Swiss Life Asset Management Ltd Boosts Stake in Oracle Corporation $ORCL

Swiss Life Asset Management Ltd boosted its holdings in Oracle Corporation (NYSE:ORCL) by 3.3% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 510,345 shares of the enterprise software provider’s stock after acquiring an additional 16,167 shares during the quarter. Oracle accounts for about 0.7% of Swiss Life Asset Management Ltd’s investment portfolio, making the stock its 22nd largest position. Swiss Life Asset Management Ltd’s holdings in Oracle were worth $143,529,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Brighton Jones LLC increased its holdings in shares of Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after buying an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC grew its position in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after acquiring an additional 404 shares in the last quarter. Sivia Capital Partners LLC grew its position in Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after acquiring an additional 768 shares in the last quarter. United Bank increased its stake 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 last quarter. Finally, Schnieders Capital Management LLC. raised its position in Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock valued at $11,556,000 after purchasing an additional 8,530 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle Stock Performance

Shares of ORCL stock opened at $155.69 on Friday. The company has a market capitalization of $447.77 billion, a P/E ratio of 27.95, a PEG ratio of 1.32 and a beta of 1.66. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a 50 day moving average price of $162.74 and a two-hundred day moving average price of $215.87.

Oracle (NYSE:ORCL) last issued its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS 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 for the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the previous year, the firm earned $1.47 earnings per share. The firm’s revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be paid a dividend of $0.50 per share. 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 dividend payout ratio is 35.91%.

Insider Activity

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction that occurred 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 completion of 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 position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was 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 approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 62,223 shares of company stock valued at $11,763,864. 40.90% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Monness Crespi & Hardt reiterated a “hold” rating on shares of Oracle in a research report on Wednesday, March 11th. Oppenheimer upped their target price on Oracle from $185.00 to $210.00 and gave the stock an “outperform” rating in a research note on Wednesday, March 11th. Melius Research set a $160.00 price target on shares of Oracle in a research report on Monday, February 9th. Mizuho lowered their price objective on shares of Oracle from $400.00 to $320.00 and set an “outperform” rating for the company in a report on Monday. Finally, HSBC reaffirmed a “buy” rating and issued a $382.00 price objective on shares of Oracle in a research note on Wednesday, November 26th. Three investment 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 given a Sell rating to the company. According to data from MarketBeat, Oracle presently has an average rating of “Moderate Buy” and an average target price of $265.77.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Large AI backlog and better-than-expected results: Coverage highlights Oracle’s reported $553 billion backlog and a Q3 beat that helped send the stock higher as investors position ORCL as a key AI infrastructure play. Massive News: Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026, But Is It Too Late to Buy?
• Positive Sentiment: Wall Street support: Guggenheim reiterated a Buy and kept a high $400 price target, arguing Oracle’s AI buildout could create a future cash-flow inflection — reinforcing investor conviction after the quarter. Why Guggenheim Sees Oracle’s (ORCL) AI Buildout Setting Up a Future Cash Flow Inflection
• Positive Sentiment: Buy-the-dip narrative gains traction: Several outlets pitch ORCL as a buying opportunity after large drawdowns despite strong cloud growth, which may attract value/AI-growth buyers. Oracle (ORCL) Stock Falls 52% From Peak — Time to Buy This AI Giant on the Dip?
• Neutral Sentiment: New product rollouts: Oracle expanded Generative-AI capabilities in its Simphony cloud POS and venue/mobile ordering suites — incremental revenue opportunities in restaurants and live-venue customers. New Oracle AI Smart Assistant Capabilities Help Restaurants Streamline Operations and Support
• Neutral Sentiment: Large addressable markets cited: Research highlights Middle East & Africa IT services as a multi-hundred-billion-dollar opportunity where Oracle is listed among market leaders — positive long-term TAM context but not immediate driver. Middle East and Africa (MEA) IT Services Market 2026-2031: A $387 Billion Opportunity Led by Accenture, IBM, Oracle
• Negative Sentiment: Multiple securities class-action notices: Several law firms have filed or are soliciting lead plaintiffs over alleged misstatements about Oracle’s AI data-center capabilities and capex — a legal overhang that can pressure the stock and create headline risk. Kessler Topaz Meltzer & Check, LLP Filed a Securities Fraud Class Action Lawsuit Against Oracle Corporation (ORCL); April 6, 2026, Lead Plaintiff Deadline
• Negative Sentiment: Heavy AI capex and cash-burn concerns: Reporting flags Oracle’s ramp to roughly $50B in AI-related capex and debate whether the spending is a high-risk, high-reward bet; investors worried about near-term cash flow impact and execution risk may sell on these concerns. Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?

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.