Davis Selected Advisers Has $18.86 Million Holdings in Oracle Corporation $ORCL

Davis Selected Advisers lessened its position in shares of Oracle Corporation (NYSE:ORCL) by 49.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,052 shares of the enterprise software provider’s stock after selling 64,522 shares during the period. Davis Selected Advisers’ holdings in Oracle were worth $18,858,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Winnow Wealth LLC acquired a new position in shares of Oracle during the second quarter worth about $28,000. FSA Wealth Management LLC acquired a new stake in Oracle in the 3rd quarter valued at approximately $28,000. Kilter Group LLC bought a new stake in Oracle in the 2nd quarter valued at approximately $30,000. Darwin Wealth Management LLC lifted its stake in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 65 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC boosted its position in Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 50 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insiders Place Their Bets

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction on Tuesday, December 23rd. The shares were 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 $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Mark Hura sold 15,000 shares of the stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the transaction, the insider directly owned 234,077 shares in the company, valued at $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 62,223 shares of company stock worth $11,763,864. Company insiders own 40.90% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on ORCL shares. Piper Sandler decreased their price target on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. Barclays cut their price objective on shares of Oracle from $310.00 to $230.00 and set an “overweight” rating on the stock in a research report on Monday, March 9th. The Goldman Sachs Group upgraded shares of Oracle to a “strong-buy” rating in a report on Monday, January 12th. Stifel Nicolaus lowered their price target on shares of Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, March 11th. Finally, Robert W. Baird cut their price target on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 10th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $265.77.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts and bulls point to Oracle’s AI/cloud momentum after a strong quarter and growing backlog; Guggenheim reaffirmed a Buy and a $400 target, arguing the AI buildout positions ORCL for durable future cash-flow upside. Why Guggenheim Sees Oracle’s (ORCL) AI Buildout Setting Up a Future Cash Flow Inflection
• Positive Sentiment: Multiple write-ups highlight the “halo effect” from Oracle’s AI infrastructure and cloud growth (big backlog, strong cloud revenue), arguing the sell-off may present a buying opportunity for growth-oriented investors. Oracle’s “Halo Effect” Is the Real Deal. But is the AI Growth Stock a Buy in March?
• Positive Sentiment: Product/news wins: Oracle announced new Simphony cloud POS features and generative-AI smart assistant capabilities for restaurants — incremental commercial traction for embedded AI offerings. Fans Score with New Oracle Suite Service and Mobile Ordering Capabilities
• Neutral Sentiment: Capital spending debate: coverage notes Oracle is ramping AI capex (Zacks reports a $50B ramp), prompting debate over whether heavy upfront spending will pay off long-term — a high-risk/high-reward dynamic for investors. Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?
• Neutral Sentiment: Industry tailwind: Market reports show large opportunities in MEA IT services with Oracle named among leaders — supports long-term demand for cloud/native and hyperscale infrastructure. Middle East and Africa (MEA) IT Services Market 2026-2031: A $387 Billion Opportunity Led by Accenture, IBM, Oracle
• Negative Sentiment: Legal overhang: multiple law firms have filed or solicited lead-plaintiff candidates for a securities-fraud class action covering June 12–Dec 16, 2025, alleging misstatements about AI data-center capabilities and capex — this creates litigation risk, potential damages, and management distraction. Kessler Topaz Meltzer & Check, LLP Filed a Securities Fraud Class Action Lawsuit Against Oracle Corporation (ORCL); April 6, 2026, Lead Plaintiff Deadline
• Negative Sentiment: Additional investor alerts and lawsuits from Rosen, Pomerantz, Bronstein, Schall, Bernstein and others amplify the risk and may pressure sentiment / trading volumes while investigations proceed. ROSEN, A HIGHLY RANKED LAW FIRM, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
• Negative Sentiment: Some sell-side/downside views persist (e.g., Mizuho’s pessimistic forecast), reflecting worry over valuation, debt/capex and OpenAI concentration exposure. Mizuho Issues Pessimistic Forecast for Oracle (NYSE:ORCL) Stock Price

Oracle Price Performance

Shares of NYSE ORCL opened at $155.69 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The business’s 50 day moving average price is $162.74 and its two-hundred day moving average price is $215.87. The company has a market cap of $447.77 billion, a PE ratio of 27.95, a price-to-earnings-growth ratio of 1.32 and a beta of 1.66. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period last year, the firm posted $1.47 earnings per share. The business’s revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle’s dividend payout ratio (DPR) is currently 35.91%.

Oracle 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.