Oracle Corporation $ORCL Shares Purchased by BDF Gestion

BDF Gestion boosted its holdings in shares of Oracle Corporation (NYSE:ORCL) by 53.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,191 shares of the enterprise software provider’s stock after acquiring an additional 14,063 shares during the period. Oracle accounts for approximately 1.0% of BDF Gestion’s investment portfolio, making the stock its 17th biggest position. BDF Gestion’s holdings in Oracle were worth $7,834,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of ORCL. FSA Wealth Management LLC purchased a new stake in shares of Oracle in the third quarter valued at approximately $28,000. Kilter Group LLC acquired a new stake in shares of Oracle in the second quarter valued at approximately $30,000. Darwin Wealth Management LLC lifted its position in Oracle by 130.0% during the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 65 shares in the last quarter. Investors Research Corp lifted its position in Oracle by 465.5% during the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 135 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC boosted its stake in Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 50 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Performance

NYSE ORCL opened at $154.26 on Tuesday. The stock has a fifty day simple moving average of $160.75 and a 200-day simple moving average of $214.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a market cap of $443.67 billion, a PE ratio of 27.70, a P/E/G ratio of 1.29 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 issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same period in the previous year, the firm earned $1.47 EPS. Oracle’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. Equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

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

Wall Street Analysts Forecast Growth

Several analysts have issued reports on ORCL shares. TD Cowen dropped their target price on Oracle from $350.00 to $250.00 and set a “buy” rating for the company in a report on Friday, March 6th. Barclays lowered their price target 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. BMO Capital Markets dropped their price objective on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a report on Wednesday, March 11th. Mizuho cut their price objective on shares of Oracle from $400.00 to $320.00 and set an “outperform” rating for the company in a research report on Monday, March 16th. Finally, DA Davidson lifted their target price on shares of Oracle from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday, March 11th. Three equities research 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 given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $265.77.

Insider Transactions at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s 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 transaction, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction that occurred 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 owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This trade represents a 6.02% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 60,000 shares of company stock worth $11,326,800. 40.90% of the stock is currently owned by insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Market tailwind: easing Middle East tensions and a temporary ceasefire drove a bounce in cloud names, cited as the main near-term reason Oracle shares rose today. This is the most direct driver of the intraday move. Why Is Oracle Trading Higher Monday?
• Positive Sentiment: Product & platform momentum: Oracle’s push in hospitality cloud (OPERA Cloud wins, Simphony upgrades) and a reported $553B backlog point to durable SaaS/cloud revenue growth ahead. That supports the company’s long-term SaaS transition thesis. Oracle Hospitality Push Highlights Cloud Expansion: What’s Ahead?
• Positive Sentiment: Developer & AI enablement: Oracle unveiled Java 26 with AI and cryptographic features, reinforcing its developer platform strategy and potential to capture AI-related demand — a positive for long-term cloud and middleware adoption. Oracle unveils Java 26 with AI and cryptographic functionality for developers
• Neutral Sentiment: Analyst tone mixed: Mizuho called Oracle’s quarter “clean” and kept an Outperform rating but trimmed its price target from $400 to $320 — a reminder analysts see solid execution but are tempering near-term upside expectations. Oracle Delivered A “clean” Third Quarter, Says Mizuho
• Neutral Sentiment: Market commentary: coverage noting whether Oracle’s large backlog is a “gold mine or mirage” and pieces discussing AI market valuation dynamics add mixed sentiment but are not immediate catalysts. Oracle’s $553 Billion Backlog Is Either a Gold Mine or a Mirage
• Negative Sentiment: Legal risk surge: multiple law firms have filed or solicited plaintiffs in securities class actions covering the June 12–Dec 16, 2025 period and are urging investors to act — including an April 6 lead-plaintiff deadline — creating litigation overhang and potential liability exposure. ROSEN Encourages Oracle Investors to Secure Counsel
• Negative Sentiment: Debt/offering probe: the Schall Law Firm announced an investigation into Oracle’s senior notes offering (alleged misstatements/omissions tied to the shelf registration), adding a distinct regulatory/investigative risk beyond the equity class actions. ORCL Investors Have Opportunity to Join Fraud Investigation

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.