Oracle Corporation $ORCL Shares Acquired by Allen Investment Management LLC

Key Points

• Allen Investment Management LLC more than doubled its Oracle stake in the fourth quarter, buying an additional 6,717 shares and ending with 13,166 shares valued at about $2.57 million.
• Oracle continues to attract heavy institutional interest, with firms like Vanguard, Geode, and Norges Bank also increasing or establishing large positions; institutional investors and hedge funds now own 42.44% of the company.
• Analysts remain broadly positive on Oracle despite some target cuts, and the stock has been boosted by strong earnings and AI-related optimism, including a recent quarterly beat and a consensus rating of Moderate Buy with a target price of $261.46.

Allen Investment Management LLC increased its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 104.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 13,166 shares of the enterprise software provider's stock after buying an additional 6,717 shares during the quarter. Allen Investment Management LLC's holdings in Oracle were worth $2,566,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. increased its holdings in Oracle by 3.5% during the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock valued at $34,070,674,000 after acquiring an additional 5,841,584 shares in the last quarter. Geode Capital Management LLC increased its position in Oracle by 1.8% during the fourth quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider's stock worth $7,328,754,000 after buying an additional 665,374 shares in the last quarter. Capital Research Global Investors raised its holdings in shares of Oracle by 1.2% in 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 acquiring an additional 266,588 shares during the last quarter. Norges Bank purchased a new stake in shares of Oracle in the fourth quarter valued at $4,336,031,000. Finally, Legal & General Group Plc lifted its position in shares of Oracle by 3.4% in 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 acquiring an additional 381,572 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the stock. BMO Capital Markets reduced their price objective on shares of Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a research note on Wednesday, March 11th. Stifel Nicolaus dropped their target price on Oracle from $275.00 to $220.00 and set a "buy" rating for the company in a research note on Wednesday, March 11th. Monness Crespi & Hardt reiterated a "hold" rating on shares of Oracle in a report on Wednesday, March 11th. Cantor Fitzgerald restated an "overweight" rating and issued a $229.00 target price on shares of Oracle in a report on Wednesday, March 11th. Finally, Oppenheimer increased their price target on shares of Oracle from $210.00 to $235.00 and gave the stock an "outperform" rating in a research note on Tuesday, May 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Oracle presently has a consensus rating of "Moderate Buy" and a consensus target price of $261.46.

Oracle Stock Up 9.6%

Shares of NYSE ORCL opened at $247.45 on Tuesday. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The stock's 50-day simple moving average is $172.65 and its 200-day simple moving average is $177.99. The firm has a market cap of $711.69 billion, a price-to-earnings ratio of 44.43, a PEG ratio of 2.15 and a beta of 1.65.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts' consensus estimates of $1.71 by $0.08. The firm had revenue of $17.19 billion during 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%.Oracle's quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter last year, the firm earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company 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. This represents a $2.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle's dividend payout ratio (DPR) is presently 35.91%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle shares are surging after Nvidia’s latest push into agentic AI sparked optimism that Oracle will benefit from stronger demand for AI infrastructure and cloud-related spending. Oracle Stock (ORCL) Continues to Rally on Nvidia’s Agentic AI Push
• Positive Sentiment: Technical traders are bullish after Oracle broke above its 200-day moving average, which can signal a longer-term trend reversal and attract momentum buyers. Oracle (ORCL) Recently Broke Out Above the 200-Day Moving Average
• Positive Sentiment: Oracle also announced that fiscal Q4 2026 earnings will be released on June 10, keeping attention on the company ahead of the report and reinforcing expectations around its AI and cloud growth story. Oracle Sets the Date for its Fourth Quarter Fiscal Year 2026 Earnings Announcement
• Neutral Sentiment: Market commentary suggests Oracle is being viewed as an AI “shopping bag” stock by prominent analysts, which supports the bullish narrative but does not add a direct new fundamental catalyst. NVDA, AMD, MU, MSFT, ORCL: Dan Ives Lists Stocks In His Shopping Bag Amid Ongoing Memory Supercycle
• Neutral Sentiment: Some articles are simply asking what is driving the move or discussing valuation and broker sentiment, reflecting the stock’s sharp rebound rather than introducing new company-specific news. Oracle Sets the Date for its Fourth Quarter Fiscal Year 2026 Earnings Announcement
• Negative Sentiment: A shareholder litigation firm is investigating whether Oracle’s disclosures about AI infrastructure spending, capex, debt, and free cash flow were misleading, which could weigh on sentiment if the lawsuit narrative gains traction. Kuehn Law Encourages Investors of Oracle Corporation to Contact Law Firm

Insider Transactions at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the business'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 value of $2,642,850.00. Following the sale, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by insiders.

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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