M.E. Allison & CO. Inc. Raises Stock Holdings in Oracle Corporation $ORCL

M.E. Allison & CO. Inc. increased its stake in Oracle Corporation (NYSE:ORCL) by 375.6% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,065 shares of the enterprise software provider’s stock after buying an additional 4,000 shares during the period. M.E. Allison & CO. Inc.’s holdings in Oracle were worth $987,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC raised its stake in Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after buying an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC increased its position in Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after acquiring an additional 404 shares during the last quarter. Sivia Capital Partners LLC increased its position in Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after acquiring an additional 768 shares during the last quarter. United Bank lifted its holdings in Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock valued at $3,288,000 after acquiring an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. boosted its position in Oracle by 19.2% in the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after purchasing an additional 8,530 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Key Oracle News

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 at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction that occurred on 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 sale, the chief executive officer owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This represents a 6.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction that occurred 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 in the company, valued at $6,555,709.82. This represents a 50.99% 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.

Wall Street Analysts Forecast Growth

ORCL has been the topic of several analyst reports. The Goldman Sachs Group upgraded Oracle to a “strong-buy” rating in a research report on Monday, January 12th. Cantor Fitzgerald reissued an “overweight” rating and set a $229.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Robert W. Baird cut their price target on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a report on Tuesday, March 10th. TD Cowen decreased their price objective on Oracle from $350.00 to $250.00 and set a “buy” rating for the company in a report on Friday, March 6th. Finally, Weiss Ratings downgraded Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. Three equities research 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 company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $262.91.

Oracle Price Performance

Shares of ORCL opened at $146.90 on Wednesday. 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 fifty-two week low of $118.86 and a fifty-two week high of $345.72. The business’s 50-day moving average is $159.64 and its two-hundred day moving average is $214.12. The company has a market capitalization of $422.50 billion, a P/E ratio of 26.37, a P/E/G ratio of 1.33 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, beating the consensus estimate of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same period last 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. Research analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

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 dividend of $0.50 per share. The ex-dividend date is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle’s dividend payout ratio (DPR) 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.