Jackson Wealth Management LLC Purchases 4,666 Shares of Oracle Corporation $ORCL

Jackson Wealth Management LLC lifted its position in shares of Oracle Corporation (NYSE:ORCL) by 9.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 55,441 shares of the enterprise software provider’s stock after purchasing an additional 4,666 shares during the quarter. Oracle accounts for about 1.1% of Jackson Wealth Management LLC’s holdings, making the stock its 27th largest holding. Jackson Wealth Management LLC’s holdings in Oracle were worth $10,806,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of ORCL. Vanguard Group Inc. raised its stake in shares of Oracle by 2.8% during the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock worth $47,518,451,000 after acquiring an additional 4,681,626 shares in the last quarter. State Street Corp lifted its holdings in shares of Oracle by 1.7% in the 2nd quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock worth $16,060,427,000 after acquiring an additional 1,252,723 shares during the last quarter. Capital Research Global Investors boosted its stake in shares of Oracle by 1.2% in the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock valued at $6,555,961,000 after purchasing an additional 266,588 shares in the last quarter. Bank of New York Mellon Corp boosted its stake in shares of Oracle by 0.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock valued at $3,357,572,000 after purchasing an additional 98,693 shares in the last quarter. Finally, Legal & General Group Plc grew its holdings in shares of Oracle by 3.4% during the 3rd quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider’s stock valued at $3,289,595,000 after purchasing an additional 381,572 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Bernstein reiterated an Outperform on ORCL with a $319 price target, citing Oracle’s solid quarterly results and protection from software disruption as reasons to expect upside. Oracle Corporation (ORCL) Well Protected from AI Disruption on Software: Bernstein
• Positive Sentiment: Recent results showed unusually strong fundamentals (first quarter in 15 years with >20% organic revenue and non‑GAAP EPS growth), and analysts highlight accelerating cloud/AI revenue conversion — a clear growth narrative for investors focusing on long‑term AI/cloud adoption. Oracle: Building Immunity To ‘SaaSpocalypse’ As It Lives Up To Its AI Potential
• Positive Sentiment: Oracle is rolling out AI products (e.g., NetSuite Restaurant Operations) and redirecting costs toward AI/data center expansion; analysts say layoffs will produce near‑term cost savings that can fund growth investments. These actions can improve margins if execution holds. Oracle Targets Restaurant Industry With New AI Back Office Solution
• Neutral Sentiment: Oracle reports a huge backlog (>$500B cited in recent pieces), giving revenue visibility — but multiple reports flag that free cash flow hasn’t yet materialized at the same scale, creating a timing risk between contracted revenue and owner economics. Investors should watch backlog monetization and cash conversion. Oracle: The AI Backlog Is Real — The Cash Flow Isn’t (Yet)
• Neutral Sentiment: Several analysts and commentators argue the recent 50–60% selloff may be overdone given accelerating AI traction; that view provides a potential upside case but depends on execution and financing. Oracle (ORCL) Stock Is Down 50%. The Selloff Looks Overdone as AI Momentum Builds
• Negative Sentiment: Multiple securities‑fraud class actions have been filed for the June–Dec 2025 period and law firms are soliciting lead plaintiffs ahead of April deadlines — increased legal risk and potential liability can weigh on the stock. Deadline Soon: Oracle Corporation (ORCL) Shareholders Urged To Contact The Law Offices of Frank R. Cruz
• Negative Sentiment: Massive layoffs (reports of up to ~30,000 roles) and negative coverage about how cuts were handled (some employees notified by email) are creating reputational and execution risks; a TipRanks/NY Post piece also flagged controversy over simultaneous H‑1B/foreign‑worker filings, which may spur additional headlines and regulatory scrutiny. Oracle (ORCL) Draws Fire after Laying Off Thousands While Filing for Foreign Workers

Insider Buying and Selling

In related news, EVP Douglas A. Kehring sold 35,000 shares of the company’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 transaction of $6,821,150.00. Following the completion of the transaction, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at $20,805,476.90. The trade was a 6.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is currently owned by company insiders.

Oracle Price Performance

ORCL stock opened at $146.31 on Friday. The firm’s 50-day moving average price is $153.19 and its two-hundred day moving average price is $206.57. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The stock has a market capitalization of $420.79 billion, a price-to-earnings ratio of 26.27, a PEG ratio of 1.40 and a beta of 1.60. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66.

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

Oracle Announces Dividend

The firm also recently disclosed 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. The ex-dividend date 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%.

Wall Street Analysts Forecast Growth

ORCL has been the topic of a number of analyst reports. KeyCorp decreased their target price on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Guggenheim reaffirmed a “buy” rating and set a $400.00 price objective on shares of Oracle in a research note on Friday, March 13th. JPMorgan Chase & Co. upgraded Oracle from a “neutral” rating to an “overweight” rating and decreased their price objective for the stock from $230.00 to $210.00 in a report on Wednesday, March 11th. Robert W. Baird lowered their target price on Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research note on Tuesday, March 10th. Finally, Morgan Stanley dropped their target price on Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a report on Friday, January 23rd. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and a consensus price target of $262.91.

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.