Elevation Point Wealth Partners LLC Acquires 22,766 Shares of Oracle Corporation $ORCL

Elevation Point Wealth Partners LLC increased its stake in Oracle Corporation (NYSE:ORCL) by 206.8% during the third quarter, according to its most recent filing with the SEC. The fund owned 33,776 shares of the enterprise software provider’s stock after buying an additional 22,766 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in Oracle were worth $9,499,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in ORCL. Coatue Management LLC raised its position in Oracle by 24.3% in the third quarter. Coatue Management LLC now owns 4,796,157 shares of the enterprise software provider’s stock worth $1,348,871,000 after acquiring an additional 938,895 shares during the period. Carter Financial Group INC. boosted its stake in Oracle by 20.4% in the third quarter. Carter Financial Group INC. now owns 6,364 shares of the enterprise software provider’s stock valued at $1,790,000 after acquiring an additional 1,080 shares during the last quarter. Circle Wealth Management LLC grew its position in shares of Oracle by 4.7% during the 3rd quarter. Circle Wealth Management LLC now owns 26,305 shares of the enterprise software provider’s stock valued at $7,398,000 after acquiring an additional 1,183 shares during the period. Community Bank N.A. increased its stake in shares of Oracle by 35.8% during the 3rd quarter. Community Bank N.A. now owns 2,578 shares of the enterprise software provider’s stock worth $725,000 after purchasing an additional 680 shares during the last quarter. Finally, Clark Capital Management Group Inc. increased its stake in shares of Oracle by 26.0% during the 3rd quarter. Clark Capital Management Group Inc. now owns 15,644 shares of the enterprise software provider’s stock worth $4,400,000 after purchasing an additional 3,233 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Wall Street Analysts Forecast Growth

ORCL has been the topic of several research analyst reports. Robert W. Baird dropped their price objective on Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a research note on Tuesday, March 10th. Melius Research set a $160.00 target price on Oracle in a research note on Monday, February 9th. Citizens Jmp reduced their price objective on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research note on Thursday, February 5th. Deutsche Bank Aktiengesellschaft lowered their target price on shares of Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research note on Monday, March 9th. Finally, HSBC reissued a “buy” rating and issued a $382.00 price target on shares of Oracle in a report on Wednesday, November 26th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Oracle has an average rating of “Moderate Buy” and an average price target of $268.06.

Oracle News Summary

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 opened at $155.08 on Monday. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a market capitalization of $446.02 billion, a P/E 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 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The firm’s 50 day simple moving average is $165.74 and its 200 day simple moving average is $217.83.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. The business had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Insider Activity at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the transaction, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total value of $437,064.03. Following the transaction, the director owned 25,596 shares in the company, valued at $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 72,223 shares of company stock valued at $13,689,064 over the last ninety days. 40.90% of the stock is currently owned by insiders.

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.