William Blair Investment Management LLC Buys 148,950 Shares of Oracle Corporation $ORCL

William Blair Investment Management LLC raised its stake in Oracle Corporation (NYSE:ORCL) by 13.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,256,536 shares of the enterprise software provider’s stock after acquiring an additional 148,950 shares during the period. William Blair Investment Management LLC’s holdings in Oracle were worth $244,912,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. FSA Wealth Management LLC bought a new stake in Oracle in the 3rd quarter valued at $28,000. Mpwm Advisory Solutions LLC increased its holdings in Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. bought a new stake in shares of Oracle in the 3rd quarter worth about $35,000. HFM Investment Advisors LLC increased its holdings in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after buying an additional 96 shares during the last quarter. Finally, Collier Financial bought a new stake in shares of Oracle in the 3rd quarter worth about $38,000. 42.44% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on ORCL. Piper Sandler reduced their target price on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. DA Davidson boosted their target price on shares of Oracle from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Wednesday, March 11th. Robert W. Baird reduced their target price on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a report on Tuesday, March 10th. Stifel Nicolaus reduced their target price on shares of Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a report on Wednesday, March 11th. Finally, TD Cowen reduced their target price on shares of Oracle from $350.00 to $250.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $261.46.

Oracle Price Performance

ORCL stock opened at $192.13 on Friday. 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 company has a 50-day moving average price of $166.27 and a 200 day moving average price of $179.99. The stock has a market cap of $552.58 billion, a PE ratio of 34.49, a P/E/G ratio of 1.83 and a beta of 1.55.

Oracle (NYSE:ORCL) last released its quarterly 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. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period in the previous year, the company earned $1.47 EPS. The firm’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 research analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s payout ratio is 35.91%.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction dated Thursday, April 16th. The shares were 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. The trade was a 81.39% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Key Headlines Impacting Oracle

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?

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.