Azimuth Capital Investment Management LLC Raises Holdings in Oracle Corporation $ORCL

Azimuth Capital Investment Management LLC raised its stake in Oracle Corporation (NYSE:ORCL) by 105.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 128,959 shares of the enterprise software provider’s stock after purchasing an additional 66,100 shares during the period. Oracle comprises 1.3% of Azimuth Capital Investment Management LLC’s investment portfolio, making the stock its 11th biggest position. Azimuth Capital Investment Management LLC’s holdings in Oracle were worth $36,268,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in ORCL. Vanguard Group Inc. increased its stake in shares of Oracle by 2.8% during the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock worth $47,518,451,000 after buying an additional 4,681,626 shares during the period. State Street Corp lifted its stake in Oracle by 1.7% in the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock worth $16,060,427,000 after acquiring an additional 1,252,723 shares during the last quarter. Capital Research Global Investors lifted its stake in Oracle by 1.2% in the third quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock worth $6,555,961,000 after acquiring an additional 266,588 shares during the last quarter. Norges Bank acquired a new position in Oracle during the 2nd quarter worth approximately $4,275,378,000. Finally, Bank of New York Mellon Corp grew its holdings in Oracle by 0.8% during the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock worth $3,357,572,000 after acquiring an additional 98,693 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and AI/cloud traction — Oracle reported stronger‑than‑expected revenue and record cloud dollar‑adds, and raised longer‑term revenue guidance, underpinning the bull case that AI demand will sustain growth. Oracle capitalizes on AI demand with record Cloud dollar adds
• Positive Sentiment: Analyst upgrades / high conviction calls — Several firms (including JPMorgan) upgraded or reiterated bullish views after the print, and Guggenheim highlighted a potential future free‑cash‑flow “waterfall” scenario. These endorsements support further upside if execution continues. JPMorgan Chase & Co. Upgrades Oracle (NYSE:ORCL) to Overweight
• Neutral Sentiment: TikTok stake and strategic investments — Filings disclosed a ~$2.2B stake in the restructured TikTok US JV (15%); strategic for content/data relationships but capital‑intensive and not an immediate earnings driver. Oracle Reveals $2.2 Billion Investment In TikTok’s US Business
• Neutral Sentiment: AI infrastructure narrative remains a key theme — Multiple strategy pieces argue Oracle is well‑positioned as an AI infrastructure play, but those gains are contingent on durable monetization and margin expansion. Oracle: The AI Darkhorse?
• Negative Sentiment: Rising litigation risk — Multiple law firms have filed/class notices alleging disclosure issues around data‑center capabilities and capex; ongoing suits increase legal uncertainty and could weigh on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz
• Negative Sentiment: Restructuring and extra charges — The WSJ reports Oracle set aside an additional $500M for restructuring and exit costs tied to job cuts as it scales AI infrastructure, a near‑term drag on cash flow. Oracle Allocates Extra $500 Million to Cover Restructuring Costs
• Negative Sentiment: Mixed analyst positioning and price‑target cuts — While some firms raised targets, others (Baird, TD Cowen, Stifel and others) trimmed price targets citing valuation and model updates — adding to short‑term volatility. Baird Lowers PT on Oracle (ORCL)

Analyst Ratings Changes

A number of brokerages have recently weighed in on ORCL. Melius Research set a $160.00 price objective on shares of Oracle in a report on Monday, February 9th. Mizuho set a $400.00 target price on shares of Oracle in a research note on Monday, December 15th. JPMorgan Chase & Co. raised Oracle from a “neutral” rating to an “overweight” rating and dropped their target price for the company from $230.00 to $210.00 in a report on Wednesday. Citizens Jmp cut their price target on Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a research note on Thursday, February 5th. Finally, The Goldman Sachs Group raised Oracle to a “strong-buy” rating in a report on Monday, January 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.06.

Insider Transactions at Oracle

In related 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 completion of the sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the transaction, the director directly owned 25,596 shares in the company, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 72,223 shares of company stock valued at $13,689,064 in the last 90 days. Company insiders own 40.90% of the company’s stock.

Oracle Trading Down 2.6%

NYSE ORCL opened at $155.08 on Friday. The firm’s fifty day moving average price is $165.74 and its 200 day moving average price is $217.95. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The company has a debt-to-equity ratio of 3.19, a current ratio of 1.35 and a quick ratio of 0.91. The company has a market capitalization of $446.02 billion, a price-to-earnings ratio of 27.84, a price-to-earnings-growth ratio of 1.35 and a beta of 1.66.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 60.00%. The firm had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period in the previous year, the company earned $1.47 earnings per share. Oracle’s quarterly revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, sell-side analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s payout ratio is presently 35.91%.

Oracle Company 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.