Bridgewater Advisors Inc. Increases Stake in Oracle Corporation $ORCL

Key Points

• Bridgewater Advisors increased its position in Oracle by 56.6% in Q4, buying 4,303 shares to hold 11,905 shares valued at about $2.32 million.
• Oracle beat quarterly expectations with $1.79 EPS (vs. $1.71 est.) and $17.19 billion in revenue (up 21.7% YoY), and set Q4 2026 guidance of $1.96–2.00 EPS.
• Oracle is scaling AI/data-center capacity — expanding a deal to procure up to 2.8 GW of Bloom Energy fuel‑cell power and launching embedded AI offerings, which supports analyst optimism (consensus “Moderate Buy,” $260.71 avg. target) despite capital‑intensity, legal scrutiny and recent insider stock sales.

Bridgewater Advisors Inc. grew its position in Oracle Corporation (NYSE:ORCL - Free Report) by 56.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,905 shares of the enterprise software provider's stock after acquiring an additional 4,303 shares during the period. Bridgewater Advisors Inc.'s holdings in Oracle were worth $2,320,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. FSA Wealth Management LLC purchased a new stake in Oracle in the 3rd quarter valued at approximately $28,000. Darwin Wealth Management LLC raised its stake in shares of Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after buying an additional 65 shares in the last quarter. Investors Research Corp raised its stake in shares of Oracle by 465.5% during the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock worth $32,000 after buying an additional 135 shares in the last quarter. Mpwm Advisory Solutions LLC lifted 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 buying an additional 50 shares during the period. Finally, YANKCOM Partnership lifted its holdings in shares of Oracle by 304.7% in the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock valued at $34,000 after buying an additional 131 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Stock Performance

Shares of ORCL opened at $163.04 on Wednesday. Oracle Corporation has a 12-month low of $121.24 and a 12-month high of $345.72. The stock has a market cap of $468.91 billion, a P/E ratio of 29.27, a PEG ratio of 1.49 and a beta of 1.60. 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 company has a 50-day moving average of $150.16 and a two-hundred day moving average of $198.11.

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 for the quarter, topping analysts' consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion during the quarter, compared to analysts' expectations of $16.91 billion. During the same period last year, the company posted $1.47 EPS. The company'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. As a group, research analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

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 dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.2%. Oracle's dividend payout ratio (DPR) is presently 35.91%.

Analysts Set New Price Targets

ORCL has been the topic of a number of recent analyst reports. BMO Capital Markets dropped their price objective on Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a report on Wednesday, March 11th. Bank of America initiated coverage on shares of Oracle in a report on Tuesday, March 24th. They set a "buy" rating and a $200.00 price objective on the stock. Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $229.00 target price on shares of Oracle in a report on Wednesday, March 11th. Sanford C. Bernstein set a $313.00 price target on shares of Oracle in a research report on Monday, February 9th. Finally, JPMorgan Chase & Co. raised Oracle from a "neutral" rating to an "overweight" rating and decreased their price target for the stock from $230.00 to $210.00 in a research note 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's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $260.71.

More Oracle News

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 related news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the sale, the chief executive officer owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the company's stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the transaction, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 40.90% of the company's stock.

Oracle Company 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.

Want to see what other hedge funds are holding ORCL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.