AG2R LA Mondiale Gestion D Actifs Has $19.41 Million Stake in Oracle Corporation $ORCL

Key Points

• AG2R LA Mondiale Gestion D Actifs increased its Oracle stake by 7.7% in Q4, adding 7,137 shares to bring its total to 99,573 shares worth about $19.4 million.
• Wall Street sentiment on Oracle remains broadly positive, with analysts maintaining a Moderate Buy rating and an average price target of $259.43, even as some firms trimmed targets or downgraded the stock.
• Oracle continues to show strong operating momentum: its latest quarterly results beat expectations, revenue rose 21.7% year over year, and the company is benefiting from ongoing AI infrastructure and cloud-related optimism.

AG2R LA Mondiale Gestion D Actifs boosted its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 7.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 99,573 shares of the enterprise software provider's stock after purchasing an additional 7,137 shares during the period. Oracle accounts for approximately 0.9% of AG2R LA Mondiale Gestion D Actifs' holdings, making the stock its 15th largest holding. AG2R LA Mondiale Gestion D Actifs' holdings in Oracle were worth $19,408,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Meeder Advisory Services Inc. grew its stake in shares of Oracle by 8.4% during the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider's stock worth $11,516,000 after purchasing an additional 3,184 shares during the period. Decker Retirement Planning Inc. acquired a new stake in shares of Oracle during the third quarter worth $689,000. Xponance Inc. grew its stake in shares of Oracle by 1.8% during the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider's stock worth $114,336,000 after purchasing an additional 7,320 shares during the period. Stonegate Investment Group LLC grew its stake in shares of Oracle by 3.2% during the third quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider's stock worth $27,955,000 after purchasing an additional 3,065 shares during the period. Finally, Migdal Insurance & Financial Holdings Ltd. grew its stake in shares of Oracle by 62.1% during the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 483,000 shares of the enterprise software provider's stock worth $135,839,000 after purchasing an additional 184,996 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on ORCL. Jefferies Financial Group decreased their price objective on Oracle from $400.00 to $320.00 and set a "buy" rating for the company in a research note on Thursday, March 5th. Citigroup lifted their price objective on Oracle from $310.00 to $320.00 and gave the stock a "buy" rating in a research note on Thursday, March 12th. Royal Bank Of Canada reaffirmed a "sector perform" rating and set a $160.00 price objective on shares of Oracle in a research note on Wednesday, March 11th. Weiss Ratings cut Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, January 23rd. Finally, JPMorgan Chase & Co. raised 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 research note on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Oracle presently has an average rating of "Moderate Buy" and an average price target of $259.43.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Jim Cramer publicly backed Oracle, saying investors “should go with Oracle,” and noted the company’s recent quarter was very strong, reinforcing bullish sentiment around the stock. Jim Cramer Says “I Think That You Should Go With Oracle”
• Positive Sentiment: Oracle’s AI infrastructure push remains a key driver, with reports tying the stock’s rise to new OpenAI-linked cloud and financing deals that could expand future demand for Oracle’s data center capacity. Why Oracle (ORCL) Is Up 18.4% After New OpenAI‑Linked AI Infrastructure Deals And Financing
• Positive Sentiment: Oracle was upgraded by Wall Street analysts, adding to the momentum around the shares after the recent rally. Oracle upgraded, Planet Fitness downgraded: Wall Street's top analyst calls
• Positive Sentiment: Oracle and partner Eightfold AI announced an integration of agentic interviewing with Oracle Fusion Cloud Recruiting, which expands Oracle’s AI-enabled HCM ecosystem and supports cross-sell opportunities. Eightfold AI Announces Integration of Agentic Interviewing with Oracle Fusion Cloud Recruiting
• Positive Sentiment: Oracle was named a Leader in Gartner’s Warehouse Management Systems Magic Quadrant for the 11th straight year, reinforcing the strength of its cloud supply-chain software franchise. Oracle Named a Leader in Gartner Magic Quadrant for Warehouse Management Systems for 11th Consecutive Year
• Neutral Sentiment: Additional articles discussed Oracle Fusion Financials training and broader market chatter, but they do not appear to be direct stock catalysts.

Insiders Place Their Bets

In other Oracle news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

Oracle Stock Performance

ORCL stock opened at $195.89 on Monday. The business's 50-day moving average price is $157.74 and its two-hundred day moving average price is $185.85. 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 firm has a market cap of $563.38 billion, a PE ratio of 35.17, a P/E/G ratio of 1.87 and a beta of 1.55. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last posted its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping the consensus estimate of $1.71 by $0.08. The firm had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company's revenue for the quarter was up 21.7% on a year-over-year basis. During the same period in the previous year, the company posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were issued a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.0%. Oracle's payout ratio is currently 35.91%.

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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