Douglass Winthrop Advisors LLC Purchases 7,239 Shares of Oracle Corporation $ORCL

Douglass Winthrop Advisors LLC increased its position in shares of Oracle Corporation (NYSE:ORCL) by 114.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 13,574 shares of the enterprise software provider’s stock after buying an additional 7,239 shares during the period. Douglass Winthrop Advisors LLC’s holdings in Oracle were worth $3,818,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank acquired a new position in Oracle during the 2nd quarter worth $4,275,378,000. Jennison Associates LLC grew its position in shares of Oracle by 2,062.4% in the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock valued at $2,595,072,000 after purchasing an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. grew its position in shares of Oracle by 2.8% in the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock valued at $47,518,451,000 after purchasing an additional 4,681,626 shares during the last quarter. American Century Companies Inc. increased its stake in shares of Oracle by 333.7% in the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock worth $1,473,137,000 after purchasing an additional 4,030,382 shares during the period. Finally, Invesco Ltd. increased its stake in shares of Oracle by 42.1% in the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock worth $1,932,507,000 after purchasing an additional 2,619,722 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the transaction, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. The trade was a 6.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the sale, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 72,223 shares of company stock valued at $13,689,064 over the last quarter. 40.90% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Citigroup decreased their target price on Oracle from $370.00 to $310.00 and set a “buy” rating for the company in a research note on Wednesday, March 4th. Monness Crespi & Hardt restated a “neutral” rating on shares of Oracle in a research note on Wednesday. Bank of America lowered their price target on shares of Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Jefferies Financial Group dropped their price target on shares of Oracle from $400.00 to $320.00 and set a “buy” rating for the company in a research report on Thursday, March 5th. Finally, TD Cowen cut their price target on shares of Oracle from $350.00 to $250.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $267.77.

Oracle Stock Up 9.3%

ORCL opened at $163.30 on Thursday. The firm has a market cap of $469.18 billion, a price-to-earnings ratio of 29.32, a PEG ratio of 1.32 and a beta of 1.66. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The firm’s 50-day simple moving average is $167.26 and its 200-day simple moving average is $219.04. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings results 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. The firm 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 68.09%. The firm’s quarterly revenue was up 21.7% on a year-over-year basis. During the same period last year, the firm posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be paid 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 1.2%. Oracle’s payout ratio is 35.91%.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and stronger guidance: Oracle posted Q3 revenue of $17.19B and adjusted EPS $1.79 (beat), raised FY2027 revenue guidance to $90B and gave Q4 EPS guidance of $1.96–2.00 — a clear catalyst for the rally. PR Newswire
• Positive Sentiment: AI/cloud momentum: Cloud revenue surged ~44% (OCI infrastructure +84%), and remaining performance obligations/backlog jumped to ~$553B — bolstering investors’ view that Oracle is capturing durable AI infrastructure demand. PR Newswire
• Positive Sentiment: Street response: Multiple firms upgraded ratings or raised targets (e.g., JPMorgan upgraded to overweight), and analysts broadly raised estimates — supporting further upside and heavier trading/option activity. Seeking Alpha
• Neutral Sentiment: TikTok US stake disclosure: A filing values Oracle’s stake in the U.S. TikTok JV at roughly $2B — a modest non-core asset signal that has limited immediate earnings impact but affects overall asset mix. Reuters
• Neutral Sentiment: Dividend declared: Oracle announced a $0.50 quarterly dividend (record Apr 9) — supports income investors but is not the main driver of the rally. MarketBeat / Earnings Release
• Negative Sentiment: Heavy capex & cash-flow pressure: Oracle is executing a multiyear ~$50B AI/data-center buildout; free cash flow has turned sharply negative in the near term (reports cite a large cash burn), which raises financing and execution risks. Fortune
• Negative Sentiment: Shareholder litigation: Multiple law firms have filed or are soliciting plaintiffs for securities class actions tied to prior disclosure periods (lead-plaintiff deadlines forthcoming) — legal risk that can distract management and create potential liabilities. Newsfile / Rosen Law
• Negative Sentiment: Project setbacks and financing questions: Reports note at least one canceled/paused data-center expansion with OpenAI and ongoing scrutiny over debt levels — these items keep execution and financing risk on the table despite strong bookings. InsiderMonkey

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.