Brookstone Capital Management Grows Stock Position in Oracle Corporation $ORCL

Brookstone Capital Management lifted its position in Oracle Corporation (NYSE:ORCL) by 7.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 106,805 shares of the enterprise software provider’s stock after acquiring an additional 7,472 shares during the period. Brookstone Capital Management’s holdings in Oracle were worth $20,817,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. FSA Wealth Management LLC purchased a new position in Oracle in the 3rd quarter valued at $28,000. Kilter Group LLC purchased a new stake in shares of Oracle during the second quarter worth $30,000. Darwin Wealth Management LLC raised its position in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 65 shares during the last quarter. Investors Research Corp lifted its stake in shares of Oracle by 465.5% in the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 135 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC lifted its stake in shares of Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 50 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Oracle

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction 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 in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. 40.90% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on ORCL. TD Cowen dropped their price objective on shares of Oracle from $350.00 to $250.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Scotiabank decreased their target price on shares of Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research note on Monday, March 9th. Mizuho lowered their target price on Oracle from $400.00 to $320.00 and set an “outperform” rating on the stock in a report on Monday, March 16th. Monness Crespi & Hardt restated a “hold” rating on shares of Oracle in a research report on Wednesday, March 11th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $229.00 price target on shares of Oracle in a report on Wednesday, March 11th. Three 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 company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $262.91.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Vertex launched its O Series Tax Engine and Indirect Tax Accelerator on the Oracle Marketplace, making the Vertex solution deployable on Oracle Cloud Infrastructure — a positive signal for OCI adoption and partner-led revenue. Vertex launches on Oracle Marketplace
• Positive Sentiment: Oracle will pay its first quarterly dividend of 2026 on April 24, supporting income-focused investors and signaling capital-return discipline. Oracle dividend announcement
• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for Oracle, indicating some analyst confidence in the company’s financial outlook. Erste Group raises Oracle EPS estimate
• Neutral Sentiment: Media pieces (MarketWatch/Invezz/Fool) debate Oracle’s AI positioning vs. peers — some see large upside if AI spending pays off, while others favor competitors like Broadcom for AI exposure; useful context for longer-term thesis but not an immediate catalyst. Why Oracle may be an AI winner
• Neutral Sentiment: Eagle Mountain Mining update on an unrelated Oracle Ridge JV (mining) is not material to Oracle Corp’s business; can be ignored for ORCL stock drivers. Eagle Mountain advances Oracle Ridge JV
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs for securities-fraud class actions and investigations covering the June–Dec 2025 period, alleging misleading statements about Oracle’s AI data-center capabilities and capital spending — a near-term negative catalyst that increases legal risk, potential costs, and investor uncertainty. Representative notices: Kessler Topaz (PR Newswire), Levi & Korsinsky (GlobeNewswire), Schall Law Firm (PR Newswire). Kessler Topaz class action Levi & Korsinsky notice Schall Law Firm investigation

Oracle Price Performance

Shares of ORCL stock opened at $138.71 on Tuesday. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The company has a market capitalization of $398.93 billion, a PE ratio of 24.90, a price-to-earnings-growth ratio of 1.33 and a beta of 1.66. The firm’s 50-day moving average is $155.67 and its two-hundred day moving average is $210.25. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last posted its quarterly 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. The business had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business’s revenue for the quarter was up 21.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be paid 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 yield of 1.4%. Oracle’s dividend payout ratio (DPR) is 35.91%.

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.