Dakota Wealth Management Has $14.59 Million Stock Position in Oracle Corporation $ORCL

Dakota Wealth Management lowered its position in Oracle Corporation (NYSE:ORCL) by 27.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 74,843 shares of the enterprise software provider’s stock after selling 28,662 shares during the quarter. Dakota Wealth Management’s holdings in Oracle were worth $14,588,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its stake in Oracle by 2.8% during the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock worth $47,518,451,000 after buying an additional 4,681,626 shares in the last quarter. State Street Corp increased its holdings in Oracle by 1.7% in the 2nd quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock valued at $16,060,427,000 after buying an additional 1,252,723 shares during the period. Capital Research Global Investors raised its stake in shares of Oracle by 1.2% in the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock valued at $6,555,961,000 after buying an additional 266,588 shares in the last quarter. Norges Bank acquired a new position in shares of Oracle in the 2nd quarter valued at $4,275,378,000. Finally, Bank of New York Mellon Corp lifted its holdings in shares of Oracle by 0.8% during the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock worth $3,357,572,000 after acquiring an additional 98,693 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Buying and Selling at Oracle

In other news, 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 sale, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’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 completion of the sale, the chief executive officer owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 40.90% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud and AI momentum is being highlighted versus peers — strong cloud growth, a reported $553 billion backlog and a renewed AI push underpin a longer-term commercial thesis for OCI and enterprise AI demand. Oracle vs. Alibaba: Which Cloud & AI Giant Has an Edge Right Now?
• Positive Sentiment: Bank of America’s bullish note argues there’s more upside from current levels (they outline why ORCL could gain materially), which supports a potential rebound narrative for investors focused on earnings execution and cloud monetization. Bank of America Says Oracle Stock Can Gain More Than 30% from Here. Why?
• Positive Sentiment: Oracle picked up a strategic customer win as Veritone said it will migrate AI workloads to Oracle Cloud Infrastructure — a revenue/validation signal for OCI in enterprise AI workloads. Veritone Announces Strategic Agreement with Oracle to Accelerate Enterprise AI and AI Data Economy
• Positive Sentiment: Oracle is expanding physical capacity (116K sq ft lease in Nashville) to support hiring and cloud/engineering growth, signaling continued investment in scale for enterprise AI infrastructure. Oracle Scales Up Nashville Offices to Support Rapid Growth
• Neutral Sentiment: Analyst model tweaks are mixed: Erste Group nudged FY2026 estimates up slightly while trimming FY2027 modestly — signals that forecasts are being re-worked but not yet showing large consensus dislocation. Oracle Analyst Estimate Updates (Erste Group)
• Neutral Sentiment: Market commentary questions whether Oracle is an AI beneficiary or an early casualty of the AI hype cycle; articles stress that upcoming execution (June earnings) will determine if the pullback is a reset or a broader re-rating. Is Oracle the First of the AI Bubbles to Pop?
• Negative Sentiment: Credit markets are signaling rising concern — Oracle’s credit-default-swap (CDS) prices are approaching record highs, implying higher perceived default/credit risk which can pressure institutional holders and debt-sensitive valuation. Oracle’s Credit Default Swap Prices Near Record High Levels
• Negative Sentiment: Multiple securities-class-action filings and law-firm notices (deadlines in early April) add legal overhang and potential settlement risk tied to alleged disclosures around AI infrastructure spending and capital plans. This is a material headline risk while litigations proceed. ROSEN: Oracle Investors Should Secure Counsel Before April 6 Deadline
• Negative Sentiment: Price-target cuts and notes warning about revenue conversion and heavy capex have appeared, increasing near-term downside risk as investors re-price growth vs. capital intensity. Oracle (ORCL) price target decreased by 10.70% to 255.41

Oracle Price Performance

NYSE:ORCL opened at $139.89 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 firm has a market cap of $402.33 billion, a PE ratio of 25.12, a price-to-earnings-growth ratio of 1.37 and a beta of 1.66. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The company’s 50-day moving average price is $156.72 and its two-hundred day moving average price is $212.46.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping 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 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 earnings per share. The company’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, equities analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is currently 35.91%.

Analyst Ratings Changes

Several analysts have recently weighed in on ORCL shares. Morgan Stanley decreased their target price on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a research report on Friday, January 23rd. Bank of America began coverage on shares of Oracle in a research note on Tuesday. They set a “buy” rating and a $200.00 price target for the company. UBS Group reaffirmed a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Monness Crespi & Hardt reiterated a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. Finally, Weiss Ratings cut Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. Three equities 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 assigned a Sell rating to the stock. According to MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $262.91.

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.