Caledonia Investments PLC Has $72.73 Million Stock Position in Oracle Corporation $ORCL

Caledonia Investments PLC cut its holdings in shares of Oracle Corporation (NYSE:ORCL) by 12.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 373,100 shares of the enterprise software provider’s stock after selling 53,000 shares during the period. Oracle comprises approximately 8.1% of Caledonia Investments PLC’s investment portfolio, making the stock its 5th biggest position. Caledonia Investments PLC’s holdings in Oracle were worth $72,732,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

ORCL has been the subject of several research analyst reports. Melius Research set a $160.00 price target on shares of Oracle in a report on Monday, February 9th. Bank of America started coverage on Oracle in a research report on Tuesday, March 24th. They set a “buy” rating and a $200.00 price objective on the stock. Citigroup increased their target price on Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, March 12th. Monness Crespi & Hardt reissued a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $229.00 price target on shares of Oracle in a report on Wednesday, March 11th. Three 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $262.91.

Insider Buying and Selling at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction that occurred on 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 of the company’s stock, valued at $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction 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 completion of the transaction, 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 position. The SEC filing for this sale provides additional information. Corporate insiders own 40.90% of the company’s stock.

Oracle Trading Up 0.7%

NYSE ORCL opened at $146.31 on Friday. The stock has a market capitalization of $420.79 billion, a P/E ratio of 26.27, a P/E/G ratio of 1.39 and a beta of 1.60. The business has a 50 day simple moving average of $153.80 and a 200 day simple moving average of $208.35. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72.

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 the consensus estimate 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 during the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the previous year, the firm posted $1.47 earnings per share. The business’s revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Research analysts expect that Oracle Corporation will post 5 earnings per share for the current 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 dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s payout ratio is presently 35.91%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Large workforce cuts are being positioned as funding and cost savings to accelerate Oracle’s AI data‑center buildout; investors appear to reward the move as a way to shore up margins and free cash for capex. Oracle fired up to 30,000 workers via email after a 95% profit surge
• Positive Sentiment: Oracle unveiled an AI‑powered NetSuite Restaurant Operations solution — a targeted product win that supports recurring software/service revenue and underscores Oracle’s push to commercialize AI across verticals. Oracle Targets Restaurant Industry With New AI Back Office Solution
• Positive Sentiment: Analysts and bullish commentary highlight Oracle’s accelerating AI/cloud traction (including huge multicloud database growth) and a solid recent quarter that beat estimates — factors that support upside if AI-driven revenue and margin expansion continue. Oracle: Building Immunity To ‘SaaSpocalypse’ As It Lives Up To Its AI Potential
• Neutral Sentiment: Related Digital is nearing ~$16B in financing for a large Oracle data‑center project — this could de‑risk some capex for Oracle but also signals the scale and external financing needed to build AI capacity. Related Digital nears $16 billion financing for Oracle data center, Bloomberg News reports
• Negative Sentiment: Multiple law firms have filed/solicited investors about securities‑fraud class actions tied to recent disclosures — litigation risk could increase legal costs and create headline pressure. Oracle Corporation (ORCL) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
• Negative Sentiment: Reports of abrupt mass layoffs (some employees notified by email) and large new debt/funding totals (reported $50B+ capex/debt plans in coverage) raise operational, reputational and financing concerns that could weigh on sentiment if execution or customer relations suffer. Fired via email? Some of the 30,000 workers cut by Oracle woke up to a morning message saying they were laid off.

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.