Oppenheimer Asset Management Inc. Has $52.05 Million Stock Position in Oracle Corporation $ORCL

Key Points

• Oppenheimer Asset Management trimmed its Oracle stake by 10.8% in Q4 and now holds 267,061 shares valued at approximately $52.05 million.
• Significant insider selling occurred recently—EVP Stuart Levey sold 15,000 shares (~$2.64M) under a 10b5-1 plan and CEO Clayton Magouyrk sold 10,000 shares (~$1.55M)—with insiders owning about 40.9% of the stock.
• Oracle beat quarterly estimates (EPS $1.79 vs. $1.71; revenue $17.19B, +21.7% Y/Y) and analysts are bullish on an AI/cloud-driven upside (consensus target ~$259.56; some targets up to $400), although short-term volatility rose after OpenAI growth concerns.

Oppenheimer Asset Management Inc. lowered its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 10.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 267,061 shares of the enterprise software provider's stock after selling 32,213 shares during the quarter. Oppenheimer Asset Management Inc.'s holdings in Oracle were worth $52,053,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in ORCL. FSA Wealth Management LLC acquired a new stake in shares of Oracle in the 3rd quarter valued at approximately $28,000. Mpwm Advisory Solutions LLC raised its position in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. acquired a new stake in shares of Oracle in the 3rd quarter valued at approximately $35,000. Financial Consulate Inc. acquired a new stake in shares of Oracle in the 3rd quarter valued at approximately $37,000. Finally, Corundum Trust Company INC acquired a new stake in shares of Oracle in the 3rd quarter valued at approximately $39,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction 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 transaction, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business's 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 transaction, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The SEC filing for this sale provides additional information. 40.90% of the stock is currently owned by insiders.

Oracle News Roundup

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 Price Performance

NYSE: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. The stock's 50-day simple moving average is $154.96 and its 200 day simple moving average is $189.80. The company has a market cap of $464.14 billion, a P/E ratio of 28.97, a P/E/G ratio of 1.56 and a beta of 1.60. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last issued its 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. The business had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm's revenue for the quarter was up 21.7% on a year-over-year basis. During the same period in the previous year, the company earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts forecast that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Thursday, April 9th. Oracle's payout ratio is presently 35.91%.

Analyst Upgrades and Downgrades

Several analysts recently commented on ORCL shares. Sanford C. Bernstein set a $313.00 price objective on Oracle in a research note on Monday, February 9th. Melius Research set a $160.00 price objective on Oracle in a research note on Monday, February 9th. UBS Group restated a "buy" rating on shares of Oracle in a report on Monday, February 2nd. Guggenheim restated a "buy" rating and set a $400.00 price objective on shares of Oracle in a report on Friday, March 13th. Finally, Morgan Stanley dropped their price target on Oracle from $213.00 to $207.00 and set an "equal weight" rating on the stock in a research note on Thursday, April 23rd. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $259.56.

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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