StrongBox Wealth LLC Boosts Stake in Oracle Corporation $ORCL

StrongBox Wealth LLC lifted its holdings in Oracle Corporation (NYSE:ORCL) by 40.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,605 shares of the enterprise software provider’s stock after buying an additional 6,201 shares during the period. Oracle makes up 1.4% of StrongBox Wealth LLC’s holdings, making the stock its 28th biggest position. StrongBox Wealth LLC’s holdings in Oracle were worth $4,211,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of ORCL. Patton Fund Management Inc. raised its stake in shares of Oracle by 626.1% in the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after acquiring an additional 9,948 shares during the period. Meeder Advisory Services Inc. raised its stake in shares of Oracle by 8.4% in the 3rd quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock valued at $11,516,000 after acquiring an additional 3,184 shares during the period. Decker Retirement Planning Inc. purchased a new stake in shares of Oracle in the 3rd quarter valued at approximately $689,000. Xponance Inc. raised its stake in shares of Oracle by 1.8% in the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock valued at $114,336,000 after acquiring an additional 7,320 shares during the period. Finally, Migdal Insurance & Financial Holdings Ltd. raised its stake in shares of Oracle by 62.1% in the 3rd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 483,000 shares of the enterprise software provider’s stock valued at $135,839,000 after acquiring an additional 184,996 shares during the period. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Trading Down 0.6%

Shares of ORCL stock opened at $145.56 on Tuesday. 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 market capitalization of $418.63 billion, a P/E ratio of 26.13, a price-to-earnings-growth ratio of 1.40 and a beta of 1.60. The company has a 50 day moving average price of $152.46 and a 200 day moving average price of $204.84. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings data 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. The firm 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 62.70%. The business’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.47 earnings per share. 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 fiscal year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be issued a $0.50 dividend. The ex-dividend date is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle’s payout ratio is 35.91%.

Insider Buying and Selling

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the business’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 transaction 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. The trade was a 50.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the transaction, the chief executive officer owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 40.90% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently issued reports on ORCL. Stifel Nicolaus reduced their price target on shares of Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, March 11th. Scotiabank reduced their price target on shares of Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research note on Monday, March 9th. Citigroup boosted their price target on shares of Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research note on Thursday, March 12th. 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 note on Wednesday, March 11th. Finally, JPMorgan Chase & Co. raised shares of Oracle from a “neutral” rating to an “overweight” rating and reduced their price target for the company from $230.00 to $210.00 in a research note on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $262.91.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wall‑Street bullishness on Oracle’s cloud/AI backlog and accelerating OCI execution supports long‑term upside despite the pullback; a recent upgrade highlights strong cloud and AI revenue growth and a large services backlog as reasons to buy. OCI And Multicloud Execution Shift The Narrative To Buy
• Neutral Sentiment: Oracle named Hilary Maxson as chief financial officer to steer finance during an aggressive data‑center and AI buildout — a management change that provides experience but also signals a heavy capex phase. Oracle appoints Hilary Maxson as CFO (Reuters)
• Neutral Sentiment: Oracle Commodity Holding Corp. (TSXV: ORCL) closed a small final tranche of a private placement — unrelated to Oracle Corp’s operations but potentially confusing to retail flows because of the ticker overlap. Oracle Commodity Holding Closes Second and Final Tranche
• Negative Sentiment: Reports that Oracle is laying off thousands as it reallocates spend to AI/data‑center buildout — and that the new CFO’s hire and compensation drew scrutiny — create short‑term reputational and execution risk that can pressure the stock. Oracle hires new CFO with $950K salary as thousands face layoffs
• Negative Sentiment: Multiple law firms announced or reminded investors about class‑action and shareholder litigation related to Oracle’s prior disclosures and securities offerings — increasing legal risk and potential future liabilities. Shareholders of Oracle Corporation Should Contact Levi & Korsinsky

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.