Oracle Corporation $ORCL Shares Sold by Avity Investment Management Inc.

Avity Investment Management Inc. trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL) by 12.5% during the third quarter, HoldingsChannel reports. The institutional investor owned 47,411 shares of the enterprise software provider’s stock after selling 6,785 shares during the quarter. Avity Investment Management Inc.’s holdings in Oracle were worth $13,334,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Swiss National Bank boosted its holdings in Oracle by 7.6% in the 2nd quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock worth $1,113,526,000 after acquiring an additional 360,000 shares during the period. Patton Fund Management Inc. raised its stake in shares of Oracle by 626.1% during the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after purchasing an additional 9,948 shares during the period. Meeder Advisory Services Inc. lifted its position in shares of Oracle by 8.4% during the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock worth $11,516,000 after purchasing an additional 3,184 shares in the last quarter. Decker Retirement Planning Inc. acquired a new position in shares of Oracle during the third quarter worth $689,000. Finally, J.W. Cole Advisors Inc. boosted its stake in shares of Oracle by 59.8% in the second quarter. J.W. Cole Advisors Inc. now owns 68,174 shares of the enterprise software provider’s stock valued at $14,905,000 after purchasing an additional 25,510 shares during the period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction that occurred 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 transaction, the insider owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This 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.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of recent analyst reports. Citizens Jmp lowered their price target on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a report on Thursday, February 5th. Melius Research set a $160.00 price objective on shares of Oracle in a research report on Monday, February 9th. Royal Bank Of Canada restated a “sector perform” rating and set a $160.00 target price on shares of Oracle in a research note on Wednesday, March 11th. Bank of America dropped their target price on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Finally, Jefferies Financial Group cut their price target on Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $265.77.

Oracle Stock Performance

Shares of ORCL opened at $154.68 on Wednesday. The stock has a market capitalization of $444.87 billion, a PE ratio of 27.77, a price-to-earnings-growth ratio of 1.36 and a beta of 1.66. The business’s fifty day moving average price is $164.22 and its 200 day moving average price is $216.73. 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 12-month low of $118.86 and a 12-month high of $345.72.

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, beating the consensus estimate 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 analyst estimates of $16.91 billion. During the same quarter in the previous year, the firm earned $1.47 earnings per share. 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. Equities research analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle’s dividend payout ratio is 35.91%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Blowout Q3 results and AI backlog — Oracle reported one of its best quarters in 15 years with revenue and EPS beats and a massive increase in remaining performance obligations driven by AI deals, supporting a higher growth trajectory for OCI. Oracle Just Posted Its Best Quarter in 15 Years
• Positive Sentiment: Analysts remain constructive on the AI story — Several analysts are upbeat that Oracle is in the early innings of an AI-led growth cycle and have reiterated buys or high price targets, which supports upside if execution continues. Oracle Continues To Receive Analyst Optimism
• Positive Sentiment: Deutsche Bank and other brokers reaffirm buys / high PTs after earnings — post‑earnings notes highlight cloud revenue strength and IaaS growth, which supports medium‑term estimates. Earnings Beat & Deutsche Bank Reaffirms Buy
• Neutral Sentiment: Product and partnership news — Oracle released Java 26 (strengthening AI/crypto developer tooling) and announced a multi‑year embedded‑payments collaboration with Alviere, incremental positives for platform stickiness. Oracle Releases Java 26
• Neutral Sentiment: Analyst price‑target activity mixed — some firms trimmed targets (e.g., Stifel, Mizuho) while keeping Outperform/Buy ratings; signals that upside remains but expectations are being re‑priced for higher capex. Stifel Cuts PT on Oracle
• Negative Sentiment: Potential large layoffs reported — media reports say Oracle may cut 20k–30k jobs (up to ~18% of workforce) to fund AI data‑center buildout and cost savings, raising execution and morale risk. Oracle Layoff Plan Raises Questions
• Negative Sentiment: Rising restructuring & capex / cash‑burn concerns — Oracle disclosed materially higher restructuring costs (an additional ~$500M) and aggressive data‑center capex, which pressures near‑term free cash flow despite revenue beats. Higher Restructuring Costs
• Negative Sentiment: Multiple securities‑class action notices and lead‑plaintiff deadlines — several law firms have filed or solicited plaintiffs alleging misstatements about data‑center capabilities and capex, creating legal overhang and potential litigation costs. Class Action Lawsuit Filed
• Negative Sentiment: Debate on Oracle’s big AI bet — critics warn the ~$50B+ AI infrastructure push could be either a masterstroke or a costly mistake if demand or margins disappoint. That debate supports higher volatility. $50 Billion AI Bet — Risk/Reward

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.