Freestone Capital Holdings LLC Has $24.16 Million Stock Position in Oracle Corporation $ORCL

Key Points

• Freestone Capital raised its stake in Oracle by 4.6% to 123,942 shares — a position worth about $24.16 million, representing roughly 0.7% of the firm's holdings and Oracle's 24th largest holding.
• Oracle expanded a strategic deal with Bloom Energy to secure up to 2.8 GW of fuel‑cell power for AI data centers and highlighted new AI‑driven utilities products, moves that support its cloud and AI infrastructure growth.
• Analysts hold a consensus rating of Moderate Buy with an average target of $260.71, though insider selling, elevated leverage/short interest and recent layoffs are cited as material headwinds.

Freestone Capital Holdings LLC raised its position in Oracle Corporation (NYSE:ORCL - Free Report) by 4.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 123,942 shares of the enterprise software provider's stock after acquiring an additional 5,476 shares during the period. Oracle comprises approximately 0.7% of Freestone Capital Holdings LLC's holdings, making the stock its 24th largest holding. Freestone Capital Holdings LLC's holdings in Oracle were worth $24,157,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. FSA Wealth Management LLC bought a new stake in shares of Oracle in the 3rd quarter valued at approximately $28,000. Darwin Wealth Management LLC grew its stake in shares of Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 65 shares during the period. Investors Research Corp grew its stake in shares of Oracle by 465.5% in the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 135 shares during the period. Mpwm Advisory Solutions LLC grew its stake in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 50 shares during the period. Finally, YANKCOM Partnership grew its stake in shares of Oracle by 304.7% in the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock valued at $34,000 after purchasing an additional 131 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle expanded a strategic deal with Bloom Energy to secure up to 2.8 GW of fuel-cell power to run AI data centers — a multi‑year, capacity-focused agreement that reduces data‑center power risk and supports Oracle’s AI infrastructure growth; the move follows Bloom issuing Oracle a $400M stock warrant. Oracle expands Bloom Energy deal days after receiving $400 million stock warrant
• Positive Sentiment: Oracle showcased AI-driven utilities products (Opower and broader Utilities suite) at its Customer Edge Summit, highlighting new revenue opportunities from grid/utility customers that could accelerate cloud & software recurring revenue. Utilities Achieve Large-Scale Customer Engagement and Results with Oracle
• Positive Sentiment: Market- and technical-driven buying in software names pushed Oracle to lead the sector rebound today — traders cited renewed AI optimism, analyst buy-side interest and ORCL’s recent valuation weakness as reasons for rapid inflows. Oracle's stock stands out as the software sector bounces to its best day in a year
• Neutral Sentiment: Oracle will pay a regular dividend next week — a modest cash-return item that supports income investors but is unlikely to be the primary driver of today’s rally. Oracle to pay dividends next week; Here's how much 100 shares will earn
• Negative Sentiment: Reports of mass layoffs and criticism over how cuts were handled are creating reputational and execution risks; such labor moves can spook investors worried about execution, product roadmaps and workforce morale. Oracle accused of targeting employees with stock options in recent layoffs
• Negative Sentiment: Heightened investor concern about Oracle’s leverage, elevated CDS/default signals and heavy short interest remain structural headwinds; multiple insiders have been net sellers, which some market participants view as a governance/conviction signal. Oracle Stock (ORCL) Opinions on Layoff Announcements

Analysts Set New Price Targets

ORCL has been the topic of several analyst reports. Piper Sandler lowered their price objective on Oracle from $240.00 to $210.00 and set an "overweight" rating on the stock in a research note on Wednesday, March 11th. Sanford C. Bernstein set a $313.00 price target on Oracle in a research report on Monday, February 9th. Barclays decreased their price target on Oracle from $310.00 to $230.00 and set an "overweight" rating on the stock in a research report on Monday, March 9th. The Goldman Sachs Group upgraded Oracle to a "strong-buy" rating in a research report on Monday, January 12th. Finally, Stifel Nicolaus decreased their price target on Oracle from $275.00 to $220.00 and set a "buy" rating on the stock in a research report on Wednesday, March 11th. Three investment 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 stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $260.71.

Oracle Stock Performance

ORCL stock opened at $155.68 on Tuesday. The business's fifty day moving average is $149.99 and its 200-day moving average is $198.96. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The company has a market cap of $447.74 billion, a P/E ratio of 27.95, a price-to-earnings-growth ratio of 1.32 and a beta of 1.60. Oracle Corporation has a twelve month low of $121.24 and a twelve month 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 EPS for the quarter, topping the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm's revenue was up 21.7% compared to the same quarter last year. During the same quarter last year, the business posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

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

Insider Activity

In related news, 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 completion of the sale, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm's stock in a transaction dated 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 completion of the sale, the executive vice president owned 33,638 shares of the company's stock, valued at $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 40.90% of the company's stock.

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.

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.