Oracle Corporation $ORCL Shares Bought by Assetmark Inc.

Key Points

• Assetmark Inc. raised its stake in Oracle by 17.6% in Q4, buying an additional 36,488 shares to own 244,212 shares worth about $47.6 million per its latest 13F filing.
• Oracle posted a quarterly earnings beat — $1.79 EPS vs. $1.71 expected and $17.19B revenue (up 21.7% YoY) — set Q4 2026 EPS guidance of 1.96–2.00, and declared a $0.50 quarterly dividend ($2.00 annual, ~1.2% yield).
• Strategic moves include an expanded power agreement with Bloom Energy to secure up to 2.8 GW for AI/cloud data centers and new embedded AI offerings, which bolster Oracle’s AI/cloud narrative but increase capital‑intensity and execution risk and coincide with a shareholder fiduciary‑duty probe.

Assetmark Inc. lifted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 17.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 244,212 shares of the enterprise software provider's stock after acquiring an additional 36,488 shares during the period. Assetmark Inc.'s holdings in Oracle were worth $47,599,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in ORCL. FSA Wealth Management LLC purchased a new position in shares of Oracle in the 3rd quarter valued at $28,000. Darwin Wealth Management LLC raised its stake 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 valued at $32,000 after acquiring an additional 65 shares during the period. Investors Research Corp raised its stake in shares of Oracle by 465.5% in the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock valued at $32,000 after acquiring an additional 135 shares during the period. Mpwm Advisory Solutions LLC raised its stake in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after acquiring an additional 50 shares during the period. Finally, YANKCOM Partnership raised its stake in shares of Oracle by 304.7% in the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock valued at $34,000 after acquiring an additional 131 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Price Performance

Shares of ORCL stock opened at $163.04 on Wednesday. The firm has a market cap of $468.91 billion, a P/E ratio of 29.27, a P/E/G ratio of 1.49 and a beta of 1.60. 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 Corporation has a 1-year low of $121.24 and a 1-year high of $345.72. The firm has a fifty day moving average of $150.16 and a two-hundred day moving average of $198.11.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm's revenue for the quarter was up 21.7% compared to the same quarter last year. During the same period last year, the business earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be issued 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 1.2%. Oracle's payout ratio is 35.91%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle expanded a strategic power agreement to procure up to 2.8 GW of Bloom Energy fuel‑cell capacity to support AI/cloud data centers — a tangible move to secure power for GPU workloads and de‑risk data‑center scaling. Bloom Energy to supply up to 2.8 GW of fuel cells under expanded Oracle deal
• Positive Sentiment: Oracle rolled out new embedded/agentic AI offerings for corporate banking and other industry suites (e.g., utilities, project management), which reinforce its enterprise AI narrative and potential incremental cloud revenue. Oracle Debuts AI Agents for Corporate Banking
• Positive Sentiment: Heavy bullish options flow — unusually large call buying (about +37% vs. average) — signals short‑term trader optimism and helped accelerate intraday gains. (Options volume report)
• Neutral Sentiment: Positive press and analyst attention (features in Investopedia and other outlets) are reframing ORCL as a beneficiary of the AI-infrastructure cycle; some former skeptics are revisiting their views, supporting momentum but not guaranteeing sustained fundamentals. Why Oracle Is One of the Biggest Winners of This Week's Rally So Far
• Neutral Sentiment: Analyst interest and elevated price targets (median targets well above current levels) are supporting sentiment, but these views coexist with concerns about capital intensity and execution timing. Oracle Suddenly Looks Different: Why This Former Bear Is Taking a Second Look
• Negative Sentiment: A New York law firm announced an investigation into potential breaches of fiduciary duty involving Oracle’s directors/officers, introducing legal/PR risk that could weigh on the stock if it develops. Lowey Dannenberg P.C. Investigates Oracle Corporation for Breaches of Fiduciary Duties
• Negative Sentiment: Some analysts and commentary warn the Bloom Energy commitment and Oracle’s AI/data‑center buildout are capital‑intensive and carry execution risks; that caution could limit upside if costs or deployments slip. Oracle Taps Bloom Energy to Power AI Data Centers: Hold the Stock?

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on ORCL. Bank of America began coverage on shares of Oracle in a research note on Tuesday, March 24th. They issued a "buy" rating and a $200.00 target price on the stock. Melius Research set a $160.00 price target on shares of Oracle in a research note on Monday, February 9th. Piper Sandler dropped their price target on shares of Oracle from $240.00 to $210.00 and set an "overweight" rating on the stock in a research note on Wednesday, March 11th. Stifel Nicolaus dropped their price target on shares of Oracle from $275.00 to $220.00 and set a "buy" rating on the stock in a research note on Wednesday, March 11th. Finally, Citizens Jmp dropped their price target on shares of Oracle from $342.00 to $285.00 and set a "market outperform" rating on the stock in a research note on Thursday, February 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $260.71.

Insider Activity

In other news, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction dated 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 of the company's stock, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction dated 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 transaction, the chief executive officer directly 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 disclosure for this sale is available in the SEC filing. Insiders own 40.90% of the company's stock.

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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