Barrow Hanley Mewhinney & Strauss LLC Trims Stock Position in Oracle Corporation $ORCL

Key Points

• Barrow Hanley cut its Oracle stake by 16.6%, selling 309,599 shares in the quarter and now holding 1,558,783 shares (~$438.4M), making Oracle about 1.4% of the fund and its 24th largest position.
• Oracle beat Q3 estimates and raised guidance—it reported $1.79 EPS (vs. ~$1.71 consensus) and $17.19B revenue, saw strong AI/cloud momentum (OCI growth) and lifted FY‑27 revenue and Q4 EPS guidance (1.960–2.000).
• Risks remain: analysts flag heavy AI/data‑center capex and large financing plans that could pressure cash flow and leverage, while regulatory class‑action notices and recent insider selling add potential headline volatility.

Barrow Hanley Mewhinney & Strauss LLC decreased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 16.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,558,783 shares of the enterprise software provider's stock after selling 309,599 shares during the quarter. Oracle accounts for about 1.4% of Barrow Hanley Mewhinney & Strauss LLC's investment portfolio, making the stock its 24th largest position. Barrow Hanley Mewhinney & Strauss LLC owned approximately 0.05% of Oracle worth $438,392,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Winnow Wealth LLC bought a new stake in Oracle during the 2nd quarter worth approximately $28,000. Kilter Group LLC purchased a new stake in shares of Oracle in the second quarter worth $30,000. Darwin Wealth Management LLC increased its stake in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 65 shares in the last quarter. Financial Consulate Inc. bought a new stake in shares of Oracle during the 3rd quarter valued at $37,000. Finally, Collier Financial purchased a new position in shares of Oracle during the 3rd quarter valued at $38,000. 42.44% of the stock is currently owned by institutional investors.

Oracle Trading Down 1.3%

Shares of ORCL opened at $149.62 on Wednesday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The company has a market cap of $429.87 billion, a P/E ratio of 28.12, a P/E/G ratio of 1.33 and a beta of 1.66. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The company's fifty day simple moving average is $167.90 and its 200-day simple moving average is $219.44.

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. The firm had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.Oracle's quarterly revenue was up 21.7% compared to the same quarter last year. During the same period last year, the company earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, analysts expect that Oracle Corporation will post 5 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on ORCL shares. Mizuho set a $400.00 price objective on Oracle in a research note on Monday, December 15th. BMO Capital Markets dropped their price target on Oracle from $270.00 to $205.00 and set an "outperform" rating for the company in a research note on Wednesday, February 4th. Melius Research set a $160.00 price objective on shares of Oracle in a report on Monday, February 9th. Bank of America reduced their price objective on shares of Oracle from $368.00 to $300.00 and set a "buy" rating on the stock in a research report on Thursday, December 11th. Finally, Piper Sandler lowered their target price on shares of Oracle from $290.00 to $240.00 and set an "overweight" rating on the stock in a report on Monday, February 2nd. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Oracle has an average rating of "Moderate Buy" and an average target price of $272.23.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and AI/cloud momentum — Oracle reported $1.79 non‑GAAP EPS vs. consensus ~ $1.70 and $17.19B revenue, with cloud revenue up strongly (OCI +84% IaaS). Management said AI demand is driving multi‑year tailwinds and RPO/backlog surged. Oracle Announces Fiscal Year 2026 Third Quarter Financial Results
• Positive Sentiment: Raised guidance — Oracle lifted FY‑27 revenue outlook to $90B and issued stronger Q4 EPS guidance (1.960–2.000 vs. Street ~1.78), signaling confidence that AI cloud contracts will sustain growth. Oracle Raises 2027 Sales Outlook Amid AI Demand, Restructuring
• Positive Sentiment: Management tone — Chairman Larry Ellison publicly downplayed “SaaSpocalypse” fears and positioned Oracle as insulated from the broader software sell‑off, which can reassure investors focused on competitive resilience. Oracle's Larry Ellison downplays software apocalypse fears: 'We think the SaaSpocalypse applies to others, but not to us'
• Neutral Sentiment: Analyst positioning — Some firms adjusted price targets and ratings ahead of/after earnings; opinions vary as models incorporate faster top‑line growth but also higher financing/capex assumptions. Price‑target and analyst coverage notes
• Negative Sentiment: Debt, capex and cash‑flow concerns — Oracle’s aggressive AI/data‑center buildout (including a recently announced ~$50B financing plan and >$100B of debt cited in coverage) has raised scrutiny about negative free cash flow and longer‑term returns on that investment. Oracle earnings will show whether its expensive AI bet is starting to pay off
• Negative Sentiment: Regulatory / legal overhang — Multiple law firms have issued class‑action and fraud investigation notices tied to prior disclosures; these notices create potential litigation risk and headline volatility. ORCL Investors Have Opportunity to Join Oracle Corporation Fraud Investigation with the Schall Law Firm

Insider Activity at Oracle

In related news, insider Mark Hura sold 15,000 shares of the business's stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the sale, the insider owned 234,077 shares in the company, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 72,223 shares of company stock worth $13,689,064. Insiders own 40.90% of the company's stock.

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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