Landscape Capital Management L.L.C. Grows Position in Oracle Corporation $ORCL

Posted by Donald Scott on Mar 13th, 2026

Landscape Capital Management L.L.C. increased its position in Oracle Corporation (NYSE:ORCL – Free Report) by 240.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 35,657 shares of the enterprise software provider’s stock after buying an additional 25,191 shares during the quarter. Oracle accounts for approximately 0.6% of Landscape Capital Management L.L.C.’s holdings, making the stock its 22nd biggest holding. Landscape Capital Management L.L.C.’s holdings in Oracle were worth $10,028,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in ORCL. Vanguard Group Inc. increased 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 acquiring an additional 4,681,626 shares during the period. State Street Corp grew its stake in shares of Oracle by 1.7% in the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock worth $16,060,427,000 after purchasing an additional 1,252,723 shares during the last quarter. Capital Research Global Investors grew its stake in shares of Oracle by 1.2% in the third quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock worth $6,555,961,000 after purchasing an additional 266,588 shares during the last quarter. Norges Bank purchased a new position in Oracle during the 2nd quarter valued at about $4,275,378,000. Finally, Bank of New York Mellon Corp increased its holdings in Oracle by 0.8% during the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock valued at $3,357,572,000 after purchasing an additional 98,693 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Stock Down 0.7%

ORCL stock traded down $1.16 during midday trading on Friday, hitting $158.00. The stock had a trading volume of 5,140,957 shares, compared to its average volume of 28,110,797. The business has a 50-day moving average of $166.55 and a two-hundred day moving average of $218.63. The company has a debt-to-equity ratio of 3.19, a current ratio of 1.35 and a quick ratio of 0.91. The firm has a market cap of $453.96 billion, a price-to-earnings ratio of 28.50, a price-to-earnings-growth ratio of 1.44 and a beta of 1.66. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72.

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

Oracle Announces Dividend

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 given 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 35.91%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on ORCL. HSBC reiterated a “buy” rating and issued a $382.00 price objective on shares of Oracle in a report on Wednesday, November 26th. Mizuho set a $400.00 target price on Oracle in a report on Monday, December 15th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $160.00 price target on shares of Oracle in a research note on Wednesday. Bank of America cut 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. Finally, 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 report on Friday, March 6th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $268.06.

View Our Latest Research Report on Oracle

Insider Buying and Selling

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the business’s 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 directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the 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 completion of the sale, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,223 shares of company stock worth $13,689,064 over the last three months. 40.90% of the stock is owned by corporate insiders.

More Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Q3 results beat and upbeat guidance — Oracle reported stronger-than-expected Q3 revenue and EPS, raised forward revenue targets and highlighted accelerating AI/cloud dollar‑adds, which sparked the post‑earnings rally. Oracle stock rockets higher on Q3 earnings beat, 2027 revenue outlook
Positive Sentiment: AI/cloud momentum — Management cited record cloud dollar‑adds and an outsized AI backlog that underpins longer-term demand for Oracle’s infrastructure and SaaS, supporting revenue visibility. Oracle capitalizes on AI demand with record Cloud dollar adds
Positive Sentiment: Analyst upgrades and bullish notes — Several firms upgraded or raised targets after the print (including JPMorgan and Citi among others), which helped lift investor sentiment. JPMorgan Chase & Co. Upgrades Oracle (NYSE:ORCL) to Overweight
Positive Sentiment: TikTok US stake disclosed — Filings show Oracle’s stake in the TikTok US joint venture (~$2–2.2B), a strategic asset that may add non‑core upside and partnership leverage. Oracle’s stake in TikTok US joint venture is worth roughly $2 billion, filing shows
Neutral Sentiment: Mixed analyst moves and price‑target revisions — Some firms raised targets sharply while others trimmed theirs (reflecting valuation and model updates), so analyst activity is amplifying short-term volatility without a clear consensus. These Analysts Revise Their Forecasts On Oracle After Q3 Earnings
Neutral Sentiment: Large CapEx plan announced — Management reiterated a multi‑year CapEx program (~$50B reported) to expand AI/cloud capacity; it supports growth but raises near‑term cash‑flow and execution monitoring needs. Oracle Backs $50 billion CapEx Following Strong Earnings
Negative Sentiment: Class‑action lawsuits and investor alerts — Multiple law firms have filed or solicited plaintiffs alleging disclosure issues tied to AI/data‑center capabilities and capex, creating legal overhang and potential liability. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP
Negative Sentiment: Restructuring charges and layoffs risk — Oracle disclosed an extra $500M allocation for restructuring (severance/exit costs) as it reshapes for AI, which adds one‑time costs and signals job cuts that could weigh on near‑term sentiment. Oracle Allocates Extra $500 Million to Cover Restructuring Costs

Oracle 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.