Investment Research Partners LLC Takes Position in Oracle Corporation $ORCL

Investment Research Partners LLC bought a new stake in Oracle Corporation (NYSE:ORCL) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 6,754 shares of the enterprise software provider’s stock, valued at approximately $1,859,000. Oracle accounts for about 0.8% of Investment Research Partners LLC’s portfolio, making the stock its 22nd biggest position.

Several other hedge funds have also recently added to or reduced their stakes in ORCL. Winnow Wealth LLC acquired a new stake in Oracle during the second quarter valued at approximately $28,000. FSA Wealth Management LLC acquired a new position in shares of Oracle in the 3rd quarter worth approximately $28,000. Kilter Group LLC bought a new position in shares of Oracle during the 2nd quarter worth approximately $30,000. Darwin Wealth Management LLC boosted its stake in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 65 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC boosted its stake in Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 50 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $152.88 on Thursday. The business has a fifty day moving average of $163.42 and a 200-day moving average of $216.29. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The firm has a market cap of $439.70 billion, a PE ratio of 27.45, a price-to-earnings-growth ratio of 1.35 and a beta of 1.66.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the prior 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. On average, equities research analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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

Insider Transactions at Oracle

In other news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the transaction, the director owned 25,596 shares of the company’s stock, valued at $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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 shares were 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 approximately $20,805,476.90. This represents a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 72,223 shares of company stock worth $13,689,064 in the last quarter. 40.90% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research firms have issued reports on ORCL. Royal Bank Of Canada reiterated a “sector perform” rating and set a $160.00 price objective on shares of Oracle in a research note on Wednesday, March 11th. Citizens Jmp reduced their target price on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a research note on Thursday, February 5th. Citigroup upped their target price on shares of Oracle from $310.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, March 12th. Wells Fargo & Company initiated coverage on shares of Oracle in a report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price target for the company. Finally, BMO Capital Markets reduced their price target on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating on the stock in a research report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $265.77.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst bullishness — Guggenheim reiterated its Buy and a $400 target, arguing Oracle’s AI buildout sets up a future cash‑flow inflection, supporting the long‑term bull case. Why Guggenheim Sees Oracle’s AI Buildout
• Positive Sentiment: Deutsche Bank and other analysts remain optimistic after Oracle’s beat‑and‑raise quarter and cloud revenue strength, which underpins buy ratings and supports upside expectations. Earnings Beat and Deutsche Bank Reaffirms Buy
• Positive Sentiment: Product and commercial wins — new AI assistant features for Oracle Simphony POS and expanded mobile/venue ordering broaden go‑to‑market for Oracle’s industry cloud suites, potentially driving incremental revenue. Oracle AI Smart Assistant for Restaurants
• Neutral Sentiment: AI/capex tradeoff — coverage and multiple articles note Oracle is spending heavily to build AI data centers and infrastructure (a deliberate growth strategy that could compress free cash flow short term while supporting long‑term scale). Investors should weigh growth vs. near‑term cash burn. Oracle Isn’t Done Spending Big on AI
• Neutral Sentiment: Backlog dynamics — Oracle’s large backlog was highlighted as both a potential multi‑year revenue tailwind and a source of execution risk; important for revenue recognition and guidance credibility. Oracle’s Backlog: Potential Windfall or Ticking Time Bomb?
• Negative Sentiment: Multiple securities‑litigation notices — several law firms (Rosen, Levi & Korsinsky, Pomerantz, Bernstein Liebhard, Schall, Frank R. Cruz, Howard G. Smith) have announced class action inquiries related to a June–Dec 2025 period; legal overhang increases uncertainty and could lead to settlements or expenses. Rosen Law Firm Class Action Notice
• Negative Sentiment: Customer concentration concern — articles cite investor worry about heavy dependence on OpenAI business, which has pressured the stock as investors fret over concentration risk. Concerns Around the OpenAI Concentration
• Negative Sentiment: Layoff and restructuring headlines — reports of potential layoffs (20k–30k) and a $500M increase in restructuring costs add execution and morale risk, and raise near‑term cost volatility. Layoff Plan Raises Questions

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.