Oracle Corporation $ORCL Shares Acquired by U.S. Capital Wealth Advisors LLC

Key Points

• U.S. Capital Wealth Advisors LLC boosted its stake in Oracle by 15.4%, acquiring an additional 42,616 shares worth about $8.31 million as of the most recent 13F filing.
• Corporate insiders have been selling: EVP Douglas Kehring sold 35,000 shares (~$6.82M), CEO Clayton Magouyrk sold 10,000 shares (~$1.55M), and insiders collectively own 40.90% of the company.
• Operationally Oracle is pushing into AI/cloud (new Fusion Agentic Apps) and reported strong revenue growth with an RPO backlog of ~$553B, but the company faces near‑term headwinds—~30,000 layoffs, heavy capex/free‑cash‑flow concerns and a roughly 30% YTD stock decline despite a consensus "Moderate Buy" price target near $260.71.

U.S. Capital Wealth Advisors LLC increased its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 15.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,616 shares of the enterprise software provider's stock after acquiring an additional 5,692 shares during the period. U.S. Capital Wealth Advisors LLC's holdings in Oracle were worth $8,306,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. FSA Wealth Management LLC acquired a new position in Oracle in the third quarter worth approximately $28,000. Darwin Wealth Management LLC grew its holdings in shares of Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after acquiring an additional 65 shares during the last quarter. Investors Research Corp lifted its holdings in shares of Oracle by 465.5% during the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 135 shares during the last quarter. Mpwm Advisory Solutions LLC lifted its holdings in shares of Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 50 shares during the last quarter. Finally, YANKCOM Partnership lifted its holdings in shares of Oracle by 304.7% during the fourth quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock valued at $34,000 after purchasing an additional 131 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Douglas A. Kehring sold 35,000 shares of the firm'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 transaction of $6,821,150.00. Following the transaction, the executive vice president owned 33,638 shares of the company's stock, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through 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 shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the sale, the chief executive officer owned 134,030 shares of the company's stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 40.90% of the company's stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched Fusion Agentic Applications and upgraded its AI Database — products target finance, supply chain, HR and CX and aim to deepen cloud/AI wallet share with enterprise customers. Oracle Ties Fusion Agentic Apps And AI Database To Cloud Story
• Positive Sentiment: Strong sales/backlog: recent quarter showed double‑digit revenue growth and an outsized remaining performance obligations (RPO) backlog (~$553B reported), signaling multi‑year revenue visibility for cloud and subscription streams. Oracle's Sales Are Soaring, But Its Stock Is Falling
• Neutral Sentiment: Pimco is marketing portions of ~$14B in data‑center financing tied to Oracle — this is a financing/secondary‑market move that could affect perceptions around the data‑center financing structure but doesn’t directly change Oracle’s operations. Pimco Explores Sale Of $14 Billion Oracle Data Center Debt
• Neutral Sentiment: Analysts and outlets are mixed — some reiterations (Stephens equal‑weight) and new price‑target commentary highlight divergent views on valuation vs. growth. Stephens Reiterates Equal Weight for Oracle
• Negative Sentiment: Oracle announced ~30,000 layoffs via mass email — short‑term cost savings could help margins, but the scale raises execution, morale, regulatory and reputational risks that worry investors. Oracle Lays Off 30,000 and Nike Falls Flat Once Again
• Negative Sentiment: Heavy capex and data‑center spending underpin the growth story but worry investors about free cash flow and margin dilution in the near term — one reason the stock has slid significantly this year. Oracle's Sales Are Soaring, But Its Stock Is Falling
• Negative Sentiment: Market reaction: traders have rotated into higher‑beta names while Oracle’s shares have fallen year‑to‑date (~30% referenced in coverage), reflecting concern that execution and cash‑flow tradeoffs may blunt near‑term upside. Oracle is Down 30% This Year. But This Billionaire Still Loves It

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of analyst reports. Mizuho dropped their price target on Oracle from $400.00 to $320.00 and set an "outperform" rating on the stock in a research note on Monday, March 16th. Guggenheim reiterated a "buy" rating and issued a $400.00 target price on shares of Oracle in a report on Friday, March 13th. JPMorgan Chase & Co. raised shares of Oracle from a "neutral" rating to an "overweight" rating and dropped their target price for the stock from $230.00 to $210.00 in a research report on Wednesday, March 11th. Robert W. Baird cut their price target on shares of Oracle from $300.00 to $200.00 and set an "outperform" rating on the stock in a report on Tuesday, March 10th. Finally, Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $160.00 price objective on shares of Oracle in a research note on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $260.71.

Oracle Price Performance

NYSE ORCL opened at $138.00 on Friday. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a market capitalization of $396.91 billion, a price-to-earnings ratio of 24.78, a price-to-earnings-growth ratio of 1.32 and a beta of 1.60. The company has a 50 day simple moving average of $150.08 and a 200-day simple moving average of $200.67. Oracle Corporation has a 52-week low of $121.24 and a 52-week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter in the prior year, the firm earned $1.47 EPS. The company's 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 predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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