Evergreen Capital Management 13F: Adds $4.2M to ORCL Stake

Evergreen Capital Management boosted its stake in Oracle Corporation ORCL by 32.1% during the quarter, according to a Form 13F filing on October 23, 2026. The institutional investor added 30,466 shares of the enterprise software company to bring its total ownership to 125,484 shares. The reported value of the holding reached $17,228,982 at the time of the filing.

ORCL Oracle Corporation

$125.54 ▼ -35.00% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Evergreen Capital Management's Oracle Corporation Position

The fund previously held 95,018 shares of the company before acquiring the additional 30,466 shares during the period. This increase expanded the firm's investment by 32.1% overall. Oracle Corporation shares closed at $126.16 on the day of the filing.

Other Institutional Activity in Oracle Corporation

Other funds also adjusted their positions in the enterprise software provider during the same reporting window. Ascent Wealth Partners reduced its holdings by 84.2%, selling 34,316 shares to end with 6,423 shares worth about $881,878. Meanwhile, MBL Wealth grew its stake by 81.8%, picking up 7,551 shares to finish with 16,784 shares valued at about $2,304,445.

Oracle Corporation Stock Down 2.3%

Oracle Corporation recently traded around $126.12 as of October 24, 2026, remaining roughly even with its closing price of $126.16 on the filing date. The stock has faced downward pressure, trading about 12.1% below its 50-day moving average and roughly 20.6% below its 200-day moving average. Shares sit 56.1% below their 52-week high of $287.19 while holding about 10.1% above their 52-week low of $114.50. Analysts maintain a consensus buy rating on the shares with a mean target price of $236.54, leaving the recent price sitting below the average Wall Street target.

Recent Earnings

Oracle Corporation reported $71.8 billion in trailing twelve-month revenue alongside earnings of $6.38 per share. The business generated a net profit margin of 26.4% and a return on equity of 41.2%. The company's next quarterly financial update is scheduled for December 14, 2026.

Dividend

Oracle Corporation pays an annual dividend of $2.00 per share, which translates to a dividend yield of 1.59%. The company distributes 31.4% of its earnings to shareholders through dividends.

Insider Buying and Selling at Oracle Corporation

Company insiders completed multiple transactions in late 2026. Chief Executive Officer Michael D Sicilia sold 10,882 shares on September 16, 2026, at an average price of $139.94 for a total value of $1,522,827, and later sold 22,562 shares on September 22, 2026, at $151.59 for $3,420,174. Officer Maria Smith sold 2,631 shares on September 22, 2026, at $151.70 totaling $399,123. Director Stephen H Rusckowski bought 25,000 shares on September 29, 2026, at $139.35 worth $3,483,800.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. Freedom Broker maintained a buy rating while lowering its price target to $205.00 from $210.00 on September 14, 2026. Argus Research reiterated a buy rating with a $225.00 price target on the same day. Citizens reiterated its market outperform rating with a $285.00 target on October 2, 2026. Cantor Fitzgerald reiterated an overweight rating with a $284.00 target on October 22, 2026. Goldman Sachs maintained a buy rating while adjusting its target to $206.00 from $240.00 on October 23, 2026.

About Oracle Corporation

Headquartered in Austin, Texas, Oracle Corporation provides enterprise information technology frameworks, cloud infrastructure, and database software for businesses worldwide. The company employs 141,000 people and serves organizations seeking to modernize their backend infrastructure and data management systems.

Bottom Line

Investors tracking institutional interest in Oracle Corporation can watch for the upcoming earnings report on December 14, 2026, to gauge cloud and software revenue growth. Further Form 13F disclosures will show whether other major asset managers continue to adjust their holdings in the enterprise technology provider.