Legato Capital Management LLC Invests $3.13 Million in Oracle Corporation $ORCL

Legato Capital Management LLC acquired a new position in shares of Oracle Corporation (NYSE:ORCL) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 16,063 shares of the enterprise software provider’s stock, valued at approximately $3,131,000.

Other large investors have also modified their holdings of the company. Xponance Inc. increased its position in shares of Oracle by 1.8% during the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock worth $114,336,000 after acquiring an additional 7,320 shares during the period. Stonegate Investment Group LLC increased its holdings in Oracle by 3.2% in the third quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider’s stock valued at $27,955,000 after buying an additional 3,065 shares during the last quarter. DDD Partners LLC purchased a new position in Oracle in the fourth quarter valued at $1,677,000. William Blair Investment Management LLC increased its holdings in Oracle by 28.6% in the third quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider’s stock valued at $311,497,000 after buying an additional 246,243 shares during the last quarter. Finally, Meridian Wealth Management LLC increased its holdings in Oracle by 6.6% in the third quarter. Meridian Wealth Management LLC now owns 50,712 shares of the enterprise software provider’s stock valued at $14,262,000 after buying an additional 3,150 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

ORCL has been the topic of several recent analyst reports. Guggenheim reissued a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Friday, March 13th. Citigroup increased their target price on Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, March 12th. Stephens reissued an “equal weight” rating and issued a $254.00 target price on shares of Oracle in a report on Tuesday, April 7th. Morgan Stanley dropped their target price on Oracle from $213.00 to $207.00 and set an “equal weight” rating on the stock in a report on Thursday, April 23rd. Finally, Arete Research set a $255.00 target price on Oracle and gave the company a “buy” rating in a report on Thursday, May 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Oracle presently has an average rating of “Moderate Buy” and a consensus target price of $261.46.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
• Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
• Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?

Oracle Stock Performance

NYSE ORCL opened at $192.13 on Friday. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The company has a market capitalization of $552.58 billion, a PE ratio of 34.49, a P/E/G ratio of 1.81 and a beta of 1.55. The company has a fifty day moving average of $166.27 and a two-hundred day moving average of $179.99.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter in the prior year, the firm posted $1.47 earnings per share. Oracle’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. As a group, analysts expect that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date was Thursday, April 9th. Oracle’s dividend payout ratio is currently 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.