Oracle Corporation $ORCL Shares Sold by Madison Asset Management LLC

Posted by Donna Armstrong on May 13th, 2026

Madison Asset Management LLC reduced its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 22.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 133,071 shares of the enterprise software provider’s stock after selling 38,285 shares during the quarter. Madison Asset Management LLC’s holdings in Oracle were worth $25,937,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of ORCL. Allen Capital Group LLC raised its holdings in Oracle by 1.3% in the 3rd quarter. Allen Capital Group LLC now owns 3,276 shares of the enterprise software provider’s stock worth $921,000 after purchasing an additional 41 shares during the period. Greykasell Wealth Strategies Inc. grew its holdings in Oracle by 1.1% in the third quarter. Greykasell Wealth Strategies Inc. now owns 3,943 shares of the enterprise software provider’s stock valued at $1,109,000 after purchasing an additional 42 shares during the period. WoodTrust Financial Corp increased its position in shares of Oracle by 1.1% in the third quarter. WoodTrust Financial Corp now owns 4,275 shares of the enterprise software provider’s stock valued at $1,202,000 after buying an additional 45 shares in the last quarter. Community Bank & Trust Waco Texas increased its position in shares of Oracle by 0.3% in the third quarter. Community Bank & Trust Waco Texas now owns 15,728 shares of the enterprise software provider’s stock valued at $4,423,000 after buying an additional 45 shares in the last quarter. Finally, Beacon Bridge Wealth Partners LLC raised its stake in shares of Oracle by 3.0% during the 3rd quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider’s stock worth $434,000 after buying an additional 45 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Price Performance

Shares of NYSE ORCL opened at $186.81 on Wednesday. The firm has a 50-day simple moving average of $160.41 and a 200-day simple moving average of $184.10. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a market capitalization of $537.26 billion, a price-to-earnings ratio of 33.54, a price-to-earnings-growth ratio of 1.85 and a beta of 1.55. Oracle Corporation has a 52 week low of $134.57 and a 52 week high of $345.72.

Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings results 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 62.70%. The firm had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same period in the previous year, the business posted $1.47 earnings per share. Oracle’s quarterly revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities analysts predict that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Thursday, April 9th. Oracle’s payout ratio is currently 35.91%.

More Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle deepened its AI and enterprise software footprint through an integration with Eightfold AI, embedding agentic interview tools into Oracle Fusion Cloud Recruiting and expanding its AI-enabled HR workflow offering. Oracle Deepens AI HR Workflows With Eightfold Integration And Valuation Upside
Positive Sentiment: Oracle announced that its Java SE Universal Subscription will help Samsung Electronics standardize global semiconductor development, simplify IT operations, and strengthen security, highlighting a meaningful enterprise relationship. Oracle Java to Power Samsung Electronics’ Global Semiconductor Development
Positive Sentiment: Oracle also expanded its Samsung partnership to support semiconductor engineering with proactive patching and technical assistance, reinforcing confidence in recurring software demand. Oracle Expands Samsung Partnership To Boost Java Security
Positive Sentiment: Several analysts/commentary pieces said Oracle still has upside potential, with one Oppenheimer note pointing to possible fiscal Q4 upside from restructuring and infrastructure spending. Oracle Could See Fiscal Q4 Upside From Restructuring, Strong Tech Infrastructure Spending, Oppenheimer Says
Neutral Sentiment: Oracle appointed Dr. Tomislav Mihaljevic to its board and expanded the board to 13 members, a governance update that is unlikely to move the stock materially but signals continued leadership refresh. Oracle Names Tomislav Mihaljevic, M.D., to the Board of Directors
Neutral Sentiment: Oracle has also been featured in bullish stock-pick and “bounced back” articles, reflecting improving sentiment after strong quarterly results rather than a specific new catalyst. Shifting Sentiment: These Stocks Have Bounced Back Big
Negative Sentiment: After a sharp AI-driven run, Oracle paused and traded lower in the latest sessions as investors took profits and questioned whether the rally had moved too far too fast. Oracle finally pauses after sharp AI fueled rally
Negative Sentiment: Some market commentary cautioned that Oracle may be a “sell in May” candidate, adding to short-term pressure despite longer-term AI optimism. Sell in May and Go Away—Starting With These 3 Stocks

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on ORCL. Royal Bank Of Canada reiterated a “sector perform” rating and set a $160.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Weiss Ratings downgraded shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. Barclays cut their target price on shares of Oracle from $310.00 to $230.00 and set an “overweight” rating for the company in a research note on Monday, March 9th. Citizens Jmp reduced their price target on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research report on Thursday, February 5th. Finally, Mizuho decreased their price target on shares of Oracle from $400.00 to $320.00 and set an “outperform” rating on the stock in a research note on Monday, March 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $260.11.

View Our Latest Stock Analysis on ORCL

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

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.