Hennion & Walsh Asset Management Inc. Has $5.64 Million Stock Holdings in Oracle Corporation $ORCL

Key Points

• Hennion & Walsh increased its Oracle stake by 18.3% in Q4, owning 28,951 shares worth about $5.64 million at the end of the quarter.
• Oracle beat expectations with Q results (EPS $1.79 vs. $1.71, revenue $17.19B, +21.7% YoY) and reiterated cloud/AI momentum with guidance for Q4 2026 EPS of 1.960–2.000, supporting a constructive growth narrative for OCI and enterprise AI.
• Risk signals are rising: insiders sold notable stock (CEO and EVP transactions), credit-default-swap prices are near record highs, and multiple securities-class-action filings plus price‑target cuts add legal and credit overhang.

Hennion & Walsh Asset Management Inc. boosted its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 18.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 28,951 shares of the enterprise software provider's stock after buying an additional 4,485 shares during the quarter. Hennion & Walsh Asset Management Inc.'s holdings in Oracle were worth $5,643,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Patton Fund Management Inc. grew its stake in shares of Oracle by 626.1% in the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider's stock valued at $3,245,000 after buying an additional 9,948 shares in the last quarter. Meeder Advisory Services Inc. raised its position in Oracle by 8.4% during the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider's stock valued at $11,516,000 after acquiring an additional 3,184 shares in the last quarter. Decker Retirement Planning Inc. acquired a new stake in Oracle in the third quarter valued at approximately $689,000. Xponance Inc. lifted its stake in Oracle by 1.8% in the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider's stock valued at $114,336,000 after acquiring an additional 7,320 shares during the last quarter. Finally, Migdal Insurance & Financial Holdings Ltd. grew its position in Oracle by 62.1% in the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 483,000 shares of the enterprise software provider's stock worth $135,839,000 after acquiring an additional 184,996 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Trading Up 0.2%

Shares of ORCL stock opened at $139.89 on Monday. The firm has a market capitalization of $402.33 billion, a P/E ratio of 25.12, a price-to-earnings-growth ratio of 1.33 and a beta of 1.66. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The firm's fifty day simple moving average is $156.72 and its 200 day simple moving average is $211.44. 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 issued its quarterly earnings results 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 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 the consensus estimate of $16.91 billion. During the same period in the prior year, the firm earned $1.47 EPS. The business'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. As a group, sell-side analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

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 given a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle's dividend payout ratio (DPR) is 35.91%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud and AI momentum is being highlighted versus peers — strong cloud growth, a reported $553 billion backlog and a renewed AI push underpin a longer-term commercial thesis for OCI and enterprise AI demand. Oracle vs. Alibaba: Which Cloud & AI Giant Has an Edge Right Now?
• Positive Sentiment: Bank of America’s bullish note argues there’s more upside from current levels (they outline why ORCL could gain materially), which supports a potential rebound narrative for investors focused on earnings execution and cloud monetization. Bank of America Says Oracle Stock Can Gain More Than 30% from Here. Why?
• Positive Sentiment: Oracle picked up a strategic customer win as Veritone said it will migrate AI workloads to Oracle Cloud Infrastructure — a revenue/validation signal for OCI in enterprise AI workloads. Veritone Announces Strategic Agreement with Oracle to Accelerate Enterprise AI and AI Data Economy
• Positive Sentiment: Oracle is expanding physical capacity (116K sq ft lease in Nashville) to support hiring and cloud/engineering growth, signaling continued investment in scale for enterprise AI infrastructure. Oracle Scales Up Nashville Offices to Support Rapid Growth
• Neutral Sentiment: Analyst model tweaks are mixed: Erste Group nudged FY2026 estimates up slightly while trimming FY2027 modestly — signals that forecasts are being re-worked but not yet showing large consensus dislocation. Oracle Analyst Estimate Updates (Erste Group)
• Neutral Sentiment: Market commentary questions whether Oracle is an AI beneficiary or an early casualty of the AI hype cycle; articles stress that upcoming execution (June earnings) will determine if the pullback is a reset or a broader re-rating. Is Oracle the First of the AI Bubbles to Pop?
• Negative Sentiment: Credit markets are signaling rising concern — Oracle’s credit-default-swap (CDS) prices are approaching record highs, implying higher perceived default/credit risk which can pressure institutional holders and debt-sensitive valuation. Oracle’s Credit Default Swap Prices Near Record High Levels
• Negative Sentiment: Multiple securities-class-action filings and law-firm notices (deadlines in early April) add legal overhang and potential settlement risk tied to alleged disclosures around AI infrastructure spending and capital plans. This is a material headline risk while litigations proceed. ROSEN: Oracle Investors Should Secure Counsel Before April 6 Deadline
• Negative Sentiment: Price-target cuts and notes warning about revenue conversion and heavy capex have appeared, increasing near-term downside risk as investors re-price growth vs. capital intensity. Oracle (ORCL) price target decreased by 10.70% to 255.41

Insider Activity

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the company's stock in a transaction 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 completion of the transaction, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm's stock in a transaction on Thursday, January 15th. The stock was 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 of the company's stock, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 40.90% of the company's stock.

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of recent research reports. Citizens Jmp cut their price target on shares of Oracle from $342.00 to $285.00 and set a "market outperform" rating on the stock in a report on Thursday, February 5th. Citigroup increased their target price on shares of Oracle from $310.00 to $320.00 and gave the stock a "buy" rating in a research report on Thursday, March 12th. Cantor Fitzgerald restated an "overweight" rating and set a $229.00 target price on shares of Oracle in a report on Wednesday, March 11th. Piper Sandler reduced their price target on Oracle from $240.00 to $210.00 and set an "overweight" rating for the company in a research report on Wednesday, March 11th. Finally, Monness Crespi & Hardt reissued a "hold" rating on shares of Oracle in a report on Wednesday, March 11th. Three research 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 company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $262.91.

Oracle Company 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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