Pictet Asset Management Holding SA Raises Position in Oracle Corporation $ORCL

Key Points

• Pictet Asset Management Holding SA increased its stake in Oracle by 24.2% to 1,030,953 shares, valued at roughly $200.95 million in the latest 13F filing.
• Senior insiders sold stock: EVP Stuart Levey sold 15,000 shares at about $176.19 and CEO Clayton M. Magouyrk sold 10,000 shares at $155.23, significantly reducing their holdings.
• Oracle beat Q results with $1.79 EPS (vs. $1.71 est.) and $17.19B revenue (+21.7% YoY), set Q4 guidance of $1.96–2.00 EPS, and secured ~$16 billion to fund a major AI data‑center (Project Jupiter), though analysts warn its large AI spending poses execution and capital risks.

Pictet Asset Management Holding SA increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 24.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,030,953 shares of the enterprise software provider's stock after purchasing an additional 200,624 shares during the quarter. Pictet Asset Management Holding SA's holdings in Oracle were worth $200,945,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in ORCL. Meeder Advisory Services Inc. increased its position in shares of Oracle by 8.4% in the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider's stock valued at $11,516,000 after acquiring an additional 3,184 shares during the period. Decker Retirement Planning Inc. purchased a new position in shares of Oracle in the third quarter valued at about $689,000. Xponance Inc. increased its position in shares of Oracle by 1.8% in the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider's stock valued at $114,336,000 after acquiring an additional 7,320 shares during the period. Migdal Insurance & Financial Holdings Ltd. increased its position in shares of Oracle by 62.1% in the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 483,000 shares of the enterprise software provider's stock valued at $135,839,000 after acquiring an additional 184,996 shares during the period. Finally, Stonegate Investment Group LLC increased its position in shares of Oracle by 3.2% in the third quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider's stock valued at $27,955,000 after acquiring an additional 3,065 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Insider Activity

In related news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the sale, the executive vice president owned 3,429 shares of the company's stock, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the sale, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. The trade was a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 40.90% of the company's stock.

Oracle Trading Down 0.2%

NYSE:ORCL opened at $172.99 on Tuesday. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. 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 company's 50-day simple moving average is $154.47 and its 200 day simple moving average is $191.08. The firm has a market capitalization of $497.51 billion, a P/E ratio of 31.06, a PEG ratio of 1.65 and a beta of 1.60.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data 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 net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the previous year, the firm posted $1.47 earnings per share. Oracle's quarterly revenue 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, analysts forecast that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were paid a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.2%. Oracle's payout ratio is presently 35.91%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle and partners to deploy Bloom Energy fuel cells for Project Jupiter, committing large on-site power capacity to an AI data-center campus — reduces grid/water strain and strengthens Oracle's sustainability and reliability pitch for OCI. Oracle, BorderPlex, and Bloom Energy to Power Project Jupiter
• Positive Sentiment: Oracle secures ~$16B in financing for a major AI data-center campus, unlocking a large-scale infrastructure build that supports OCI growth and AI workloads (funding reduces immediate capital execution risk). Oracle Secures $16 Billion Financing for Data Center
• Positive Sentiment: Oracle and Google Cloud launched the Oracle AI Database Agent for Gemini Enterprise, making NL queries over enterprise data — product integration that can accelerate OCI adoption by enterprise AI teams. Oracle (ORCL), Google Cloud Launch AI Database Agent
• Neutral Sentiment: Analysts and previews: Morgan Stanley and other outlets have updated coverage and price targets as Oracle transitions to an AI-infrastructure story; an earnings preview notes expectations for double-digit growth — these set investor expectations ahead of results. Morgan Stanley revamps Oracle stock price target
• Neutral Sentiment: Macro/flow backdrop: coverage noting that AI-related names remain in favor — broader fund flows into AI could help Oracle, but rotation/volatility in tech is creating short-term price swings. For Hot AI Stocks, 'The Music's Playing'—And Shares Are Rising
• Negative Sentiment: Execution and capital-risk concerns: coverage highlights Oracle's massive AI spending plans (the "50 billion" AI investment thesis) — while potentially transformative, the scale raises execution and profitability risks that can pressure the stock. Oracle's $50 Billion AI Gamble Could Change Everything
• Negative Sentiment: Contract/friction noise: Super Micro Computer reported Oracle-related contract cancellations and looming legal issues in that context — any confirmed contract pullbacks or disputes would be a near-term negative for OCI demand signaling. Super Micro Computer (SMCI) Stock Surges 9% After Unveiling Massive Silicon Valley Campus
• Negative Sentiment: Investor sentiment/flow risk: commentators note investor flight and short-squeeze chatter, and market rotation away from previously high-multiple tech names has amplified ORCL's intraday moves. Dan Ives sends a blunt message to investors fleeing Oracle stock

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the stock. Sanford C. Bernstein set a $313.00 price objective on shares of Oracle in a research report on Monday, February 9th. UBS Group reiterated a "buy" rating on shares of Oracle in a research report on Monday, February 2nd. Jefferies Financial Group reduced their price target on shares of Oracle from $400.00 to $320.00 and set a "buy" rating on the stock in a research report on Thursday, March 5th. Oppenheimer boosted their price target on shares of Oracle from $185.00 to $210.00 and gave the company an "outperform" rating in a research report on Wednesday, March 11th. Finally, BMO Capital Markets reduced their price target on shares of Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a research report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $259.56.

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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