Broadleaf Partners LLC Increases Holdings in Oracle Corporation $ORCL

Broadleaf Partners LLC increased its position in Oracle Corporation (NYSE:ORCL) by 19.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 45,580 shares of the enterprise software provider’s stock after purchasing an additional 7,547 shares during the quarter. Oracle makes up about 2.7% of Broadleaf Partners LLC’s portfolio, making the stock its 12th biggest position. Broadleaf Partners LLC’s holdings in Oracle were worth $12,819,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of ORCL. Darwin Wealth Management LLC increased its stake in shares of Oracle by 130.0% during the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 65 shares during the period. Winnow Wealth LLC bought a new stake in shares of Oracle in the second quarter valued at about $28,000. Financial Consulate Inc. purchased a new stake in Oracle in the third quarter worth about $37,000. Corundum Trust Company INC bought a new position in Oracle during the 3rd quarter worth about $39,000. Finally, Collier Financial bought a new position in Oracle during the 3rd quarter worth about $38,000. 42.44% of the stock is owned by institutional investors.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and AI/cloud traction — Oracle reported stronger‑than‑expected revenue and record cloud dollar‑adds, and raised longer‑term revenue guidance, underpinning the bull case that AI demand will sustain growth. Oracle capitalizes on AI demand with record Cloud dollar adds
• Positive Sentiment: Analyst upgrades / high conviction calls — Several firms (including JPMorgan) upgraded or reiterated bullish views after the print, and Guggenheim highlighted a potential future free‑cash‑flow “waterfall” scenario. These endorsements support further upside if execution continues. JPMorgan Chase & Co. Upgrades Oracle (NYSE:ORCL) to Overweight
• Neutral Sentiment: TikTok stake and strategic investments — Filings disclosed a ~$2.2B stake in the restructured TikTok US JV (15%); strategic for content/data relationships but capital‑intensive and not an immediate earnings driver. Oracle Reveals $2.2 Billion Investment In TikTok’s US Business
• Neutral Sentiment: AI infrastructure narrative remains a key theme — Multiple strategy pieces argue Oracle is well‑positioned as an AI infrastructure play, but those gains are contingent on durable monetization and margin expansion. Oracle: The AI Darkhorse?
• Negative Sentiment: Rising litigation risk — Multiple law firms have filed/class notices alleging disclosure issues around data‑center capabilities and capex; ongoing suits increase legal uncertainty and could weigh on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz
• Negative Sentiment: Restructuring and extra charges — The WSJ reports Oracle set aside an additional $500M for restructuring and exit costs tied to job cuts as it scales AI infrastructure, a near‑term drag on cash flow. Oracle Allocates Extra $500 Million to Cover Restructuring Costs
• Negative Sentiment: Mixed analyst positioning and price‑target cuts — While some firms raised targets, others (Baird, TD Cowen, Stifel and others) trimmed price targets citing valuation and model updates — adding to short‑term volatility. Baird Lowers PT on Oracle (ORCL)

Oracle Trading Down 2.6%

NYSE ORCL opened at $155.08 on Friday. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The company has a fifty day simple moving average of $165.74 and a two-hundred day simple moving average of $218.07. The company has a current ratio of 1.35, a quick ratio of 0.91 and a debt-to-equity ratio of 3.19. The stock has a market cap of $446.02 billion, a P/E ratio of 27.84, a P/E/G ratio of 1.39 and a beta of 1.66.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The firm had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 60.00%. The business’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same period in the previous year, the company earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be given a $0.50 dividend. The ex-dividend date is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. Oracle’s dividend payout ratio is currently 35.91%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. JPMorgan Chase & Co. upgraded shares of Oracle from a “neutral” rating to an “overweight” rating and dropped their price objective for the company from $230.00 to $210.00 in a research note on Wednesday. HSBC reissued a “buy” rating and issued a $382.00 price objective on shares of Oracle in a research note on Wednesday, November 26th. TD Cowen dropped their target price on Oracle from $350.00 to $250.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. Wells Fargo & Company initiated coverage on Oracle in a report on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 price target on the stock. Finally, Monness Crespi & Hardt reissued a “hold” rating on shares of Oracle in a research report on Wednesday. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.06.

Insider Buying and Selling at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This represents a 6.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the sale, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 72,223 shares of company stock worth $13,689,064 in the last 90 days. Corporate insiders own 40.90% of the company’s stock.

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.