AE Wealth Management LLC Boosts Stake in Oracle Corporation $ORCL

Key Points

• AE Wealth Management LLC boosted its stake in Oracle by 15.0% in Q4, acquiring 30,600 shares to hold 234,931 shares valued at about $45.79 million.
• Oracle's expanded multicloud networking collaboration with AWS and a power‑supply agreement with Bloom Energy have helped lift investor sentiment and contributed to a recent rally (shares were trading up ~5.1%), by improving OCI's appeal for enterprise AI/multicloud deployments.
• Analyst sentiment is generally positive with a MarketBeat consensus of Moderate Buy and a $260.71 average price target; Oracle also reported an earnings beat, set Q4 2026 guidance of 1.960–2.000 EPS, and declared a $0.50 quarterly dividend (1.1% yield).

AE Wealth Management LLC increased its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 15.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 234,931 shares of the enterprise software provider's stock after purchasing an additional 30,600 shares during the period. AE Wealth Management LLC's holdings in Oracle were worth $45,790,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. FSA Wealth Management LLC acquired a new stake in Oracle during the 3rd quarter worth approximately $28,000. Darwin Wealth Management LLC raised its holdings in shares of Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 65 shares in the last quarter. Mpwm Advisory Solutions LLC raised its holdings in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new stake in shares of Oracle in the 3rd quarter valued at $35,000. Finally, Financial Consulate Inc. acquired a new stake in shares of Oracle in the 3rd quarter valued at $37,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on ORCL. Mizuho reduced their price objective on shares of Oracle from $400.00 to $320.00 and set an "outperform" rating on the stock in a report on Monday, March 16th. TD Cowen reduced their price objective on shares of Oracle from $350.00 to $250.00 and set a "buy" rating on the stock in a report on Friday, March 6th. BMO Capital Markets reduced their price objective on shares of Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a report on Wednesday, March 11th. Stephens restated an "equal weight" rating and issued a $254.00 price objective on shares of Oracle in a report on Tuesday, April 7th. Finally, Oppenheimer raised their price objective on shares of Oracle from $185.00 to $210.00 and gave the company an "outperform" rating in a report on Wednesday, March 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Oracle has an average rating of "Moderate Buy" and a consensus price target of $260.71.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle announced an expanded multicloud networking collaboration with AWS to provide private, high‑speed connectivity between OCI and AWS — a product push that could make OCI more attractive for enterprise multicloud AI deployments and boost infrastructure revenue. Oracle and AWS Collaborate to Expand Multicloud Networking
• Positive Sentiment: Bloom Energy expanded its strategic agreement with Oracle to supply up to 2.8 GW of fuel‑cell power for AI/cloud data centers (1.2 GW already contracted). That addresses a key constraint for rapid AI capacity buildouts — reliable onsite power — and reduces execution risk for Oracle’s infrastructure roadmap. Bloom Energy: Oracle Reinforces AI Power Surge
• Positive Sentiment: Market reports cite the AWS deal and expanding AI partnerships as the proximate cause of the rally — technical momentum and sector re‑rating (software stocks recovering) are amplifying buying interest. Oracle stock jumps 5% to continue bullish recovery
• Neutral Sentiment: Oracle was named a Leader in Gartner’s Magic Quadrant for Transportation Management Systems (19th time), reinforcing product credibility in enterprise applications but offering limited immediate revenue upside. Oracle Named a Leader in Gartner® Magic Quadrant™
• Neutral Sentiment: Macroeconomic and sentiment tailwinds — including easing geopolitical tensions — are supporting a broader software-stock rebound that benefits Oracle alongside specific corporate updates. Software Stocks Are Rising Again
• Negative Sentiment: Bearish commentary highlights material risks: >$124B debt load, revenue concentration in a few large customers, and a valuation that assumes near‑perfect AI/cloud execution — factors that could limit upside if execution slips. Buy, Sell, or Hold Oracle at $170?
• Negative Sentiment: Oracle’s workforce reductions (widely reported) are being framed as cost funding for AI investments, but they add execution risk and uncertainty around near‑term efficiency and product delivery. Are Oracle’s 30,000 Layoffs a Sign of Weakness or Strength?

Oracle Trading Up 5.1%

NYSE ORCL opened at $178.44 on Friday. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The firm has a market cap of $513.19 billion, a PE ratio of 32.04, a P/E/G ratio of 1.62 and a beta of 1.60. Oracle Corporation has a one year low of $121.24 and a one year high of $345.72. The firm's fifty day moving average is $151.46 and its two-hundred day moving average is $197.78.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating analysts' consensus estimates of $1.71 by $0.08. The company had revenue of $17.19 billion for 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 quarterly revenue was up 21.7% on a year-over-year basis. During the same period in the previous year, the business posted $1.47 earnings per share. 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 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 paid a $0.50 dividend. The ex-dividend date is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Oracle's payout ratio is currently 35.91%.

Insider Buying and Selling

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle 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 transaction, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 40.90% of the company's stock.

About Oracle

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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