Cooke Wealth Management LLC Acquires New Shares in Oracle Corporation $ORCL

Cooke Wealth Management LLC purchased a new position in Oracle Corporation (NYSE:ORCL) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,139 shares of the enterprise software provider’s stock, valued at approximately $1,382,000. Oracle comprises 1.2% of Cooke Wealth Management LLC’s investment portfolio, making the stock its 20th biggest position.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Western Financial Corp CA increased its holdings in Oracle by 13.1% in the 4th quarter. Western Financial Corp CA now owns 3,565 shares of the enterprise software provider’s stock worth $695,000 after buying an additional 412 shares in the last quarter. Tarbox Family Office Inc. lifted its stake in Oracle by 11.6% during the 4th quarter. Tarbox Family Office Inc. now owns 1,775 shares of the enterprise software provider’s stock valued at $346,000 after acquiring an additional 184 shares during the period. Buffalo Business & Estate Services Ltd. purchased a new stake in shares of Oracle during the 4th quarter valued at about $395,000. Leo Wealth LLC grew its stake in shares of Oracle by 16.2% in the fourth quarter. Leo Wealth LLC now owns 5,864 shares of the enterprise software provider’s stock worth $1,143,000 after acquiring an additional 818 shares during the period. Finally, Step Capital Management Pte. Ltd. bought a new stake in shares of Oracle in the fourth quarter worth approximately $1,949,000. 42.44% of the stock is owned by institutional investors.

Oracle Stock Performance

ORCL opened at $146.31 on Monday. The firm 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. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a 50 day simple moving average of $153.19 and a two-hundred day simple moving average of $205.90. 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 (NYSE:ORCL) last issued its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. Oracle’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed 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 yield of 1.4%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is 35.91%.

Insider Activity at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle 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 sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction that occurred on 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 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 disclosure for this sale is available in the SEC filing. Company insiders own 40.90% of the company’s stock.

Oracle News Summary

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

Analyst Ratings Changes

A number of equities research analysts have commented on the stock. Bank of America initiated coverage on shares of Oracle in a research report on Tuesday, March 24th. They issued a “buy” rating and a $200.00 target price for the company. Citizens Jmp dropped their price target on Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a research note on Thursday, February 5th. Guggenheim reaffirmed a “buy” rating and issued a $400.00 price objective on shares of Oracle in a report on Friday, March 13th. Jefferies Financial Group reduced 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, Robert W. Baird lowered their target price on Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a report on Tuesday, March 10th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price 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.