Coerente Capital Management Boosts Stake in Oracle Corporation $ORCL

Key Points

• Coerente Capital Management boosted its stake in Oracle by 298.5%, adding 3,970 shares to hold 5,300 shares worth about $1.03M, while hedge funds and other institutional investors now own roughly 42.44% of the stock.
• Oracle beat quarterly expectations (EPS $1.79 vs. $1.71; revenue $17.19B, +21.7% YoY), set Q4 2026 guidance of $1.96–2.00 EPS, and carries a MarketBeat consensus target near $260.71 with analysts forecasting about 5 EPS for the year.
• Despite product and AI/cloud momentum, shares are under pressure—down roughly 30% YTD—amid heavy capex/data‑center spending and an announced ~30,000 layoffs that raise near‑term cash‑flow and execution concerns.

Coerente Capital Management increased its position in Oracle Corporation (NYSE:ORCL - Free Report) by 298.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,300 shares of the enterprise software provider's stock after buying an additional 3,970 shares during the period. Coerente Capital Management's holdings in Oracle were worth $1,033,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in ORCL. Brighton Jones LLC lifted its position in shares of Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after buying an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock valued at $903,000 after purchasing an additional 404 shares during the period. Sivia Capital Partners LLC raised its position in Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after purchasing an additional 768 shares during the period. United Bank raised its position in Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after purchasing an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in shares of Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after buying an additional 8,530 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Stock Performance

Shares of ORCL opened at $138.00 on Friday. The stock has a 50-day moving average of $150.08 and a two-hundred day moving average of $201.47. Oracle Corporation has a one year low of $121.24 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a market cap of $396.91 billion, a P/E ratio of 24.78, a P/E/G ratio of 1.32 and a beta of 1.60.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 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 during the quarter, compared to analysts' expectations of $16.91 billion. During the same quarter in the previous year, the firm posted $1.47 EPS. The firm'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, research analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be paid 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 1.4%. Oracle's dividend payout ratio (DPR) is presently 35.91%.

Insider Transactions at Oracle

In other Oracle 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 transaction, 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 filing with the SEC, which is accessible through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the transaction, the executive vice president owned 33,638 shares of the company's stock, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 40.90% of the company's stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched Fusion Agentic Applications and upgraded its AI Database — products target finance, supply chain, HR and CX and aim to deepen cloud/AI wallet share with enterprise customers. Oracle Ties Fusion Agentic Apps And AI Database To Cloud Story
• Positive Sentiment: Strong sales/backlog: recent quarter showed double‑digit revenue growth and an outsized remaining performance obligations (RPO) backlog (~$553B reported), signaling multi‑year revenue visibility for cloud and subscription streams. Oracle's Sales Are Soaring, But Its Stock Is Falling
• Neutral Sentiment: Pimco is marketing portions of ~$14B in data‑center financing tied to Oracle — this is a financing/secondary‑market move that could affect perceptions around the data‑center financing structure but doesn’t directly change Oracle’s operations. Pimco Explores Sale Of $14 Billion Oracle Data Center Debt
• Neutral Sentiment: Analysts and outlets are mixed — some reiterations (Stephens equal‑weight) and new price‑target commentary highlight divergent views on valuation vs. growth. Stephens Reiterates Equal Weight for Oracle
• Negative Sentiment: Oracle announced ~30,000 layoffs via mass email — short‑term cost savings could help margins, but the scale raises execution, morale, regulatory and reputational risks that worry investors. Oracle Lays Off 30,000 and Nike Falls Flat Once Again
• Negative Sentiment: Heavy capex and data‑center spending underpin the growth story but worry investors about free cash flow and margin dilution in the near term — one reason the stock has slid significantly this year. Oracle's Sales Are Soaring, But Its Stock Is Falling
• Negative Sentiment: Market reaction: traders have rotated into higher‑beta names while Oracle’s shares have fallen year‑to‑date (~30% referenced in coverage), reflecting concern that execution and cash‑flow tradeoffs may blunt near‑term upside. Oracle is Down 30% This Year. But This Billionaire Still Loves It

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. Jefferies Financial Group reduced their price target on shares of Oracle from $400.00 to $320.00 and set a "buy" rating on the stock in a research note on Thursday, March 5th. Stephens restated an "equal weight" rating and set a $254.00 price objective on shares of Oracle in a report on Tuesday. Guggenheim restated a "buy" rating and set a $400.00 price objective on shares of Oracle in a report on Friday, March 13th. BMO Capital Markets dropped their target price on Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a research report on Wednesday, March 11th. Finally, Royal Bank Of Canada reaffirmed a "sector perform" rating and set a $160.00 target price 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 issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $260.71.

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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