DAVENPORT & Co LLC Has $26.35 Million Position in Oracle Corporation $ORCL

DAVENPORT & Co LLC lessened its holdings in Oracle Corporation (NYSE:ORCL) by 60.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 135,175 shares of the enterprise software provider’s stock after selling 205,246 shares during the quarter. DAVENPORT & Co LLC’s holdings in Oracle were worth $26,347,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Abound Wealth Management increased its position in Oracle by 9.3% in the 4th quarter. Abound Wealth Management now owns 948 shares of the enterprise software provider’s stock valued at $185,000 after acquiring an additional 81 shares during the period. Tlwm bought a new position in shares of Oracle during the fourth quarter valued at $1,142,000. Daymark Wealth Partners LLC lifted its holdings in shares of Oracle by 0.7% during the fourth quarter. Daymark Wealth Partners LLC now owns 111,267 shares of the enterprise software provider’s stock worth $21,687,000 after purchasing an additional 800 shares during the period. Arlington Financial Advisors LLC bought a new stake in shares of Oracle in the fourth quarter worth $269,000. Finally, Quantum Financial Advisors LLC grew its stake in shares of Oracle by 36.4% in the fourth quarter. Quantum Financial Advisors LLC now owns 5,546 shares of the enterprise software provider’s stock worth $1,081,000 after purchasing an additional 1,480 shares during the last quarter. 42.44% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

ORCL has been the subject of several analyst reports. TD Cowen lowered their target price on Oracle from $350.00 to $250.00 and set a “buy” rating for the company in a research report on Friday, March 6th. Weiss Ratings lowered Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. The Goldman Sachs Group raised Oracle to a “strong-buy” rating in a research note on Monday, January 12th. Jefferies Financial Group lowered their price objective on Oracle from $400.00 to $320.00 and set a “buy” rating for the company in a research report on Thursday, March 5th. Finally, Deutsche Bank Aktiengesellschaft cut their price objective on Oracle from $375.00 to $300.00 and set a “buy” 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 issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $262.91.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: BofA reinstated coverage on ORCL with a Buy and a $200 price target, citing a large backlog and AI/cloud upside — a major Wall Street vote of confidence that could support upside if execution continues. Read More.
• Positive Sentiment: Oracle rolled out Fusion Agentic Applications, expanded AI Agent Studio and announced AI Database agentic features — product launches designed to embed AI agents into core enterprise apps and databases, strengthening Oracle’s enterprise AI value proposition and recurring cloud revenue potential. Read More.
• Positive Sentiment: Oracle’s executive profile rose after Executive Chairman/CTO Larry Ellison was named to a new presidential tech advisory council — increased policy access and visibility on AI strategy can be a long‑term positive for enterprise vendors. Read More.
• Neutral Sentiment: Analysts and research pieces highlight Oracle’s multicloud/database strategy and recent technical breakouts — these note strong revenue visibility but also call out leverage and franchise risk; useful context for investors but mixed on timing. Read More.
• Negative Sentiment: A torrent of law firms has issued investor alerts and class‑action notices tied to alleged misstatements about AI/data‑center capabilities (class period June 12–Dec 16, 2025) with an April 6 lead‑plaintiff deadline — this legal overhang increases uncertainty, potential costs and headline risk. Read More.
• Negative Sentiment: Bloomberg/Reuters reported Microsoft will rent a Texas data center that had been developed for Oracle and OpenAI — a sign the original project may not produce the partner/cloud win investors hoped for and a potential near‑term revenue/PR negative. Read More.

Oracle Stock Performance

ORCL stock opened at $145.85 on Thursday. The firm has a market cap of $419.47 billion, a PE ratio of 26.18, a price-to-earnings-growth ratio of 1.59 and a beta of 1.66. 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 50-day moving average price of $158.69 and a 200-day moving average price of $213.64. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last announced 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 return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the prior year, the company earned $1.47 EPS. The firm’s revenue for the quarter was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities research analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders 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 dividend yield of 1.4%. The ex-dividend date is Thursday, April 9th. Oracle’s dividend payout ratio is presently 35.91%.

Insider Activity at Oracle

In related news, EVP Douglas A. Kehring sold 35,000 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the transaction, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 40.90% of the company’s stock.

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.