CWA Asset Management Group LLC Trims Stake in Oracle Corporation $ORCL

Key Points

• Oracle topped expectations for the quarter with $1.79 EPS vs. $1.71 consensus and revenue of $17.19 billion (up 21.7% YoY), and set Q4 2026 guidance of 1.960–2.000 EPS, while the stock traded down about 4% amid mixed analyst reactions and a consensus target near $265.77.
• Investor sentiment is split: bulls point to a reported $553 billion AI backlog and upbeat analyst bull cases, but concerns over heavy capex, potential dilution (including ATM programs), multiple securities‑fraud class actions and notable insider selling have created headline and financing risk.

CWA Asset Management Group LLC lowered its position in Oracle Corporation (NYSE:ORCL - Free Report) by 4.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 67,336 shares of the enterprise software provider's stock after selling 3,440 shares during the period. CWA Asset Management Group LLC's holdings in Oracle were worth $13,124,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in ORCL. Brighton Jones LLC boosted its holdings in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after buying an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after acquiring an additional 404 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after acquiring an additional 768 shares in the last quarter. United Bank lifted its position in Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after acquiring an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. lifted its position in Oracle by 19.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after acquiring an additional 8,530 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Trading Down 4.0%

Shares of NYSE ORCL opened at $149.32 on Friday. The firm's 50 day moving average price is $161.76 and its 200-day moving average price is $215.27. Oracle Corporation has a 52-week low of $118.86 and a 52-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 has a market cap of $429.44 billion, a PE ratio of 26.81, a P/E/G ratio of 1.29 and a beta of 1.66.

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

Oracle Dividend Announcement

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

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Large AI backlog and upbeat analyst bull cases reinforce growth narrative — recent coverage highlights a reported $553 billion backlog tied to AI contracts that helped spark the post‑earnings pop and supports bullish long‑term upside for cloud/AI exposure. Massive News: Oracle's $553 Billion Backlog Could Make It the Most Important AI Stock of 2026
• Positive Sentiment: Top‑street bulls (e.g., Guggenheim) reiterate buy cases and high price targets — some firms kept very bullish PTs after the quarter, arguing AI buildout could drive a future cash‑flow inflection. Why Guggenheim Sees Oracle’s AI Buildout Setting Up a Future Cash Flow Inflection
• Positive Sentiment: Bullish takeaways on durable cloud growth — commentators argue the quarter strengthens the case for sustained AI-driven revenue upside, making the stock a candidate for a multi‑year rally if execution holds. Where Will Oracle Be in 2 Years?
• Neutral Sentiment: Mixed media and pundit comments are tempering momentum — high‑profile commentators (e.g., Jim Cramer) called Oracle “good” but suggested other names may be better, which can cool retail enthusiasm. Jim Cramer Says “Oracle’s Good, But I Think There Are Others That Are Better”
• Neutral Sentiment: Capex debate remains unresolved — analysts flag Oracle’s plan for very large 2026 capex as high‑risk/high‑reward; markets are weighing long‑term payoff vs near‑term cash burn. Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?
• Negative Sentiment: Investors refocus on dilution and financing risk after the AI‑driven results pop — post‑earnings materials reiterated large funding/capex plans (including an ATM program) that can pressure the share price. Oracle shares slide as investors refocus on dilution and spending risk after AI-driven results pop
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm alerts have been filed/issued, increasing legal and reputational overhang and creating headline risk. Kessler Topaz files securities fraud class action against Oracle
• Negative Sentiment: Insider selling and institutional rotation data are being flagged by trackers, which can amplify downside momentum while headline and dilution concerns remain. Oracle shares slide as investors refocus on dilution and spending risk after AI-driven results pop (insider activity)
• Negative Sentiment: Analysis highlighting cash burn from the AI push raises short‑term profitability and financing concerns despite growth — this keeps some value investors on the sidelines. Oracle Is Burning Cash in the Pursuit of "Hypergrowth."

Insiders Place Their Bets

In related news, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares in the company, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the business's stock in a transaction dated Thursday, January 15th. The stock was 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 directly 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 62,223 shares of company stock worth $11,763,864 over the last three months. Company insiders own 40.90% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. Cantor Fitzgerald restated an "overweight" rating and issued a $229.00 price objective on shares of Oracle in a report on Wednesday, March 11th. Scotiabank lowered their target price on shares of Oracle from $220.00 to $215.00 and set a "sector outperform" rating for the company in a report on Monday, March 9th. TD Cowen dropped their price target on Oracle from $350.00 to $250.00 and set a "buy" rating on the stock in a research report on Friday, March 6th. Deutsche Bank Aktiengesellschaft cut their price target on Oracle from $375.00 to $300.00 and set a "buy" rating on the stock in a research note on Monday, March 9th. Finally, Jefferies Financial Group lowered their price objective on Oracle from $400.00 to $320.00 and set a "buy" rating for the company in a research note on Thursday, March 5th. Three research 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 issued a Sell rating to the company. According to MarketBeat, Oracle presently has an average rating of "Moderate Buy" and a consensus target price of $265.77.

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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