Culbertson A N & Co. Inc. Sells 3,601 Shares of Oracle Corporation $ORCL

Key Points

• Culbertson A N & Co. Inc. trimmed its Oracle position by 4.8%, selling 3,601 shares to hold 72,150 shares worth about $14.06 million (roughly 1.9% of the fund and its 13th-largest holding).
• Reports say PIMCO and Bank of America are lining up roughly $14 billion of debt financing for Oracle’s Michigan AI data-center, and the company appointed Hilary Maxson as CFO—moves analysts view as supporting Oracle’s large AI capex and financing plans.
• Significant insider selling (the CEO sold 10,000 shares and an EVP sold 35,000) plus reported 20,000–30,000 layoffs and rising leverage/legal scrutiny create near-term execution, morale and sentiment risks for Oracle.

Culbertson A N & Co. Inc. cut its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 4.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 72,150 shares of the enterprise software provider's stock after selling 3,601 shares during the quarter. Oracle makes up about 1.9% of Culbertson A N & Co. Inc.'s holdings, making the stock its 13th biggest position. Culbertson A N & Co. Inc.'s holdings in Oracle were worth $14,063,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Kampmann Melissa S. grew its position in Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock worth $3,350,000 after purchasing an additional 35 shares in the last quarter. McLean Asset Management Corp grew its position in Oracle by 0.7% in the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock worth $1,551,000 after purchasing an additional 36 shares in the last quarter. Mine & Arao Wealth Creation & Management LLC. grew its position in Oracle by 0.7% in the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock worth $1,485,000 after purchasing an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. lifted its holdings in Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock worth $317,000 after acquiring an additional 37 shares during the period. Finally, Avion Wealth lifted its holdings in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after acquiring an additional 37 shares during the period. 42.44% of the stock is owned by institutional investors.

Insider Buying and Selling at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction on 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 trade represents a 50.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 40.90% of the stock is currently owned by insiders.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: PIMCO and Bank of America are reported to be lining up roughly $14 billion of debt financing to help fund Oracle’s Michigan AI data-center project — a meaningful sign that outside capital may underwrite the company’s capex push. PIMCO weighs $14 billion debt deal for Oracle's Michigan data center, Bloomberg News reports
• Positive Sentiment: Oracle named Hilary Maxson as CFO — analysts view her industrial/capex background as appropriate for managing heavy AI-related spending and debt, which supports confidence in financing and execution. Oracle appoints Hilary Maxson as CFO
• Positive Sentiment: Oracle continues to land customer deployments for its AI products (e.g., Oracle Health Clinical AI Agent at Southwest General), showing early commercial traction for AI offerings. Southwest General Uses Oracle Health Clinical AI Agent to Reduce Documentation Time and Support Work-Life Balance
• Positive Sentiment: Some Wall Street analysts remain bullish (high price targets and “buy” views), offering upside scenarios if Oracle executes its AI/cloud strategy. This Analyst Sees Oracle (ORCL) Stock Doubling From Here
• Neutral Sentiment: Industry reports (e.g., Opkey) highlight integration and release-velocity challenges as enterprises migrate to cloud/AI — context important for execution risk but not Oracle-specific. Opkey Research Exposes the Cloud Velocity Crisis: Enterprises Struggle to Keep Up with Pace of Change
• Neutral Sentiment: Oracle is being showcased with partners (e.g., Exelon/PowerPlan) at customer events, underlining enterprise adoption themes but with limited immediate market impact. Exelon's Finance Transformation Success with PowerPlan to be Showcased at Oracle Customer Edge Summit
• Negative Sentiment: Reports (Forbes cited by TheStreet) claim Oracle cut an estimated 20,000–30,000 positions as it reallocates resources to AI — the scale of layoffs creates execution, morale and PR risk despite cost-savings intent. Oracle signals massive AI opportunity as layoffs hit
• Negative Sentiment: Rising leverage and large projected capex for AI/data centers have prompted investor scrutiny and legal activity (class-action notices and investigations tied to past disclosures and debt offerings), adding downside risk to sentiment and valuation. Shareholders of Oracle Corporation Should Contact Levi & Korsinsky Before April 6, 2026 to Discuss Your Rights – ORCL
• Negative Sentiment: Media attention on executive pay (CFO compensation) and layoffs has created negative headlines that can pressure sentiment near-term, even if changes are strategic. Oracle hires new CFO with $950K salary as thousands face layoffs

Oracle Price Performance

Shares of NYSE ORCL opened at $142.95 on Wednesday. The stock has a market cap of $411.14 billion, a PE ratio of 25.66, a price-to-earnings-growth ratio of 1.40 and a beta of 1.60. Oracle Corporation has a fifty-two week low of $121.24 and a fifty-two week 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 fifty day moving average of $151.82 and a 200-day moving average of $203.67.

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 for the quarter, beating the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to analysts' expectations of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm's quarterly revenue was up 21.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

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 given a $0.50 dividend. The ex-dividend date is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle's payout ratio is 35.91%.

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. TD Cowen dropped their price target on Oracle from $350.00 to $250.00 and set a "buy" rating on the stock in a report on Friday, March 6th. BMO Capital Markets dropped their price target on Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a report on Wednesday, March 11th. Citigroup lifted their price target on Oracle from $310.00 to $320.00 and gave the stock a "buy" rating in a report on Thursday, March 12th. Piper Sandler dropped their price target on Oracle from $240.00 to $210.00 and set an "overweight" rating on the stock in a report on Wednesday, March 11th. Finally, JPMorgan Chase & Co. upgraded Oracle from a "neutral" rating to an "overweight" rating and dropped their price target for the stock from $230.00 to $210.00 in a report 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 issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Oracle presently has a consensus rating of "Moderate Buy" and a consensus price target 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.