Oracle Corporation $ORCL Stock Position Cut by Scharf Investments LLC

Scharf Investments LLC trimmed its stake in shares of Oracle Corporation (NYSE:ORCL) by 20.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 511,594 shares of the enterprise software provider’s stock after selling 133,053 shares during the quarter. Oracle comprises 2.7% of Scharf Investments LLC’s holdings, making the stock its 18th biggest position. Scharf Investments LLC’s holdings in Oracle were worth $99,717,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Victory Financial Group LLC lifted its position in Oracle by 15.9% in the fourth quarter. Victory Financial Group LLC now owns 4,058 shares of the enterprise software provider’s stock worth $791,000 after purchasing an additional 557 shares during the period. PFG Private Wealth Management LLC acquired a new position in Oracle during the fourth quarter worth about $357,000. Econ Financial Services Corp bought a new stake in Oracle in the fourth quarter worth about $2,712,000. ERn Financial LLC lifted its holdings in Oracle by 1.4% in the 4th quarter. ERn Financial LLC now owns 7,078 shares of the enterprise software provider’s stock valued at $1,380,000 after acquiring an additional 99 shares during the last quarter. Finally, Community Financial Services Group LLC grew its stake in shares of Oracle by 28.8% in the 4th quarter. Community Financial Services Group LLC now owns 28,914 shares of the enterprise software provider’s stock worth $5,636,000 after purchasing an additional 6,472 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Price Performance

ORCL opened at $147.03 on Wednesday. The firm has a market capitalization of $422.88 billion, a P/E ratio of 26.40, a PEG ratio of 1.33 and a beta of 1.66. The stock has a fifty day moving average of $155.01 and a 200-day moving average of $209.23. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings results 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 business had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.Oracle’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Stockholders 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 dividend payout ratio is currently 35.91%.

Insider Buying and Selling

In other news, EVP Douglas A. Kehring sold 35,000 shares of the 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 sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. The trade was a 6.94% 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.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Market reaction: investors bought the news that Oracle is cutting jobs to reallocate spending into AI infrastructure, sending shares up on optimism that the moves will improve cash flow and focus resources on higher‑growth AI/cloud opportunities. Oracle’s stock rises as company reportedly begins thousands of job cuts
• Positive Sentiment: Product & contract catalysts: Oracle announced new AI/defense and federal cloud offerings (AI Data Platform for U.S. federal agencies and isolated clouds for defense), which could drive multi‑year revenue and strengthen its government pipeline. Oracle Unveils AI Data Platform for US Federal Government
• Neutral Sentiment: Dividend & income profile intact: Oracle continues shareholder returns (upcoming April dividend), which supports yield‑seeking investors while the AI transition runs. Oracle to pay 2026’s first dividend in April
• Neutral Sentiment: Analyst debate: some firms see deep near‑term pressure but still project large upside if Oracle’s AI/data‑center investments pay off — making the name a high‑risk/high‑reward AI play. Oracle stock is down 60% in 7 months, but analysts see 127% upside ahead
• Negative Sentiment: Scale and cost concerns: reports claim as many as ~30,000 cuts and heavy new borrowing to fund AI data centers, raising questions about how Oracle will finance capex and the potential impact on execution and margins. Oracle Fires 30,000 Employees Overnight to Fund $58 Billion AI Data Center Debt
• Negative Sentiment: Legal & reputational risk: multiple securities‑class action notices have been filed alleging misstatements about data‑center plans and capex — these suits and the abrupt layoff communications could prolong uncertainty and add costs. Kessler Topaz files securities fraud class action against Oracle

Analyst Ratings Changes

A number of brokerages recently weighed in on ORCL. JPMorgan Chase & Co. upgraded shares of Oracle from a “neutral” rating to an “overweight” rating and reduced their target price for the stock from $230.00 to $210.00 in a report on Wednesday, March 11th. Piper Sandler decreased their target price on Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Guggenheim reaffirmed a “buy” rating and set a $400.00 target price on shares of Oracle in a report on Friday, March 13th. Robert W. Baird decreased their price target on Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research report on Tuesday, March 10th. Finally, Monness Crespi & Hardt reissued a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. Three equities 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $262.91.

About Oracle

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.