Stillwater Wealth Management Group Invests $4.02 Million in Oracle Corporation $ORCL

Stillwater Wealth Management Group acquired a new position in Oracle Corporation (NYSE:ORCL) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 14,303 shares of the enterprise software provider’s stock, valued at approximately $4,022,000. Oracle makes up about 2.8% of Stillwater Wealth Management Group’s investment portfolio, making the stock its 12th biggest position.

Several other large investors have also added to or reduced their stakes in the business. Kampmann Melissa S. boosted its stake in shares of Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after buying an additional 35 shares during the last quarter. McLean Asset Management Corp increased its position in shares of Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock valued at $1,551,000 after acquiring an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. raised its holdings in Oracle by 0.7% during the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after acquiring an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. raised its holdings in Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after acquiring an additional 37 shares in the last quarter. Finally, Avion Wealth boosted its position in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock valued at $73,000 after purchasing an additional 37 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Cantor Fitzgerald restated an “overweight” rating and issued a $229.00 price target on shares of Oracle in a research note on Wednesday, March 11th. JPMorgan Chase & Co. raised Oracle from a “neutral” rating to an “overweight” rating and cut their price objective for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. UBS Group reissued a “buy” rating on shares of Oracle in a research note on Monday, February 2nd. Wells Fargo & Company began coverage on shares of Oracle in a report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 target price on the stock. Finally, Citizens Jmp dropped their price target on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a research report on Thursday, February 5th. Three 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. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $265.77.

Oracle News Roundup

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

Oracle Stock Performance

Shares of NYSE ORCL opened at $155.69 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The stock has a 50 day moving average of $162.74 and a 200-day moving average of $215.87. The company has a market capitalization of $447.77 billion, a P/E ratio of 27.95, a P/E/G ratio of 1.32 and a beta of 1.66.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.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 business earned $1.47 EPS. The firm’s revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities research analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

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

Insider Activity at Oracle

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the chief executive officer owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 62,223 shares of company stock valued at $11,763,864 over the last three months. Company insiders own 40.90% of the company’s stock.

About Oracle

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.