Lebenthal Global Advisors LLC Grows Holdings in Oracle Corporation $ORCL

Key Points

• Lebenthal Global Advisors LLC grew its stake in Oracle by 48.3% in Q4 to 24,669 shares valued at about $4.81 million, making ORCL roughly 0.7% of its holdings and the firm's 25th-largest position.
• Several large institutions also materially increased positions — Jennison Associates boosted its stake over 2,000% to ~9.23 million shares, Vanguard holds ~168.96 million shares, and hedge funds collectively own about 42.44% of ORCL.
• Key catalysts include an expanded AI partnership with Google Cloud and reported near‑$38 billion data‑center financing, but negative headlines (a canceled server order, layoffs and analyst caution) have pressured the stock, which recently fell about 5.9%.

Lebenthal Global Advisors LLC grew its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 48.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,669 shares of the enterprise software provider's stock after buying an additional 8,030 shares during the period. Oracle makes up about 0.7% of Lebenthal Global Advisors LLC's holdings, making the stock its 25th biggest holding. Lebenthal Global Advisors LLC's holdings in Oracle were worth $4,808,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of ORCL. Jennison Associates LLC grew its stake in 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 buying an additional 8,800,546 shares in the last quarter. Vanguard Group Inc. grew its stake in 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 buying an additional 4,681,626 shares in the last quarter. American Century Companies Inc. grew its stake in Oracle by 333.7% in the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock worth $1,473,137,000 after buying an additional 4,030,382 shares in the last quarter. Amundi grew its stake in Oracle by 32.9% in the 3rd quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock worth $2,809,609,000 after buying an additional 2,385,556 shares in the last quarter. Finally, SG Americas Securities LLC boosted its stake in shares of Oracle by 921.6% in 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 purchasing an additional 2,085,514 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

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

Analysts Set New Price Targets

A number of brokerages have recently issued reports on ORCL. Stephens reaffirmed an "equal weight" rating and issued a $254.00 price objective on shares of Oracle in a research note on Tuesday, April 7th. Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $160.00 price objective on shares of Oracle in a research note on Wednesday, March 11th. Citigroup upped their price target on shares of Oracle from $310.00 to $320.00 and gave the company a "buy" rating in a report on Thursday, March 12th. JPMorgan Chase & Co. upgraded shares of Oracle from a "neutral" rating to an "overweight" rating and lowered their price target for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. Finally, Piper Sandler lowered their price target on shares of Oracle from $240.00 to $210.00 and set an "overweight" rating for the company in a report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $259.56.

Oracle Stock Down 5.9%

Shares of NYSE ORCL opened at $176.51 on Friday. 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 12 month low of $132.00 and a 12 month high of $345.72. The firm has a market capitalization of $507.65 billion, a PE ratio of 31.69, a price-to-earnings-growth ratio of 1.79 and a beta of 1.60. The firm has a fifty day simple moving average of $153.95 and a two-hundred day simple moving average of $194.09.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data 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 business had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same period in the prior year, the business earned $1.47 EPS. The company's revenue for the quarter 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 expect that Oracle Corporation will post 6.07 earnings per share for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be issued a $0.50 dividend. The ex-dividend date is Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.1%. Oracle's dividend payout ratio is 35.91%.

Insider Transactions at Oracle

In other 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 sale, the executive vice president directly owned 3,429 shares of the company's stock, valued at $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 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 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 completion of the sale, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 40.90% of the stock is 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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