Azimuth Capital Investment Management LLC Raises Stake in Oracle Corporation $ORCL

Azimuth Capital Investment Management LLC raised its holdings in Oracle Corporation (NYSE:ORCL) by 105.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 128,959 shares of the enterprise software provider’s stock after purchasing an additional 66,100 shares during the quarter. Oracle comprises approximately 1.3% of Azimuth Capital Investment Management LLC’s portfolio, making the stock its 11th largest holding. Azimuth Capital Investment Management LLC’s holdings in Oracle were worth $36,268,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in ORCL. Vanguard Group Inc. grew its holdings in shares of Oracle by 2.8% during the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock worth $47,518,451,000 after buying an additional 4,681,626 shares during the last quarter. State Street Corp raised its stake in Oracle by 1.7% during the 2nd quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock valued at $16,060,427,000 after acquiring an additional 1,252,723 shares during the last quarter. Capital Research Global Investors lifted its position in Oracle by 1.2% during the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock worth $6,555,961,000 after acquiring an additional 266,588 shares during the period. Norges Bank acquired a new stake in Oracle during the 2nd quarter worth approximately $4,275,378,000. Finally, Bank of New York Mellon Corp grew its stake in shares of Oracle by 0.8% in 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 last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Oracle

In related news, EVP Douglas A. Kehring sold 35,000 shares of the business’s stock in a transaction dated 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 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the transaction, the chief executive officer owned 134,030 shares in the company, valued at $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 72,223 shares of company stock worth $13,689,064 over the last three months. 40.90% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the company. Barclays dropped their target price on Oracle from $310.00 to $230.00 and set an “overweight” rating on the stock in a report on Monday, March 9th. Robert W. Baird lowered their price objective on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 10th. KeyCorp dropped their price objective on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research note on Thursday, December 11th. Cantor Fitzgerald restated an “overweight” rating and set a $229.00 price objective on shares of Oracle in a research report on Wednesday. Finally, The Goldman Sachs Group upgraded shares of Oracle to a “strong-buy” rating in a research note on Monday, January 12th. 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $268.06.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and AI/cloud traction — Oracle reported stronger‑than‑expected revenue and record cloud dollar‑adds, and raised longer‑term revenue guidance, underpinning the bull case that AI demand will sustain growth. Oracle capitalizes on AI demand with record Cloud dollar adds
• Positive Sentiment: Analyst upgrades / high conviction calls — Several firms (including JPMorgan) upgraded or reiterated bullish views after the print, and Guggenheim highlighted a potential future free‑cash‑flow “waterfall” scenario. These endorsements support further upside if execution continues. JPMorgan Chase & Co. Upgrades Oracle (NYSE:ORCL) to Overweight
• Neutral Sentiment: TikTok stake and strategic investments — Filings disclosed a ~$2.2B stake in the restructured TikTok US JV (15%); strategic for content/data relationships but capital‑intensive and not an immediate earnings driver. Oracle Reveals $2.2 Billion Investment In TikTok’s US Business
• Neutral Sentiment: AI infrastructure narrative remains a key theme — Multiple strategy pieces argue Oracle is well‑positioned as an AI infrastructure play, but those gains are contingent on durable monetization and margin expansion. Oracle: The AI Darkhorse?
• Negative Sentiment: Rising litigation risk — Multiple law firms have filed/class notices alleging disclosure issues around data‑center capabilities and capex; ongoing suits increase legal uncertainty and could weigh on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz
• Negative Sentiment: Restructuring and extra charges — The WSJ reports Oracle set aside an additional $500M for restructuring and exit costs tied to job cuts as it scales AI infrastructure, a near‑term drag on cash flow. Oracle Allocates Extra $500 Million to Cover Restructuring Costs
• Negative Sentiment: Mixed analyst positioning and price‑target cuts — While some firms raised targets, others (Baird, TD Cowen, Stifel and others) trimmed price targets citing valuation and model updates — adding to short‑term volatility. Baird Lowers PT on Oracle (ORCL)

Oracle Trading Down 2.6%

Shares of ORCL stock opened at $155.08 on Friday. The business’s fifty day moving average price is $165.74 and its 200 day moving average price is $217.95. The firm has a market capitalization of $446.02 billion, a PE ratio of 27.84, a P/E/G ratio of 1.35 and a beta of 1.66. The company has a debt-to-equity ratio of 3.19, a current ratio of 1.35 and a quick ratio of 0.91. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 60.00% and a net margin of 25.30%.Oracle’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts forecast that Oracle Corporation will post 5 EPS 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 paid a $0.50 dividend. The ex-dividend date is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle’s dividend payout ratio (DPR) is 35.91%.

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.