Oracle Corporation $ORCL Stock Position Raised by Invesco Ltd.

Invesco Ltd. grew its position in shares of Oracle Corporation (NYSE:ORCL) by 16.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,303,992 shares of the enterprise software provider’s stock after buying an additional 1,464,826 shares during the quarter. Oracle makes up about 0.5% of Invesco Ltd.’s investment portfolio, making the stock its 21st largest holding. Invesco Ltd. owned approximately 0.36% of Oracle worth $2,897,895,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in ORCL. Winnow Wealth LLC acquired a new stake in Oracle in the second quarter valued at approximately $28,000. Kilter Group LLC acquired a new position in shares of Oracle during the 2nd quarter worth $30,000. Darwin Wealth Management LLC raised its holdings in shares of Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 65 shares in the last quarter. Financial Consulate Inc. bought a new position in shares of Oracle during the 3rd quarter valued at $37,000. Finally, Collier Financial acquired a new stake in shares of Oracle in the 3rd quarter valued at $38,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and raised FY‑2027 revenue outlook — Oracle reported stronger‑than‑expected Q3 revenue and EPS with accelerating cloud/AI demand and a massive $553B backlog, which drove the post‑earnings rally. Oracle stock rockets higher on Q3 earnings beat, 2027 revenue outlook
• Positive Sentiment: Longer‑term cash‑flow thesis — A Guggenheim analyst argues Oracle’s heavy AI investments should flip to a free‑cash‑flow “waterfall” in fiscal 2029–2030, supporting a bullish multi‑year case. Guggenheim analyst predicts Oracle free cash flow ‘waterfall’ in fiscal 29-30
• Positive Sentiment: Analyst upgrades and higher targets — Several firms responded to the print with upgrades or higher targets (Citigroup, JPMorgan and others), fueling near‑term institutional buying interest. These Analysts Revise Their Forecasts On Oracle After Q3 Earnings
• Neutral Sentiment: Technical / momentum pullback — Despite the strong beat, the stock is struggling around key moving averages and some traders are locking in gains; that keeps near‑term volatility elevated even as fundamentals improve. Oracle Is Treading Water Below Its Moving Averages After Earnings. How Should You Play ORCL Stock Here?
• Negative Sentiment: New legal / securities‑fraud actions — Multiple law firms have filed or solicited plaintiffs for class actions tied to a prior disclosure period, increasing litigation overhang and potential liability for investors. Oracle Corporation (ORCL) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
• Negative Sentiment: Analyst price‑target cuts and mixed research — Several shops (Baird, TD Cowen, Stifel and others) cut targets or trimmed upside despite keeping favorable ratings, signalling valuation and execution debates remain. Baird Lowers PT on Oracle (ORCL), Here’s What You Need to Know
• Negative Sentiment: Restructuring and near‑term cash pressure — Oracle disclosed an extra $500M reserve for restructuring tied to AI‑driven workforce changes; combined with massive capex for AI data centers this keeps free‑cash‑flow and debt metrics under scrutiny. Oracle Allocates Extra $500 Million to Cover Restructuring Costs

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the stock. UBS Group reiterated a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Mizuho set a $400.00 price target on Oracle in a research report on Monday, December 15th. Guggenheim reiterated a “buy” rating and set a $400.00 price target on shares of Oracle in a research note on Thursday, December 11th. Bank of America lowered their price objective on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Finally, Cantor Fitzgerald restated an “overweight” rating and issued a $229.00 target price on shares of Oracle in a report on Wednesday. Three research 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 given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $268.06.

Oracle Stock Down 2.5%

ORCL stock opened at $159.09 on Friday. The stock has a market capitalization of $457.09 billion, a price-to-earnings ratio of 28.56, a price-to-earnings-growth ratio of 1.44 and a beta of 1.66. The company has a 50-day moving average of $166.55 and a two-hundred day moving average of $218.63. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The company has a debt-to-equity ratio of 3.19, a current ratio of 1.35 and a quick ratio of 0.91.

Oracle (NYSE:ORCL) last posted its quarterly earnings data 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. Oracle had a return on equity of 60.00% and a net margin of 25.30%.The business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same period in the previous year, the company posted $1.47 earnings per share. The firm’s revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities research analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.50 per share. The ex-dividend date is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle’s payout ratio is 35.91%.

Insiders Place Their Bets

In other news, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the sale, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 72,223 shares of company stock valued at $13,689,064 in the last three months. 40.90% of the stock is owned by corporate 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.