Allworth Financial LP Acquires 3,465 Shares of Oracle Corporation $ORCL

Allworth Financial LP increased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 1.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 320,789 shares of the enterprise software provider’s stock after acquiring an additional 3,465 shares during the quarter. Allworth Financial LP’s holdings in Oracle were worth $90,219,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its position in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after buying an additional 404 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after buying an additional 768 shares during the period. United Bank grew its position in Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after buying an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its position in Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after buying an additional 8,530 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity at Oracle

In related news, insider Mark Hura sold 15,000 shares of the stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the transaction, the insider owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This represents a 6.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’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 transaction of $1,552,300.00. Following the completion of the sale, 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 position. The disclosure for this sale is available in the SEC filing. Insiders sold 62,223 shares of company stock worth $11,763,864 in the last 90 days. 40.90% of the stock is currently owned by company insiders.

Key Stories Impacting Oracle

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 Stock Performance

NYSE:ORCL opened at $155.69 on Friday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. 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 stock’s 50-day simple moving average is $162.74 and its 200 day simple moving average is $215.87. The firm has a market capitalization 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 (NYSE:ORCL) last issued its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.71 by $0.08. The firm had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Barclays dropped their price objective on Oracle from $310.00 to $230.00 and set an “overweight” rating for the company in a report on Monday, March 9th. Royal Bank Of Canada restated a “sector perform” rating and issued a $160.00 price target on shares of Oracle in a research report on Wednesday, March 11th. Piper Sandler dropped their price target on Oracle from $240.00 to $210.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. BMO Capital Markets cut 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. Finally, Scotiabank reduced their price objective on shares of Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research note on Monday, March 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and a consensus price target of $265.77.

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.