Curtis Advisory Group LLC Boosts Stock Holdings in Oracle Corporation $ORCL

Key Points

• Curtis Advisory Group LLC raised its Oracle stake by 555.6%, buying 5,000 shares to hold 5,900 shares valued at about $1.15 million at quarter‑end.
• Several analysts have trimmed price targets recently, yet MarketBeat's consensus remains a Moderate Buy with an average target of $260.71.
• Oracle beat quarterly estimates (EPS $1.79 vs. $1.71; revenue $17.19B, +21.7%) and shows a large RPO backlog, but the stock is down ~30% amid concerns over heavy capex/data‑center spending and an announced ~30,000 layoffs.

Curtis Advisory Group LLC raised its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 555.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 5,900 shares of the enterprise software provider's stock after purchasing an additional 5,000 shares during the period. Curtis Advisory Group LLC's holdings in Oracle were worth $1,150,000 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 business. Brown Lisle Cummings Inc. increased its position in Oracle by 60.8% during the 4th quarter. Brown Lisle Cummings Inc. now owns 4,365 shares of the enterprise software provider's stock valued at $851,000 after purchasing an additional 1,650 shares during the period. Steigerwald Gordon & Koch Inc. increased its position in Oracle by 8.4% during the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 88,400 shares of the enterprise software provider's stock valued at $17,230,000 after purchasing an additional 6,864 shares during the period. Robeco Institutional Asset Management B.V. increased its position in Oracle by 14.4% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 411,356 shares of the enterprise software provider's stock valued at $80,177,000 after purchasing an additional 51,811 shares during the period. Capital & Planning LLC increased its position in Oracle by 2.7% during the 4th quarter. Capital & Planning LLC now owns 16,023 shares of the enterprise software provider's stock valued at $3,136,000 after purchasing an additional 421 shares during the period. Finally, Clear Creek Financial Management LLC increased its position in Oracle by 10.2% during the 4th quarter. Clear Creek Financial Management LLC now owns 3,531 shares of the enterprise software provider's stock valued at $688,000 after purchasing an additional 328 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Analysts Set New Price Targets

A number of analysts have recently weighed in on ORCL shares. Morgan Stanley lowered their price target on shares of Oracle from $320.00 to $213.00 and set an "equal weight" rating on the stock in a report on Friday, January 23rd. Citizens Jmp lowered their price target on shares of Oracle from $342.00 to $285.00 and set a "market outperform" rating on the stock in a report on Thursday, February 5th. Scotiabank lowered their price target on shares of Oracle from $220.00 to $215.00 and set a "sector outperform" rating on the stock in a report on Monday, March 9th. Mizuho lowered their price target 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. Finally, Stifel Nicolaus lowered their price target on shares of Oracle from $275.00 to $220.00 and set a "buy" rating on the stock in a report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Oracle presently has a consensus rating of "Moderate Buy" and an average price target of $260.71.

Insider Activity at Oracle

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the business's stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president owned 33,638 shares of the company's stock, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 stock was 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 in the company, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their position. The SEC filing for this sale provides additional information. 40.90% of the stock is currently owned by insiders.

Oracle Stock Up 0.1%

NYSE:ORCL opened at $138.00 on Friday. The stock has a market capitalization 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 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 company's 50-day simple moving average is $150.08 and its 200-day simple moving average is $200.67.

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

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle's payout ratio is currently 35.91%.

Key Oracle News

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

About Oracle

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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