William Blair Investment Management LLC Purchases 246,243 Shares of Oracle Corporation $ORCL

William Blair Investment Management LLC increased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 28.6% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 1,107,586 shares of the enterprise software provider’s stock after purchasing an additional 246,243 shares during the period. Oracle accounts for approximately 0.8% of William Blair Investment Management LLC’s holdings, making the stock its 20th largest position. William Blair Investment Management LLC’s holdings in Oracle were worth $311,497,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of ORCL. Swiss National Bank boosted its stake in Oracle by 7.6% in the 2nd quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock valued at $1,113,526,000 after purchasing an additional 360,000 shares during the period. Patton Fund Management Inc. lifted its holdings in shares of Oracle by 626.1% during the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after buying an additional 9,948 shares in the last quarter. Soltis Investment Advisors LLC boosted its position in shares of Oracle by 4.8% in the second quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock valued at $7,201,000 after acquiring an additional 1,515 shares during the period. Ironwood Investment Counsel LLC grew its stake in shares of Oracle by 45.3% in the second quarter. Ironwood Investment Counsel LLC now owns 3,723 shares of the enterprise software provider’s stock valued at $814,000 after acquiring an additional 1,161 shares in the last quarter. Finally, Meeder Advisory Services Inc. increased its position in Oracle by 8.4% during the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock worth $11,516,000 after acquiring an additional 3,184 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have issued reports on ORCL shares. Cantor Fitzgerald cut their price objective on shares of Oracle from $400.00 to $320.00 and set an “overweight” rating for the company in a report on Thursday, December 11th. Sanford C. Bernstein set a $313.00 price target on shares of Oracle in a research report on Monday, February 9th. Guggenheim reissued a “buy” rating and set a $400.00 price target on shares of Oracle in a research report on Thursday, December 11th. DA Davidson upgraded Oracle from a “neutral” rating to a “buy” rating and set a $180.00 price objective on the stock in a research note on Monday, February 9th. Finally, Scotiabank dropped their price objective on Oracle from $260.00 to $220.00 and set a “sector outperform” rating for the company in a report on Tuesday, February 3rd. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and an average target price of $287.94.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oppenheimer upgraded ORCL to Outperform and set a $185 price target, citing strong long‑term EPS growth potential as Oracle’s cloud and AI investments start to show returns. Oppenheimer Raises Oracle (ORCL) to Outperform, Sees Strong Long-Term EPS Growth
• Positive Sentiment: Oracle extended and expanded its title partnership with Oracle Red Bull Racing in a multi‑year deal that spotlights Oracle Cloud and AI use cases (brand visibility and commercial validation of OCI for high‑performance AI workloads). Oracle Red Bull Racing Deal Puts AI Cloud Story In Spotlight
• Neutral Sentiment: Brokerage coverage remains generally constructive — consensus across analysts is around a “Moderate Buy,” reflecting mixed but overall cautious optimism. Oracle Corporation (NYSE:ORCL) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Negative Sentiment: Multiple law firms have filed or announced securities‑class‑action notices covering purchases from June 12, 2025 to December 16, 2025; investors face an April 6, 2026 deadline to seek lead‑plaintiff status — a legal overhang increasing litigation risk and potential costs. ROSEN, TOP RANKED GLOBAL INVESTOR COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
• Negative Sentiment: Additional firms (Kessler Topaz, Pomerantz, Gross, Robbins, Bronstein, etc.) have issued similar notices and filings, compounding the headline risk and keeping downside pressure on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026 Deadline
• Negative Sentiment: Analyst/commentary pieces flag risks from aggressive AI capex and overinvestment — headlines calling out “red flags” on spending and that results must show the spending is paying off could keep earnings‑growth expectations under scrutiny. 3 Red Flags Investors Should Consider Before Buying Oracle Stock

Oracle Stock Down 3.5%

Shares of ORCL opened at $145.09 on Friday. The firm has a 50 day simple moving average of $174.27 and a two-hundred day simple moving average of $223.95. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The company has a market cap of $416.87 billion, a P/E ratio of 27.27, a P/E/G ratio of 1.27 and a beta of 1.64.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same quarter last year, the company posted $1.47 EPS. The company’s revenue for the quarter was up 14.2% compared to the same quarter last year. Research analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were issued a $0.50 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle’s dividend payout ratio is 37.59%.

Insider Activity at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the company’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 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 represents a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the sale, the insider directly owned 234,077 shares in the company, valued at approximately $46,087,420.53. This represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 72,223 shares of company stock valued at $13,689,064. 40.90% of the stock is currently owned by company insiders.

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.