American Assets Investment Management LLC Takes Position in Oracle Corporation $ORCL

Key Points

• American Assets Investment Management LLC bought a new stake in Oracle during the fourth quarter, purchasing 20,000 shares valued at about $3.9 million.
• Oracle continues to benefit from bullish sentiment, including support from Jim Cramer, analyst upgrades, and reports tied to its AI infrastructure and OpenAI-linked cloud deals.
• The company recently beat earnings and revenue expectations, posting EPS of $1.79 on $17.19 billion in revenue, while also raising Q4 2026 guidance and paying a quarterly dividend of $0.50 per share.

American Assets Investment Management LLC purchased a new stake in Oracle Corporation (NYSE:ORCL - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 20,000 shares of the enterprise software provider's stock, valued at approximately $3,898,000.

Other institutional investors have also added to or reduced their stakes in the company. FSA Wealth Management LLC acquired a new stake in Oracle during the third quarter worth about $28,000. Mpwm Advisory Solutions LLC raised 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 valued at $32,000 after acquiring an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. bought a new position in shares of Oracle in the third quarter valued at approximately $35,000. Corundum Trust Company INC acquired a new stake in shares of Oracle in the third quarter valued at approximately $39,000. Finally, Collier Financial acquired a new stake in shares of Oracle in the third quarter valued at approximately $38,000. 42.44% of the stock is owned by institutional investors and hedge funds.

More 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.

Insider Activity

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction dated 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 sale, the chief executive officer owned 134,030 shares of the company's stock, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 completion of the sale, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by insiders.

Oracle Trading Up 0.7%

NYSE:ORCL opened at $195.89 on Friday. The stock has a market capitalization of $563.38 billion, a price-to-earnings ratio of 35.17, a PEG ratio of 1.86 and a beta of 1.55. The firm has a fifty day simple moving average of $157.74 and a two-hundred day simple moving average of $185.85. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. 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 - Get Free Report) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.71 by $0.08. The firm 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 was up 21.7% on a year-over-year basis. During the same period last year, the company earned $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 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, April 24th. Investors 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 35.91%.

Analysts Set New Price Targets

A number of research firms have commented on ORCL. Deutsche Bank Aktiengesellschaft lowered their target price on shares of Oracle from $375.00 to $300.00 and set a "buy" rating for the company in a report on Monday, March 9th. Guggenheim reaffirmed a "buy" rating and issued a $400.00 price objective on shares of Oracle in a research report on Friday, March 13th. Morgan Stanley cut their price objective on shares of Oracle from $213.00 to $207.00 and set an "equal weight" rating on the stock in a research report on Thursday, April 23rd. Stifel Nicolaus cut their price target on shares of Oracle from $275.00 to $220.00 and set a "buy" rating on the stock in a research report on Wednesday, March 11th. Finally, Robert W. Baird dropped their target price on shares of Oracle from $300.00 to $200.00 and set an "outperform" rating on the stock in a report on Tuesday, March 10th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Oracle has a consensus rating of "Moderate Buy" and a consensus target price of $259.43.

Oracle 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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