Greenberg Financial Group Takes Position in Oracle Corporation $ORCL

Key Points

• Greenberg Financial Group bought a new stake of 5,325 shares in Oracle (NYSE:ORCL) during Q4, valued at about $1.038 million per its latest Form 13F filing.
• Oracle is seeing positive momentum as an AI/cloud infrastructure play — named a Leader in two 2026 Gartner Magic Quadrants, winning customer deals, and reports say PIMCO and Bank of America are lining up roughly $14 billion to help finance its Michigan AI data‑center, while new CFO Hilary Maxson is viewed as a constructive hire.
• Risks remain: the company has taken on substantial debt to fund AI/data‑center expansion, is conducting layoffs, and faces geopolitical exposure, and its high debt‑to‑equity ratio (3.66) could pressure earnings if capex returns are slower than expected.

Greenberg Financial Group purchased a new stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 5,325 shares of the enterprise software provider's stock, valued at approximately $1,038,000.

A number of other large investors also recently modified their holdings of the business. Kampmann Melissa S. boosted its position in Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock worth $3,350,000 after acquiring an additional 35 shares during the period. McLean Asset Management Corp boosted its position in Oracle by 0.7% during the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock worth $1,551,000 after acquiring an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. boosted its position in Oracle by 0.7% during the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock worth $1,485,000 after acquiring an additional 36 shares during the period. Voisard Asset Management Group Inc. boosted its position in Oracle by 3.4% during the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock worth $317,000 after acquiring an additional 37 shares during the period. Finally, Avion Wealth boosted its position in Oracle by 16.6% during the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after acquiring an additional 37 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle was named a Leader in two 2026 Gartner Magic Quadrant reports for supply‑chain planning, reinforcing product strength and sales momentum in cloud/SaaS offerings. Oracle Named a Leader in Two 2026 Gartner® Magic Quadrant™ Reports
• Positive Sentiment: Reports that PIMCO and Bank of America are lining up roughly $14B to back Oracle’s Michigan AI data‑center reduce immediate financing risk for the buildout and signal investor appetite for project financing. PIMCO weighs $14 billion debt deal for Oracle's Michigan data center, Bloomberg News reports
• Positive Sentiment: New CFO Hilary Maxson — an infrastructure finance veteran — is broadly seen as a constructive hire to manage heavy capex and debt while steering Oracle’s AI/cloud expansion. Analysts call the appointment a reassuring fit for capital allocation. Why Oracle’s new CFO Hilary Maxson is key to its AI ambitions
• Positive Sentiment: Oracle continues to win customer deals (example: Santee Cooper migrated to Oracle Cloud utilities), underscoring steady SaaS demand that supports recurring revenue. Leading Utility Santee Cooper Modernizes its Customer Platform with Oracle Cloud
• Positive Sentiment: Bullish commentary on Oracle as an AI infrastructure play (Seeking Alpha / other bullish pieces) highlight the upside thesis that Oracle’s OCI and data‑center buildout could drive multi‑year growth if demand materializes. Oracle: The Most Underrated AI Infrastructure Play
• Positive Sentiment: Technical‑market commentary notes ORCL is trading at an extreme discount to a key technical indicator — a signal some traders view as a buy‑the‑dip opportunity. Oracle’s stock is trading at a very extreme discount to this key technical indicator
• Neutral Sentiment: TRC Capital’s unsolicited mini‑tender to buy 1,000,000 shares at $140.50 is immaterial (<0.04% of float) and unlikely to move valuation or operations. Oracle Responds to TRC Capital Mini-Tender Offer
• Neutral Sentiment: NetSuite posted steady Q3 growth but showed slower expansion versus some peers; analysts are watching whether AI upgrades and cross‑sell into ERP can accelerate revenue contribution. Oracle's NetSuite Division in Focus: Will it Boost Revenue Growth?
• Negative Sentiment: Multiple reports detail large layoffs (first wave ~710 jobs in California; broader estimates much larger), which signal restructuring execution risk and possible demand pressure in certain businesses. Oracle axes over 700 workers — the first wave in a bloodbath that could engulf thousands across California
• Negative Sentiment: Coverage flags that Oracle has taken on substantial debt to fund AI/data‑center spending; while external financing (PIMCO/BofA) helps, higher leverage raises earnings‑per‑share risk if returns on that capex are slower than expected. Oracle Has Taken on Serious Debt to Fund Its AI Ambitions. Can the Gamble Pay Off?
• Negative Sentiment: Geopolitical risk: public threats referencing the Stargate AI data‑center project in Abu Dhabi raise potential operational and political risk for high‑profile infrastructure projects. Oracle Faces New Geopolitical Test For Stargate AI Data Center Bets

Oracle Stock Up 0.4%

Shares of Oracle stock opened at $143.69 on Thursday. The firm has a market cap of $413.25 billion, a price-to-earnings ratio of 25.80, a P/E/G ratio of 1.40 and a beta of 1.60. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. Oracle Corporation has a 52-week low of $121.24 and a 52-week high of $345.72. The stock has a 50-day simple moving average of $151.24 and a 200-day simple moving average of $203.25.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts' consensus estimates of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. During the same period last year, the business earned $1.47 EPS. The firm'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. On average, equities research analysts expect 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. Investors of record on Thursday, April 9th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle's dividend payout ratio (DPR) is presently 35.91%.

Insider Buying and Selling

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm'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 transaction, the chief executive officer directly owned 134,030 shares of the company's stock, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm'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 transaction, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. The trade was a 50.99% 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 company insiders.

Analysts Set New Price Targets

ORCL has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft decreased their price objective on Oracle from $375.00 to $300.00 and set a "buy" rating for the company in a research report on Monday, March 9th. Sanford C. Bernstein set a $313.00 price objective on Oracle in a research report on Monday, February 9th. Scotiabank decreased their price objective on Oracle from $220.00 to $215.00 and set a "sector outperform" rating for the company in a research report on Monday, March 9th. Oppenheimer raised their price objective on Oracle from $185.00 to $210.00 and gave the stock an "outperform" rating in a research report on Wednesday, March 11th. Finally, Piper Sandler reduced their price target on Oracle from $240.00 to $210.00 and set an "overweight" rating for the company in a report on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Oracle has a consensus rating of "Moderate Buy" and a consensus price target of $260.71.

Oracle Profile

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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