Analyst IMS Investment Management Services Ltd. Has $26.96 Million Stock Position in Oracle Corporation $ORCL

Analyst IMS Investment Management Services Ltd. increased its position in shares of Oracle Corporation (NYSE:ORCL) by 217.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 138,329 shares of the enterprise software provider’s stock after buying an additional 94,811 shares during the period. Oracle accounts for approximately 0.8% of Analyst IMS Investment Management Services Ltd.’s holdings, making the stock its 18th biggest position. Analyst IMS Investment Management Services Ltd.’s holdings in Oracle were worth $26,962,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. FSA Wealth Management LLC bought a new stake in Oracle during the third quarter valued at about $28,000. Darwin Wealth Management LLC increased its stake in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 65 shares during the period. Mpwm Advisory Solutions LLC lifted its position in shares of Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new position in shares of Oracle during the 3rd quarter worth about $35,000. Finally, Financial Consulate Inc. bought a new stake in Oracle during the 3rd quarter valued at approximately $37,000. Institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on ORCL. Guggenheim reaffirmed a “buy” rating and issued a $400.00 price target on shares of Oracle in a research report on Friday, March 13th. Sanford C. Bernstein set a $313.00 target price on shares of Oracle in a research note on Monday, February 9th. Monness Crespi & Hardt reissued a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. JPMorgan Chase & Co. upgraded shares of Oracle from a “neutral” rating to an “overweight” rating and dropped their price objective for the stock from $230.00 to $210.00 in a report on Wednesday, March 11th. Finally, UBS Group reiterated a “buy” rating on shares of Oracle in a research note on Monday, February 2nd. Three 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 assigned a Sell rating to the company. Based on data from MarketBeat, Oracle presently has an average rating of “Moderate Buy” and an average target price of $262.91.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Bernstein reiterated an Outperform on ORCL with a $319 price target, citing Oracle’s solid quarterly results and protection from software disruption as reasons to expect upside. Oracle Corporation (ORCL) Well Protected from AI Disruption on Software: Bernstein
• Positive Sentiment: Recent results showed unusually strong fundamentals (first quarter in 15 years with >20% organic revenue and non‑GAAP EPS growth), and analysts highlight accelerating cloud/AI revenue conversion — a clear growth narrative for investors focusing on long‑term AI/cloud adoption. Oracle: Building Immunity To ‘SaaSpocalypse’ As It Lives Up To Its AI Potential
• Positive Sentiment: Oracle is rolling out AI products (e.g., NetSuite Restaurant Operations) and redirecting costs toward AI/data center expansion; analysts say layoffs will produce near‑term cost savings that can fund growth investments. These actions can improve margins if execution holds. Oracle Targets Restaurant Industry With New AI Back Office Solution
• Neutral Sentiment: Oracle reports a huge backlog (>$500B cited in recent pieces), giving revenue visibility — but multiple reports flag that free cash flow hasn’t yet materialized at the same scale, creating a timing risk between contracted revenue and owner economics. Investors should watch backlog monetization and cash conversion. Oracle: The AI Backlog Is Real — The Cash Flow Isn’t (Yet)
• Neutral Sentiment: Several analysts and commentators argue the recent 50–60% selloff may be overdone given accelerating AI traction; that view provides a potential upside case but depends on execution and financing. Oracle (ORCL) Stock Is Down 50%. The Selloff Looks Overdone as AI Momentum Builds
• Negative Sentiment: Multiple securities‑fraud class actions have been filed for the June–Dec 2025 period and law firms are soliciting lead plaintiffs ahead of April deadlines — increased legal risk and potential liability can weigh on the stock. Deadline Soon: Oracle Corporation (ORCL) Shareholders Urged To Contact The Law Offices of Frank R. Cruz
• Negative Sentiment: Massive layoffs (reports of up to ~30,000 roles) and negative coverage about how cuts were handled (some employees notified by email) are creating reputational and execution risks; a TipRanks/NY Post piece also flagged controversy over simultaneous H‑1B/foreign‑worker filings, which may spur additional headlines and regulatory scrutiny. Oracle (ORCL) Draws Fire after Laying Off Thousands While Filing for Foreign Workers

Oracle Stock Performance

NYSE ORCL opened at $146.31 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 has a market cap of $420.79 billion, a P/E ratio of 26.27, a PEG ratio of 1.40 and a beta of 1.60. The company’s 50-day simple moving average is $153.19 and its 200 day simple moving average is $207.27.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping 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 last year, the company earned $1.47 earnings per share. The company’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, research analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Insiders Place Their Bets

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction on 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 sale, the chief executive officer directly 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 sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, 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 value of $6,821,150.00. Following the transaction, the executive vice president owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 40.90% of the company’s stock.

About Oracle

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.