Clearbridge Investments LLC Has $955.22 Million Position in Oracle Corporation $ORCL

Key Points

• Clearbridge Investments LLC boosted its Oracle stake by 6.8% in the fourth quarter, ending with 4.9 million shares worth about $955.2 million. Oracle is now its 24th-largest holding and makes up 0.8% of the portfolio.
• Oracle continues to attract institutional interest, with 42.44% of shares held by institutions, even as some insiders have sold stock. EVP Stuart Levey sold 15,000 shares in a pre-arranged trade, cutting his position by more than 81%.
• The article also highlights a mixed backdrop for Oracle: shares were down 9.7% to $213.41, but the company recently beat quarterly earnings and revenue estimates and posted 21.7% year-over-year revenue growth, while analysts still rate the stock a Moderate Buy on average.

Clearbridge Investments LLC raised its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 6.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,900,873 shares of the enterprise software provider's stock after buying an additional 310,242 shares during the quarter. Oracle comprises 0.8% of Clearbridge Investments LLC's portfolio, making the stock its 24th biggest position. Clearbridge Investments LLC owned 0.17% of Oracle worth $955,224,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. FSA Wealth Management LLC acquired a new position in shares of Oracle during the 3rd quarter worth about $28,000. Mpwm Advisory Solutions LLC grew its position in shares of Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after buying an additional 50 shares during the period. Turning Point Benefit Group Inc. acquired a new position in shares of Oracle in the 3rd quarter valued at approximately $35,000. HFM Investment Advisors LLC grew its position in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after purchasing an additional 96 shares during the period. Finally, Basepoint Wealth LLC acquired a new position in shares of Oracle in the 4th quarter valued at approximately $26,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the sale, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle still has strong momentum in cloud and AI infrastructure, with recent articles highlighting robust demand, a very large backlog, and bullish analyst targets that imply significant upside if execution stays on track. Article Title
• Positive Sentiment: BTIG reaffirmed a buy rating and set a $400 price target, signaling confidence that Oracle can continue benefiting from AI demand and cloud growth. Article Title
• Positive Sentiment: Oracle’s recent Q3 revenue growth of about 22% year over year supports the view that the company is still expanding quickly despite the pullback in the shares. Article Title
• Neutral Sentiment: Oracle has several articles pointing to the upcoming fiscal Q4 report as a key catalyst, with investors watching revenue, cloud growth, remaining performance obligations, and guidance for signs of whether the AI buildout is paying off. Article Title
• Neutral Sentiment: Oracle remains a heavily discussed AI beneficiary, but some commentary frames the stock as having already rallied sharply this year, which may leave the setup vulnerable to profit-taking before results. Article Title
• Negative Sentiment: RBC Capital Markets said Oracle faces questions about the pace of its AI data center buildout and whether it can overcome capacity constraints, reinforcing concerns that growth could be limited by execution. Article Title
• Negative Sentiment: Investors are also worried about the scale of Oracle’s AI spending, with reports suggesting capex could rise dramatically and potentially pressure free cash flow, leverage, and the company’s credit profile. Article Title
• Negative Sentiment: Recent coverage also notes broader tech-sector weakness and insider selling, adding to the cautious tone around ORCL heading into earnings. Article Title

Oracle Trading Down 9.7%

NYSE:ORCL opened at $213.41 on Friday. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The company has a market cap of $613.78 billion, a P/E ratio of 38.31, a price-to-earnings-growth ratio of 2.01 and a beta of 1.65. 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 business has a 50 day moving average price of $179.23 and a two-hundred day moving average price of $178.55.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data 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. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion for the quarter, compared to analysts' expectations of $16.91 billion. During the same quarter in the prior year, the business posted $1.47 EPS. 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, analysts expect that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were paid a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. Oracle's dividend payout ratio is currently 35.91%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on ORCL. Deutsche Bank Aktiengesellschaft decreased their price objective on Oracle from $375.00 to $300.00 and set a "buy" rating for the company in a research report on Monday, March 9th. Citigroup boosted their price objective on Oracle from $320.00 to $330.00 and gave the company a "buy" rating in a research report on Thursday. Wedbush boosted their price objective on Oracle from $225.00 to $275.00 and gave the company an "outperform" rating in a research report on Wednesday, May 13th. Piper Sandler reduced their price target on Oracle from $240.00 to $210.00 and set an "overweight" rating for the company in a research report on Wednesday, March 11th. Finally, Stephens reaffirmed an "equal weight" rating and set a $254.00 price target on shares of Oracle in a research report on Tuesday, April 7th. Three investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $269.71.

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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