Los Angeles Capital Management LLC Buys 61,538 Shares of Oracle Corporation $ORCL

Posted by Geri Gentry on Jun 7th, 2026

Los Angeles Capital Management LLC increased its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 12.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 565,046 shares of the enterprise software provider’s stock after acquiring an additional 61,538 shares during the period. Los Angeles Capital Management LLC’s holdings in Oracle were worth $110,133,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. FSA Wealth Management LLC bought a new stake in Oracle during the third quarter worth about $28,000. Mpwm Advisory Solutions LLC raised its holdings in Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. bought a new stake in Oracle during the third quarter worth about $35,000. HFM Investment Advisors LLC raised its holdings in Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after acquiring an additional 96 shares in the last quarter. Finally, Basepoint Wealth LLC bought a new stake in Oracle during the fourth quarter worth about $26,000. Institutional investors own 42.44% of the company’s stock.

Insider Activity at Oracle

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

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle still has strong momentum in cloud and AI infrastructure, with recent articles highlighting robust demand, a very large backlog, and bullish analyst targets that imply significant upside if execution stays on track. Article Title
Positive Sentiment: BTIG reaffirmed a buy rating and set a $400 price target, signaling confidence that Oracle can continue benefiting from AI demand and cloud growth. Article Title
Positive Sentiment: Oracle’s recent Q3 revenue growth of about 22% year over year supports the view that the company is still expanding quickly despite the pullback in the shares. Article Title
Neutral Sentiment: Oracle has several articles pointing to the upcoming fiscal Q4 report as a key catalyst, with investors watching revenue, cloud growth, remaining performance obligations, and guidance for signs of whether the AI buildout is paying off. Article Title
Neutral Sentiment: Oracle remains a heavily discussed AI beneficiary, but some commentary frames the stock as having already rallied sharply this year, which may leave the setup vulnerable to profit-taking before results. Article Title
Negative Sentiment: RBC Capital Markets said Oracle faces questions about the pace of its AI data center buildout and whether it can overcome capacity constraints, reinforcing concerns that growth could be limited by execution. Article Title
Negative Sentiment: Investors are also worried about the scale of Oracle’s AI spending, with reports suggesting capex could rise dramatically and potentially pressure free cash flow, leverage, and the company’s credit profile. Article Title
Negative Sentiment: Recent coverage also notes broader tech-sector weakness and insider selling, adding to the cautious tone around ORCL heading into earnings. Article Title

Oracle Price Performance

NYSE:ORCL opened at $213.41 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock’s 50 day moving average price is $179.23 and its two-hundred day moving average price is $178.55. The firm has a market capitalization of $613.78 billion, a price-to-earnings ratio of 38.31, a P/E/G ratio of 2.01 and a beta of 1.65. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72.

Oracle (NYSE:ORCL – Get Free Report) last released its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the prior year, the company earned $1.47 earnings per share. The business’s revenue for the quarter 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, analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were given a $0.50 dividend. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 0.9%. Oracle’s dividend payout ratio is presently 35.91%.

Analysts Set New Price Targets

ORCL has been the topic of several analyst reports. Melius Research set a $160.00 target price on Oracle in a report on Monday, February 9th. Bank of America began coverage on Oracle in a report on Tuesday, March 24th. They set a “buy” rating and a $200.00 target price on the stock. DA Davidson upped their price objective on Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Wednesday, March 11th. JPMorgan Chase & Co. upgraded Oracle from a “neutral” rating to an “overweight” rating and dropped their price objective for the company from $230.00 to $210.00 in a research note on Wednesday, March 11th. Finally, Stifel Nicolaus dropped their price objective on Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $269.71.

Read Our Latest Report on Oracle

Oracle Profile

(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.