Farmers & Merchants Investments Inc. Acquires 3,827 Shares of Oracle Corporation $ORCL

Key Points

• Farmers & Merchants Investments increased its Oracle stake by 1.9% in the fourth quarter, adding 3,827 shares to bring its total holdings to 204,543 shares worth about $39.9 million.
• Oracle continues to draw bullish attention from the market, with positive headlines around AI infrastructure deals, analyst upgrades, and Jim Cramer publicly endorsing the stock.
• The company reported solid recent results, beating earnings and revenue estimates, while also paying a quarterly dividend of $0.50 per share and maintaining a “Moderate Buy” analyst consensus with a $259.43 average price target.

Farmers & Merchants Investments Inc. raised its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 1.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 204,543 shares of the enterprise software provider's stock after acquiring an additional 3,827 shares during the period. Oracle makes up approximately 1.1% of Farmers & Merchants Investments Inc.'s holdings, making the stock its 21st biggest holding. Farmers & Merchants Investments Inc.'s holdings in Oracle were worth $39,867,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of ORCL. Vanguard Group Inc. increased its holdings in shares of Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after buying an additional 5,841,584 shares during the last quarter. Capital Research Global Investors lifted its holdings in shares of Oracle by 1.2% in the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock valued at $6,555,961,000 after acquiring an additional 266,588 shares during the last quarter. Bank of New York Mellon Corp grew its position in Oracle by 0.8% in the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock worth $3,357,572,000 after acquiring an additional 98,693 shares in the last quarter. Legal & General Group Plc grew its position in Oracle by 3.4% in the third quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider's stock worth $3,289,595,000 after acquiring an additional 381,572 shares in the last quarter. Finally, Invesco Ltd. increased its stake in Oracle by 16.6% during the third quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider's stock worth $2,897,895,000 after acquiring an additional 1,464,826 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Jim Cramer publicly backed Oracle, saying investors “should go with Oracle,” and noted the company’s recent quarter was very strong, reinforcing bullish sentiment around the stock. Jim Cramer Says “I Think That You Should Go With Oracle”
• Positive Sentiment: Oracle’s AI infrastructure push remains a key driver, with reports tying the stock’s rise to new OpenAI-linked cloud and financing deals that could expand future demand for Oracle’s data center capacity. Why Oracle (ORCL) Is Up 18.4% After New OpenAI‑Linked AI Infrastructure Deals And Financing
• Positive Sentiment: Oracle was upgraded by Wall Street analysts, adding to the momentum around the shares after the recent rally. Oracle upgraded, Planet Fitness downgraded: Wall Street's top analyst calls
• Positive Sentiment: Oracle and partner Eightfold AI announced an integration of agentic interviewing with Oracle Fusion Cloud Recruiting, which expands Oracle’s AI-enabled HCM ecosystem and supports cross-sell opportunities. Eightfold AI Announces Integration of Agentic Interviewing with Oracle Fusion Cloud Recruiting
• Positive Sentiment: Oracle was named a Leader in Gartner’s Warehouse Management Systems Magic Quadrant for the 11th straight year, reinforcing the strength of its cloud supply-chain software franchise. Oracle Named a Leader in Gartner Magic Quadrant for Warehouse Management Systems for 11th Consecutive Year
• Neutral Sentiment: Additional articles discussed Oracle Fusion Financials training and broader market chatter, but they do not appear to be direct stock catalysts.

Insider Buying and Selling at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company's 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 sale, the chief executive officer owned 134,030 shares of the company's stock, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 40.90% of the company's stock.

Oracle Price Performance

ORCL opened at $195.89 on Friday. The company has a market capitalization of $563.38 billion, a price-to-earnings ratio of 35.17, a PEG ratio of 1.86 and a beta of 1.55. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The business's fifty day simple moving average is $157.74 and its 200-day simple moving average is $185.85.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating the consensus estimate of $1.71 by $0.08. The firm had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business's revenue for the quarter was up 21.7% on a year-over-year basis. During the same quarter last year, the firm posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities research analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were paid a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. Oracle's dividend payout ratio (DPR) is currently 35.91%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the company. UBS Group restated a "buy" rating on shares of Oracle in a research report on Monday, February 2nd. Cantor Fitzgerald reissued an "overweight" rating and set a $229.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Scotiabank cut their target price on Oracle from $220.00 to $215.00 and set a "sector outperform" rating on the stock in a research report on Monday, March 9th. Jefferies Financial Group cut their target price on Oracle from $400.00 to $320.00 and set a "buy" rating on the stock in a research report on Thursday, March 5th. Finally, Robert W. Baird cut their target price on Oracle from $300.00 to $200.00 and set an "outperform" rating on the stock in a research report on Tuesday, March 10th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Oracle currently has an average rating of "Moderate Buy" and a consensus price target of $259.43.

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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