Oracle Corporation $ORCL is Broad Peak Investment Advisers Pte Ltd's 3rd Largest Position

Key Points

• Broad Peak Investment Advisers raised its stake in Oracle by 410.3% in Q4 to 347,000 shares, making ORCL about 12.1% of the firm's portfolio and its third-largest holding (worth roughly $67.6M).
• Oracle beat Q4 estimates with $1.79 EPS (vs. $1.71 expected) and revenue of $17.19B (+21.7% YoY), and provided Q4 2026 EPS guidance of 1.960–2.000 while analysts forecast ~6.07 EPS for the fiscal year.
• Sentiment is mixed: many analysts remain bullish on Oracle's AI/cloud opportunity, but the company faces scrutiny over heavy AI data‑center spending and financing risk, and insiders (including the CEO and an EVP) have recently sold shares.

Broad Peak Investment Advisers Pte Ltd increased its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 410.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 347,000 shares of the enterprise software provider's stock after purchasing an additional 279,000 shares during the period. Oracle accounts for about 12.1% of Broad Peak Investment Advisers Pte Ltd's holdings, making the stock its 3rd biggest holding. Broad Peak Investment Advisers Pte Ltd's holdings in Oracle were worth $67,634,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Generali Investments Management Co LLC boosted its position in Oracle by 82.6% during the 4th quarter. Generali Investments Management Co LLC now owns 20,733 shares of the enterprise software provider's stock worth $4,041,000 after purchasing an additional 9,378 shares during the period. Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management acquired a new position in Oracle in the 4th quarter worth $2,631,000. TBH Global Asset Management LLC lifted its holdings in Oracle by 5.7% in the 4th quarter. TBH Global Asset Management LLC now owns 9,401 shares of the enterprise software provider's stock worth $1,832,000 after buying an additional 507 shares in the last quarter. Golden Reserve Retirement LLC acquired a new position in Oracle in the 4th quarter worth $1,006,000. Finally, Lebenthal Global Advisors LLC raised its stake in shares of Oracle by 48.3% in the 4th quarter. Lebenthal Global Advisors LLC now owns 24,669 shares of the enterprise software provider's stock valued at $4,808,000 after purchasing an additional 8,030 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Stock Down 1.6%

ORCL stock opened at $173.51 on Friday. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. The firm has a market cap of $499.01 billion, a PE ratio of 31.15, a P/E/G ratio of 1.68 and a beta of 1.60. The firm has a 50 day simple moving average of $154.21 and a 200 day simple moving average of $193.27. 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 released its 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. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same period in the prior year, the business earned $1.47 earnings per share. The business's quarterly revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts forecast that Oracle Corporation will post 6.07 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Analyst Ratings Changes

ORCL has been the topic of a number of recent analyst reports. Scotiabank cut their target price on shares of Oracle from $220.00 to $215.00 and set a "sector outperform" rating on the stock in a research note on Monday, March 9th. Oppenheimer boosted their price objective on shares of Oracle from $185.00 to $210.00 and gave the company an "outperform" rating in a research report on Wednesday, March 11th. DA Davidson boosted their price objective on shares of Oracle from $180.00 to $200.00 and gave the company a "buy" rating in a research report on Wednesday, March 11th. Sanford C. Bernstein set a $313.00 price objective on shares of Oracle in a research report on Monday, February 9th. Finally, Citigroup boosted their price objective on shares of Oracle from $310.00 to $320.00 and gave the company a "buy" rating in a research report on Thursday, March 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Oracle has a consensus rating of "Moderate Buy" and a consensus target price of $259.56.

Insider Activity at Oracle

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

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush initiated coverage with an Outperform rating and framed Oracle as a foundational AI infrastructure play, setting a $225 price target that signals substantial upside vs. current levels. Wedbush Crowns Oracle a Foundational AI Infrastructure Play With a $225 Price Target
• Positive Sentiment: Wedbush’s Dan Ives publicly said Wall Street is underestimating Oracle and suggested the stock could materially outperform, a bullish narrative that supports longer‑term expectations for AI backlog monetization. Oracle Stock Could Double, Ives Says
• Positive Sentiment: Oracle continues to expand AI and cloud partnerships (e.g., Google Cloud database agent, DENSO collaboration, and large financing plans for data‑center buildouts) that underpin its AI infrastructure thesis and potential multicloud revenue growth. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Neutral Sentiment: Several retail and advisory writeups are repeating bullish theses (safe stock / long‑term AI upside) that may support buy‑and‑hold demand but are unlikely to move price until revenue/capex visibility improves. Is Oracle Corporation (ORCL) A Good Stock To Buy Now?
• Neutral Sentiment: Market commentators highlight rotation into software names as a thematic tailwind for ORCL, but note the path is bumpy and dependent on broader risk sentiment. Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation
• Negative Sentiment: Reports that Oracle cancelled a large Super Micro order (estimated $1.1B–$1.4B) triggered immediate selling and raised questions over timing/scale of Oracle’s server purchases and supply‑chain relationships. Oracle stock falls 3%: why this analyst still sees upside
• Negative Sentiment: Broader coverage warns Oracle’s aggressive AI data‑center spending is straining financing markets and investor patience, feeding concerns about execution risk and balance‑sheet strain. Oracle's Deluge of AI Debt Pushes Wall Street to the Limit
• Negative Sentiment: Morgan Stanley trimmed its price target and holds an Equal‑Weight stance, a reminder some sell‑side shops remain cautious and that not all analysts are aligned with the bullish backlog story. ORCL price target lowered by Morgan Stanley

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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