Cardinal Capital Management Inc. Decreases Position in Oracle Corporation $ORCL

Key Points

• Cardinal Capital Management cut its stake in Oracle by 4.2%, selling 5,881 shares to hold 133,990 shares valued at about $26.12 million at quarter-end.
• Oracle unveiled new AI offerings — including Fusion Agentic Applications, AI Database enhancements and expanded FCCM capabilities — which strengthen its enterprise AI SaaS roadmap and cross‑sell opportunities.
• Despite an earnings beat (EPS $1.79; revenue $17.19B, +21.7% YoY) the stock is under pressure (down ~4%), as analysts cut price targets and investors fret over a reported Pimco ~$14B data‑center financing, heavy capex/debt concerns and notable insider selling.

Cardinal Capital Management Inc. cut its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 4.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 133,990 shares of the enterprise software provider's stock after selling 5,881 shares during the quarter. Cardinal Capital Management Inc.'s holdings in Oracle were worth $26,116,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. FSA Wealth Management LLC purchased a new position in Oracle in the 3rd quarter valued at about $28,000. Darwin Wealth Management LLC lifted its stake in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after buying an additional 65 shares in the last quarter. Mpwm Advisory Solutions LLC lifted its stake in 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 in the last quarter. Turning Point Benefit Group Inc. purchased a new position in Oracle in the 3rd quarter valued at about $35,000. Finally, Financial Consulate Inc. purchased a new position in Oracle in the 3rd quarter valued at about $37,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle unveiled a broad set of Fusion Agentic Applications (finance, supply chain, HR, CX) and expanded agentic AI capabilities across workflows — these product launches strengthen Oracle’s enterprise AI SaaS roadmap and support revenue/upsell potential. Fusion Agentic Applications
• Positive Sentiment: Oracle announced AI Database enhancements (higher availability/security tiers) aimed at mission‑critical workloads — a differentiation point for enterprise customers migrating AI workloads to Oracle Cloud. AI Database
• Positive Sentiment: Oracle expanded its Financial Crime & Compliance Management (FCCM) with Lucinity technology — strengthens vertical SaaS positioning and cross‑sell opportunities in regulated industries. FCCM/Lucinity
• Positive Sentiment: Operational wins and market validation: Gartner leader placements for supply‑chain planning and customer wins like Santee Cooper plus coverage pieces highlighting Oracle as an AI infrastructure play support durable demand. Gartner recognition
• Neutral Sentiment: Corporate leadership update: Hilary Maxson named CFO during a major AI/capex phase — strategically important but impact depends on execution and guidance. New CFO
• Neutral Sentiment: Mini‑tender notice from TRC Capital is immaterial in size (<0.04% of shares) but required a corporate response; not a material driver of the move. TRC mini‑tender
• Negative Sentiment: Pimco is seeking buyers for portions of a reported ~$14B financing tied to Oracle data centers — market reports that pieces of the financing are being shopped can raise investor concern about funding, terms and perceived risk on heavy data‑center commitments. Pimco financing
• Negative Sentiment: Debt and capex worries: analysts and commentators flag large backlog alongside aggressive spending to build cloud/AI capacity — investors are pricing in execution and leverage risk, contributing to the stock pullback. Capex/debt concerns
• Negative Sentiment: Layoff filings in California and analyst caution (e.g., equal‑weight reiteration) add to near‑term uncertainty and selling pressure as traders rotate toward higher‑beta names. Layoffs

Analyst Ratings Changes

A number of analysts have commented on the stock. Stifel Nicolaus cut their price objective on shares of Oracle from $275.00 to $220.00 and set a "buy" rating for the company in a report on Wednesday, March 11th. Piper Sandler cut their price objective on shares of Oracle from $240.00 to $210.00 and set an "overweight" rating for the company in a report on Wednesday, March 11th. Jefferies Financial Group cut their price objective on shares of Oracle from $400.00 to $320.00 and set a "buy" rating for the company in a report on Thursday, March 5th. Royal Bank Of Canada reiterated a "sector perform" rating and issued a $160.00 price objective on shares of Oracle in a report on Wednesday, March 11th. Finally, Mizuho cut their price objective on shares of Oracle from $400.00 to $320.00 and set an "outperform" rating for the company in a report on Monday, March 16th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Oracle presently has an average rating of "Moderate Buy" and a consensus price target of $260.71.

Oracle Stock Down 4.0%

ORCL stock opened at $137.92 on Friday. The firm has a 50-day moving average of $150.61 and a two-hundred day moving average of $202.79. The company has a market cap of $396.67 billion, a price-to-earnings ratio of 24.76, a PEG ratio of 1.37 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. Oracle Corporation has a 12 month low of $121.24 and a 12 month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last announced 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 business had revenue of $17.19 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter last year, the firm earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.50 per share. The ex-dividend date is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.5%. Oracle's dividend payout ratio (DPR) is currently 35.91%.

Insider Buying and Selling

In other news, EVP Douglas A. Kehring sold 35,000 shares of the firm's stock in a transaction that occurred on 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 sale, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. This trade represents a 50.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm's stock in a transaction that occurred on 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 sale, the chief executive officer owned 134,030 shares of the company's stock, valued at $20,805,476.90. This represents a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. 40.90% of the stock is owned by company insiders.

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.

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