Lumbard & Kellner LLC Has $1.08 Million Stock Position in Oracle Corporation $ORCL

Posted by Stephan Jacobs on Mar 2nd, 2026

Lumbard & Kellner LLC lessened its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 87.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,840 shares of the enterprise software provider’s stock after selling 27,725 shares during the quarter. Lumbard & Kellner LLC’s holdings in Oracle were worth $1,080,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in ORCL. Winnow Wealth LLC acquired a new position in Oracle during the 2nd quarter valued at about $28,000. Kilter Group LLC bought a new stake in shares of Oracle during the second quarter worth approximately $30,000. Darwin Wealth Management LLC lifted its holdings in Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 65 shares during the period. Financial Consulate Inc. bought a new position in Oracle in the third quarter valued at approximately $37,000. Finally, Collier Financial bought a new position in Oracle in the third quarter valued at approximately $38,000. Institutional investors own 42.44% of the company’s stock.

Oracle Trading Down 3.5%

NYSE ORCL opened at $145.09 on Monday. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The firm has a market cap of $416.87 billion, a P/E ratio of 27.27, a P/E/G ratio of 1.27 and a beta of 1.66. The stock’s 50-day moving average is $174.27 and its 200-day moving average is $223.81.

Oracle (NYSE:ORCL – Get Free Report) last posted its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same period in the prior year, the business earned $1.47 EPS. Oracle’s revenue for the quarter was up 14.2% compared to the same quarter last year. Sell-side analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s payout ratio is currently 37.59%.

Insider Activity at Oracle

In other Oracle news, insider Mark Hura sold 15,000 shares of the stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the transaction, the insider owned 234,077 shares in the company, valued at approximately $46,087,420.53. This represents a 6.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the sale, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 72,223 shares of company stock valued at $13,689,064 in the last quarter. 40.90% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on the company. The Goldman Sachs Group raised Oracle to a “strong-buy” rating in a research note on Monday, January 12th. Scotiabank dropped their price objective on Oracle from $260.00 to $220.00 and set a “sector outperform” rating for the company in a report on Tuesday, February 3rd. DA Davidson raised Oracle from a “neutral” rating to a “buy” rating and set a $180.00 target price on the stock in a research note on Monday, February 9th. Barclays restated an “overweight” rating on shares of Oracle in a research report on Monday, February 2nd. Finally, HSBC reiterated a “buy” rating and issued a $382.00 price target on shares of Oracle in a research report on Wednesday, November 26th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten 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 an average price target of $287.94.

View Our Latest Stock Analysis on ORCL

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oppenheimer upgraded ORCL to Outperform and set a $185 price target, citing strong long‑term EPS growth potential as Oracle’s cloud and AI investments start to show returns. Oppenheimer Raises Oracle (ORCL) to Outperform, Sees Strong Long-Term EPS Growth
Positive Sentiment: Oracle extended and expanded its title partnership with Oracle Red Bull Racing in a multi‑year deal that spotlights Oracle Cloud and AI use cases (brand visibility and commercial validation of OCI for high‑performance AI workloads). Oracle Red Bull Racing Deal Puts AI Cloud Story In Spotlight
Neutral Sentiment: Brokerage coverage remains generally constructive — consensus across analysts is around a “Moderate Buy,” reflecting mixed but overall cautious optimism. Oracle Corporation (NYSE:ORCL) Receives Consensus Rating of “Moderate Buy” from Brokerages
Negative Sentiment: Multiple law firms have filed or announced securities‑class‑action notices covering purchases from June 12, 2025 to December 16, 2025; investors face an April 6, 2026 deadline to seek lead‑plaintiff status — a legal overhang increasing litigation risk and potential costs. ROSEN, TOP RANKED GLOBAL INVESTOR COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
Negative Sentiment: Additional firms (Kessler Topaz, Pomerantz, Gross, Robbins, Bronstein, etc.) have issued similar notices and filings, compounding the headline risk and keeping downside pressure on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026 Deadline
Negative Sentiment: Analyst/commentary pieces flag risks from aggressive AI capex and overinvestment — headlines calling out “red flags” on spending and that results must show the spending is paying off could keep earnings‑growth expectations under scrutiny. 3 Red Flags Investors Should Consider Before Buying Oracle Stock

Oracle Company Profile

(Free Report)

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.