Catherine Avery Investment Management LLC Boosts Holdings in Oracle Corporation $ORCL

Key Points

• Catherine Avery Investment Management LLC increased its stake in Oracle by 22.7% during Q4, buying an additional 4,139 shares to hold 22,378 shares valued at about $4.36 million, representing 2.6% of the firm's portfolio and its 19th largest holding.
• Oracle reported a strong quarter (EPS $1.79 vs. $1.71 estimate; revenue $17.19B, +21.7% YoY) and is buoyed by a reported $553 billion AI backlog and bullish analyst calls, but the stock faces pressure from planned large capex/dilution, recent insider selling and multiple securities‑fraud suits, leaving sentiment mixed despite analyst upgrades.

Catherine Avery Investment Management LLC grew its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 22.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 22,378 shares of the enterprise software provider's stock after purchasing an additional 4,139 shares during the period. Oracle makes up 2.6% of Catherine Avery Investment Management LLC's investment portfolio, making the stock its 19th largest holding. Catherine Avery Investment Management LLC's holdings in Oracle were worth $4,362,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. FSA Wealth Management LLC bought a new stake in Oracle during the 3rd quarter valued at approximately $28,000. Kilter Group LLC bought a new position in shares of Oracle in the 2nd quarter worth approximately $30,000. Darwin Wealth Management LLC lifted its stake in shares of 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 purchasing an additional 65 shares during the period. Mpwm Advisory Solutions LLC lifted its stake 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 purchasing an additional 50 shares during the period. Finally, Turning Point Benefit Group Inc. bought a new stake in shares of Oracle during the third quarter valued at approximately $35,000. 42.44% of the stock is owned by institutional investors.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Large AI backlog and upbeat analyst bull cases reinforce growth narrative — recent coverage highlights a reported $553 billion backlog tied to AI contracts that helped spark the post‑earnings pop and supports bullish long‑term upside for cloud/AI exposure. Massive News: Oracle's $553 Billion Backlog Could Make It the Most Important AI Stock of 2026
• Positive Sentiment: Top‑street bulls (e.g., Guggenheim) reiterate buy cases and high price targets — some firms kept very bullish PTs after the quarter, arguing AI buildout could drive a future cash‑flow inflection. Why Guggenheim Sees Oracle’s AI Buildout Setting Up a Future Cash Flow Inflection
• Positive Sentiment: Bullish takeaways on durable cloud growth — commentators argue the quarter strengthens the case for sustained AI-driven revenue upside, making the stock a candidate for a multi‑year rally if execution holds. Where Will Oracle Be in 2 Years?
• Neutral Sentiment: Mixed media and pundit comments are tempering momentum — high‑profile commentators (e.g., Jim Cramer) called Oracle “good” but suggested other names may be better, which can cool retail enthusiasm. Jim Cramer Says “Oracle’s Good, But I Think There Are Others That Are Better”
• Neutral Sentiment: Capex debate remains unresolved — analysts flag Oracle’s plan for very large 2026 capex as high‑risk/high‑reward; markets are weighing long‑term payoff vs near‑term cash burn. Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?
• Negative Sentiment: Investors refocus on dilution and financing risk after the AI‑driven results pop — post‑earnings materials reiterated large funding/capex plans (including an ATM program) that can pressure the share price. Oracle shares slide as investors refocus on dilution and spending risk after AI-driven results pop
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm alerts have been filed/issued, increasing legal and reputational overhang and creating headline risk. Kessler Topaz files securities fraud class action against Oracle
• Negative Sentiment: Insider selling and institutional rotation data are being flagged by trackers, which can amplify downside momentum while headline and dilution concerns remain. Oracle shares slide as investors refocus on dilution and spending risk after AI-driven results pop (insider activity)
• Negative Sentiment: Analysis highlighting cash burn from the AI push raises short‑term profitability and financing concerns despite growth — this keeps some value investors on the sidelines. Oracle Is Burning Cash in the Pursuit of "Hypergrowth."

Analysts Set New Price Targets

Several brokerages recently weighed in on ORCL. The Goldman Sachs Group raised Oracle to a "strong-buy" rating in a research note on Monday, January 12th. Mizuho dropped their target price on shares of Oracle from $400.00 to $320.00 and set an "outperform" rating on the stock in a report on Monday, March 16th. Sanford C. Bernstein set a $313.00 target price on shares of Oracle in a research report on Monday, February 9th. Melius Research set a $160.00 price target on shares of Oracle in a research note on Monday, February 9th. Finally, Cantor Fitzgerald reissued an "overweight" rating and set a $229.00 price target on shares of Oracle in a research report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Oracle has an average rating of "Moderate Buy" and an average target price of $265.77.

Oracle Stock Down 4.0%

Oracle stock opened at $149.32 on Friday. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The stock has a fifty day simple moving average of $161.76 and a two-hundred day simple moving average of $215.33. 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 cap of $429.44 billion, a price-to-earnings ratio of 26.81, a PEG ratio of 1.34 and a beta of 1.66.

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, 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 firm had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the prior year, the company posted $1.47 earnings per share. The company's quarterly revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities 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. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle's dividend payout ratio (DPR) is presently 35.91%.

Insider Activity at Oracle

In other news, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction that occurred on Wednesday, December 24th. The shares were 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 directly owned 234,077 shares in the company, valued at $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business's stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the transaction, the chief executive officer directly owned 134,030 shares of the company's stock, valued at $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 62,223 shares of company stock valued at $11,763,864. 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.

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