Oppenheimer Asset Management Inc. Has $52.05 Million Holdings in Oracle Corporation $ORCL

Oppenheimer Asset Management Inc. cut its holdings in Oracle Corporation (NYSE:ORCL) by 10.8% during the 4th quarter, HoldingsChannel reports. The fund owned 267,061 shares of the enterprise software provider’s stock after selling 32,213 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Oracle were worth $52,053,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. FSA Wealth Management LLC acquired a new stake in Oracle during the third quarter worth approximately $28,000. Mpwm Advisory Solutions LLC grew its position in Oracle by 76.9% during the third 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 in the last quarter. Turning Point Benefit Group Inc. acquired a new stake in Oracle during the third quarter worth approximately $35,000. Financial Consulate Inc. acquired a new stake in Oracle during the third quarter worth approximately $37,000. Finally, Corundum Trust Company INC acquired a new stake in Oracle during the third quarter worth about $39,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Down 1.5%

NYSE:ORCL opened at $161.38 on Friday. The firm’s 50 day simple moving average is $154.96 and its 200 day simple moving average is $189.80. 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 one year low of $134.57 and a one year high of $345.72. The company has a market cap of $464.14 billion, a PE ratio of 28.97, a P/E/G ratio of 1.56 and a beta of 1.60.

Oracle (NYSE:ORCL) last posted 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. The business had revenue of $17.19 billion for 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% compared to the same quarter last year. During the same period last year, the company earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, research analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.2%. Oracle’s payout ratio is presently 35.91%.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Dan Ives (and other bulls) see ~35% upside on Oracle based on its AI infrastructure “secret sauce” and rising IaaS/cloud revenue; Ives’ team holds a $225 price target, reinforcing a buy-and-hold AI narrative. Why Dan Ives Is Betting on 35% Upside for Oracle Stock
• Positive Sentiment: Wedbush reiterated an Outperform and a $225 target, calling the recent selloff an “overreaction” and defending Oracle’s growth outlook tied to AI/cloud contracts. Wedbush Reiterates Outperform on Oracle (ORCL)
• Positive Sentiment: Oracle’s commercial wins (example: powering Bloom Energy deployments) and large backlog arguments are cited by analysts and commentators as evidence of durable AI-driven demand and a compelling longer-term entry point after the pullback. Trump Was Supposed to Kill Hydrogen Investments, but Oracle Just Gave Bloom Energy Stock a Second Life
• Neutral Sentiment: Several long-form pieces (Zacks, InsiderMonkey, 247WallStreet) argue the pullback creates a long-term buying opportunity given Oracle’s AI/cloud positioning — useful context for position traders but less immediately catalytic. Is Oracle the Best Long-Term Tech Stock To Buy?
• Neutral Sentiment: Broader AI infrastructure financing (e.g., CoreWeave’s GPU-backed loan) signals continued investment in the sector — supportive for Oracle’s TAM but not an immediate driver of ORCL moves. CoreWeave Heralds New AI Borrowing Frontier With GPU-Backed Loan
• Negative Sentiment: Short-term selling follows reports that OpenAI missed internal growth/revenue targets, which raised questions about future spend from a key Oracle AI customer and sparked a sector-wide pullback. Oracle Drops as OpenAI Growth Concerns Hit AI Stocks
• Negative Sentiment: Newsflow showing ORCL falling more steeply than the market and rumors (reported in trading outlets) about server-deal shifts have added pressure, contributing to volatility and near-term downside risk. Oracle (ORCL) Falls More Steeply Than Broader Market

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’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 value of $1,552,300.00. Following the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. TD Cowen reduced their price objective on shares of Oracle from $350.00 to $250.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. Deutsche Bank Aktiengesellschaft reduced their target price on Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a report on Monday, March 9th. Jefferies Financial Group reduced their target price on Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. Citigroup raised 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. Finally, Stephens reissued an “equal weight” rating and set a $254.00 price objective on shares of Oracle in a report on Tuesday, April 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and an average price target of $259.56.

Oracle 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.