Sherman Porfolios LLC Takes Position in Oracle Corporation $ORCL

Sherman Porfolios LLC acquired a new position in shares of Oracle Corporation (NYSE:ORCL) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor acquired 3,381 shares of the enterprise software provider’s stock, valued at approximately $951,000. Oracle accounts for about 0.3% of Sherman Porfolios LLC’s portfolio, making the stock its 29th largest position.

Several other hedge funds have also modified their holdings of the stock. Advisors Management Group Inc. ADV purchased a new stake in Oracle in the third quarter valued at approximately $200,000. AIA Group Ltd raised its stake in Oracle by 28.0% during the third quarter. AIA Group Ltd now owns 41,105 shares of the enterprise software provider’s stock worth $11,560,000 after purchasing an additional 9,001 shares during the period. Strategic Investment Advisors MI boosted its holdings in shares of Oracle by 37.8% in the 3rd quarter. Strategic Investment Advisors MI now owns 4,136 shares of the enterprise software provider’s stock valued at $1,163,000 after purchasing an additional 1,135 shares during the last quarter. Keel Point LLC boosted its holdings in shares of Oracle by 7.7% in the 3rd quarter. Keel Point LLC now owns 13,020 shares of the enterprise software provider’s stock valued at $3,662,000 after purchasing an additional 927 shares during the last quarter. Finally, Garde Capital Inc. grew its stake in shares of Oracle by 2.0% during the 3rd quarter. Garde Capital Inc. now owns 7,607 shares of the enterprise software provider’s stock valued at $2,140,000 after buying an additional 152 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Trading Up 1.8%

NYSE:ORCL opened at $155.69 on Friday. The business’s 50-day moving average is $162.74 and its two-hundred day moving average is $215.87. The firm has a market capitalization of $447.77 billion, a PE ratio of 27.95, a price-to-earnings-growth ratio of 1.32 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 debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35.

Oracle (NYSE:ORCL) last issued its earnings results 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 return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter in the prior year, the business earned $1.47 earnings per share. The company’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. Research analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts and bulls point to Oracle’s AI/cloud momentum after a strong quarter and growing backlog; Guggenheim reaffirmed a Buy and a $400 target, arguing the AI buildout positions ORCL for durable future cash-flow upside. Why Guggenheim Sees Oracle’s (ORCL) AI Buildout Setting Up a Future Cash Flow Inflection
• Positive Sentiment: Multiple write-ups highlight the “halo effect” from Oracle’s AI infrastructure and cloud growth (big backlog, strong cloud revenue), arguing the sell-off may present a buying opportunity for growth-oriented investors. Oracle’s “Halo Effect” Is the Real Deal. But is the AI Growth Stock a Buy in March?
• Positive Sentiment: Product/news wins: Oracle announced new Simphony cloud POS features and generative-AI smart assistant capabilities for restaurants — incremental commercial traction for embedded AI offerings. Fans Score with New Oracle Suite Service and Mobile Ordering Capabilities
• Neutral Sentiment: Capital spending debate: coverage notes Oracle is ramping AI capex (Zacks reports a $50B ramp), prompting debate over whether heavy upfront spending will pay off long-term — a high-risk/high-reward dynamic for investors. Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?
• Neutral Sentiment: Industry tailwind: Market reports show large opportunities in MEA IT services with Oracle named among leaders — supports long-term demand for cloud/native and hyperscale infrastructure. Middle East and Africa (MEA) IT Services Market 2026-2031: A $387 Billion Opportunity Led by Accenture, IBM, Oracle
• Negative Sentiment: Legal overhang: multiple law firms have filed or solicited lead-plaintiff candidates for a securities-fraud class action covering June 12–Dec 16, 2025, alleging misstatements about AI data-center capabilities and capex — this creates litigation risk, potential damages, and management distraction. Kessler Topaz Meltzer & Check, LLP Filed a Securities Fraud Class Action Lawsuit Against Oracle Corporation (ORCL); April 6, 2026, Lead Plaintiff Deadline
• Negative Sentiment: Additional investor alerts and lawsuits from Rosen, Pomerantz, Bronstein, Schall, Bernstein and others amplify the risk and may pressure sentiment / trading volumes while investigations proceed. ROSEN, A HIGHLY RANKED LAW FIRM, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
• Negative Sentiment: Some sell-side/downside views persist (e.g., Mizuho’s pessimistic forecast), reflecting worry over valuation, debt/capex and OpenAI concentration exposure. Mizuho Issues Pessimistic Forecast for Oracle (NYSE:ORCL) Stock Price

Analyst Ratings Changes

A number of analysts have recently commented on the company. Citizens Jmp dropped their price objective on Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a report on Thursday, February 5th. DA Davidson boosted their price target on Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Wednesday, March 11th. HSBC restated a “buy” rating and set a $382.00 price target on shares of Oracle in a research note on Wednesday, November 26th. The Goldman Sachs Group upgraded Oracle to a “strong-buy” rating in a report on Monday, January 12th. Finally, UBS Group reiterated a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Three equities research 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 issued a Sell rating to the company. According to data from MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and an average target price of $265.77.

Insider Activity

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the transaction, the chief executive officer directly 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 SEC, which is available at this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 62,223 shares of company stock worth $11,763,864 over the last three months. Insiders own 40.90% of the company’s stock.

Oracle Company 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.