MOR Wealth Management LLC Buys New Position in Oracle Corporation $ORCL

Key Points

• MOR Wealth Management LLC purchased a new position in Oracle (ORCL) during Q4, acquiring 4,676 shares worth about $911,000 according to its latest 13F filing.
• Senior insiders have sold material stakes recently — the CEO sold 10,000 shares (~$1.55M) and an EVP sold 35,000 shares (~$6.82M) — with insiders now owning about 40.9% of the company and institutions holding 42.44%.
• Analyst and market view is mixed: consensus is a "Moderate Buy" with an average target of $262.91 amid strong cloud/AI momentum and customer wins, but rising CDS levels, legal class-action filings and recent price‑target cuts pose notable credit, legal and capex risks.

MOR Wealth Management LLC purchased a new position in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 4,676 shares of the enterprise software provider's stock, valued at approximately $911,000.

Several other institutional investors also recently added to or reduced their stakes in the company. FSA Wealth Management LLC acquired a new position in shares of Oracle in the 3rd quarter valued at $28,000. Kilter Group LLC acquired a new position in Oracle in the second quarter valued at $30,000. Darwin Wealth Management LLC raised its holdings in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after buying an additional 65 shares during the last quarter. Investors Research Corp boosted its stake in shares of Oracle by 465.5% during the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock worth $32,000 after buying an additional 135 shares during the period. Finally, Mpwm Advisory Solutions LLC grew its holdings in shares of Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after buying an additional 50 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on ORCL. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $229.00 price objective on shares of Oracle in a research report on Wednesday, March 11th. BMO Capital Markets cut their price target on Oracle from $205.00 to $200.00 and set an "outperform" rating for the company in a research note on Wednesday, March 11th. The Goldman Sachs Group raised Oracle to a "strong-buy" rating in a report on Monday, January 12th. Bank of America assumed coverage on shares of Oracle in a research note on Tuesday, March 24th. They issued a "buy" rating and a $200.00 price objective on the stock. Finally, UBS Group restated a "buy" rating on shares of Oracle in a research report on Monday, February 2nd. Three 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 assigned a Sell rating to the company's stock. According to MarketBeat, Oracle currently has an average rating of "Moderate Buy" and an average target price of $262.91.

Insider Activity at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction 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 transaction, the chief executive officer directly owned 134,030 shares of the company's stock, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the business'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 sale, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is owned by insiders.

Key Headlines 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

Oracle Trading Up 0.2%

NYSE:ORCL opened at $139.89 on Monday. The stock has a market capitalization of $402.33 billion, a price-to-earnings ratio of 25.12, a PEG 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 stock has a fifty day moving average price of $156.72 and a two-hundred day moving average price of $211.44. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping 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 business had revenue of $17.19 billion for the quarter, compared to analysts' expectations of $16.91 billion. During the same period in the prior year, the company posted $1.47 EPS. The business'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, sell-side analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Thursday, April 9th. Oracle's dividend payout ratio (DPR) is presently 35.91%.

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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