Chesley Taft & Associates LLC Acquires 6,584 Shares of Oracle Corporation $ORCL

Chesley Taft & Associates LLC grew its holdings in Oracle Corporation (NYSE:ORCL) by 3.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 180,617 shares of the enterprise software provider’s stock after buying an additional 6,584 shares during the quarter. Oracle makes up 1.4% of Chesley Taft & Associates LLC’s portfolio, making the stock its 18th largest position. Chesley Taft & Associates LLC’s holdings in Oracle were worth $35,204,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in ORCL. Cypress Wealth Services LLC lifted its position in Oracle by 12.5% during the 4th quarter. Cypress Wealth Services LLC now owns 6,332 shares of the enterprise software provider’s stock worth $1,234,000 after buying an additional 702 shares in the last quarter. Clarus Wealth Advisors increased its position in Oracle by 98.8% in the 4th quarter. Clarus Wealth Advisors now owns 1,883 shares of the enterprise software provider’s stock valued at $381,000 after acquiring an additional 936 shares in the last quarter. Aegis Wealth Management LLC raised its stake in shares of Oracle by 13.0% in the fourth quarter. Aegis Wealth Management LLC now owns 1,460 shares of the enterprise software provider’s stock worth $285,000 after acquiring an additional 168 shares during the last quarter. Acropolis Investment Management LLC lifted its position in shares of Oracle by 33.9% during the fourth quarter. Acropolis Investment Management LLC now owns 2,367 shares of the enterprise software provider’s stock worth $461,000 after purchasing an additional 599 shares in the last quarter. Finally, Mechanics Bank Trust Department lifted its position in shares of Oracle by 0.9% during the fourth quarter. Mechanics Bank Trust Department now owns 57,164 shares of the enterprise software provider’s stock worth $11,142,000 after purchasing an additional 495 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Key Oracle News

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

Insider Buying and Selling at Oracle

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction dated Monday, February 9th. The stock was 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 $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 40.90% of the company’s stock.

Oracle Stock Performance

Shares of ORCL stock opened at $139.89 on Friday. The stock has a market cap of $402.33 billion, a PE ratio of 25.12, a price-to-earnings-growth ratio of 1.33 and a beta of 1.66. The stock has a 50-day moving average of $156.72 and a 200-day moving average of $212.26. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. Oracle Corporation has a one year low of $118.86 and a one year 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 analysts’ consensus estimates 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 quarter in the previous year, the company earned $1.47 earnings per share. The business’s revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The company 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 $0.50 dividend. The ex-dividend date is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle’s dividend payout ratio is currently 35.91%.

Wall Street Analyst Weigh In

ORCL has been the subject of a number of research reports. Piper Sandler lowered their price target on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating for the company in a report on Wednesday, March 11th. Jefferies Financial Group reduced their price objective on Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. UBS Group reissued a “buy” rating on shares of Oracle in a research note on Monday, February 2nd. Bank of America initiated coverage on Oracle in a research report on Tuesday, March 24th. They set a “buy” rating and a $200.00 target price for the company. Finally, Sanford C. Bernstein set a $313.00 price target on Oracle in a research note on Monday, February 9th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $262.91.

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.