Oracle Corporation $ORCL Holdings Reduced by FSM Wealth Advisors LLC

FSM Wealth Advisors LLC lowered its position in Oracle Corporation (NYSE:ORCL) by 41.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,146 shares of the enterprise software provider’s stock after selling 5,160 shares during the quarter. FSM Wealth Advisors LLC’s holdings in Oracle were worth $1,393,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. FSA Wealth Management LLC bought a new stake in shares of Oracle during the third quarter valued at about $28,000. Darwin Wealth Management LLC increased its position in shares of Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 65 shares during the period. Mpwm Advisory Solutions LLC raised its stake in shares of Oracle by 76.9% in the 3rd 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 in the last quarter. Turning Point Benefit Group Inc. acquired a new stake in shares of Oracle in the third quarter valued at $35,000. Finally, Financial Consulate Inc. bought a new position in Oracle during the third quarter valued at about $37,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

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 completion of the transaction, the chief executive officer owned 134,030 shares in the company, valued at $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the sale, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on ORCL. Guggenheim reiterated a “buy” rating and set a $400.00 price objective on shares of Oracle in a research report on Friday, March 13th. Morgan Stanley reduced their target price on Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a report on Friday, January 23rd. Scotiabank decreased their price target on Oracle from $220.00 to $215.00 and set a “sector outperform” rating for the company 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 note on Wednesday, March 11th. Finally, Stifel Nicolaus decreased their target price on shares of Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a report 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 issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $260.71.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched Fusion Agentic Applications and upgraded its AI Database — products target finance, supply chain, HR and CX and aim to deepen cloud/AI wallet share with enterprise customers. Oracle Ties Fusion Agentic Apps And AI Database To Cloud Story
• Positive Sentiment: Strong sales/backlog: recent quarter showed double‑digit revenue growth and an outsized remaining performance obligations (RPO) backlog (~$553B reported), signaling multi‑year revenue visibility for cloud and subscription streams. Oracle’s Sales Are Soaring, But Its Stock Is Falling
• Neutral Sentiment: Pimco is marketing portions of ~$14B in data‑center financing tied to Oracle — this is a financing/secondary‑market move that could affect perceptions around the data‑center financing structure but doesn’t directly change Oracle’s operations. Pimco Explores Sale Of $14 Billion Oracle Data Center Debt
• Neutral Sentiment: Analysts and outlets are mixed — some reiterations (Stephens equal‑weight) and new price‑target commentary highlight divergent views on valuation vs. growth. Stephens Reiterates Equal Weight for Oracle
• Negative Sentiment: Oracle announced ~30,000 layoffs via mass email — short‑term cost savings could help margins, but the scale raises execution, morale, regulatory and reputational risks that worry investors. Oracle Lays Off 30,000 and Nike Falls Flat Once Again
• Negative Sentiment: Heavy capex and data‑center spending underpin the growth story but worry investors about free cash flow and margin dilution in the near term — one reason the stock has slid significantly this year. Oracle’s Sales Are Soaring, But Its Stock Is Falling
• Negative Sentiment: Market reaction: traders have rotated into higher‑beta names while Oracle’s shares have fallen year‑to‑date (~30% referenced in coverage), reflecting concern that execution and cash‑flow tradeoffs may blunt near‑term upside. Oracle is Down 30% This Year. But This Billionaire Still Loves It

Oracle Price Performance

NYSE ORCL opened at $138.00 on Monday. The company has a market cap of $396.91 billion, a P/E ratio of 24.78, a P/E/G ratio of 1.32 and a beta of 1.60. The company has a fifty day simple moving average of $150.08 and a 200 day simple moving average of $199.91. Oracle Corporation has a 1 year low of $121.24 and a 1 year high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66.

Oracle (NYSE:ORCL) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 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 during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period in the prior year, the company earned $1.47 EPS. The business’s quarterly revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, sell-side analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The firm 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 dividend of $0.50 per share. The ex-dividend date is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s payout ratio is presently 35.91%.

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.