Oracle Corporation $ORCL Shares Acquired by Avior Wealth Management LLC

Avior Wealth Management LLC increased its holdings in Oracle Corporation (NYSE:ORCL) by 13.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,813 shares of the enterprise software provider’s stock after buying an additional 6,869 shares during the quarter. Avior Wealth Management LLC’s holdings in Oracle were worth $11,658,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Swiss National Bank lifted its position in Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock worth $1,113,526,000 after purchasing an additional 360,000 shares during the period. Patton Fund Management Inc. raised its stake in shares of Oracle by 626.1% in the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after buying an additional 9,948 shares in the last quarter. Meeder Advisory Services Inc. lifted its holdings in shares of Oracle by 8.4% in the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock valued at $11,516,000 after buying an additional 3,184 shares during the period. Decker Retirement Planning Inc. acquired a new stake in shares of Oracle in the third quarter valued at $689,000. Finally, J.W. Cole Advisors Inc. boosted its stake in Oracle by 59.8% during the second quarter. J.W. Cole Advisors Inc. now owns 68,174 shares of the enterprise software provider’s stock valued at $14,905,000 after buying an additional 25,510 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction that occurred 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 completion of the sale, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction on 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 sale, the insider directly owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 62,223 shares of company stock worth $11,763,864 in the last ninety days. Insiders own 40.90% of the company’s stock.

Oracle Trading Down 4.0%

Shares of NYSE ORCL opened at $149.32 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The business has a 50-day moving average price of $161.76 and a two-hundred day moving average price of $215.33. The firm has a market capitalization of $429.44 billion, a PE ratio of 26.81, a PEG ratio of 1.34 and a beta of 1.66.

Oracle (NYSE:ORCL) last issued its earnings results 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 net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same quarter last year, the business posted $1.47 EPS. The company’s revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Scotiabank dropped their price target on shares of Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research report on Monday, March 9th. BMO Capital Markets reduced their price objective on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a research report on Wednesday, March 11th. Bank of America lowered their price objective on shares of Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. JPMorgan Chase & Co. raised shares of Oracle from a “neutral” rating to an “overweight” rating and cut their target price for the company from $230.00 to $210.00 in a research note on Wednesday, March 11th. Finally, Weiss Ratings cut shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $265.77.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Large AI backlog and upbeat analyst bull cases reinforce growth narrative — recent coverage highlights a reported $553 billion backlog tied to AI contracts that helped spark the post‑earnings pop and supports bullish long‑term upside for cloud/AI exposure. Massive News: Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026
• Positive Sentiment: Top‑street bulls (e.g., Guggenheim) reiterate buy cases and high price targets — some firms kept very bullish PTs after the quarter, arguing AI buildout could drive a future cash‑flow inflection. Why Guggenheim Sees Oracle’s AI Buildout Setting Up a Future Cash Flow Inflection
• Positive Sentiment: Bullish takeaways on durable cloud growth — commentators argue the quarter strengthens the case for sustained AI-driven revenue upside, making the stock a candidate for a multi‑year rally if execution holds. Where Will Oracle Be in 2 Years?
• Neutral Sentiment: Mixed media and pundit comments are tempering momentum — high‑profile commentators (e.g., Jim Cramer) called Oracle “good” but suggested other names may be better, which can cool retail enthusiasm. Jim Cramer Says “Oracle’s Good, But I Think There Are Others That Are Better”
• Neutral Sentiment: Capex debate remains unresolved — analysts flag Oracle’s plan for very large 2026 capex as high‑risk/high‑reward; markets are weighing long‑term payoff vs near‑term cash burn. Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?
• Negative Sentiment: Investors refocus on dilution and financing risk after the AI‑driven results pop — post‑earnings materials reiterated large funding/capex plans (including an ATM program) that can pressure the share price. Oracle shares slide as investors refocus on dilution and spending risk after AI-driven results pop
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm alerts have been filed/issued, increasing legal and reputational overhang and creating headline risk. Kessler Topaz files securities fraud class action against Oracle
• Negative Sentiment: Insider selling and institutional rotation data are being flagged by trackers, which can amplify downside momentum while headline and dilution concerns remain. Oracle shares slide as investors refocus on dilution and spending risk after AI-driven results pop (insider activity)
• Negative Sentiment: Analysis highlighting cash burn from the AI push raises short‑term profitability and financing concerns despite growth — this keeps some value investors on the sidelines. Oracle Is Burning Cash in the Pursuit of “Hypergrowth.”

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.