Karras Company Inc. purchased a new stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 6,329 shares of the enterprise software provider’s stock, valued at approximately $1,234,000. Oracle comprises approximately 1.2% of Karras Company Inc.’s portfolio, making the stock its 22nd biggest position.
A number of other large investors have also recently modified their holdings of the business. Ferguson Johnson Wealth Management Inc bought a new stake in shares of Oracle during the 4th quarter valued at about $215,000. Advisory Alpha LLC boosted its position in shares of Oracle by 9.5% during the 4th quarter. Advisory Alpha LLC now owns 6,054 shares of the enterprise software provider’s stock valued at $1,181,000 after acquiring an additional 524 shares during the last quarter. Evoke Wealth LLC boosted its position in shares of Oracle by 2.5% during the 4th quarter. Evoke Wealth LLC now owns 55,033 shares of the enterprise software provider’s stock valued at $10,726,000 after acquiring an additional 1,358 shares during the last quarter. SGL Investment Advisors Inc. boosted its position in shares of Oracle by 28.8% during the 4th quarter. SGL Investment Advisors Inc. now owns 4,128 shares of the enterprise software provider’s stock valued at $805,000 after acquiring an additional 924 shares during the last quarter. Finally, Mizuho Markets Cayman LP bought a new stake in shares of Oracle during the 4th quarter valued at about $269,000. Institutional investors own 42.44% of the company’s stock.
Oracle News Summary
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?
Oracle Price Performance
Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same period last year, the company earned $1.47 EPS. Oracle’s revenue for the quarter was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts predict that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.
Oracle Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date was Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is presently 35.91%.
Insider Transactions at Oracle
In related news, EVP Stuart Levey sold 15,000 shares of the firm’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 transaction of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. This trade represents a 81.39% decrease in their position. The transaction was disclosed in a legal filing 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 insiders.
Wall Street Analysts Forecast Growth
A number of equities analysts have recently issued reports on ORCL shares. DA Davidson upped their price objective on Oracle from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Wednesday, March 11th. Sanford C. Bernstein set a $313.00 price objective on Oracle in a report on Monday, February 9th. Bank of America started coverage on Oracle in a report on Tuesday, March 24th. They issued a “buy” rating and a $200.00 price objective for the company. UBS Group reiterated a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Finally, Monness Crespi & Hardt reiterated a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and a consensus target price of $261.46.
Check Out Our Latest Research Report on ORCL
About Oracle
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.
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