Catherine Avery Investment Management LLC Boosts Position in Oracle Corporation $ORCL

Catherine Avery Investment Management LLC raised its position in Oracle Corporation (NYSE:ORCL) by 22.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 22,378 shares of the enterprise software provider’s stock after acquiring an additional 4,139 shares during the quarter. Oracle makes up 2.6% of Catherine Avery Investment Management LLC’s portfolio, making the stock its 19th biggest holding. Catherine Avery Investment Management LLC’s holdings in Oracle were worth $4,362,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC lifted its stake in shares of Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after purchasing an additional 100,494 shares during the period. Revolve Wealth Partners LLC boosted its holdings 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 worth $903,000 after buying an additional 404 shares during the last quarter. Sivia Capital Partners LLC grew its position in Oracle by 21.5% during the second 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 increased its holdings in Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock valued at $3,288,000 after buying an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its position in Oracle by 19.2% in the second 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 during the period. 42.44% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

ORCL has been the topic of several analyst reports. Melius Research set a $160.00 price target on shares of Oracle in a research note on Monday, February 9th. Jefferies Financial Group decreased their target price on Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. Mizuho lowered their target price on Oracle from $400.00 to $320.00 and set an “outperform” rating on the stock in a research report on Monday, March 16th. Cantor Fitzgerald reissued an “overweight” rating and set a $229.00 price target on shares of Oracle in a report on Wednesday, March 11th. Finally, Bank of America reduced their price target on Oracle from $368.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. Three investment 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $265.77.

Insider Transactions at Oracle

In other news, insider Mark Hura sold 15,000 shares of the stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the transaction, the insider directly owned 234,077 shares in the company, valued at approximately $46,087,420.53. This represents a 6.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total transaction of $437,064.03. Following the completion of the transaction, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 62,223 shares of company stock valued at $11,763,864 over the last quarter. 40.90% of the stock is owned by insiders.

Oracle Trading Down 4.0%

Shares of Oracle stock opened at $149.32 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 business has a 50-day moving average price of $161.76 and a 200-day moving average price of $215.33. The firm has a market cap of $429.44 billion, a price-to-earnings ratio of 26.81, a PEG ratio of 1.34 and a beta of 1.66.

Oracle (NYSE:ORCL) last posted its 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 return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the previous year, the business earned $1.47 earnings per share. The firm’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. Equities research analysts anticipate that Oracle Corporation will post 5 EPS 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 dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s dividend payout ratio is 35.91%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Large AI backlog and upbeat analyst bull cases reinforce growth narrative — recent coverage highlights a reported $553 billion backlog tied to AI contracts that helped spark the post‑earnings pop and supports bullish long‑term upside for cloud/AI exposure. Massive News: Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026
• Positive Sentiment: Top‑street bulls (e.g., Guggenheim) reiterate buy cases and high price targets — some firms kept very bullish PTs after the quarter, arguing AI buildout could drive a future cash‑flow inflection. Why Guggenheim Sees Oracle’s AI Buildout Setting Up a Future Cash Flow Inflection
• Positive Sentiment: Bullish takeaways on durable cloud growth — commentators argue the quarter strengthens the case for sustained AI-driven revenue upside, making the stock a candidate for a multi‑year rally if execution holds. Where Will Oracle Be in 2 Years?
• Neutral Sentiment: Mixed media and pundit comments are tempering momentum — high‑profile commentators (e.g., Jim Cramer) called Oracle “good” but suggested other names may be better, which can cool retail enthusiasm. Jim Cramer Says “Oracle’s Good, But I Think There Are Others That Are Better”
• Neutral Sentiment: Capex debate remains unresolved — analysts flag Oracle’s plan for very large 2026 capex as high‑risk/high‑reward; markets are weighing long‑term payoff vs near‑term cash burn. Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?
• Negative Sentiment: Investors refocus on dilution and financing risk after the AI‑driven results pop — post‑earnings materials reiterated large funding/capex plans (including an ATM program) that can pressure the share price. Oracle shares slide as investors refocus on dilution and spending risk after AI-driven results pop
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm alerts have been filed/issued, increasing legal and reputational overhang and creating headline risk. Kessler Topaz files securities fraud class action against Oracle
• Negative Sentiment: Insider selling and institutional rotation data are being flagged by trackers, which can amplify downside momentum while headline and dilution concerns remain. Oracle shares slide as investors refocus on dilution and spending risk after AI-driven results pop (insider activity)
• Negative Sentiment: Analysis highlighting cash burn from the AI push raises short‑term profitability and financing concerns despite growth — this keeps some value investors on the sidelines. Oracle Is Burning Cash in the Pursuit of “Hypergrowth.”

Oracle Company 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.