ICONIQ Capital LLC Lowers Stock Holdings in Oracle Corporation $ORCL

ICONIQ Capital LLC reduced its position in Oracle Corporation (NYSE:ORCL) by 91.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 24,531 shares of the enterprise software provider’s stock after selling 275,821 shares during the quarter. ICONIQ Capital LLC’s holdings in Oracle were worth $6,899,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Winnow Wealth LLC purchased a new stake in Oracle in the 2nd quarter worth approximately $28,000. Kilter Group LLC purchased a new position in shares of Oracle during the 2nd quarter valued at $30,000. Darwin Wealth Management LLC increased its holdings in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 65 shares during the period. Mpwm Advisory Solutions LLC raised its position in shares of Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 50 shares in the last quarter. Finally, Financial Consulate Inc. bought a new stake in Oracle during the third quarter valued at $37,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Activity

In other news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction dated 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 approximately $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 72,223 shares of company stock worth $13,689,064 in the last quarter. Insiders own 40.90% of the company’s stock.

Oracle Price Performance

Shares of Oracle stock opened at $155.08 on Monday. 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. The business’s 50 day simple moving average is $165.74 and its two-hundred day simple moving average is $217.83. The stock has a market capitalization of $446.02 billion, a P/E ratio of 27.84, a price-to-earnings-growth ratio of 1.35 and a beta of 1.66.

Oracle (NYSE:ORCL) last released its quarterly earnings data 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 firm had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the prior year, the firm posted $1.47 earnings per share. The business’s quarterly 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. Analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders 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 yield of 1.3%. Oracle’s dividend payout ratio is presently 35.91%.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and AI/cloud traction — Oracle reported stronger‑than‑expected revenue and record cloud dollar‑adds, and raised longer‑term revenue guidance, underpinning the bull case that AI demand will sustain growth. Oracle capitalizes on AI demand with record Cloud dollar adds
• Positive Sentiment: Analyst upgrades / high conviction calls — Several firms (including JPMorgan) upgraded or reiterated bullish views after the print, and Guggenheim highlighted a potential future free‑cash‑flow “waterfall” scenario. These endorsements support further upside if execution continues. JPMorgan Chase & Co. Upgrades Oracle (NYSE:ORCL) to Overweight
• Neutral Sentiment: TikTok stake and strategic investments — Filings disclosed a ~$2.2B stake in the restructured TikTok US JV (15%); strategic for content/data relationships but capital‑intensive and not an immediate earnings driver. Oracle Reveals $2.2 Billion Investment In TikTok’s US Business
• Neutral Sentiment: AI infrastructure narrative remains a key theme — Multiple strategy pieces argue Oracle is well‑positioned as an AI infrastructure play, but those gains are contingent on durable monetization and margin expansion. Oracle: The AI Darkhorse?
• Negative Sentiment: Rising litigation risk — Multiple law firms have filed/class notices alleging disclosure issues around data‑center capabilities and capex; ongoing suits increase legal uncertainty and could weigh on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz
• Negative Sentiment: Restructuring and extra charges — The WSJ reports Oracle set aside an additional $500M for restructuring and exit costs tied to job cuts as it scales AI infrastructure, a near‑term drag on cash flow. Oracle Allocates Extra $500 Million to Cover Restructuring Costs
• Negative Sentiment: Mixed analyst positioning and price‑target cuts — While some firms raised targets, others (Baird, TD Cowen, Stifel and others) trimmed price targets citing valuation and model updates — adding to short‑term volatility. Baird Lowers PT on Oracle (ORCL)

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on ORCL shares. DA Davidson upped their target price on Oracle from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday, March 11th. Mizuho set a $400.00 price objective on shares of Oracle in a research report on Monday, December 15th. Melius Research set a $160.00 target price on shares of Oracle in a research report on Monday, February 9th. The Goldman Sachs Group raised shares of Oracle to a “strong-buy” rating in a research note on Monday, January 12th. Finally, Jefferies Financial Group lowered their price objective on shares of Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a research report on Thursday, March 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $268.06.

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.