E. Ohman J or Asset Management AB Sells 9,989 Shares of Oracle Corporation $ORCL

Key Points

• E. Ohman J or Asset Management AB trimmed its stake in Oracle (ORCL) by 14.1%, selling 9,989 shares and leaving 60,792 shares valued at about $11.85 million per its latest 13F filing.
• Oracle beat estimates with $1.79 EPS (vs. $1.71 expected) and $17.19B in revenue (up 21.7% year‑over‑year), set Q4 FY2026 EPS guidance of 1.960–2.000, and declared a $0.50 quarterly dividend (1.4% yield).
• The stock carries a consensus rating of “Moderate Buy” (average price target $262.91) amid mixed analyst views, but faces a legal overhang from securities‑fraud filings, data‑center uncertainty and recent insider selling (EVP 35,000 shares; CEO 10,000 shares).

E. Ohman J or Asset Management AB trimmed its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 14.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 60,792 shares of the enterprise software provider's stock after selling 9,989 shares during the quarter. E. Ohman J or Asset Management AB's holdings in Oracle were worth $11,849,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in ORCL. Brighton Jones LLC grew its holdings in 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 lifted its holdings in shares of Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after buying an additional 404 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after acquiring an additional 768 shares during the period. United Bank boosted its position in shares of Oracle by 6.8% in the second 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. grew its stake in 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 acquiring an additional 8,530 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on ORCL. Guggenheim reiterated a "buy" rating and issued a $400.00 target price on shares of Oracle in a research note on Friday, March 13th. BMO Capital Markets reduced their price target on shares of Oracle from $205.00 to $200.00 and set an "outperform" rating for the company in a research report on Wednesday, March 11th. DA Davidson upped their price target on shares of Oracle from $180.00 to $200.00 and gave the stock a "buy" rating in a report on Wednesday, March 11th. Weiss Ratings downgraded Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, January 23rd. Finally, Scotiabank dropped their price objective on Oracle from $220.00 to $215.00 and set a "sector outperform" rating for the company in a research note on Monday, March 9th. Three investment 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 stock. According to MarketBeat.com, Oracle currently has a consensus rating of "Moderate Buy" and an average price target of $262.91.

Oracle Price Performance

Shares of NYSE:ORCL opened at $146.90 on Wednesday. The company's fifty day moving average price is $159.64 and its 200-day moving average price is $214.12. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a market capitalization of $422.50 billion, a price-to-earnings ratio of 26.37, a PEG ratio of 1.33 and a beta of 1.66. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 revenue was up 21.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared 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 of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.4%. Oracle's payout ratio is 35.91%.

Insider Transactions at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the transaction, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm's stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. 40.90% of the stock is currently owned by corporate insiders.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Bank of America reinstated coverage with a Buy and a $200 price target, citing Oracle’s large backlog as a catalyst and implying ~30–35% upside — a strong institutional vote of confidence that likely supported earlier buying. ‘Big Backlog, Big Test’: BofA Reinstates Oracle with Buy, $200 PT
• Positive Sentiment: Oracle unveiled “Fusion Agentic Applications,” AI Database agentic features, and expanded Agent Studio — product moves that strengthen its enterprise AI roadmap and help defend its apps/cloud franchise against AI disruption narratives. These announcements support a longer-term revenue/competitive story. Oracle Introduces Fusion Agentic Applications
• Neutral Sentiment: Short-term technicals show a breakout above the 20‑day moving average, which can attract momentum traders but doesn’t change the underlying fundamental debate. Oracle (ORCL) Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Broader market drivers — choppy oil-driven trading and renewed AI disruption fears — pressured U.S. indexes today, contributing to weaker demand for riskier tech names. Stock Market Today, March 24: Oil, AI, and Private Credit Fears Weigh on Markets
• Negative Sentiment: Multiple law firms and a formal securities-fraud filing allege Oracle misstatements about its AI/data-center capabilities and capex; several class-action notices and lead-plaintiff deadlines are circulating (April 6). The legal overhang increases headline risk and potential costs. Oracle Corporation (ORCL) Investors: April 6, 2026, Deadline in Securities Fraud Class Action Lawsuit
• Negative Sentiment: Reuters/Bloomberg reported Microsoft will rent a Texas data center that had been developed for Oracle and OpenAI — a sign that Oracle/OpenAI’s original data-center plans have shifted or lost a tenant, which undermines parts of the AI-infrastructure narrative investors had been valuing. Microsoft to rent Texas data center dropped by Oracle and OpenAI, Bloomberg News reports

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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