Generate Investment Management 13F: Adds $36M to ORCL Stake

Generate Investment Management expanded its footprint in Oracle Corporation (NYSE: ORCL), adding 261,019 shares to bring its total holding to 407,314 shares. The stake was valued at roughly $55.9 million according to a Form 13F filing with the SEC on October 14, 2026. This move marked a 178.4% increase from the prior count of 146,295 shares. Keep in mind that 13F filings are backward-looking and reflect holdings as of the close of the reporting quarter, so they may not show the fund's current positioning today.

Other Institutional Activity in Oracle Corporation

Other large funds also made notable adjustments to their Oracle holdings during the period. BlackRock Inc. grew its holdings by 2,049,253 shares, ending with 145,353,687 shares worth about $18.6 billion after a 1.4% increase. Vanguard Capital Management LLC lifted its position by 677,772 shares, bringing its total to 111,788,001 shares valued at about $14.3 billion following a 0.6% increase. State Street Corporation added 2,342,493 shares for a 3.1% boost, closing the period with 78,645,193 shares worth approximately $10.1 billion. Vanguard Portfolio Management LLC grew its stake by 539,092 shares, or 0.9%, ending with 57,285,664 shares valued at about $7.3 billion. Capital Research Global Investors raised its investment significantly, adding 7,607,289 shares for a 23.7% jump to finish with 39,746,237 shares worth about $5.1 billion.

Oracle Corporation Stock Down 1.8%

Oracle Corporation shares recently traded around $128.26 as of October 16, 2026. The stock sits below its 50-day moving average of $145.42 and its 200-day moving average of $160.54.

Recent Earnings

Oracle Corporation reported trailing-twelve-month revenue of $71.8 billion alongside earnings of $6.38 per share. The company posted a net profit margin of 26.4% and a return on equity of 41.2%, with the next earnings report expected on December 14, 2026.

Dividend

The company offers an annual dividend yield of 1.49% with a payout ratio of 31.4%.

Insider Buying and Selling at Oracle Corporation

Insiders completed several transactions prior to the filing. 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 $1.5 million, and later sold 22,562 shares on September 22, 2026, at $151.59 for a total of $3.4 million. Officer Maria Smith sold 2,631 shares on September 22, 2026, at $151.70 for a total of $399,123. On the buying side, Director Stephen H. Rusckowski purchased 25,000 shares on September 29, 2026, at $139.35 for a total value of $3.5 million.

Analysts Set New Price Targets

Wall Street firms weighed in on the stock ahead of the filing. On September 11, 2026, Stifel maintained a buy rating while lowering its price target to $200.00 from $220.00. TD Cowen reiterated a buy rating with a $240.00 target on September 11, 2026. Freedom Broker maintained a buy rating on September 14, 2026, adjusting its target to $205.00 from $210.00. Argus Research reiterated a buy rating with a $225.00 target on September 14, 2026. Citizens reiterated a market outperform rating with a $285.00 target on October 2, 2026. Overall, the stock holds a consensus buy rating with a mean price target of $237.36 across 41 analyst opinions.

About Oracle Corporation

Oracle Corporation builds and supports enterprise information technology frameworks worldwide. The Austin-based technology firm provides software and infrastructure solutions that power core business operations for large organizations globally, making institutional allocation trends in its stock closely watched by market observers.

Bottom Line

Generate Investment Management's larger bet on Oracle highlights ongoing institutional interest despite the stock trading below key moving averages. Investors will want to watch upcoming earnings announcements and subsequent regulatory filings to see how institutional sentiment evolves.