Diversify Advisory Services LLC Increases Stock Position in Oracle Corporation $ORCL

Key Points

• Diversify Advisory Services LLC boosted its stake in Oracle (NYSE:ORCL) by 60.9% in Q4 to 35,228 shares, valued at about $6.73 million.
• Oracle beat quarterly estimates (EPS $1.79 vs. $1.71; revenue $17.19B, +21.7% YoY) and rolled out AI products, but management announced roughly 30,000 layoffs and heavy data‑center capex, factors that have contributed to a ~30% year‑to‑date share decline.
• Company insiders executed sizable sales—CEO sold 10,000 shares at $155.23 and an EVP sold 35,000 shares at $194.89—while institutional ownership is ~42% and insiders own ~41% of shares.

Diversify Advisory Services LLC increased its position in Oracle Corporation (NYSE:ORCL - Free Report) by 60.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 35,228 shares of the enterprise software provider's stock after acquiring an additional 13,331 shares during the period. Diversify Advisory Services LLC's holdings in Oracle were worth $6,732,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. FSA Wealth Management LLC purchased a new position in Oracle in the 3rd quarter worth approximately $28,000. Darwin Wealth Management LLC raised its holdings in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after acquiring an additional 65 shares during the last quarter. Investors Research Corp raised its holdings in Oracle by 465.5% in the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock worth $32,000 after acquiring an additional 135 shares during the last quarter. Mpwm Advisory Solutions LLC raised its holdings in Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after acquiring an additional 50 shares during the last quarter. Finally, YANKCOM Partnership raised its holdings in Oracle by 304.7% in the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock worth $34,000 after acquiring an additional 131 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the business's stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the sale, the chief executive officer owned 134,030 shares of the company's stock, valued at $20,805,476.90. The trade was a 6.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the business's stock in a transaction 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 directly 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. Additional details regarding this sale are available in the official SEC disclosure. 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

Oracle Price Performance

Shares of ORCL opened at $138.00 on Friday. The firm has a market cap of $396.91 billion, a PE ratio of 24.78, a P/E/G ratio of 1.32 and a beta of 1.60. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm has a fifty day simple moving average of $150.08 and a two-hundred day simple moving average of $201.47. Oracle Corporation has a 1-year low of $121.24 and a 1-year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter in the previous year, the firm posted $1.47 EPS. The company's revenue for the quarter was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be given a dividend of $0.50 per share. 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 1.4%. Oracle's payout ratio is presently 35.91%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on ORCL. Monness Crespi & Hardt restated a "hold" rating on shares of Oracle in a report on Wednesday, March 11th. Barclays decreased their target price on shares of Oracle from $310.00 to $230.00 and set an "overweight" rating for the company in a research note on Monday, March 9th. Sanford C. Bernstein set a $313.00 target price on shares of Oracle in a research note on Monday, February 9th. Citizens Jmp decreased their target price on shares of Oracle from $342.00 to $285.00 and set a "market outperform" rating for the company in a research note on Thursday, February 5th. Finally, BMO Capital Markets decreased their target price on shares of Oracle from $205.00 to $200.00 and set an "outperform" rating for the company in a research note on Wednesday, March 11th. 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 assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $260.71.

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.

Want to see what other hedge funds are holding ORCL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

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.