Oracle Corporation $ORCL Position Increased by Jennison Associates LLC

Key Points

• Jennison Associates increased its Oracle stake 2% in Q4 to 9,414,334 shares (≈$1.835B), making ORCL ~1.1% of its portfolio, while several other large institutions also raised positions and hedge funds/institutions now own about 42.44% of the stock.
• Wall Street sentiment is cautiously positive — MarketBeat shows an average rating of Moderate Buy with an average target of $259.56 (3 Strong Buy, 28 Buy, 9 Hold, 1 Sell), though some firms have recently trimmed price targets.
• Oracle beat the quarter with EPS $1.79 vs. $1.71 and revenue $17.19B vs. $16.91B (revenue +21.7% YoY); the stock trades near $162.38, has a $467B market cap, and pays a $2.00 annual dividend (~1.2% yield).

Jennison Associates LLC increased its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 2.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,414,334 shares of the enterprise software provider's stock after acquiring an additional 187,082 shares during the period. Oracle comprises approximately 1.1% of Jennison Associates LLC's portfolio, making the stock its 27th biggest holding. Jennison Associates LLC owned about 0.33% of Oracle worth $1,834,948,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. increased its position in Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after buying an additional 5,841,584 shares during the last quarter. Capital Research Global Investors increased its position in 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 worth $6,555,961,000 after buying an additional 266,588 shares during the last quarter. Bank of New York Mellon Corp increased its position in 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 worth $3,357,572,000 after buying an additional 98,693 shares during the last quarter. Legal & General Group Plc increased its position in 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 worth $3,289,595,000 after buying an additional 381,572 shares during the last quarter. Finally, Invesco Ltd. increased its position in Oracle by 16.6% during the third quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider's stock worth $2,897,895,000 after buying an additional 1,464,826 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on ORCL. UBS Group reissued a "buy" rating on shares of Oracle in a research report on Monday, February 2nd. TD Cowen lowered their price target on Oracle from $350.00 to $250.00 and set a "buy" rating on the stock in a research report on Friday, March 6th. Citizens Jmp lowered their price target on Oracle from $342.00 to $285.00 and set a "market outperform" rating on the stock in a research report on Thursday, February 5th. Bank of America assumed coverage on Oracle in a research report on Tuesday, March 24th. They issued a "buy" rating and a $200.00 price target on the stock. Finally, The Goldman Sachs Group raised Oracle to a "strong-buy" rating in a research report on Monday, January 12th. Three 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 given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $259.56.

Oracle Trading Down 0.9%

Shares of ORCL opened at $162.38 on Thursday. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm has a market capitalization of $467.01 billion, a price-to-earnings ratio of 29.18, a P/E/G ratio of 1.65 and a beta of 1.60. The stock's 50-day moving average price is $154.86 and its 200 day moving average price is $190.00.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. The firm had revenue of $17.19 billion for the quarter, compared to analyst estimates 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 in the previous year, the company posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, research analysts predict that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

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

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the firm's stock in a transaction dated 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 transaction, 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm's stock in a transaction dated 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 transaction, the chief executive officer owned 134,030 shares of the company's stock, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. 40.90% of the stock is owned by company insiders.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts and commentators point to Oracle’s massive services backlog (millions to hundreds of billions cited in some writeups) as underappreciated upside for future cloud and subscription revenue — argument: backlog supports multi‑year revenue visibility and justifies aggressive data‑center investment. Oracle: Why The Market Ignores A $553 Billion Backlog
• Positive Sentiment: Bull case: multiple pieces argue Oracle’s AI infrastructure and cloud protein (IaaS) are undervalued — fast IaaS growth, partnerships and project wins (e.g., Project Jupiter) could re‑rate ORCL as an AI infrastructure winner. Oracle's AI Future: Undervalued Infrastructure
• Positive Sentiment: High‑profile bullish coverage (Dan Ives and others) has set a material upside target (~$225), citing Oracle’s “secret sauce” in AI partnerships and data‑center execution as a catalyst for meaningful share appreciation. Why Dan Ives Is Betting on 35% Upside for Oracle Stock
• Positive Sentiment: Operational wins: Oracle selected Bloom Energy fuel cells for a 2.45 GW AI data‑center microgrid and Related/Blackstone secured $16B financing for an Oracle data center project — concrete deals that advance Oracle’s AI buildout and reduce power/capex execution risk. Oracle to use Bloom Energy fuel cells Related Digital, Blackstone secure $16B for Oracle data center
• Neutral Sentiment: Partnerships and ecosystem items (e.g., Shinhan Card proof‑of‑concept on Solana using Oracle tech; demand for Oracle Fusion SCM skills) show continued enterprise traction but are not immediate earnings drivers. Shinhan Card Partners with Solana Foundation
• Negative Sentiment: Market jitters from a Wall Street Journal report that OpenAI missed internal user/revenue targets hit Oracle because of its large reported cloud commitment to OpenAI — investors fear contract funding risk, slower-than-expected AI revenue and higher capex, which drove a recent pullback. OpenAI miss sparks sell-off for Oracle
• Negative Sentiment: Reports of a lost/canceled large server order (impacting Super Micro) and broader AI‑capex concerns raise short‑term execution and partner risk — adds to downside pressure while investors re‑assess timing of Oracle’s revenue and margin payoff. Why Is Super Micro Computer Stock Falling

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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