Robertson Stephens Wealth Management LLC Boosts Stock Position in Oracle Corporation $ORCL

Key Points

• Robertson Stephens Wealth Management increased its Oracle stake by 644.1% in Q4, buying 29,963 shares to hold 34,615 shares worth about $6.75 million.
• Insider selling was notable: CEO Clayton M. Magouyrk sold 10,000 shares (~$1.55M) and EVP Stuart Levey sold 15,000 shares (~$2.64M), while corporate insiders own roughly 40.9% of the stock.
• Oracle recently beat quarterly EPS and revenue estimates (revenue up 21.7% YoY), set Q4 2026 EPS guidance of $1.96–2.00, and won a ~$1.65 billion supply deal with Datapod, driving analyst bullishness even as cash‑burn and short‑term volatility remain concerns.

Robertson Stephens Wealth Management LLC raised its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 644.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 34,615 shares of the enterprise software provider's stock after purchasing an additional 29,963 shares during the quarter. Robertson Stephens Wealth Management LLC's holdings in Oracle were worth $6,747,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. FSA Wealth Management LLC purchased a new stake in Oracle during the 3rd quarter valued at about $28,000. Joseph Group Capital Management purchased a new stake in Oracle during the 4th quarter valued at about $29,000. Investors Research Corp grew its stake in Oracle by 465.5% during the 4th 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 grew its stake in Oracle by 76.9% during the 3rd 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 grew its stake in Oracle by 304.7% during the 4th 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. Hedge funds and other institutional investors own 42.44% of the company's stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: OpenAI reassurance lifted investor confidence that Oracle will remain a strategic AI partner, helping ORCL’s rally as investors price in continued cloud and AI demand. Here's Why Oracle Stock Popped Higher Today
• Positive Sentiment: Oracle signed a ~ $1.65 billion, six‑year supply agreement with Australian modular data‑center maker Datapod, boosting visibility on infrastructure revenue and capacity to support AI cloud buildouts. Oracle Corp. (ORCL) Inks $1.65 billion Supply Agreement
• Positive Sentiment: Analyst bullishness is supporting the stock — Wedbush reiterated an Outperform and Daniel Ives remains constructive (with a $225 target), and other coverage (Ives feature) highlights potential upside from Oracle’s AI positioning. Wedbush Reiterates Outperform on Oracle Why Dan Ives Is Betting on 35% Upside
• Positive Sentiment: Partner ecosystem news (e.g., Bloom Energy supplying power for AI data centers) reinforces the infrastructure narrative that supports Oracle’s cloud and data‑center expansion. Bloom Energy May Be Solving AI’s Biggest Power Problem (ORCL)
• Neutral Sentiment: Several long‑form pieces argue Oracle’s pullback creates a buying opportunity and that its large backlog and AI strategy make it a solid long‑term pick — these shape sentiment but are speculative and longer‑horizon. Oracle’s Recent Pullback Creates a Compelling Entry Point Oracle: Why The Market Ignores A $553 Billion Backlog
• Negative Sentiment: Wall Street warnings noted in coverage that Oracle is expected to burn significant cash before returning to positive cash flow, which keeps some investors cautious despite the AI narrative. Here's Why Oracle Stock Popped Higher Today
• Negative Sentiment: Short‑term price pressure and volatility persist — recent daily drops and year‑to‑date weakness have some traders viewing the move as a partial unwind from the earlier AI‑driven surge. Oracle (ORCL) Falls More Steeply Than Broader Market

Insider Buying and Selling

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer owned 134,030 shares of the company's stock, valued at $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Stuart Levey sold 15,000 shares of the stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares of the company's stock, valued at $604,155.51. The trade was a 81.39% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. DA Davidson upped their target price on Oracle from $180.00 to $200.00 and gave the stock a "buy" rating in a research note on Wednesday, March 11th. JPMorgan Chase & Co. upgraded Oracle from a "neutral" rating to an "overweight" rating and lowered their target price for the stock from $230.00 to $210.00 in a research note on Wednesday, March 11th. Monness Crespi & Hardt restated a "hold" rating on shares of Oracle in a research note on Wednesday, March 11th. Cantor Fitzgerald restated an "overweight" rating and issued a $229.00 target price on shares of Oracle in a research note on Wednesday, March 11th. Finally, Morgan Stanley lowered their target price on Oracle from $213.00 to $207.00 and set an "equal weight" rating on the stock in a research note on Thursday, April 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $259.56.

Oracle Stock Performance

NYSE ORCL opened at $172.12 on Friday. The stock has a market capitalization of $495.02 billion, a price-to-earnings ratio of 30.90, a PEG ratio of 1.54 and a beta of 1.55. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a 50-day moving average of $154.96 and a 200 day moving average of $189.80.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping analysts' consensus estimates of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to analysts' expectations of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.Oracle's quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts anticipate that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Announces Dividend

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

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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