Invesco Ltd. Purchases 1,464,826 Shares of Oracle Corporation $ORCL

Invesco Ltd. raised its position in Oracle Corporation (NYSE:ORCL) by 16.6% in the 3rd quarter, HoldingsChannel reports. The fund owned 10,303,992 shares of the enterprise software provider’s stock after purchasing an additional 1,464,826 shares during the period. Oracle makes up about 0.5% of Invesco Ltd.’s investment portfolio, making the stock its 21st biggest holding. Invesco Ltd.’s holdings in Oracle were worth $2,897,895,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of ORCL. Kampmann Melissa S. increased its position in shares of Oracle by 0.3% during the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after purchasing an additional 35 shares during the period. McLean Asset Management Corp lifted its position in Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after purchasing an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. lifted its position in Oracle by 0.7% in the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after purchasing an additional 36 shares during the period. Voisard Asset Management Group Inc. boosted its stake in Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after buying an additional 37 shares in the last quarter. Finally, Avion Wealth boosted its stake in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after buying an additional 37 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Insiders Place Their Bets

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction 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 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 this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the sale, the director owned 25,596 shares in the company, valued at $5,032,429.56. The trade was a 7.99% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 72,223 shares of company stock worth $13,689,064. 40.90% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on ORCL. BMO Capital Markets dropped their price objective on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a research note on Wednesday. The Goldman Sachs Group raised shares of Oracle to a “strong-buy” rating in a research note on Monday, January 12th. TD Cowen dropped their price target on shares of Oracle from $350.00 to $250.00 and set a “buy” rating for the company in a research report on Friday, March 6th. Deutsche Bank Aktiengesellschaft decreased their price objective on Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a report on Monday. Finally, Morgan Stanley lowered their price objective on Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a research note on Friday, January 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $268.06.

Oracle Trading Down 2.5%

Shares of ORCL stock opened at $159.09 on Friday. The company has a market capitalization of $457.09 billion, a P/E ratio of 28.56, a P/E/G ratio of 1.44 and a beta of 1.66. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The company has a quick ratio of 0.91, a current ratio of 1.35 and a debt-to-equity ratio of 3.19. The firm has a 50-day moving average price of $166.55 and a 200 day moving average price of $218.63.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 60.00%. The company had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same quarter last year, the business posted $1.47 earnings per share. The company’s revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Research analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is currently 35.91%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and raised FY‑2027 revenue outlook — Oracle reported stronger‑than‑expected Q3 revenue and EPS with accelerating cloud/AI demand and a massive $553B backlog, which drove the post‑earnings rally. Oracle stock rockets higher on Q3 earnings beat, 2027 revenue outlook
• Positive Sentiment: Longer‑term cash‑flow thesis — A Guggenheim analyst argues Oracle’s heavy AI investments should flip to a free‑cash‑flow “waterfall” in fiscal 2029–2030, supporting a bullish multi‑year case. Guggenheim analyst predicts Oracle free cash flow ‘waterfall’ in fiscal 29-30
• Positive Sentiment: Analyst upgrades and higher targets — Several firms responded to the print with upgrades or higher targets (Citigroup, JPMorgan and others), fueling near‑term institutional buying interest. These Analysts Revise Their Forecasts On Oracle After Q3 Earnings
• Neutral Sentiment: Technical / momentum pullback — Despite the strong beat, the stock is struggling around key moving averages and some traders are locking in gains; that keeps near‑term volatility elevated even as fundamentals improve. Oracle Is Treading Water Below Its Moving Averages After Earnings. How Should You Play ORCL Stock Here?
• Negative Sentiment: New legal / securities‑fraud actions — Multiple law firms have filed or solicited plaintiffs for class actions tied to a prior disclosure period, increasing litigation overhang and potential liability for investors. Oracle Corporation (ORCL) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
• Negative Sentiment: Analyst price‑target cuts and mixed research — Several shops (Baird, TD Cowen, Stifel and others) cut targets or trimmed upside despite keeping favorable ratings, signalling valuation and execution debates remain. Baird Lowers PT on Oracle (ORCL), Here’s What You Need to Know
• Negative Sentiment: Restructuring and near‑term cash pressure — Oracle disclosed an extra $500M reserve for restructuring tied to AI‑driven workforce changes; combined with massive capex for AI data centers this keeps free‑cash‑flow and debt metrics under scrutiny. Oracle Allocates Extra $500 Million to Cover Restructuring Costs

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.