Oppenheimer & Co. Inc. Boosts Stock Position in Oracle Corporation $ORCL

Oppenheimer & Co. Inc. lifted its holdings in Oracle Corporation (NYSE:ORCL) by 14.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 85,195 shares of the enterprise software provider’s stock after purchasing an additional 10,983 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Oracle were worth $16,605,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Cullinan Associates Inc. grew its holdings in shares of Oracle by 2.8% in the fourth quarter. Cullinan Associates Inc. now owns 113,241 shares of the enterprise software provider’s stock valued at $22,072,000 after purchasing an additional 3,049 shares in the last quarter. Activest Wealth Management increased its position in Oracle by 19.9% during the fourth quarter. Activest Wealth Management now owns 2,532 shares of the enterprise software provider’s stock valued at $493,000 after acquiring an additional 421 shares during the last quarter. Laurel Wealth Advisors LLC raised its stake in shares of Oracle by 2.4% in the fourth quarter. Laurel Wealth Advisors LLC now owns 8,071 shares of the enterprise software provider’s stock valued at $1,573,000 after acquiring an additional 188 shares during the period. Verity Asset Management Inc. raised its stake in shares of Oracle by 10.4% in the fourth quarter. Verity Asset Management Inc. now owns 1,993 shares of the enterprise software provider’s stock valued at $388,000 after acquiring an additional 187 shares during the period. Finally, Delta Investment Management LLC lifted its holdings in shares of Oracle by 11.8% in the 4th quarter. Delta Investment Management LLC now owns 2,394 shares of the enterprise software provider’s stock worth $467,000 after acquiring an additional 252 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Stock Down 1.5%

Shares of ORCL opened at $161.38 on Friday. The firm has a market capitalization of $464.14 billion, a P/E ratio of 28.97, a P/E/G ratio of 1.56 and a beta of 1.60. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm has a fifty day moving average price of $154.96 and a 200-day moving average price of $189.80.

Oracle (NYSE:ORCL) last issued its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The firm had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business’s revenue was up 21.7% on a year-over-year basis. During the same period in the previous year, the firm earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts expect that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The business 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. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s payout ratio is currently 35.91%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Dan Ives (and other bulls) see ~35% upside on Oracle based on its AI infrastructure “secret sauce” and rising IaaS/cloud revenue; Ives’ team holds a $225 price target, reinforcing a buy-and-hold AI narrative. Why Dan Ives Is Betting on 35% Upside for Oracle Stock
• Positive Sentiment: Wedbush reiterated an Outperform and a $225 target, calling the recent selloff an “overreaction” and defending Oracle’s growth outlook tied to AI/cloud contracts. Wedbush Reiterates Outperform on Oracle (ORCL)
• Positive Sentiment: Oracle’s commercial wins (example: powering Bloom Energy deployments) and large backlog arguments are cited by analysts and commentators as evidence of durable AI-driven demand and a compelling longer-term entry point after the pullback. Trump Was Supposed to Kill Hydrogen Investments, but Oracle Just Gave Bloom Energy Stock a Second Life
• Neutral Sentiment: Several long-form pieces (Zacks, InsiderMonkey, 247WallStreet) argue the pullback creates a long-term buying opportunity given Oracle’s AI/cloud positioning — useful context for position traders but less immediately catalytic. Is Oracle the Best Long-Term Tech Stock To Buy?
• Neutral Sentiment: Broader AI infrastructure financing (e.g., CoreWeave’s GPU-backed loan) signals continued investment in the sector — supportive for Oracle’s TAM but not an immediate driver of ORCL moves. CoreWeave Heralds New AI Borrowing Frontier With GPU-Backed Loan
• Negative Sentiment: Short-term selling follows reports that OpenAI missed internal growth/revenue targets, which raised questions about future spend from a key Oracle AI customer and sparked a sector-wide pullback. Oracle Drops as OpenAI Growth Concerns Hit AI Stocks
• Negative Sentiment: Newsflow showing ORCL falling more steeply than the market and rumors (reported in trading outlets) about server-deal shifts have added pressure, contributing to volatility and near-term downside risk. Oracle (ORCL) Falls More Steeply Than Broader Market

Analyst Ratings Changes

ORCL has been the topic of several analyst reports. Royal Bank Of Canada reiterated a “sector perform” rating and set a $160.00 price target on shares of Oracle in a report on Wednesday, March 11th. Monness Crespi & Hardt reissued a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. Cantor Fitzgerald restated an “overweight” rating and set a $229.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Sanford C. Bernstein set a $313.00 target price on Oracle in a research report on Monday, February 9th. Finally, Scotiabank dropped their target price on Oracle from $220.00 to $215.00 and set a “sector outperform” rating for the company in a research report on Monday, March 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $259.56.

Insiders Place Their Bets

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction on 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 sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by insiders.

Oracle Company Profile

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.