Annex Advisory Services LLC Has $49.04 Million Holdings in Oracle Corporation $ORCL

Key Points

• Annex Advisory Services LLC raised its stake in Oracle by 21.5% to 251,580 shares, valued at about $49.04 million in the latest 13F filing.
• Oracle is ramping AI/data‑center efforts — expanding a Bloom Energy power deal to procure up to 2.8 GW and launching embedded AI agents for industry suites — which has bolstered analyst optimism (consensus “Moderate Buy”, target ≈ $260.71).
• Significant insider selling occurred recently: EVP Douglas Kehring sold 35,000 shares and CEO Clayton Magouyrk sold 10,000, though corporate insiders still own about 40.90% of the company.

Annex Advisory Services LLC raised its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 21.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 251,580 shares of the enterprise software provider's stock after buying an additional 44,589 shares during the quarter. Annex Advisory Services LLC's holdings in Oracle were worth $49,035,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Kampmann Melissa S. lifted its holdings in shares of Oracle by 0.3% during the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock worth $3,350,000 after buying an additional 35 shares during the last quarter. McLean Asset Management Corp lifted its holdings in shares of Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock worth $1,551,000 after buying an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. lifted its holdings in shares of Oracle by 0.7% during the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock worth $1,485,000 after buying an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. lifted its holdings in shares of Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock worth $317,000 after buying an additional 37 shares during the last quarter. Finally, Avion Wealth lifted its holdings in shares of Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after buying an additional 37 shares during the last quarter. 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 expanded a strategic power agreement to procure up to 2.8 GW of Bloom Energy fuel‑cell capacity to support AI/cloud data centers — a tangible move to secure power for GPU workloads and de‑risk data‑center scaling. Bloom Energy to supply up to 2.8 GW of fuel cells under expanded Oracle deal
• Positive Sentiment: Oracle rolled out new embedded/agentic AI offerings for corporate banking and other industry suites (e.g., utilities, project management), which reinforce its enterprise AI narrative and potential incremental cloud revenue. Oracle Debuts AI Agents for Corporate Banking
• Positive Sentiment: Heavy bullish options flow — unusually large call buying (about +37% vs. average) — signals short‑term trader optimism and helped accelerate intraday gains. (Options volume report)
• Neutral Sentiment: Positive press and analyst attention (features in Investopedia and other outlets) are reframing ORCL as a beneficiary of the AI-infrastructure cycle; some former skeptics are revisiting their views, supporting momentum but not guaranteeing sustained fundamentals. Why Oracle Is One of the Biggest Winners of This Week's Rally So Far
• Neutral Sentiment: Analyst interest and elevated price targets (median targets well above current levels) are supporting sentiment, but these views coexist with concerns about capital intensity and execution timing. Oracle Suddenly Looks Different: Why This Former Bear Is Taking a Second Look
• Negative Sentiment: A New York law firm announced an investigation into potential breaches of fiduciary duty involving Oracle’s directors/officers, introducing legal/PR risk that could weigh on the stock if it develops. Lowey Dannenberg P.C. Investigates Oracle Corporation for Breaches of Fiduciary Duties
• Negative Sentiment: Some analysts and commentary warn the Bloom Energy commitment and Oracle’s AI/data‑center buildout are capital‑intensive and carry execution risks; that caution could limit upside if costs or deployments slip. Oracle Taps Bloom Energy to Power AI Data Centers: Hold the Stock?

Insiders Place Their Bets

In other Oracle news, 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 sale, 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company's 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 completion of the sale, the chief executive officer owned 134,030 shares in the company, valued at $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 40.90% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on ORCL. Cantor Fitzgerald reiterated an "overweight" rating and set a $229.00 price target on shares of Oracle in a report on Wednesday, March 11th. Jefferies Financial Group cut their target price on Oracle from $400.00 to $320.00 and set a "buy" rating for the company in a research note on Thursday, March 5th. The Goldman Sachs Group upgraded Oracle to a "strong-buy" rating in a research note on Monday, January 12th. Citigroup upped their target price on Oracle from $310.00 to $320.00 and gave the company a "buy" rating in a research note on Thursday, March 12th. Finally, Oppenheimer upped their target price on Oracle from $185.00 to $210.00 and gave the company an "outperform" rating in a research note on Wednesday, March 11th. Three 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $260.71.

Oracle Stock Performance

Shares of NYSE ORCL opened at $163.04 on Wednesday. The business has a fifty day simple moving average of $150.16 and a 200 day simple moving average of $198.11. 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 capitalization of $468.91 billion, a price-to-earnings ratio of 29.27, a PEG ratio of 1.49 and a beta of 1.60. Oracle Corporation has a one year low of $121.24 and a one year high of $345.72.

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

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Thursday, April 9th. Oracle's dividend payout ratio is 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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