KMG Fiduciary Partners LLC Sells 8,655 Shares of Oracle Corporation $ORCL

KMG Fiduciary Partners LLC decreased its position in shares of Oracle Corporation (NYSE:ORCL) by 11.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 64,562 shares of the enterprise software provider’s stock after selling 8,655 shares during the quarter. Oracle makes up 0.9% of KMG Fiduciary Partners LLC’s holdings, making the stock its 22nd largest holding. KMG Fiduciary Partners LLC’s holdings in Oracle were worth $12,584,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Accurate Wealth Management LLC raised its holdings in Oracle by 12.9% during the fourth quarter. Accurate Wealth Management LLC now owns 13,017 shares of the enterprise software provider’s stock valued at $2,584,000 after acquiring an additional 1,484 shares during the period. Generate Investment Management Ltd boosted its stake in shares of Oracle by 266.7% in the fourth quarter. Generate Investment Management Ltd now owns 120,000 shares of the enterprise software provider’s stock worth $23,389,000 after acquiring an additional 87,274 shares during the period. Tradewinds Capital Management LLC grew its position in shares of Oracle by 16.4% during the fourth quarter. Tradewinds Capital Management LLC now owns 1,558 shares of the enterprise software provider’s stock worth $304,000 after purchasing an additional 220 shares in the last quarter. Net Worth Advisory Group grew its position in shares of Oracle by 428.5% during the fourth quarter. Net Worth Advisory Group now owns 5,021 shares of the enterprise software provider’s stock worth $979,000 after purchasing an additional 4,071 shares in the last quarter. Finally, JFS Wealth Advisors LLC raised its stake in Oracle by 11.3% during the 4th quarter. JFS Wealth Advisors LLC now owns 2,340 shares of the enterprise software provider’s stock valued at $456,000 after purchasing an additional 238 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. Monness Crespi & Hardt reissued a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. TD Cowen reduced their price objective on shares of Oracle from $350.00 to $250.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. Piper Sandler lowered their target price on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Royal Bank Of Canada restated a “sector perform” rating and set a $160.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Finally, Oppenheimer raised their target price on shares of Oracle from $185.00 to $210.00 and gave the company an “outperform” rating in a research note on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Oracle currently has an average rating of “Moderate Buy” and an average target price of $262.91.

Insiders Place Their Bets

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction on 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 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 trade represents a 50.99% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were 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 in the company, valued at $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 40.90% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud and AI momentum is being highlighted versus peers — strong cloud growth, a reported $553 billion backlog and a renewed AI push underpin a longer-term commercial thesis for OCI and enterprise AI demand. Oracle vs. Alibaba: Which Cloud & AI Giant Has an Edge Right Now?
• Positive Sentiment: Bank of America’s bullish note argues there’s more upside from current levels (they outline why ORCL could gain materially), which supports a potential rebound narrative for investors focused on earnings execution and cloud monetization. Bank of America Says Oracle Stock Can Gain More Than 30% from Here. Why?
• Positive Sentiment: Oracle picked up a strategic customer win as Veritone said it will migrate AI workloads to Oracle Cloud Infrastructure — a revenue/validation signal for OCI in enterprise AI workloads. Veritone Announces Strategic Agreement with Oracle to Accelerate Enterprise AI and AI Data Economy
• Positive Sentiment: Oracle is expanding physical capacity (116K sq ft lease in Nashville) to support hiring and cloud/engineering growth, signaling continued investment in scale for enterprise AI infrastructure. Oracle Scales Up Nashville Offices to Support Rapid Growth
• Neutral Sentiment: Analyst model tweaks are mixed: Erste Group nudged FY2026 estimates up slightly while trimming FY2027 modestly — signals that forecasts are being re-worked but not yet showing large consensus dislocation. Oracle Analyst Estimate Updates (Erste Group)
• Neutral Sentiment: Market commentary questions whether Oracle is an AI beneficiary or an early casualty of the AI hype cycle; articles stress that upcoming execution (June earnings) will determine if the pullback is a reset or a broader re-rating. Is Oracle the First of the AI Bubbles to Pop?
• Negative Sentiment: Credit markets are signaling rising concern — Oracle’s credit-default-swap (CDS) prices are approaching record highs, implying higher perceived default/credit risk which can pressure institutional holders and debt-sensitive valuation. Oracle’s Credit Default Swap Prices Near Record High Levels
• Negative Sentiment: Multiple securities-class-action filings and law-firm notices (deadlines in early April) add legal overhang and potential settlement risk tied to alleged disclosures around AI infrastructure spending and capital plans. This is a material headline risk while litigations proceed. ROSEN: Oracle Investors Should Secure Counsel Before April 6 Deadline
• Negative Sentiment: Price-target cuts and notes warning about revenue conversion and heavy capex have appeared, increasing near-term downside risk as investors re-price growth vs. capital intensity. Oracle (ORCL) price target decreased by 10.70% to 255.41

Oracle Stock Performance

NYSE:ORCL opened at $139.89 on Friday. The company has a market cap of $402.33 billion, a price-to-earnings ratio of 25.12, a PEG ratio of 1.37 and a beta of 1.66. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The stock’s 50 day simple moving average is $156.72 and its two-hundred day simple moving average is $212.46. 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 (NYSE:ORCL) last posted its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS 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 the consensus estimate of $16.91 billion. During the same period in the prior year, the company earned $1.47 EPS. The company’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. As a group, equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed 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 is Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.4%. Oracle’s dividend payout ratio (DPR) is 35.91%.

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.