Gibbs Wealth Management Has $5.09 Million Stock Holdings in Oracle Corporation $ORCL

Key Points

• Gibbs Wealth Management reduced its Oracle stake by 15.1%, selling 4,570 shares to hold 25,614 shares valued at about $5.085 million, making ORCL its 17th largest position (≈1.2% of the fund).
• Oracle beat the quarter's estimates (EPS $1.79 vs. $1.71; revenue $17.19B, +21.7%) and reports a large RPO backlog (~$553B), but faces near‑term headwinds including heavy capex, a announced ~30,000 layoffs and a stock decline of roughly 30% YTD.
• Analyst coverage is mixed—MarketBeat shows an average rating of "Moderate Buy" with an average target of $260.71 amid several price‑target cuts—and significant insider selling has occurred (CEO sold 10,000 shares; EVP sold 35,000), while insiders own ~40.9% of shares.

Gibbs Wealth Management lessened its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 15.1% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 25,614 shares of the enterprise software provider's stock after selling 4,570 shares during the period. Oracle makes up approximately 1.2% of Gibbs Wealth Management's holdings, making the stock its 17th largest position. Gibbs Wealth Management's holdings in Oracle were worth $5,085,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. FSA Wealth Management LLC acquired a new position in shares of Oracle during the 3rd quarter worth about $28,000. Darwin Wealth Management LLC lifted its position in shares of Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 65 shares during the last quarter. Mpwm Advisory Solutions LLC lifted its position in shares of Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new position in shares of Oracle during the 3rd quarter worth about $35,000. Finally, Financial Consulate Inc. acquired a new position in shares of Oracle during the 3rd quarter worth about $37,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on ORCL shares. UBS Group reaffirmed a "buy" rating on shares of Oracle in a report on Monday, February 2nd. Weiss Ratings cut Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, January 23rd. Jefferies Financial Group cut their price target on Oracle from $400.00 to $320.00 and set a "buy" rating for the company in a report on Thursday, March 5th. Deutsche Bank Aktiengesellschaft cut their price target on Oracle from $375.00 to $300.00 and set a "buy" rating for the company in a report on Monday, March 9th. Finally, DA Davidson upped their price target on Oracle from $180.00 to $200.00 and gave the company a "buy" rating in a report 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 assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $260.71.

Insider Activity at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the company's stock in a transaction that occurred 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 directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the company's stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the sale, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 40.90% of the company's stock.

Oracle News Roundup

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 Trading Up 0.1%

ORCL stock opened at $138.00 on Friday. Oracle Corporation has a 1-year low of $121.24 and a 1-year high of $345.72. The firm has a market cap of $396.91 billion, a P/E ratio of 24.78, a P/E/G ratio of 1.32 and a beta of 1.60. The business's 50 day moving average is $150.08 and its 200-day moving average is $201.47. 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 (NYSE:ORCL - Get Free Report) last released its quarterly earnings data 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. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same period in the prior year, the company posted $1.47 EPS. The company's revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Thursday, April 9th. Oracle's dividend payout ratio is currently 35.91%.

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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