HF Advisory Group LLC Has $10.46 Million Stock Holdings in Oracle Corporation $ORCL

HF Advisory Group LLC boosted its stake in shares of Oracle Corporation (NYSE:ORCL) by 538.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 53,685 shares of the enterprise software provider’s stock after purchasing an additional 45,278 shares during the quarter. HF Advisory Group LLC’s holdings in Oracle were worth $10,464,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Jennison Associates LLC boosted its holdings in shares of Oracle by 2,062.4% during the 3rd quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock worth $2,595,072,000 after buying an additional 8,800,546 shares during the period. Vanguard Group Inc. boosted 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 acquiring an additional 4,681,626 shares during the period. American Century Companies Inc. grew its position in shares of Oracle by 333.7% in the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock valued at $1,473,137,000 after purchasing an additional 4,030,382 shares during the last quarter. Invesco Ltd. grew its position in shares of Oracle by 42.1% in the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after purchasing an additional 2,619,722 shares during the last quarter. Finally, Amundi boosted its stake in Oracle by 32.9% in the 3rd quarter. Amundi now owns 9,636,090 shares of the enterprise software provider’s stock valued at $2,809,609,000 after purchasing an additional 2,385,556 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Layoffs framed as strategic cost cutting to fund AI/data‑center expansion, which investors view as freeing capital for growth and improving margins. Oracle laying off thousands of workers to cut costs amid AI push: report
• Positive Sentiment: Reports that Oracle is raising large sums for its data‑center buildout and that partner financing is closing (signals external investor appetite for Oracle’s AI infrastructure plan). Related Digital nears $16 billion financing for Oracle data center, Bloomberg News reports
• Positive Sentiment: Oracle is rolling out AI products for government and defense (new market access and contract opportunities that support recurring cloud revenue). Oracle Unveils AI Data Platform for US Federal Government
• Neutral Sentiment: Analysts/strategists note the layoffs could be a one‑off restructuring to reposition engineering for AI, so market reaction may be short‑lived if execution is smooth. Oracle’s layoffs might be a ‘one-off story,’ strategist says
• Neutral Sentiment: Coverage emphasizing Oracle’s AI infrastructure expansion across commercial verticals (context for long‑term thesis but execution/costs still key). Why Is Oracle (NYSE:ORCL) Expanding AI Infrastructure Across Russell 1000 index
• Negative Sentiment: Worker blowback and reputational damage after reports some employees were notified by email — heightens execution and morale risk. Fired via email? Some of the 30,000 workers cut by Oracle woke up to a morning message saying they were laid off.
• Negative Sentiment: Multiple securities‑fraud and class‑action notices have been filed alleging disclosure issues around AI/data‑center spending and capex — potential legal and settlement overhang. Oracle Corporation (ORCL) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
• Negative Sentiment: Reports of very large debt and capex to build AI data centers (tens of billions) raise financing and margin‑risk concerns if revenue growth lags. Oracle Fires 30,000 Employees Overnight to Fund $58 Billion AI Data Center Debt

Analyst Upgrades and Downgrades

ORCL has been the topic of several recent research reports. Weiss Ratings cut Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. Sanford C. Bernstein set a $313.00 price objective on shares of Oracle in a report on Monday, February 9th. Morgan Stanley decreased their target price on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a research report on Friday, January 23rd. Bank of America initiated coverage on shares of Oracle in a report on Tuesday, March 24th. They set a “buy” rating and a $200.00 target price on the stock. Finally, Deutsche Bank Aktiengesellschaft dropped their price target on shares of Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a research report on Monday, March 9th. Three 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. Based on data from MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and a consensus target price of $262.91.

Oracle Trading Down 1.2%

Shares of ORCL stock opened at $145.31 on Thursday. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The stock’s fifty day moving average price is $154.44 and its two-hundred day moving average price is $208.78. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The company has a market cap of $417.91 billion, a PE ratio of 26.09, a P/E/G ratio of 1.41 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 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.Oracle’s revenue was up 21.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle’s dividend payout ratio is 35.91%.

Insider Transactions at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the sale, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction that occurred 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 in the company, valued at $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 40.90% of the stock is currently owned by corporate insiders.

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.