LSV Asset Management Decreases Stake in Oracle Corporation $ORCL

Posted by George Bondi on May 27th, 2026

LSV Asset Management reduced its position in Oracle Corporation (NYSE:ORCL – Free Report) by 55.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,764 shares of the enterprise software provider’s stock after selling 24,400 shares during the period. LSV Asset Management’s holdings in Oracle were worth $3,852,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the company. Greykasell Wealth Strategies Inc. increased its holdings in Oracle by 1.1% in the third quarter. Greykasell Wealth Strategies Inc. now owns 3,943 shares of the enterprise software provider’s stock valued at $1,109,000 after buying an additional 42 shares during the last quarter. Beacon Bridge Wealth Partners LLC increased its holdings in Oracle by 3.0% in the third quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider’s stock valued at $434,000 after buying an additional 45 shares during the last quarter. Everest Management Corp. increased its holdings in Oracle by 0.9% in the third quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider’s stock valued at $1,481,000 after buying an additional 45 shares during the last quarter. Perennial Investment Advisors LLC increased its holdings in Oracle by 0.5% in the third quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider’s stock valued at $2,708,000 after buying an additional 45 shares during the last quarter. Finally, Consolidated Portfolio Review Corp boosted its stake in Oracle by 1.0% in the third quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider’s stock valued at $1,403,000 after acquiring an additional 50 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have issued reports on ORCL. Bank of America began coverage on shares of Oracle in a research note on Tuesday, March 24th. They issued a “buy” rating and a $200.00 price objective for the company. Melius Research set a $160.00 price objective on shares of Oracle in a research note on Monday, February 9th. Oppenheimer upped their price objective on shares of Oracle from $210.00 to $235.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Citigroup upped their price objective on shares of Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research note on Thursday, March 12th. Finally, Guggenheim restated a “buy” rating and issued a $400.00 price objective on shares of Oracle in a research note on Friday, March 13th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Oracle has an average rating of “Moderate Buy” and an average target price of $261.46.

View Our Latest Stock Analysis on ORCL

Insider Buying and Selling at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle was upgraded to Buy by Zacks, with the firm citing improving earnings expectations and stronger outlook for the stock. Oracle (ORCL) Upgraded to Buy: Here’s Why
Positive Sentiment: Seeking Alpha also published a bullish piece arguing that Oracle is no longer an “easy short,” which supports sentiment that the stock may have more upside after its strong AI and cloud run. Oracle: The Easy Short Is Gone (Rating Upgrade)
Neutral Sentiment: Oracle launched a new public campaign tied to its Doña Ana County data center project, highlighting community investment, lower water usage, and cleaner power plans. The announcement is more reputational than financially material in the short term. Oracle Launches New Campaign Highlighting Commitments to Doña Ana County
Neutral Sentiment: Some coverage focused on Oracle as part of a broader debate over “AI round-trip” revenue and cloud growth quality, which could keep investors cautious even if it does not immediately change fundamentals. Oracle’s AI Round Trip Revenue Raises Questions On Cloud Growth Quality
Negative Sentiment: Articles questioning whether AI-related cloud revenue is being artificially inflated may weigh on sentiment if investors start to worry that Oracle’s cloud growth is less organic than it appears. AI Bubble Fears Grow as Big Tech Allegedly Pays Itself in Cloud Loop

Oracle Price Performance

Shares of ORCL opened at $192.51 on Wednesday. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. The company has a market capitalization of $553.67 billion, a price-to-earnings ratio of 34.56, a price-to-earnings-growth ratio of 1.83 and a beta of 1.55. The firm has a 50-day simple moving average of $167.68 and a 200-day simple moving average of $178.64. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35.

Oracle (NYSE:ORCL – Get Free Report) last announced its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping 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 business had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter in the prior year, the firm earned $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. On average, equities research analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were paid a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. Oracle’s dividend payout ratio is 35.91%.

About Oracle

(Free Report)

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.