Americana Partners LLC Sells 6,580 Shares of Oracle Corporation $ORCL

Americana Partners LLC lowered its stake in Oracle Corporation (NYSE:ORCL) by 13.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 43,649 shares of the enterprise software provider’s stock after selling 6,580 shares during the period. Americana Partners LLC’s holdings in Oracle were worth $8,508,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of ORCL. FSA Wealth Management LLC acquired a new stake in shares of Oracle in the third quarter valued at approximately $28,000. Mpwm Advisory Solutions LLC raised its holdings in shares of Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new stake in shares of Oracle in the third quarter valued at approximately $35,000. HFM Investment Advisors LLC raised its holdings in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after purchasing an additional 96 shares during the last quarter. Finally, Collier Financial acquired a new position in Oracle during the third quarter worth $38,000. Institutional investors own 42.44% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
• Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
• Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?

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 completion of the transaction, the executive vice president 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. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Oracle Stock Up 1.2%

ORCL stock opened at $192.13 on Friday. The stock has a market capitalization of $552.58 billion, a P/E ratio of 34.49, a price-to-earnings-growth ratio of 1.81 and a beta of 1.55. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. The firm has a 50-day moving average price of $166.27 and a 200-day moving average price of $179.99.

Oracle (NYSE:ORCL) last posted its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. The firm had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities research analysts anticipate that Oracle Corporation will post 6.08 EPS for the current fiscal 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 issued 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 1.0%. Oracle’s dividend payout ratio is 35.91%.

Analyst Ratings Changes

A number of brokerages recently weighed in on ORCL. Barclays lowered their target price on shares of Oracle from $310.00 to $230.00 and set an “overweight” rating on the stock in a report on Monday, March 9th. Melius Research set a $160.00 target price on shares of Oracle in a report on Monday, February 9th. Citigroup boosted their target price on shares of Oracle from $310.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, March 12th. Scotiabank lowered their target price on shares of Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a report on Monday, March 9th. Finally, Monness Crespi & Hardt restated a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $261.46.

Oracle 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.