F m Investments LLC Grows Holdings in Oracle Corporation $ORCL

F m Investments LLC increased its stake in shares of Oracle Corporation (NYSE:ORCL) by 44.3% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 53,347 shares of the enterprise software provider’s stock after purchasing an additional 16,390 shares during the period. F m Investments LLC’s holdings in Oracle were worth $15,003,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in ORCL. Brighton Jones LLC boosted its position in shares of Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after buying an additional 100,494 shares during the period. Revolve Wealth Partners LLC grew its stake 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 raised its holdings in shares of Oracle by 21.5% in the 2nd 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 lifted its stake in Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after acquiring an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in Oracle by 19.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after acquiring an additional 8,530 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and AI/cloud traction — Oracle reported stronger‑than‑expected revenue and record cloud dollar‑adds, and raised longer‑term revenue guidance, underpinning the bull case that AI demand will sustain growth. Oracle capitalizes on AI demand with record Cloud dollar adds
• Positive Sentiment: Analyst upgrades / high conviction calls — Several firms (including JPMorgan) upgraded or reiterated bullish views after the print, and Guggenheim highlighted a potential future free‑cash‑flow “waterfall” scenario. These endorsements support further upside if execution continues. JPMorgan Chase & Co. Upgrades Oracle (NYSE:ORCL) to Overweight
• Neutral Sentiment: TikTok stake and strategic investments — Filings disclosed a ~$2.2B stake in the restructured TikTok US JV (15%); strategic for content/data relationships but capital‑intensive and not an immediate earnings driver. Oracle Reveals $2.2 Billion Investment In TikTok’s US Business
• Neutral Sentiment: AI infrastructure narrative remains a key theme — Multiple strategy pieces argue Oracle is well‑positioned as an AI infrastructure play, but those gains are contingent on durable monetization and margin expansion. Oracle: The AI Darkhorse?
• Negative Sentiment: Rising litigation risk — Multiple law firms have filed/class notices alleging disclosure issues around data‑center capabilities and capex; ongoing suits increase legal uncertainty and could weigh on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz
• Negative Sentiment: Restructuring and extra charges — The WSJ reports Oracle set aside an additional $500M for restructuring and exit costs tied to job cuts as it scales AI infrastructure, a near‑term drag on cash flow. Oracle Allocates Extra $500 Million to Cover Restructuring Costs
• Negative Sentiment: Mixed analyst positioning and price‑target cuts — While some firms raised targets, others (Baird, TD Cowen, Stifel and others) trimmed price targets citing valuation and model updates — adding to short‑term volatility. Baird Lowers PT on Oracle (ORCL)

Analysts Set New Price Targets

ORCL has been the subject of several research reports. Scotiabank dropped their target price on Oracle from $220.00 to $215.00 and set a “sector outperform” rating for the company in a research report on Monday, March 9th. UBS Group reissued a “buy” rating on shares of Oracle in a research report on Monday, February 2nd. KeyCorp lowered their price objective on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. BMO Capital Markets dropped their price objective on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a report on Wednesday. Finally, Sanford C. Bernstein set a $313.00 target price on shares of Oracle in a research note on Monday, February 9th. Three investment 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 stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $268.06.

Insider Activity

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction 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 transaction, the chief executive officer owned 134,030 shares in the company, 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 is accessible through the SEC website. Also, insider Mark Hura sold 15,000 shares of the stock in a transaction 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 directly owned 234,077 shares in the company, valued at $46,087,420.53. This trade represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,223 shares of company stock valued at $13,689,064 over the last quarter. Company insiders own 40.90% of the company’s stock.

Oracle Stock Performance

Shares of ORCL opened at $155.08 on Friday. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The stock has a market capitalization of $446.02 billion, a PE ratio of 27.84, a PEG ratio of 1.39 and a beta of 1.66. The company has a debt-to-equity ratio of 3.19, a quick ratio of 0.91 and a current ratio of 1.35. The stock has a 50-day simple moving average of $165.74 and a 200-day simple moving average of $218.07.

Oracle (NYSE:ORCL) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share 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 60.00%. The firm had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same period in the prior year, the firm earned $1.47 earnings per share. The business’s quarterly revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is presently 35.91%.

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.