Third View Private Wealth LLC Makes New $16.50 Million Investment in Oracle Corporation $ORCL

Key Points

• Third View Private Wealth LLC opened a new position in Oracle, acquiring 84,627 shares valued at approximately $16.495 million, which represents about 2.2% of the fund's portfolio and its 11th largest holding.
• Oracle has positive operational momentum—expanding a strategic deal with Bloom Energy to secure up to 2.8 GW of fuel‑cell power for AI data centers and showcasing AI-driven utilities products—and recently beat quarterly EPS estimates with revenue up 21.7% year‑over‑year.
• Offsetting those gains are reputational and structural risks from reported mass layoffs, notable insider selling and high leverage/short interest; Wall Street consensus is a "Moderate Buy" with an average target of $260.71, and Oracle pays a $0.50 quarterly dividend (1.3% yield).

Third View Private Wealth LLC acquired a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 84,627 shares of the enterprise software provider's stock, valued at approximately $16,495,000. Oracle accounts for about 2.2% of Third View Private Wealth LLC's portfolio, making the stock its 11th largest position.

Several other hedge funds have also added to or reduced their stakes in the stock. FSA Wealth Management LLC bought a new stake in shares of Oracle in the third quarter valued at approximately $28,000. Darwin Wealth Management LLC raised its position in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 65 shares during the period. Mpwm Advisory Solutions LLC raised its position in shares of Oracle by 76.9% in the third 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 period. Turning Point Benefit Group Inc. bought a new stake in shares of Oracle in the third quarter valued at approximately $35,000. Finally, Financial Consulate Inc. bought a new stake in shares of Oracle in the third quarter valued at approximately $37,000. Institutional investors own 42.44% of the company's stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle expanded a strategic deal with Bloom Energy to secure up to 2.8 GW of fuel-cell power to run AI data centers — a multi‑year, capacity-focused agreement that reduces data‑center power risk and supports Oracle’s AI infrastructure growth; the move follows Bloom issuing Oracle a $400M stock warrant. Oracle expands Bloom Energy deal days after receiving $400 million stock warrant
• Positive Sentiment: Oracle showcased AI-driven utilities products (Opower and broader Utilities suite) at its Customer Edge Summit, highlighting new revenue opportunities from grid/utility customers that could accelerate cloud & software recurring revenue. Utilities Achieve Large-Scale Customer Engagement and Results with Oracle
• Positive Sentiment: Market- and technical-driven buying in software names pushed Oracle to lead the sector rebound today — traders cited renewed AI optimism, analyst buy-side interest and ORCL’s recent valuation weakness as reasons for rapid inflows. Oracle's stock stands out as the software sector bounces to its best day in a year
• Neutral Sentiment: Oracle will pay a regular dividend next week — a modest cash-return item that supports income investors but is unlikely to be the primary driver of today’s rally. Oracle to pay dividends next week; Here's how much 100 shares will earn
• Negative Sentiment: Reports of mass layoffs and criticism over how cuts were handled are creating reputational and execution risks; such labor moves can spook investors worried about execution, product roadmaps and workforce morale. Oracle accused of targeting employees with stock options in recent layoffs
• Negative Sentiment: Heightened investor concern about Oracle’s leverage, elevated CDS/default signals and heavy short interest remain structural headwinds; multiple insiders have been net sellers, which some market participants view as a governance/conviction signal. Oracle Stock (ORCL) Opinions on Layoff Announcements

Wall Street Analyst Weigh In

ORCL has been the topic of several research reports. Mizuho lowered their price target on shares of Oracle from $400.00 to $320.00 and set an "outperform" rating on the stock in a research report on Monday, March 16th. DA Davidson boosted their price target on shares of Oracle from $180.00 to $200.00 and gave the company a "buy" rating in a research report on Wednesday, March 11th. The Goldman Sachs Group raised shares of Oracle to a "strong-buy" rating in a research report on Monday, January 12th. UBS Group reissued a "buy" rating on shares of Oracle in a research report on Monday, February 2nd. Finally, Stephens reissued an "equal weight" rating and issued a $254.00 price target on shares of Oracle in a research report on Tuesday, April 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Oracle has an average rating of "Moderate Buy" and an average target price of $260.71.

Insider Transactions at Oracle

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the company's stock in a transaction dated 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 transaction, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer owned 134,030 shares in the company, valued at $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is owned by corporate insiders.

Oracle Price Performance

Shares of NYSE:ORCL opened at $155.68 on Tuesday. The company has a 50 day moving average of $149.99 and a 200 day moving average of $198.96. The stock has a market cap of $447.74 billion, a P/E ratio of 27.95, a P/E/G ratio of 1.32 and a beta of 1.60. Oracle Corporation has a 12 month low of $121.24 and a 12 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.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating the consensus estimate 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 net margin of 25.30% and a return on equity of 62.70%. Oracle's revenue for the quarter was up 21.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.