Oracle Corporation $ORCL Stake Lowered by BOCHK Asset Management Ltd

Key Points

• BOCHK Asset Management Ltd cut its Oracle stake by 87.5%, selling 9,130 shares and retaining 1,300 shares worth $253,000 per its latest SEC filing.
• Oracle beat quarterly estimates (EPS $1.79 vs. $1.71) with revenue of $17.19B (+21.7% YoY) and set Q4 2026 guidance of 1.960–2.000 EPS, yet the stock is down ~4% and trades at $137.92 versus an average analyst target of $260.71.
• Recent product moves—like Fusion Agentic Applications and AI Database enhancements—plus Gartner recognition support growth, but debt/capex concerns (including reported Pimco financing activity) and notable insider selling are weighing on sentiment.

BOCHK Asset Management Ltd reduced its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 87.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,300 shares of the enterprise software provider's stock after selling 9,130 shares during the period. BOCHK Asset Management Ltd's holdings in Oracle were worth $253,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Kampmann Melissa S. grew its holdings in shares of Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock valued at $3,350,000 after acquiring an additional 35 shares in the last quarter. McLean Asset Management Corp grew its holdings in shares of Oracle by 0.7% during the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock valued at $1,551,000 after acquiring an additional 36 shares in the last quarter. Mine & Arao Wealth Creation & Management LLC. grew its holdings in shares of Oracle by 0.7% during the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock valued at $1,485,000 after acquiring an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. grew its holdings in shares of Oracle by 3.4% during the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock valued at $317,000 after acquiring an additional 37 shares in the last quarter. Finally, Avion Wealth grew its holdings in shares of Oracle by 16.6% during the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock valued at $73,000 after acquiring an additional 37 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

ORCL has been the topic of several research analyst reports. Scotiabank lowered their price target on shares of Oracle from $220.00 to $215.00 and set a "sector outperform" rating on the stock in a report on Monday, March 9th. Morgan Stanley lowered their price target on shares of Oracle from $320.00 to $213.00 and set an "equal weight" rating on the stock in a report on Friday, January 23rd. Oppenheimer boosted their price target on shares of Oracle from $185.00 to $210.00 and gave the company an "outperform" rating in a report on Wednesday, March 11th. The Goldman Sachs Group upgraded shares of Oracle to a "strong-buy" rating in a report on Monday, January 12th. Finally, Guggenheim restated a "buy" rating and set a $400.00 price target on shares of Oracle in a report on Friday, March 13th. Three 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's stock. According to data from MarketBeat.com, Oracle currently has a consensus rating of "Moderate Buy" and an average target price of $260.71.

Oracle Stock Down 4.0%

ORCL stock opened at $137.92 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 1 year low of $121.24 and a 1 year high of $345.72. The company has a fifty day simple moving average of $150.61 and a 200 day simple moving average of $202.79. The firm has a market cap of $396.67 billion, a PE ratio of 24.76, a PEG ratio of 1.37 and a beta of 1.60.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data 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. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the previous year, the business earned $1.47 EPS. Oracle's quarterly 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. Sell-side analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The company 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 dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.5%. Oracle's payout ratio is currently 35.91%.

Insiders Place Their Bets

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the business's stock in a transaction 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 transaction, the chief executive officer owned 134,030 shares of the company's stock, valued at $20,805,476.90. The trade was a 6.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the business's stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the transaction, the executive vice president directly owned 33,638 shares of the company's stock, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is owned by insiders.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle unveiled a broad set of Fusion Agentic Applications (finance, supply chain, HR, CX) and expanded agentic AI capabilities across workflows — these product launches strengthen Oracle’s enterprise AI SaaS roadmap and support revenue/upsell potential. Fusion Agentic Applications
• Positive Sentiment: Oracle announced AI Database enhancements (higher availability/security tiers) aimed at mission‑critical workloads — a differentiation point for enterprise customers migrating AI workloads to Oracle Cloud. AI Database
• Positive Sentiment: Oracle expanded its Financial Crime & Compliance Management (FCCM) with Lucinity technology — strengthens vertical SaaS positioning and cross‑sell opportunities in regulated industries. FCCM/Lucinity
• Positive Sentiment: Operational wins and market validation: Gartner leader placements for supply‑chain planning and customer wins like Santee Cooper plus coverage pieces highlighting Oracle as an AI infrastructure play support durable demand. Gartner recognition
• Neutral Sentiment: Corporate leadership update: Hilary Maxson named CFO during a major AI/capex phase — strategically important but impact depends on execution and guidance. New CFO
• Neutral Sentiment: Mini‑tender notice from TRC Capital is immaterial in size (<0.04% of shares) but required a corporate response; not a material driver of the move. TRC mini‑tender
• Negative Sentiment: Pimco is seeking buyers for portions of a reported ~$14B financing tied to Oracle data centers — market reports that pieces of the financing are being shopped can raise investor concern about funding, terms and perceived risk on heavy data‑center commitments. Pimco financing
• Negative Sentiment: Debt and capex worries: analysts and commentators flag large backlog alongside aggressive spending to build cloud/AI capacity — investors are pricing in execution and leverage risk, contributing to the stock pullback. Capex/debt concerns
• Negative Sentiment: Layoff filings in California and analyst caution (e.g., equal‑weight reiteration) add to near‑term uncertainty and selling pressure as traders rotate toward higher‑beta names. Layoffs

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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