Atria Investments Inc Decreases Holdings in Oracle Corporation $ORCL

Atria Investments Inc decreased its position in shares of Oracle Corporation (NYSE:ORCL) by 8.1% in the fourth quarter, HoldingsChannel reports. The fund owned 232,752 shares of the enterprise software provider’s stock after selling 20,573 shares during the quarter. Atria Investments Inc’s holdings in Oracle were worth $45,366,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in Oracle by 3.5% during the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock valued at $34,070,674,000 after purchasing an additional 5,841,584 shares during the last quarter. Capital Research Global Investors increased its holdings in shares of Oracle by 1.2% during the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock valued at $6,555,961,000 after purchasing an additional 266,588 shares in the last quarter. Bank of New York Mellon Corp increased its holdings in shares of Oracle by 0.8% during the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock valued at $3,357,572,000 after purchasing an additional 98,693 shares in the last quarter. Legal & General Group Plc grew its holdings in Oracle by 3.4% in the third quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider’s stock valued at $3,289,595,000 after purchasing an additional 381,572 shares during the period. Finally, Invesco Ltd. grew its holdings in Oracle by 16.6% in the third quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider’s stock valued at $2,897,895,000 after purchasing an additional 1,464,826 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI infrastructure strategy is drawing fresh attention after Zacks highlighted defense-related deals, new OCI AI services, and rapid cloud growth as potential drivers of future revenue. Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth?
• Positive Sentiment: Wedbush reiterated a bullish view, setting a $275 price target and arguing Oracle could rally further on undervalued AI exposure and expected 46%-50% cloud revenue growth. Oracle (ORCL) Stock: Wedbush Predicts 47% Rally on AI Infrastructure Growth
• Positive Sentiment: Analyst sentiment remains constructive, with Dan Ives seeing about 40% upside despite debt concerns tied to Oracle’s AI buildout. Oracle’s AI Debt Fears Haven’t Stopped Dan Ives From Seeing 40% Upside
• Positive Sentiment: Oracle announced new business momentum with Ishan Technologies selecting Oracle Communications to modernize billing and digital service delivery, reinforcing demand for Oracle’s software and cloud stack. Ishan Technologies Boosts Service Agility and Customer Experiences with Oracle
• Positive Sentiment: Oracle also expanded its Samsung relationship, with Oracle Java helping power global semiconductor development and strengthening the company’s enterprise relevance. Oracle Java to Power Samsung Electronics’ Global Semiconductor Development
• Neutral Sentiment: Oracle appointed healthcare executive Dr. Tomislav Mihaljevic to its board, a governance update that is unlikely to move the stock on its own. Oracle Names Tomislav Mihaljevic, M.D., to the Board of Directors
• Neutral Sentiment: Several articles noted Oracle’s recent pullback and rebound after a tech selloff, suggesting the stock is being driven by shifting risk appetite and AI enthusiasm rather than any single company-specific setback. Oracle stock is up 1.5% today: analysts see more upside ahead
• Negative Sentiment: Investors still face concern that Oracle’s aggressive AI spending will pressure margins and increase debt before the company reaches its ambitious 2027 targets. Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth?

Insider Activity

In related news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction dated 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 completion of 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Oracle Price Performance

Shares of ORCL opened at $189.81 on Thursday. The firm has a market capitalization of $545.89 billion, a price-to-earnings ratio of 34.08, a PEG ratio of 1.78 and a beta of 1.55. Oracle Corporation has a twelve month low of $134.57 and a twelve 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’s fifty day simple moving average is $161.22 and its 200-day simple moving average is $183.47.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion for 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 firm’s revenue was up 21.7% on a year-over-year basis. During the same period in the prior year, the firm posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts forecast that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors 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 dividend on an annualized basis and a dividend yield of 1.1%. Oracle’s dividend payout ratio is 35.91%.

Analysts Set New Price Targets

A number of brokerages recently weighed in on ORCL. Monness Crespi & Hardt reaffirmed a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. Guggenheim restated a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Friday, March 13th. BMO Capital Markets decreased their price objective on Oracle from $205.00 to $200.00 and set an “outperform” rating on the stock in a report on Wednesday, March 11th. UBS Group reissued a “buy” rating on shares of Oracle in a research note on Monday, February 2nd. Finally, Robert W. Baird dropped their target price on Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research report on Tuesday, March 10th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $261.46.

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.