading Down 3.5%

Shares of ORCL stock opened at $145.09 on Monday. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The stock has a 50 day simple moving average of $174.27 and a two-hundred day simple moving average of $223.81. The company has a market cap of $416.87 billion, a P/E ratio of 27.27, a PEG ratio of 1.27 and a beta of 1.66.

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

Oracle Announces Dividend

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

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. Royal Bank Of Canada reissued a “sector perform” rating on shares of Oracle in a report on Monday, February 2nd. Wells Fargo & Company began coverage on shares of Oracle in a research note on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 price objective on the stock. Mizuho set a $400.00 target price on Oracle in a research report on Monday, December 15th. Guggenheim reaffirmed a “buy” rating and set a $400.00 target price on shares of Oracle in a report on Thursday, December 11th. Finally, Sanford C. Bernstein set a $313.00 price target on Oracle in a research note on Monday, February 9th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $287.94.

Oracle Company Profile

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.