Oracle Corporation $ORCL Holdings Cut by Ervin Investment Management LLC

Key Points

• Ervin Investment Management LLC cut its Oracle stake by 96.5% in Q4, selling 9,465 shares and leaving 346 shares valued at about $67,000.
• Major institutions are moving in the opposite direction — Vanguard, State Street and others increased holdings (Vanguard now owns ~168.96M shares) and institutional ownership is about 42.44%.
• Oracle recently beat quarterly EPS and revenue expectations, set Q4 2026 EPS guidance, and declared a $0.50 quarterly dividend, while large planned AI/data‑center capex (reports of ~$14 billion in financing) and layoffs raise leverage, execution and legal scrutiny risks.

Ervin Investment Management LLC lowered its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 96.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 346 shares of the enterprise software provider's stock after selling 9,465 shares during the period. Ervin Investment Management LLC's holdings in Oracle were worth $67,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of ORCL. Vanguard Group Inc. raised its holdings in shares of Oracle by 2.8% during the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock valued at $47,518,451,000 after buying an additional 4,681,626 shares during the last quarter. State Street Corp raised its holdings in shares of Oracle by 1.7% during the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider's stock valued at $16,060,427,000 after buying an additional 1,252,723 shares during the last quarter. Capital Research Global Investors raised its holdings in shares of Oracle by 1.2% during the third quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock valued at $6,555,961,000 after buying an additional 266,588 shares during the last quarter. Bank of New York Mellon Corp raised its holdings in shares of Oracle by 0.8% during the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock valued at $3,357,572,000 after buying an additional 98,693 shares during the last quarter. Finally, Legal & General Group Plc raised its holdings in shares of Oracle by 3.4% during the third quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider's stock valued at $3,289,595,000 after buying an additional 381,572 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Oracle Price Performance

Shares of NYSE:ORCL opened at $142.95 on Wednesday. Oracle Corporation has a 12 month low of $121.24 and a 12 month high of $345.72. The stock has a market cap of $411.14 billion, a price-to-earnings ratio of 25.66, a PEG ratio of 1.40 and a beta of 1.60. The stock's 50 day moving average price is $151.82 and its 200 day moving average price is $203.67. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results 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 return on equity of 62.70% and a net margin of 25.30%.The firm had revenue of $17.19 billion for the quarter, compared to analysts' expectations of $16.91 billion. During the same quarter in the previous year, the company earned $1.47 earnings per share. The firm's quarterly revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.4%. Oracle's payout ratio is presently 35.91%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Citizens Jmp cut their price target on Oracle from $342.00 to $285.00 and set a "market outperform" rating on the stock in a report on Thursday, February 5th. DA Davidson lifted their price target on Oracle from $180.00 to $200.00 and gave the company a "buy" rating in a report on Wednesday, March 11th. Barclays cut their price target on Oracle from $310.00 to $230.00 and set an "overweight" rating on the stock in a report on Monday, March 9th. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $229.00 price target on shares of Oracle in a report on Wednesday, March 11th. Finally, Monness Crespi & Hardt reaffirmed a "hold" rating on shares of Oracle in a report on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $260.71.

Insider Activity at Oracle

In related news, EVP Douglas A. Kehring sold 35,000 shares of the business'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 transaction of $6,821,150.00. Following the sale, the executive vice president owned 33,638 shares of the company's stock, valued at $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction that occurred 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 owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is owned by insiders.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: PIMCO and Bank of America are reported to be lining up roughly $14 billion of debt financing to help fund Oracle’s Michigan AI data-center project — a meaningful sign that outside capital may underwrite the company’s capex push. PIMCO weighs $14 billion debt deal for Oracle's Michigan data center, Bloomberg News reports
• Positive Sentiment: Oracle named Hilary Maxson as CFO — analysts view her industrial/capex background as appropriate for managing heavy AI-related spending and debt, which supports confidence in financing and execution. Oracle appoints Hilary Maxson as CFO
• Positive Sentiment: Oracle continues to land customer deployments for its AI products (e.g., Oracle Health Clinical AI Agent at Southwest General), showing early commercial traction for AI offerings. Southwest General Uses Oracle Health Clinical AI Agent to Reduce Documentation Time and Support Work-Life Balance
• Positive Sentiment: Some Wall Street analysts remain bullish (high price targets and “buy” views), offering upside scenarios if Oracle executes its AI/cloud strategy. This Analyst Sees Oracle (ORCL) Stock Doubling From Here
• Neutral Sentiment: Industry reports (e.g., Opkey) highlight integration and release-velocity challenges as enterprises migrate to cloud/AI — context important for execution risk but not Oracle-specific. Opkey Research Exposes the Cloud Velocity Crisis: Enterprises Struggle to Keep Up with Pace of Change
• Neutral Sentiment: Oracle is being showcased with partners (e.g., Exelon/PowerPlan) at customer events, underlining enterprise adoption themes but with limited immediate market impact. Exelon's Finance Transformation Success with PowerPlan to be Showcased at Oracle Customer Edge Summit
• Negative Sentiment: Reports (Forbes cited by TheStreet) claim Oracle cut an estimated 20,000–30,000 positions as it reallocates resources to AI — the scale of layoffs creates execution, morale and PR risk despite cost-savings intent. Oracle signals massive AI opportunity as layoffs hit
• Negative Sentiment: Rising leverage and large projected capex for AI/data centers have prompted investor scrutiny and legal activity (class-action notices and investigations tied to past disclosures and debt offerings), adding downside risk to sentiment and valuation. Shareholders of Oracle Corporation Should Contact Levi & Korsinsky Before April 6, 2026 to Discuss Your Rights – ORCL
• Negative Sentiment: Media attention on executive pay (CFO compensation) and layoffs has created negative headlines that can pressure sentiment near-term, even if changes are strategic. Oracle hires new CFO with $950K salary as thousands face layoffs

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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