Moody Lynn & Lieberson LLC Decreases Position in Oracle Corporation $ORCL

Key Points

• Moody Lynn & Lieberson LLC cut its Oracle stake by 74% in Q4, selling 25,186 shares and leaving 8,851 shares valued at $1.725 million.
• Oracle beat Q4 estimates with $1.79 EPS vs. $1.71 and revenue of $17.19 billion (up 21.7% y/y); the company set Q4 2026 guidance of $1.96–2.00 EPS and declared a $0.50 quarterly dividend ($2.00 annual, ~1.4% yield).
• Management is cutting thousands of jobs to fund a major AI data‑center buildout and rolling out AI/federal cloud offerings, but the company faces multiple securities‑fraud class actions and notable insider share sales, increasing near‑term execution and legal risk.

Moody Lynn & Lieberson LLC cut its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 74.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,851 shares of the enterprise software provider's stock after selling 25,186 shares during the period. Moody Lynn & Lieberson LLC's holdings in Oracle were worth $1,725,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Brighton Jones LLC boosted its holdings in Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after acquiring an additional 100,494 shares during the period. Revolve Wealth Partners LLC increased its stake in Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after purchasing an additional 404 shares during the period. Sivia Capital Partners LLC increased its stake in Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after purchasing an additional 768 shares during the period. United Bank lifted its position in Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after purchasing an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in shares of Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after purchasing an additional 8,530 shares during the period. 42.44% of the stock is owned by institutional investors.

Oracle Stock Performance

NYSE:ORCL opened at $147.03 on Wednesday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm's fifty day simple moving average is $155.01 and its 200 day simple moving average is $209.23. The stock has a market cap of $422.88 billion, a P/E ratio of 26.40, a price-to-earnings-growth ratio of 1.33 and a beta of 1.66. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72.

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. As a group, research analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The business also recently declared 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 yield of 1.4%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle's dividend payout ratio is presently 35.91%.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on ORCL. Piper Sandler cut their target price on shares of Oracle from $240.00 to $210.00 and set an "overweight" rating on the stock in a report on Wednesday, March 11th. Oppenheimer increased their price target on shares of Oracle from $185.00 to $210.00 and gave the company an "outperform" rating in a research report on Wednesday, March 11th. UBS Group reissued a "buy" rating on shares of Oracle in a report on Monday, February 2nd. The Goldman Sachs Group upgraded shares of Oracle to a "strong-buy" rating in a research report on Monday, January 12th. Finally, Deutsche Bank Aktiengesellschaft dropped their target price on shares of Oracle from $375.00 to $300.00 and set a "buy" rating for the company in a report on Monday, March 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, Oracle presently has a consensus rating of "Moderate Buy" and an average target price of $262.91.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Company began cutting thousands of jobs to free capital for a major AI data‑center buildout; reports cite broad workforce reductions as management reprioritizes spending toward AI infrastructure, a move investors view as accelerating Oracle’s AI/cloud push. Oracle begins cutting thousands of jobs, CNBC reports
• Positive Sentiment: Oracle rolled out multiple AI and federal cloud offerings (including an AI data platform for U.S. agencies, defense isolated cloud and federal financials), which bolsters revenue visibility in high‑growth, sticky government contracts and supports the company’s AI TAM narrative. Oracle Unveils AI Data Platform for US Federal Government
• Neutral Sentiment: Some analysts and commentators still see significant long‑term upside from Oracle’s AI/cloud strategy despite recent stock weakness — a reminder that investor views are split between short‑term execution/cost concerns and longer‑term market opportunity. Oracle stock is down 60% in 7 months, but analysts see 127% upside ahead
• Neutral Sentiment: Oracle continues product rollouts in commercial verticals (e.g., NetSuite restaurant operations) that expand addressable market and cross‑sell opportunities, supporting the cloud/AI revenue thesis even as execution costs rise. Oracle and NetSuite Deliver New AI‑Powered Solution for Restaurant Operations
• Negative Sentiment: Multiple securities‑fraud class actions and shareholder alerts were filed alleging material misstatements/omissions about Oracle’s data‑center capabilities and capital plans — legal risk can pressure sentiment, increase litigation costs and create headline volatility. INVESTOR ALERT: Pomerantz Law Firm Reminds Investors ... Class Action Lawsuit
• Negative Sentiment: Allegations tied to prior disclosures about AI data‑center readiness and capital expenditures have prompted additional law‑firm suits (Kessler Topaz, Bernstein Liebhard, others), intensifying legal exposure and potential distraction for management. Kessler Topaz Meltzer & Check, LLP Filed a Securities Fraud Class Action Lawsuit
• Negative Sentiment: Investors remain wary of the scale and timing of Oracle’s AI capex and one‑time restructuring costs (reports estimate large severance and multi‑billion dollar data‑center spending), which could weigh on near‑term margins and free cash flow. Oracle Reportedly Begins Cutting Thousands Of Jobs Amid Big AI Spending Push

Insider Activity

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the 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 completion of 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 owned 33,638 shares of the company's stock, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 40.90% of the company's stock.

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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