Clear Trail Advisors LLC Purchases New Shares in Oracle Corporation $ORCL

Key Points

• Clear Trail Advisors LLC opened a new Q4 position in Oracle, acquiring 3,327 shares valued at roughly $648,000 according to its latest Form 13F filing.
• Fundamentals and product momentum: Oracle beat the quarter's EPS and revenue estimates (EPS $1.79 vs. $1.71; revenue $17.19B, +21.7% YoY), cites a $553B backlog, and is advancing cloud/AI initiatives (including Java 26) that support its SaaS transition thesis.
• Risk overhang: The company is facing multiple securities class actions and an investigation into its senior notes offering, and insiders have sold material shares (60,000 shares worth $11.3M in the past 90 days), creating potential legal and perception headwinds.

Clear Trail Advisors LLC acquired a new position in Oracle Corporation (NYSE:ORCL - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 3,327 shares of the enterprise software provider's stock, valued at approximately $648,000.

A number of other large investors have also recently made changes to their positions in the business. FSA Wealth Management LLC bought a new position in shares of Oracle in the 3rd quarter valued at about $28,000. Kilter Group LLC bought a new stake in Oracle during the second quarter worth approximately $30,000. Darwin Wealth Management LLC raised its position in Oracle by 130.0% during the third 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. Investors Research Corp raised its position in Oracle by 465.5% during the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 135 shares during the period. Finally, 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 last quarter. 42.44% of the stock is currently owned by institutional investors.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Market tailwind: easing Middle East tensions and a temporary ceasefire drove a bounce in cloud names, cited as the main near-term reason Oracle shares rose today. This is the most direct driver of the intraday move. Why Is Oracle Trading Higher Monday?
• Positive Sentiment: Product & platform momentum: Oracle’s push in hospitality cloud (OPERA Cloud wins, Simphony upgrades) and a reported $553B backlog point to durable SaaS/cloud revenue growth ahead. That supports the company’s long-term SaaS transition thesis. Oracle Hospitality Push Highlights Cloud Expansion: What's Ahead?
• Positive Sentiment: Developer & AI enablement: Oracle unveiled Java 26 with AI and cryptographic features, reinforcing its developer platform strategy and potential to capture AI-related demand — a positive for long-term cloud and middleware adoption. Oracle unveils Java 26 with AI and cryptographic functionality for developers
• Neutral Sentiment: Analyst tone mixed: Mizuho called Oracle’s quarter “clean” and kept an Outperform rating but trimmed its price target from $400 to $320 — a reminder analysts see solid execution but are tempering near-term upside expectations. Oracle Delivered A “clean” Third Quarter, Says Mizuho
• Neutral Sentiment: Market commentary: coverage noting whether Oracle’s large backlog is a “gold mine or mirage” and pieces discussing AI market valuation dynamics add mixed sentiment but are not immediate catalysts. Oracle's $553 Billion Backlog Is Either a Gold Mine or a Mirage
• Negative Sentiment: Legal risk surge: multiple law firms have filed or solicited plaintiffs in securities class actions covering the June 12–Dec 16, 2025 period and are urging investors to act — including an April 6 lead-plaintiff deadline — creating litigation overhang and potential liability exposure. ROSEN Encourages Oracle Investors to Secure Counsel
• Negative Sentiment: Debt/offering probe: the Schall Law Firm announced an investigation into Oracle’s senior notes offering (alleged misstatements/omissions tied to the shelf registration), adding a distinct regulatory/investigative risk beyond the equity class actions. ORCL Investors Have Opportunity to Join Fraud Investigation

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on ORCL shares. Mizuho dropped their target price on Oracle from $400.00 to $320.00 and set an "outperform" rating for the company in a report on Monday, March 16th. Deutsche Bank Aktiengesellschaft lowered their price target on Oracle from $375.00 to $300.00 and set a "buy" rating for the company in a research report on Monday, March 9th. Stifel Nicolaus dropped their price objective on shares of Oracle from $275.00 to $220.00 and set a "buy" rating for the company in a research note on Wednesday, March 11th. Guggenheim reiterated a "buy" rating and set a $400.00 price objective on shares of Oracle in a research report on Friday, March 13th. Finally, Cantor Fitzgerald reissued an "overweight" rating and issued a $229.00 target price on shares of Oracle 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 assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $265.77.

Insider Activity at Oracle

In other news, insider Mark Hura sold 15,000 shares of the firm's stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the transaction, the insider directly owned 234,077 shares of the company's stock, valued at approximately $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle 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 sale, the chief executive officer directly owned 134,030 shares of the company's stock, valued at $20,805,476.90. This represents a 6.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 60,000 shares of company stock worth $11,326,800 in the last 90 days. 40.90% of the stock is owned by corporate insiders.

Oracle Price Performance

ORCL opened at $154.26 on Tuesday. The business has a fifty day moving average of $160.75 and a 200 day moving average of $214.72. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a market cap of $443.67 billion, a P/E ratio of 27.70, a PEG ratio of 1.29 and a beta of 1.66.

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

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle's dividend payout ratio (DPR) is currently 35.91%.

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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