Douglass Winthrop Advisors LLC Buys 7,239 Shares of Oracle Corporation $ORCL

Douglass Winthrop Advisors LLC raised its stake in Oracle Corporation (NYSE:ORCL) by 114.3% in the 3rd quarter, HoldingsChannel reports. The fund owned 13,574 shares of the enterprise software provider’s stock after buying an additional 7,239 shares during the quarter. Douglass Winthrop Advisors LLC’s holdings in Oracle were worth $3,818,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Norges Bank acquired a new stake in shares of Oracle in the second quarter valued at approximately $4,275,378,000. Jennison Associates LLC raised its position in Oracle by 2,062.4% in the 3rd quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock worth $2,595,072,000 after purchasing an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. lifted its holdings in Oracle by 2.8% during the 3rd 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 in the last quarter. American Century Companies Inc. boosted its position in Oracle by 333.7% in the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock valued at $1,473,137,000 after buying an additional 4,030,382 shares during the last quarter. Finally, Invesco Ltd. boosted its position in Oracle by 42.1% in the 2nd quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after buying an additional 2,619,722 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and stronger guidance: Oracle posted Q3 revenue of $17.19B and adjusted EPS $1.79 (beat), raised FY2027 revenue guidance to $90B and gave Q4 EPS guidance of $1.96–2.00 — a clear catalyst for the rally. PR Newswire
• Positive Sentiment: AI/cloud momentum: Cloud revenue surged ~44% (OCI infrastructure +84%), and remaining performance obligations/backlog jumped to ~$553B — bolstering investors’ view that Oracle is capturing durable AI infrastructure demand. PR Newswire
• Positive Sentiment: Street response: Multiple firms upgraded ratings or raised targets (e.g., JPMorgan upgraded to overweight), and analysts broadly raised estimates — supporting further upside and heavier trading/option activity. Seeking Alpha
• Neutral Sentiment: TikTok US stake disclosure: A filing values Oracle’s stake in the U.S. TikTok JV at roughly $2B — a modest non-core asset signal that has limited immediate earnings impact but affects overall asset mix. Reuters
• Neutral Sentiment: Dividend declared: Oracle announced a $0.50 quarterly dividend (record Apr 9) — supports income investors but is not the main driver of the rally. MarketBeat / Earnings Release
• Negative Sentiment: Heavy capex & cash-flow pressure: Oracle is executing a multiyear ~$50B AI/data-center buildout; free cash flow has turned sharply negative in the near term (reports cite a large cash burn), which raises financing and execution risks. Fortune
• Negative Sentiment: Shareholder litigation: Multiple law firms have filed or are soliciting plaintiffs for securities class actions tied to prior disclosure periods (lead-plaintiff deadlines forthcoming) — legal risk that can distract management and create potential liabilities. Newsfile / Rosen Law
• Negative Sentiment: Project setbacks and financing questions: Reports note at least one canceled/paused data-center expansion with OpenAI and ongoing scrutiny over debt levels — these items keep execution and financing risk on the table despite strong bookings. InsiderMonkey

Insider Activity at Oracle

In related news, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total transaction of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares in the company, valued at $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 72,223 shares of company stock valued at $13,689,064. Corporate insiders own 40.90% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on ORCL shares. Monness Crespi & Hardt restated a “neutral” rating on shares of Oracle in a research report on Wednesday. Oppenheimer raised their price target on Oracle from $185.00 to $210.00 and gave the company an “outperform” rating in a report on Wednesday. KeyCorp dropped their price objective on Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a report on Thursday, December 11th. BMO Capital Markets cut their target price on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating on the stock in a research report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft reduced their target price on shares of Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research note on Monday. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and an average price target of $267.77.

Oracle Trading Up 9.3%

Shares of NYSE ORCL opened at $163.30 on Thursday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The stock has a market cap of $469.18 billion, a price-to-earnings ratio of 29.32, a P/E/G ratio of 1.32 and a beta of 1.66. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The company’s fifty day moving average is $167.26 and its 200-day moving average is $219.04.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The business 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 68.09%. The firm’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.2%. The ex-dividend date is Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is 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.