Clear Trail Advisors LLC Makes New Investment in Oracle Corporation $ORCL

Clear Trail Advisors LLC purchased a new position in shares of Oracle Corporation (NYSE:ORCL) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,327 shares of the enterprise software provider’s stock, valued at approximately $648,000.

Other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new position in Oracle during the 2nd quarter worth about $4,275,378,000. Jennison Associates LLC increased its position in Oracle by 2,062.4% during the 3rd quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock valued at $2,595,072,000 after purchasing an additional 8,800,546 shares during the period. Vanguard Group Inc. raised its holdings in shares of Oracle by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock valued at $47,518,451,000 after purchasing an additional 4,681,626 shares in the last quarter. American Century Companies Inc. lifted its position in shares of Oracle by 333.7% in the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock worth $1,473,137,000 after purchasing an additional 4,030,382 shares during the period. Finally, Invesco Ltd. boosted its stake in shares of Oracle by 42.1% during the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after purchasing an additional 2,619,722 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Barclays cut their price objective on shares of Oracle from $310.00 to $230.00 and set an “overweight” rating on the stock in a report on Monday, March 9th. Piper Sandler dropped their target price on Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. HSBC reiterated a “buy” rating and issued a $382.00 price target on shares of Oracle in a report on Wednesday, November 26th. The Goldman Sachs Group upgraded Oracle to a “strong-buy” rating in a research note on Monday, January 12th. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $160.00 price objective on shares of Oracle in a research report on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $265.77.

Oracle Stock Performance

Shares of ORCL stock opened at $154.26 on Tuesday. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The business’s fifty day simple moving average is $160.75 and its 200-day simple moving average is $214.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The company has a market cap of $443.67 billion, a PE ratio of 27.70, a PEG ratio of 1.29 and a beta of 1.66.

Oracle (NYSE:ORCL) last posted its quarterly earnings data 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 return on equity of 62.70% and a net margin of 25.30%.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 firm earned $1.47 EPS. The business’s quarterly revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Insider Transactions at Oracle

In related news, EVP Douglas A. Kehring sold 35,000 shares of Oracle 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 completion of the sale, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. This trade represents a 50.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the sale, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 60,000 shares of company stock worth $11,326,800. Insiders own 40.90% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Market tailwind: easing Middle East tensions and a temporary ceasefire drove a bounce in cloud names, cited as the main near-term reason Oracle shares rose today. This is the most direct driver of the intraday move. Why Is Oracle Trading Higher Monday?
• Positive Sentiment: Product & platform momentum: Oracle’s push in hospitality cloud (OPERA Cloud wins, Simphony upgrades) and a reported $553B backlog point to durable SaaS/cloud revenue growth ahead. That supports the company’s long-term SaaS transition thesis. Oracle Hospitality Push Highlights Cloud Expansion: What’s Ahead?
• Positive Sentiment: Developer & AI enablement: Oracle unveiled Java 26 with AI and cryptographic features, reinforcing its developer platform strategy and potential to capture AI-related demand — a positive for long-term cloud and middleware adoption. Oracle unveils Java 26 with AI and cryptographic functionality for developers
• Neutral Sentiment: Analyst tone mixed: Mizuho called Oracle’s quarter “clean” and kept an Outperform rating but trimmed its price target from $400 to $320 — a reminder analysts see solid execution but are tempering near-term upside expectations. Oracle Delivered A “clean” Third Quarter, Says Mizuho
• Neutral Sentiment: Market commentary: coverage noting whether Oracle’s large backlog is a “gold mine or mirage” and pieces discussing AI market valuation dynamics add mixed sentiment but are not immediate catalysts. Oracle’s $553 Billion Backlog Is Either a Gold Mine or a Mirage
• Negative Sentiment: Legal risk surge: multiple law firms have filed or solicited plaintiffs in securities class actions covering the June 12–Dec 16, 2025 period and are urging investors to act — including an April 6 lead-plaintiff deadline — creating litigation overhang and potential liability exposure. ROSEN Encourages Oracle Investors to Secure Counsel
• Negative Sentiment: Debt/offering probe: the Schall Law Firm announced an investigation into Oracle’s senior notes offering (alleged misstatements/omissions tied to the shelf registration), adding a distinct regulatory/investigative risk beyond the equity class actions. ORCL Investors Have Opportunity to Join Fraud Investigation

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.