Tlwm Takes $1.14 Million Position in Oracle Corporation $ORCL

Key Points

• Tlwm opened a new position in Oracle (NYSE:ORCL) during Q4, buying 5,861 shares valued at roughly $1.14 million.
• Oracle beat quarterly estimates with $1.79 EPS versus $1.71 expected and revenue of $17.19B (+21.7% YoY), gave Q4 2026 EPS guidance of 1.96–2.00, and rolled out major AI product updates that helped drive analyst support and a ~3% stock reaction.
• Company insiders recently sold sizable stakes (EVP sold 35,000 shares; CEO sold 10,000 shares), and insiders collectively own about 40.90% of the company’s stock.

Tlwm bought a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 5,861 shares of the enterprise software provider's stock, valued at approximately $1,142,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Kampmann Melissa S. boosted its holdings in shares of Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock valued at $3,350,000 after purchasing an additional 35 shares during the last quarter. McLean Asset Management Corp increased 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 worth $1,551,000 after buying an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. raised its position in shares of Oracle by 0.7% in the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock worth $1,485,000 after buying an additional 36 shares during the period. Voisard Asset Management Group Inc. boosted its holdings in Oracle by 3.4% in the third 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 during the last quarter. Finally, Avion Wealth grew its position in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock valued at $73,000 after acquiring an additional 37 shares during the period. Institutional investors and hedge funds own 42.44% of the company's stock.

Oracle Trading Down 4.8%

NYSE ORCL opened at $146.90 on Wednesday. The company has a market capitalization of $422.50 billion, a price-to-earnings ratio of 26.37, a price-to-earnings-growth ratio of 1.33 and a beta of 1.66. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The company's fifty day moving average price is $159.64 and its two-hundred day moving average price is $214.12.

Oracle (NYSE:ORCL - Get Free Report) last released its 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 during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter in the previous year, the firm earned $1.47 EPS. The company's 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, research analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be paid a dividend of $0.50 per share. The ex-dividend date is Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.4%. Oracle's dividend payout ratio is presently 35.91%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Bank of America reinstated coverage of ORCL with a Buy and $200 price target, citing a large backlog and upside from cloud and AI execution — a clear analyst vote of confidence that supports upside. ‘Big Backlog, Big Test’: BofA Reinstates Oracle with Buy, $200 PT
• Positive Sentiment: Oracle rolled out major AI product updates (Fusion Agentic Applications, AI Agent Studio expansions and AI Database agentic innovations) to embed agent‑based AI into Fusion Cloud and databases — a strategic move to defend and grow enterprise cloud revenue. Oracle Introduces Fusion Agentic Applications
• Positive Sentiment: Market reaction: several outlets note ORCL jumped ~3% after the AI agent integration announcements and recent earnings beat, signaling short‑term buying on the product and results momentum. Oracle (ORCL) Stock Jumps 3% Following AI Agent Integration Announcement
• Neutral Sentiment: Technicals and sentiment: ORCL recently cleared its 20‑day moving average and a number of idea pieces (Zacks, Yahoo) point to a sentiment rebound after a steep decline — supportive for momentum traders but not a fundamental catalyst. Sentiment Shifts on These Beaten Down Stocks: NFLX, ORCL
• Neutral Sentiment: Wall Street confidence: coverage and analyst notes (Investopedia summary) call the recent analyst support a timely vote of confidence, which helps sentiment though it doesn’t change near‑term fundamentals. Oracle Just Got a Much-Needed Vote of Confidence From These Experts
• Negative Sentiment: Legal overhang: multiple law firms and a Kessler Topaz filing notify investors about a securities‑fraud class action tied to Oracle’s AI infrastructure disclosures and capex; April 6 is the deadline to seek lead‑plaintiff status — contingency of potential damages and distraction for management. Oracle Corporation (ORCL) Investors: April 6, 2026, Deadline in Securities Fraud Class Action Lawsuit
• Negative Sentiment: Facilities/reporting risk: Bloomberg/Reuters reported Microsoft will rent a Texas data center project that had been developed for Oracle and OpenAI, which could imply lost capacity/revenue or execution complexity for Oracle’s AI infrastructure plans. Microsoft to rent Texas data center dropped by Oracle and OpenAI, Bloomberg News reports

Insider Buying and Selling

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the transaction, the executive vice president owned 33,638 shares of the company's stock, valued at $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm'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 completion of the transaction, the chief executive officer owned 134,030 shares in the company, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 40.90% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the company. Weiss Ratings lowered Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, January 23rd. Scotiabank decreased their target price on Oracle from $220.00 to $215.00 and set a "sector outperform" rating for the company in a report on Monday, March 9th. Citigroup increased their target price on shares of Oracle from $310.00 to $320.00 and gave the stock a "buy" rating in a research report on Thursday, March 12th. Piper Sandler cut their price target on shares of Oracle from $240.00 to $210.00 and set an "overweight" rating on the stock in a report on Wednesday, March 11th. Finally, DA Davidson increased their price objective on shares of Oracle from $180.00 to $200.00 and gave the stock a "buy" rating in a research report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $262.91.

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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