Oak Ridge Investments LLC Grows Position in Oracle Corporation $ORCL

Key Points

• Oak Ridge Investments LLC increased its stake in Oracle by 4.4% in Q4 to 118,037 shares worth $23.0 million, making ORCL its 13th-largest holding (1.4% of the fund).
• Other institutions — including Jennison, Vanguard, American Century, Amundi and SG Americas — also added large positions, with hedge funds and institutional investors owning about 42.44% of Oracle stock.
• Oracle recently beat quarterly expectations (EPS $1.79 vs. $1.71; revenue $17.19B), announced a $0.50 quarterly dividend, and benefits from positive AI/cloud catalysts (product AI upgrades and an expanded Bloom Energy power deal) alongside analyst upgrades and an average price target of $260.71.

Oak Ridge Investments LLC increased its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 4.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 118,037 shares of the enterprise software provider's stock after buying an additional 5,026 shares during the quarter. Oracle comprises 1.4% of Oak Ridge Investments LLC's investment portfolio, making the stock its 13th biggest holding. Oak Ridge Investments LLC's holdings in Oracle were worth $23,007,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Jennison Associates LLC grew its stake 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 valued at $2,595,072,000 after purchasing an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of Oracle by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock valued at $47,518,451,000 after purchasing an additional 4,681,626 shares during the last quarter. American Century Companies Inc. grew its stake in shares of 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 valued at $1,473,137,000 after purchasing an additional 4,030,382 shares during the last quarter. Amundi grew its stake in shares of Oracle by 32.9% in the 3rd quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock valued at $2,809,609,000 after purchasing an additional 2,385,556 shares during the last quarter. Finally, SG Americas Securities LLC grew 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. Hedge funds and other institutional investors own 42.44% of the company's stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle pushed AI upgrades across its Utilities suite and Aconex project-management tools, launched a new public cloud region in Morocco to support generative-AI use cases, and highlighted new customer deployments — news that frames ORCL as an AI infrastructure beneficiary. Read More.
• Positive Sentiment: Oracle expanded a major power-supply partnership with Bloom Energy (fuel cells) to power AI data centers (reports cite up to ~2.8 GW capacity), reducing a key bottleneck for large-scale AI ops and signaling a move to secure dedicated energy for OCI growth. Bloom’s stock popped on the news, underscoring market belief this is material for Oracle’s AI buildout. Read More.
• Positive Sentiment: Analyst and sector sentiment turned constructive: Oracle led a relief rally in software names, with multiple outlets noting ORCL as a sector leader and several bullish analyst views/price targets backing a rebound narrative. That helped spark technical buying after the recent selloff. Read More.
• Neutral Sentiment: Macro and sector flow: broader tech/software futures and optimism around easing geopolitical tail risks supported the bounce — this is market-driven relief rather than a single fundamental change. Read More.
• Neutral Sentiment: Oracle continues corporate actions (upcoming dividend payment) and regular product PR from its customer summit, which are supportive but incremental to the stock’s move. Read More.
• Negative Sentiment: Regulatory and security risk headlines: Treasury and Fed officials warned banks about cybersecurity risks from new LLMs (Anthropic’s Mythos), a narrative that helped trigger last week’s software selloff and keeps investor caution around AI winners. That risk can re-ignite volatility for Oracle given its banking and cloud exposure. Read More.
• Negative Sentiment: Corporate governance/people risks and market skeptics: reports of layoffs, allegations around option-targeting, heavy insider selling and elevated short interest / CDS chatter have kept a portion of the market skeptical and increase downside risk if execution stumbles. Read More.   Read More.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on ORCL shares. Cantor Fitzgerald reiterated an "overweight" rating and issued a $229.00 target price on shares of Oracle in a research note on Wednesday, March 11th. JPMorgan Chase & Co. upgraded Oracle from a "neutral" rating to an "overweight" rating and lowered their target price for the company from $230.00 to $210.00 in a research note on Wednesday, March 11th. Citigroup lifted their target price on Oracle from $310.00 to $320.00 and gave the company a "buy" rating in a research note on Thursday, March 12th. Stephens reiterated an "equal weight" rating and issued a $254.00 target price on shares of Oracle in a research note on Tuesday, April 7th. Finally, Oppenheimer lifted their target price on Oracle from $185.00 to $210.00 and gave the company an "outperform" rating in a research note on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $260.71.

Insider Activity at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of the firm's stock in a transaction that occurred 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 sale, the executive vice president directly owned 33,638 shares of the company's stock, valued at $6,555,709.82. This trade represents a 50.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, 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 value of $1,552,300.00. Following the transaction, the chief executive officer directly owned 134,030 shares of the company's stock, valued at approximately $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 company insiders.

Oracle Stock Up 12.7%

ORCL opened at $155.68 on Tuesday. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The business has a 50 day simple moving average of $149.99 and a 200-day simple moving average of $198.96. The stock has a market capitalization of $447.74 billion, a P/E ratio of 27.95, a P/E/G ratio of 1.32 and a beta of 1.60. Oracle Corporation has a 12 month low of $121.24 and a 12 month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion during the quarter, compared to analysts' expectations of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company's quarterly revenue was up 21.7% compared to the same quarter last year. During the same period last year, the firm earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle's dividend payout ratio (DPR) is currently 35.91%.

Oracle 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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