Mutual Advisors LLC Has $11.35 Million Stock Holdings in Oracle Corporation $ORCL

Key Points

• Mutual Advisors LLC increased its stake in Oracle by 7.2% in Q4 to 58,245 shares, valued at about $11.35 million per its latest 13F filing.
• Analyst sentiment is broadly positive with a MarketBeat consensus of "Moderate Buy" and an average price target of $259.56, while several firms have targets in the ~$313–$320 range and most ratings are Buy or Strong Buy.
• Corporate insiders have been selling recently—CEO Clayton Magouyrk sold 10,000 shares and EVP Stuart Levey sold 15,000 shares (the latter under a 10b5‑1 plan)—and Oracle pays a quarterly dividend of $0.50 (annualized $2.00, ~1.2% yield).

Mutual Advisors LLC grew its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 7.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 58,245 shares of the enterprise software provider's stock after buying an additional 3,924 shares during the quarter. Mutual Advisors LLC's holdings in Oracle were worth $11,353,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in ORCL. Jennison Associates LLC grew its holdings in shares of 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 purchasing an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. grew its holdings in Oracle by 3.5% during the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after acquiring an additional 5,841,584 shares during the last quarter. American Century Companies Inc. grew its holdings in Oracle by 333.7% during 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 acquiring an additional 4,030,382 shares during the last quarter. Amundi grew its holdings in Oracle by 32.9% during the 3rd quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock worth $2,809,609,000 after acquiring an additional 2,385,556 shares during 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 during the last quarter. Institutional investors own 42.44% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Sanford C. Bernstein set a $313.00 target price on shares of Oracle in a research note on Monday, February 9th. Weiss Ratings lowered shares of Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, January 23rd. Mizuho reduced their price objective on shares of Oracle from $400.00 to $320.00 and set an "outperform" rating on the stock in a research note on Monday, March 16th. UBS Group reissued a "buy" rating on shares of Oracle in a research note on Monday, February 2nd. Finally, Citigroup lifted their price objective on shares of Oracle from $310.00 to $320.00 and gave the stock a "buy" rating in a research note on Thursday, March 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Oracle currently has an average rating of "Moderate Buy" and a consensus price target of $259.56.

Insider Buying and Selling

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the sale, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Dan Ives (and other bulls) see ~35% upside on Oracle based on its AI infrastructure “secret sauce” and rising IaaS/cloud revenue; Ives’ team holds a $225 price target, reinforcing a buy-and-hold AI narrative. Why Dan Ives Is Betting on 35% Upside for Oracle Stock
• Positive Sentiment: Wedbush reiterated an Outperform and a $225 target, calling the recent selloff an “overreaction” and defending Oracle’s growth outlook tied to AI/cloud contracts. Wedbush Reiterates Outperform on Oracle (ORCL)
• Positive Sentiment: Oracle’s commercial wins (example: powering Bloom Energy deployments) and large backlog arguments are cited by analysts and commentators as evidence of durable AI-driven demand and a compelling longer-term entry point after the pullback. Trump Was Supposed to Kill Hydrogen Investments, but Oracle Just Gave Bloom Energy Stock a Second Life
• Neutral Sentiment: Several long-form pieces (Zacks, InsiderMonkey, 247WallStreet) argue the pullback creates a long-term buying opportunity given Oracle’s AI/cloud positioning — useful context for position traders but less immediately catalytic. Is Oracle the Best Long-Term Tech Stock To Buy?
• Neutral Sentiment: Broader AI infrastructure financing (e.g., CoreWeave’s GPU-backed loan) signals continued investment in the sector — supportive for Oracle’s TAM but not an immediate driver of ORCL moves. CoreWeave Heralds New AI Borrowing Frontier With GPU-Backed Loan
• Negative Sentiment: Short-term selling follows reports that OpenAI missed internal growth/revenue targets, which raised questions about future spend from a key Oracle AI customer and sparked a sector-wide pullback. Oracle Drops as OpenAI Growth Concerns Hit AI Stocks
• Negative Sentiment: Newsflow showing ORCL falling more steeply than the market and rumors (reported in trading outlets) about server-deal shifts have added pressure, contributing to volatility and near-term downside risk. Oracle (ORCL) Falls More Steeply Than Broader Market

Oracle Stock Performance

Shares of ORCL opened at $161.38 on Friday. 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 Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The firm's 50 day moving average price is $154.96 and its two-hundred day moving average price is $189.80. The firm has a market cap of $464.14 billion, a P/E ratio of 28.97, a PEG ratio of 1.56 and a beta of 1.60.

Oracle (NYSE:ORCL - Get Free Report) last announced 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 for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the previous year, the firm posted $1.47 earnings per share. 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. On average, analysts forecast that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were issued a $0.50 dividend. The ex-dividend date was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.2%. Oracle's dividend payout ratio (DPR) is 35.91%.

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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