Riggs Asset Managment Co. Inc. Lowers Stock Holdings in Oracle Corporation $ORCL

Riggs Asset Managment Co. Inc. reduced its stake in Oracle Corporation (NYSE:ORCL) by 75.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,757 shares of the enterprise software provider’s stock after selling 8,335 shares during the period. Riggs Asset Managment Co. Inc.’s holdings in Oracle were worth $537,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of ORCL. FSA Wealth Management LLC bought a new position in Oracle in the third quarter worth approximately $28,000. Darwin Wealth Management LLC raised its position in Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 65 shares in the last quarter. Investors Research Corp raised its position in Oracle by 465.5% during the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 135 shares in the last quarter. Mpwm Advisory Solutions LLC lifted its holdings in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 50 shares during the period. Finally, YANKCOM Partnership lifted its holdings in shares of Oracle by 304.7% in the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider’s stock worth $34,000 after buying an additional 131 shares during the period. 42.44% of the stock is owned by hedge funds and other institutional investors.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush initiation and bullish commentary from Daniel Ives lifted investor sentiment and drove a pre-market uptick as the analyst highlighted Oracle’s positioning in AI infrastructure and cloud. Why Oracle Stock (ORCL) Is Rising Today and What Daniel Ives Sees Next
• Positive Sentiment: Oracle expanded its AI partnership with Google Cloud (Oracle AI Database Agent for Gemini Enterprise), which strengthens multi-cloud AI use cases and supports enterprise demand for integrated data+AI solutions. That partnership is a direct revenue/positioning positive for Oracle’s cloud/database stack. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Positive Sentiment: Reports that JPMorgan and partners are nearing completion on a large loan package to finance Oracle’s data-center buildout (~$38B reported) point to continued capital commitment and multi-year demand for Oracle’s AI infrastructure projects. JPMorgan Chase & Co. (JPM) Closing in on Record $38B Oracle Data Center Loan
• Neutral Sentiment: Bloom Energy’s expanded supply tie-up with Oracle to power AI data centers is supportive of long‑term data‑center execution but is more material to suppliers than to Oracle’s near-term margin profile. Bloom Energy rises 3.9% as Oracle AI-power deal afterglow
• Neutral Sentiment: Morgan Stanley trimmed its price target and moved to an “equal weight” stance, which reduces upside expectations from that desk and may weigh on sentiment but does not change Oracle’s underlying growth story. Morgan Stanley price target note
• Negative Sentiment: Multiple outlets reported Oracle canceled a major server order with Super Micro (reported $1.1–$1.4B), which shook markets, sparked a sector sell-off and raised questions about near‑term AI hardware demand and order timing. That report was a key driver of yesterday’s share weakness. Why Super Micro Computer Shares Are Falling On Thursday?
• Negative Sentiment: Coverage highlighted layoffs at Oracle and other tech firms as AI-related restructuring continues; workforce cuts can reduce near-term operating leverage and weigh on morale and execution narratives. Companies laying off staff this year include Meta, Amazon, and Oracle
• Negative Sentiment: WSJ and other coverage flagged industry-wide “AI debt” issues—power constraints, funding and public scrutiny of data centers—that could slow rollouts or raise costs for Oracle’s massive infrastructure build. Oracle’s Deluge of AI Debt Pushes Wall Street to the Limit
• Negative Sentiment: Market moves: outlets reported a sharp intraday decline (~6%) on the recent trading day, reflecting the combined impact of the contract report, sector weakness and profit-taking after strong prior gains. Oracle (ORCL) Falls More Steeply Than Broader Market

Insider Buying and Selling

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the transaction, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. The trade was a 6.94% 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 the SEC website. Also, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on ORCL. Barclays cut their price target on Oracle from $310.00 to $230.00 and set an “overweight” rating on the stock in a research note on Monday, March 9th. Wedbush began coverage on shares of Oracle in a report on Friday. They set an “outperform” rating and a $225.00 target price on the stock. JPMorgan Chase & Co. raised shares of Oracle from a “neutral” rating to an “overweight” rating and cut their target price for the company from $230.00 to $210.00 in a research report on Wednesday, March 11th. Stifel Nicolaus reduced their price target on shares of Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a report on Wednesday, March 11th. Finally, Deutsche Bank Aktiengesellschaft lowered their price target on shares of Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a research report on Monday, March 9th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $259.56.

Oracle Price Performance

Shares of ORCL stock opened at $176.51 on Friday. The stock’s 50-day moving average is $153.95 and its 200 day moving average is $194.09. Oracle Corporation has a 1-year low of $132.00 and a 1-year high of $345.72. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The company has a market cap of $507.65 billion, a P/E ratio of 31.69, a PEG ratio of 1.79 and a beta of 1.60.

Oracle (NYSE:ORCL) last announced its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. The business had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm’s revenue was up 21.7% on a year-over-year basis. During the same period 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. Research analysts predict that Oracle Corporation will post 6.07 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Investors 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 1.1%. The ex-dividend date is Thursday, April 9th. Oracle’s payout ratio is 35.91%.

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.