Teamwork Financial Advisors LLC Lowers Stock Holdings in Oracle Corporation $ORCL

Key Points

• Teamwork Financial Advisors LLC cut its Oracle stake by 69.8% in Q4, selling 41,286 shares and retaining 17,858 shares valued at $3.481 million.
• Oracle beat Q3 expectations with EPS of $1.79 versus $1.71 and revenue of $17.19 billion (+21.7% YoY) and is expanding AI offerings like Fusion Agentic Applications and AI Agent Studio to support future growth.
• Insiders sold 60,000 shares (~$11.3 million) in the last quarter yet still own about 40.9% of the company, while analysts maintain a consensus “Moderate Buy” rating with a $265.77 price target.

Teamwork Financial Advisors LLC lowered its position in Oracle Corporation (NYSE:ORCL - Free Report) by 69.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 17,858 shares of the enterprise software provider's stock after selling 41,286 shares during the period. Teamwork Financial Advisors LLC's holdings in Oracle were worth $3,481,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Tompkins Financial Corp raised its holdings in Oracle by 13.0% during the fourth quarter. Tompkins Financial Corp now owns 10,738 shares of the enterprise software provider's stock valued at $2,093,000 after acquiring an additional 1,234 shares during the period. Fulton Bank N.A. boosted its stake in shares of Oracle by 20.1% in the fourth quarter. Fulton Bank N.A. now owns 44,372 shares of the enterprise software provider's stock worth $8,649,000 after acquiring an additional 7,415 shares during the period. Traveka Wealth LLC grew its position in shares of Oracle by 9.4% during the fourth quarter. Traveka Wealth LLC now owns 3,087 shares of the enterprise software provider's stock worth $602,000 after purchasing an additional 265 shares in the last quarter. Sound View Wealth Advisors Group LLC grew its position in shares of Oracle by 0.8% during the fourth quarter. Sound View Wealth Advisors Group LLC now owns 23,829 shares of the enterprise software provider's stock worth $4,645,000 after purchasing an additional 186 shares in the last quarter. Finally, Regent Peak Wealth Advisors LLC raised its stake in Oracle by 6.4% during the 4th quarter. Regent Peak Wealth Advisors LLC now owns 8,186 shares of the enterprise software provider's stock valued at $1,596,000 after purchasing an additional 491 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Citizens Jmp lowered their price target on Oracle from $342.00 to $285.00 and set a "market outperform" rating on the stock in a report on Thursday, February 5th. Cantor Fitzgerald reiterated an "overweight" rating and set a $229.00 price objective on shares of Oracle in a research report on Wednesday, March 11th. Monness Crespi & Hardt reissued a "hold" rating on shares of Oracle in a report on Wednesday, March 11th. Guggenheim restated a "buy" rating and set a $400.00 target price on shares of Oracle in a research report on Friday, March 13th. Finally, Wells Fargo & Company initiated coverage on shares of Oracle in a research note on Wednesday, December 3rd. They set an "overweight" rating and a $280.00 target price for the company. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $265.77.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle unveiled "Fusion Agentic Applications" and broader agentic AI integrations that let AI agents query and act on enterprise data inside Fusion Cloud — a clear signal that Oracle is positioning its core ERP/finance/procurement suite for AI-driven workflows, which investors view as revenue-accretive. Oracle Introduces Fusion Agentic Applications
• Positive Sentiment: Oracle expanded AI Agent Studio and announced AI Database “agentic” features that enable secure, production-scale agent access to operational and analytic data — boosting the company’s ability to sell integrated AI+data solutions to large customers. Oracle Expands AI Agent Studio
• Positive Sentiment: Oracle reported a clean Q3 with revenue and EPS beats, reinforcing guidance for Q4 2026 and giving investors near-term fundamental support alongside the AI product narrative. This quarter’s results are cited as a catalyst for the stock’s move higher. Blockonomi: ORCL Stock Jumps After AI Agent Integration
• Neutral Sentiment: Oracle continues developer-focused investment (Java 26 with AI/crypto features) and region-specific initiatives like an AI Customer Excellence Centre in Sydney — supportive for long-term ecosystem adoption but likely slow to materially move near-term revenue. Oracle unveils Java 26
• Neutral Sentiment: Debate persists over Oracle’s massive $553B backlog — described variously as either a growth runway or a mirage — leaving investors split on how quickly backlog converts to profitable revenue. Backlog analysis / earnings context
• Negative Sentiment: Multiple securities-law firms have filed or solicited class-action claims and investigations related to Oracle disclosures (lead-plaintiff deadlines and alleged misstatements), creating legal overhang and potential future liabilities that investors must consider. Securities fraud lawsuit notices

Insider Activity at Oracle

In related news, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the transaction, the insider owned 234,077 shares in the company, valued at approximately $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the business's stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 60,000 shares of company stock valued at $11,326,800. Insiders own 40.90% of the company's stock.

Oracle Stock Up 3.1%

Shares of ORCL opened at $154.26 on Tuesday. 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 stock has a market capitalization of $443.67 billion, a price-to-earnings ratio of 27.70, a price-to-earnings-growth ratio of 1.29 and a beta of 1.66. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The business's 50 day simple moving average is $160.75 and its 200-day simple moving average is $214.72.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results 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. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion for the quarter, compared to analysts' expectations of $16.91 billion. During the same quarter in the previous year, the business 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, equities analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Thursday, April 9th. Oracle's dividend payout ratio is currently 35.91%.

About Oracle

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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