Golden Reserve Retirement LLC Invests $1.01 Million in Oracle Corporation $ORCL

Key Points

• Golden Reserve Retirement LLC bought 5,162 shares of Oracle (ORCL) in Q4 worth about $1.01 million, making the holding roughly 0.2% of the fund's portfolio and its 28th largest position.
• Several large institutions (e.g., Jennison, Vanguard, American Century, Amundi, SG Americas) materially increased ORCL stakes, and institutional investors now own about 42.44% of the company.
• Market sentiment is mixed: analysts tout Oracle as a foundational AI infrastructure play with a consensus "Moderate Buy" and $259.56 target, but concerns remain over cancelled server orders, heavy AI data‑center spending and recent insider stock sales.

Golden Reserve Retirement LLC bought a new position in Oracle Corporation (NYSE:ORCL - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 5,162 shares of the enterprise software provider's stock, valued at approximately $1,006,000. Oracle comprises about 0.2% of Golden Reserve Retirement LLC's investment portfolio, making the stock its 28th largest position.

Several other hedge funds and other institutional investors also recently modified their holdings of ORCL. Jennison Associates LLC increased its position in shares of Oracle by 2,062.4% in the 3rd quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider's stock worth $2,595,072,000 after purchasing an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. increased its position in shares of Oracle by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock worth $47,518,451,000 after purchasing an additional 4,681,626 shares during the last quarter. American Century Companies Inc. grew its position in shares of Oracle by 333.7% during the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock valued at $1,473,137,000 after buying an additional 4,030,382 shares during the last quarter. Amundi grew its position in shares of Oracle by 32.9% during the 3rd quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock valued at $2,809,609,000 after buying an additional 2,385,556 shares during the last quarter. Finally, SG Americas Securities LLC grew its position in shares of Oracle by 921.6% during the 4th quarter. SG Americas Securities LLC now owns 2,311,815 shares of the enterprise software provider's stock valued at $450,596,000 after buying an additional 2,085,514 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush initiated coverage with an Outperform rating and framed Oracle as a foundational AI infrastructure play, setting a $225 price target that signals substantial upside vs. current levels. Wedbush Crowns Oracle a Foundational AI Infrastructure Play With a $225 Price Target
• Positive Sentiment: Wedbush’s Dan Ives publicly said Wall Street is underestimating Oracle and suggested the stock could materially outperform, a bullish narrative that supports longer‑term expectations for AI backlog monetization. Oracle Stock Could Double, Ives Says
• Positive Sentiment: Oracle continues to expand AI and cloud partnerships (e.g., Google Cloud database agent, DENSO collaboration, and large financing plans for data‑center buildouts) that underpin its AI infrastructure thesis and potential multicloud revenue growth. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Neutral Sentiment: Several retail and advisory writeups are repeating bullish theses (safe stock / long‑term AI upside) that may support buy‑and‑hold demand but are unlikely to move price until revenue/capex visibility improves. Is Oracle Corporation (ORCL) A Good Stock To Buy Now?
• Neutral Sentiment: Market commentators highlight rotation into software names as a thematic tailwind for ORCL, but note the path is bumpy and dependent on broader risk sentiment. Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation
• Negative Sentiment: Reports that Oracle cancelled a large Super Micro order (estimated $1.1B–$1.4B) triggered immediate selling and raised questions over timing/scale of Oracle’s server purchases and supply‑chain relationships. Oracle stock falls 3%: why this analyst still sees upside
• Negative Sentiment: Broader coverage warns Oracle’s aggressive AI data‑center spending is straining financing markets and investor patience, feeding concerns about execution risk and balance‑sheet strain. Oracle's Deluge of AI Debt Pushes Wall Street to the Limit
• Negative Sentiment: Morgan Stanley trimmed its price target and holds an Equal‑Weight stance, a reminder some sell‑side shops remain cautious and that not all analysts are aligned with the bullish backlog story. ORCL price target lowered by Morgan Stanley

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on ORCL shares. UBS Group reaffirmed a "buy" rating on shares of Oracle in a research report on Monday, February 2nd. Stephens reaffirmed an "equal weight" rating and set a $254.00 price objective on shares of Oracle in a research report on Tuesday, April 7th. JPMorgan Chase & Co. raised shares of Oracle from a "neutral" rating to an "overweight" rating and lowered their price objective for the company from $230.00 to $210.00 in a research report on Wednesday, March 11th. Barclays lowered their price objective on shares of Oracle from $310.00 to $230.00 and set an "overweight" rating for the company in a research report on Monday, March 9th. Finally, Scotiabank lowered their price objective on shares of Oracle from $220.00 to $215.00 and set a "sector outperform" rating for the company in a research report on Monday, March 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Oracle has a consensus rating of "Moderate Buy" and a consensus target price of $259.56.

Insider Activity

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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 that occurred on 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 completion of the sale, the chief executive officer directly owned 134,030 shares of the company's stock, 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.

Oracle Price Performance

NYSE ORCL opened at $173.51 on Friday. Oracle Corporation has a 52 week low of $134.57 and a 52 week high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a market cap of $499.01 billion, a price-to-earnings ratio of 31.15, a price-to-earnings-growth ratio of 1.68 and a beta of 1.60. The company has a 50-day moving average price of $154.21 and a two-hundred day moving average price of $193.27.

Oracle (NYSE:ORCL - Get Free Report) last posted its earnings results 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. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm had revenue of $17.19 billion during the quarter, compared to analysts' expectations of $16.91 billion. During the same quarter in the prior year, the firm earned $1.47 EPS. Oracle's quarterly revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Analysts forecast that Oracle Corporation will post 6.07 EPS for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were given a $0.50 dividend. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.2%. Oracle's dividend payout ratio is 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.

Want to see what other hedge funds are holding ORCL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

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.