8,604 Shares in Oracle Corporation $ORCL Bought by DDD Partners LLC

Key Points

• DDD Partners LLC opened a new position in Oracle (NYSE:ORCL), buying 8,604 shares in Q4 worth approximately $1.677 million.
• Oracle is expanding its enterprise AI push with Fusion Agentic Applications and AI Database enhancements that bolster its SaaS/AI roadmap, but investor concerns — including reports of Pimco seeking buyers for portions of a ~$14B data‑center financing, heavy capex/debt worries, and recent insider stock sales — are contributing to near‑term selling pressure (stock down ~4%).
• The company beat Q3 estimates on EPS and revenue, declared a $0.50 quarterly dividend (1.5% yield), and holds a consensus analyst rating of “Moderate Buy” with a $260.71 average price target.

DDD Partners LLC purchased a new position in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 8,604 shares of the enterprise software provider's stock, valued at approximately $1,677,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Triad Wealth Partners LLC increased its position in Oracle by 8.0% during the fourth quarter. Triad Wealth Partners LLC now owns 4,536 shares of the enterprise software provider's stock worth $884,000 after buying an additional 336 shares during the period. Spirepoint Private Client LLC increased its position in Oracle by 6.5% during the fourth quarter. Spirepoint Private Client LLC now owns 11,109 shares of the enterprise software provider's stock worth $2,165,000 after buying an additional 680 shares during the period. Whitaker Myers Wealth Managers LTD. increased its position in Oracle by 157.0% during the fourth quarter. Whitaker Myers Wealth Managers LTD. now owns 9,518 shares of the enterprise software provider's stock worth $1,855,000 after buying an additional 5,815 shares during the period. Brookwood Investment Group LLC increased its position in Oracle by 8.6% during the fourth quarter. Brookwood Investment Group LLC now owns 6,741 shares of the enterprise software provider's stock worth $1,314,000 after buying an additional 533 shares during the period. Finally, Jackson Thornton Wealth Management LLC increased its position in Oracle by 88.3% during the fourth quarter. Jackson Thornton Wealth Management LLC now owns 3,694 shares of the enterprise software provider's stock worth $716,000 after buying an additional 1,732 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle unveiled a broad set of Fusion Agentic Applications (finance, supply chain, HR, CX) and expanded agentic AI capabilities across workflows — these product launches strengthen Oracle’s enterprise AI SaaS roadmap and support revenue/upsell potential. Fusion Agentic Applications
• Positive Sentiment: Oracle announced AI Database enhancements (higher availability/security tiers) aimed at mission‑critical workloads — a differentiation point for enterprise customers migrating AI workloads to Oracle Cloud. AI Database
• Positive Sentiment: Oracle expanded its Financial Crime & Compliance Management (FCCM) with Lucinity technology — strengthens vertical SaaS positioning and cross‑sell opportunities in regulated industries. FCCM/Lucinity
• Positive Sentiment: Operational wins and market validation: Gartner leader placements for supply‑chain planning and customer wins like Santee Cooper plus coverage pieces highlighting Oracle as an AI infrastructure play support durable demand. Gartner recognition
• Neutral Sentiment: Corporate leadership update: Hilary Maxson named CFO during a major AI/capex phase — strategically important but impact depends on execution and guidance. New CFO
• Neutral Sentiment: Mini‑tender notice from TRC Capital is immaterial in size (<0.04% of shares) but required a corporate response; not a material driver of the move. TRC mini‑tender
• Negative Sentiment: Pimco is seeking buyers for portions of a reported ~$14B financing tied to Oracle data centers — market reports that pieces of the financing are being shopped can raise investor concern about funding, terms and perceived risk on heavy data‑center commitments. Pimco financing
• Negative Sentiment: Debt and capex worries: analysts and commentators flag large backlog alongside aggressive spending to build cloud/AI capacity — investors are pricing in execution and leverage risk, contributing to the stock pullback. Capex/debt concerns
• Negative Sentiment: Layoff filings in California and analyst caution (e.g., equal‑weight reiteration) add to near‑term uncertainty and selling pressure as traders rotate toward higher‑beta names. Layoffs

Insider Transactions at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the company's stock in a transaction 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 transaction, the chief executive officer owned 134,030 shares of the company's stock, valued at $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the company's 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 transaction, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 40.90% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have commented on ORCL. Mizuho cut their price target on Oracle from $400.00 to $320.00 and set an "outperform" rating on the stock in a research report on Monday, March 16th. KeyCorp cut their price target on Oracle from $350.00 to $300.00 and set an "overweight" rating on the stock in a research report on Thursday, December 11th. Melius Research set a $160.00 price objective on shares of Oracle in a research note on Monday, February 9th. Bank of America started coverage on shares of Oracle in a research note on Tuesday, March 24th. They issued a "buy" rating and a $200.00 price objective on the stock. Finally, Morgan Stanley dropped their price objective on shares of Oracle from $320.00 to $213.00 and set an "equal weight" rating on the stock in a research note on Friday, January 23rd. 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. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $260.71.

Oracle Trading Down 4.0%

NYSE:ORCL opened at $137.92 on Friday. The firm has a market cap of $396.67 billion, a P/E ratio of 24.76, a PEG ratio of 1.37 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. The stock's 50 day simple moving average is $150.61 and its 200-day simple moving average is $202.79. Oracle Corporation has a 12-month low of $121.24 and a 12-month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same period in the previous year, the business posted $1.47 earnings per share. The business's revenue 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 analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Thursday, April 9th. Oracle's payout ratio 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.

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