Oracle Corporation $ORCL Shares Acquired by Tower View Wealth Management LLC

Key Points

• Tower View Wealth Management boosted its Oracle stake by 807.1% in Q4 to 8,128 shares worth $1.584M, while large institutions like Vanguard (168.96M shares) and Jennison made sizable additions, leaving about 42.44% of ORCL owned by institutional investors.
• Oracle is being framed as an AI infrastructure beneficiary after rolling AI upgrades across its product suite, opening a new public cloud region in Morocco for generative-AI use cases, and expanding a power-supply partnership with Bloom Energy to support large AI data centers.
• Corporate insiders sold stock recently (CEO sold 10,000 shares; an EVP sold 35,000), insiders still own 40.90%, and analysts remain broadly constructive with a consensus rating of "Moderate Buy" and a target of about $260.71 despite several firms lowering price targets.

Tower View Wealth Management LLC grew its position in Oracle Corporation (NYSE:ORCL - Free Report) by 807.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,128 shares of the enterprise software provider's stock after purchasing an additional 7,232 shares during the period. Tower View Wealth Management LLC's holdings in Oracle were worth $1,584,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of ORCL. Jennison Associates LLC lifted its stake in shares of Oracle by 2,062.4% in the 3rd quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider's stock valued at $2,595,072,000 after purchasing an additional 8,800,546 shares in the last quarter. Vanguard Group Inc. lifted its stake in shares of Oracle by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock valued at $47,518,451,000 after purchasing an additional 4,681,626 shares in the last quarter. American Century Companies Inc. lifted its stake in shares of Oracle by 333.7% in the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock valued at $1,473,137,000 after purchasing an additional 4,030,382 shares in the last quarter. Amundi lifted its stake in shares of Oracle by 32.9% in the 3rd quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock valued at $2,809,609,000 after purchasing an additional 2,385,556 shares in the last quarter. Finally, SG Americas Securities LLC lifted its stake in shares of Oracle by 921.6% in the 4th quarter. SG Americas Securities LLC now owns 2,311,815 shares of the enterprise software provider's stock valued at $450,596,000 after purchasing an additional 2,085,514 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle pushed AI upgrades across its Utilities suite and Aconex project-management tools, launched a new public cloud region in Morocco to support generative-AI use cases, and highlighted new customer deployments — news that frames ORCL as an AI infrastructure beneficiary. Read More.
• Positive Sentiment: Oracle expanded a major power-supply partnership with Bloom Energy (fuel cells) to power AI data centers (reports cite up to ~2.8 GW capacity), reducing a key bottleneck for large-scale AI ops and signaling a move to secure dedicated energy for OCI growth. Bloom’s stock popped on the news, underscoring market belief this is material for Oracle’s AI buildout. Read More.
• Positive Sentiment: Analyst and sector sentiment turned constructive: Oracle led a relief rally in software names, with multiple outlets noting ORCL as a sector leader and several bullish analyst views/price targets backing a rebound narrative. That helped spark technical buying after the recent selloff. Read More.
• Neutral Sentiment: Macro and sector flow: broader tech/software futures and optimism around easing geopolitical tail risks supported the bounce — this is market-driven relief rather than a single fundamental change. Read More.
• Neutral Sentiment: Oracle continues corporate actions (upcoming dividend payment) and regular product PR from its customer summit, which are supportive but incremental to the stock’s move. Read More.
• Negative Sentiment: Regulatory and security risk headlines: Treasury and Fed officials warned banks about cybersecurity risks from new LLMs (Anthropic’s Mythos), a narrative that helped trigger last week’s software selloff and keeps investor caution around AI winners. That risk can re-ignite volatility for Oracle given its banking and cloud exposure. Read More.
• Negative Sentiment: Corporate governance/people risks and market skeptics: reports of layoffs, allegations around option-targeting, heavy insider selling and elevated short interest / CDS chatter have kept a portion of the market skeptical and increase downside risk if execution stumbles. Read More.   Read More.

Insider Buying and Selling

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the company'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 of the company's stock, valued at $20,805,476.90. This represents a 6.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the company's stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the transaction, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 40.90% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. Barclays reduced their price objective on Oracle from $310.00 to $230.00 and set an "overweight" rating on the stock in a research note on Monday, March 9th. Mizuho reduced their price objective on Oracle from $400.00 to $320.00 and set an "outperform" rating on the stock in a research note on Monday, March 16th. Jefferies Financial Group reduced their price target on Oracle from $400.00 to $320.00 and set a "buy" rating on the stock in a research report on Thursday, March 5th. Melius Research set a $160.00 price target on Oracle in a research report on Monday, February 9th. Finally, Cantor Fitzgerald reissued an "overweight" rating and set a $229.00 price target on shares of Oracle in a research report on Wednesday, March 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $260.71.

Oracle Stock Performance

Oracle stock opened at $155.68 on Tuesday. The stock's 50 day moving average price is $149.99 and its 200 day moving average price is $198.96. The firm has a market capitalization of $447.74 billion, a PE ratio of 27.95, a price-to-earnings-growth ratio of 1.32 and a beta of 1.60. 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 one year low of $121.24 and a one year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly 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 analyst estimates of $16.91 billion. During the same period in the previous year, the company posted $1.47 EPS. Oracle's revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle's dividend payout ratio is presently 35.91%.

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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