Swiss Life Asset Management Ltd Has $143.53 Million Stock Position in Oracle Corporation $ORCL

Swiss Life Asset Management Ltd raised its position in Oracle Corporation (NYSE:ORCL) by 3.3% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 510,345 shares of the enterprise software provider’s stock after acquiring an additional 16,167 shares during the period. Oracle makes up about 0.7% of Swiss Life Asset Management Ltd’s holdings, making the stock its 22nd largest position. Swiss Life Asset Management Ltd’s holdings in Oracle were worth $143,529,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of ORCL. Swiss National Bank lifted its holdings in Oracle by 7.6% during the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock worth $1,113,526,000 after acquiring an additional 360,000 shares during the period. Patton Fund Management Inc. grew its stake in Oracle by 626.1% in the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after purchasing an additional 9,948 shares during the period. Meeder Advisory Services Inc. increased its position in shares of Oracle by 8.4% during the 3rd quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock valued at $11,516,000 after purchasing an additional 3,184 shares during the last quarter. Decker Retirement Planning Inc. bought a new stake in shares of Oracle during the 3rd quarter worth $689,000. Finally, J.W. Cole Advisors Inc. raised its stake in shares of Oracle by 59.8% during the 2nd quarter. J.W. Cole Advisors Inc. now owns 68,174 shares of the enterprise software provider’s stock worth $14,905,000 after purchasing an additional 25,510 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Large AI backlog and better-than-expected results: Coverage highlights Oracle’s reported $553 billion backlog and a Q3 beat that helped send the stock higher as investors position ORCL as a key AI infrastructure play. Massive News: Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026, But Is It Too Late to Buy?
• Positive Sentiment: Wall Street support: Guggenheim reiterated a Buy and kept a high $400 price target, arguing Oracle’s AI buildout could create a future cash-flow inflection — reinforcing investor conviction after the quarter. Why Guggenheim Sees Oracle’s (ORCL) AI Buildout Setting Up a Future Cash Flow Inflection
• Positive Sentiment: Buy-the-dip narrative gains traction: Several outlets pitch ORCL as a buying opportunity after large drawdowns despite strong cloud growth, which may attract value/AI-growth buyers. Oracle (ORCL) Stock Falls 52% From Peak — Time to Buy This AI Giant on the Dip?
• Neutral Sentiment: New product rollouts: Oracle expanded Generative-AI capabilities in its Simphony cloud POS and venue/mobile ordering suites — incremental revenue opportunities in restaurants and live-venue customers. New Oracle AI Smart Assistant Capabilities Help Restaurants Streamline Operations and Support
• Neutral Sentiment: Large addressable markets cited: Research highlights Middle East & Africa IT services as a multi-hundred-billion-dollar opportunity where Oracle is listed among market leaders — positive long-term TAM context but not immediate driver. Middle East and Africa (MEA) IT Services Market 2026-2031: A $387 Billion Opportunity Led by Accenture, IBM, Oracle
• Negative Sentiment: Multiple securities class-action notices: Several law firms have filed or are soliciting lead plaintiffs over alleged misstatements about Oracle’s AI data-center capabilities and capex — a legal overhang that can pressure the stock and create headline risk. Kessler Topaz Meltzer & Check, LLP Filed a Securities Fraud Class Action Lawsuit Against Oracle Corporation (ORCL); April 6, 2026, Lead Plaintiff Deadline
• Negative Sentiment: Heavy AI capex and cash-burn concerns: Reporting flags Oracle’s ramp to roughly $50B in AI-related capex and debate whether the spending is a high-risk, high-reward bet; investors worried about near-term cash flow impact and execution risk may sell on these concerns. Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?

Oracle Stock Performance

NYSE ORCL opened at $155.69 on Friday. The firm has a market cap of $447.77 billion, a P/E ratio of 27.95, a price-to-earnings-growth ratio of 1.32 and a beta of 1.66. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The company’s 50 day moving average is $162.74 and its 200-day moving average is $215.87. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings data 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. 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 period last year, the firm earned $1.47 EPS. 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. Sell-side analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The business 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 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Thursday, April 9th. Oracle’s payout ratio is presently 35.91%.

Insider Buying and Selling

In related news, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the transaction, the director owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 62,223 shares of company stock valued at $11,763,864. 40.90% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of analysts recently issued reports on ORCL shares. Robert W. Baird decreased their price objective on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a report on Tuesday, March 10th. Stifel Nicolaus decreased their price target on shares of Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a research note on Wednesday, March 11th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $229.00 price target on shares of Oracle in a report on Wednesday, March 11th. Piper Sandler dropped their price objective on Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 11th. Finally, Citizens Jmp decreased their target price on Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research report on Thursday, February 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $265.77.

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.