Gold Investment Management Ltd. Reduces Stake in Oracle Corporation $ORCL

Key Points

• Gold Investment Management Ltd. reduced its stake in Oracle by 25.3%, selling 3,829 shares and leaving 11,320 shares valued at about $2.21 million at the end of the quarter.
• Oracle beat earnings estimates with $1.79 EPS vs. $1.71 expected and revenue of $17.19 billion (up 21.7% YoY), and announced a quarterly dividend of $0.50 per share.
• Insider sales and mixed analyst signals: CEO Clayton Magouyrk sold 10,000 shares and EVP Stuart Levey sold 15,000 shares, while analysts trimmed some price targets even as the consensus rating remains a "Moderate Buy" (consensus target ~$259.56).

Gold Investment Management Ltd. reduced its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 25.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,320 shares of the enterprise software provider's stock after selling 3,829 shares during the quarter. Gold Investment Management Ltd.'s holdings in Oracle were worth $2,206,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in ORCL. FSA Wealth Management LLC purchased a new stake in Oracle in the 3rd quarter valued at $28,000. Darwin Wealth Management LLC grew 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 valued at $32,000 after buying an additional 65 shares in the last quarter. Investors Research Corp grew 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 valued at $32,000 after buying an additional 135 shares in the last quarter. Mpwm Advisory Solutions LLC grew 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 valued at $32,000 after buying an additional 50 shares in the last quarter. Finally, YANKCOM Partnership grew its holdings in 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 buying an additional 131 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Stock Performance

NYSE ORCL opened at $176.51 on Friday. The stock has a market cap of $507.65 billion, a PE ratio of 31.69, a P/E/G ratio of 1.79 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. Oracle Corporation has a twelve month low of $132.00 and a twelve month high of $345.72. The stock has a fifty day simple moving average of $153.95 and a 200-day simple moving average of $194.09.

Oracle (NYSE:ORCL - Get Free Report) last posted its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the prior year, the company earned $1.47 EPS. Oracle's revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts anticipate that Oracle Corporation will post 6.07 earnings per share 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 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 1.1%. Oracle's dividend payout ratio is presently 35.91%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on ORCL shares. Morgan Stanley dropped their target price on Oracle from $213.00 to $207.00 and set an "equal weight" rating for the company in a report on Thursday. Weiss Ratings cut Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, January 23rd. BMO Capital Markets decreased their price target on Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a research note on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft lowered 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, Guggenheim reiterated a "buy" rating and set a $400.00 price target on shares of Oracle in a report on Friday, March 13th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $259.56.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush initiation and bullish commentary from Daniel Ives lifted investor sentiment and drove a pre-market uptick as the analyst highlighted Oracle’s positioning in AI infrastructure and cloud. Why Oracle Stock (ORCL) Is Rising Today and What Daniel Ives Sees Next
• Positive Sentiment: Oracle expanded its AI partnership with Google Cloud (Oracle AI Database Agent for Gemini Enterprise), which strengthens multi-cloud AI use cases and supports enterprise demand for integrated data+AI solutions. That partnership is a direct revenue/positioning positive for Oracle’s cloud/database stack. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Positive Sentiment: Reports that JPMorgan and partners are nearing completion on a large loan package to finance Oracle’s data-center buildout (~$38B reported) point to continued capital commitment and multi-year demand for Oracle’s AI infrastructure projects. JPMorgan Chase & Co. (JPM) Closing in on Record $38B Oracle Data Center Loan
• Neutral Sentiment: Bloom Energy’s expanded supply tie-up with Oracle to power AI data centers is supportive of long‑term data‑center execution but is more material to suppliers than to Oracle’s near-term margin profile. Bloom Energy rises 3.9% as Oracle AI-power deal afterglow
• Neutral Sentiment: Morgan Stanley trimmed its price target and moved to an "equal weight" stance, which reduces upside expectations from that desk and may weigh on sentiment but does not change Oracle’s underlying growth story. Morgan Stanley price target note
• Negative Sentiment: Multiple outlets reported Oracle canceled a major server order with Super Micro (reported $1.1–$1.4B), which shook markets, sparked a sector sell-off and raised questions about near‑term AI hardware demand and order timing. That report was a key driver of yesterday’s share weakness. Why Super Micro Computer Shares Are Falling On Thursday?
• Negative Sentiment: Coverage highlighted layoffs at Oracle and other tech firms as AI-related restructuring continues; workforce cuts can reduce near-term operating leverage and weigh on morale and execution narratives. Companies laying off staff this year include Meta, Amazon, and Oracle
• Negative Sentiment: WSJ and other coverage flagged industry-wide “AI debt” issues—power constraints, funding and public scrutiny of data centers—that could slow rollouts or raise costs for Oracle’s massive infrastructure build. Oracle's Deluge of AI Debt Pushes Wall Street to the Limit
• Negative Sentiment: Market moves: outlets reported a sharp intraday decline (~6%) on the recent trading day, reflecting the combined impact of the contract report, sector weakness and profit-taking after strong prior gains. Oracle (ORCL) Falls More Steeply Than Broader Market

Insider Activity

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the transaction, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Stuart Levey sold 15,000 shares of the stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

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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