Welch & Forbes LLC Has $21.96 Million Stake in Oracle Corporation $ORCL

Welch & Forbes LLC trimmed its stake in shares of Oracle Corporation (NYSE:ORCL) by 1.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 112,655 shares of the enterprise software provider’s stock after selling 2,240 shares during the period. Welch & Forbes LLC’s holdings in Oracle were worth $21,958,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Greykasell Wealth Strategies Inc. raised its holdings in shares of Oracle by 1.1% during the third quarter. Greykasell Wealth Strategies Inc. now owns 3,943 shares of the enterprise software provider’s stock worth $1,109,000 after acquiring an additional 42 shares during the period. Beacon Bridge Wealth Partners LLC raised its holdings in shares of Oracle by 3.0% during the third quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider’s stock worth $434,000 after acquiring an additional 45 shares during the period. Everest Management Corp. raised its holdings in shares of Oracle by 0.9% during the third quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider’s stock worth $1,481,000 after acquiring an additional 45 shares during the period. Perennial Investment Advisors LLC raised its holdings in shares of Oracle by 0.5% during the third quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider’s stock worth $2,708,000 after acquiring an additional 45 shares during the period. Finally, Consolidated Portfolio Review Corp raised its holdings in shares of Oracle by 1.0% during the third quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider’s stock worth $1,403,000 after acquiring an additional 50 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

ORCL has been the topic of a number of research analyst reports. Royal Bank Of Canada restated a “sector perform” rating and set a $160.00 price objective on shares of Oracle in a report on Wednesday, March 11th. Melius Research set a $160.00 price target on shares of Oracle in a research note on Monday, February 9th. JPMorgan Chase & Co. upgraded shares of Oracle from a “neutral” rating to an “overweight” rating and lowered their price target for the company from $230.00 to $210.00 in a research note on Wednesday, March 11th. DA Davidson lifted their price target on shares of Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Wednesday, March 11th. Finally, Stifel Nicolaus lowered their price target on shares of Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $261.46.

Oracle Stock Up 10.9%

Oracle stock opened at $225.85 on Friday. The firm has a market capitalization of $649.55 billion, a PE ratio of 40.55, a P/E/G ratio of 2.15 and a beta of 1.55. The company’s 50-day moving average is $170.81 and its 200-day moving average is $178.35. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping 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%. Oracle’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 0.9%. Oracle’s payout ratio is presently 35.91%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is benefiting from renewed enthusiasm for AI-related software stocks, with investors viewing the company as a key AI/cloud infrastructure winner alongside peers like Snowflake and ServiceNow. Snowflake, Oracle, ServiceNow Stocks Rally As AI Trade Heats Up Again
• Positive Sentiment: Bullish trading signals and unusual options activity point to stronger near-term sentiment, including a Power Inflow alert and a big jump in call buying. Oracle Shares Rise 4% After Key Trading Signal
• Positive Sentiment: Analysts and market commentary continue to highlight Oracle’s AI cloud backlog and improving outlook, suggesting investors are focusing more on growth potential than on recent volatility. Zacks Industry Outlook Highlights Oracle, Intuit and Progress Software
• Positive Sentiment: Several recent pieces frame Oracle as a possible undervalued AI beneficiary, reinforcing the case for continued investor interest in the stock. Is Oracle Stock an Undervalued Stock to Buy?
• Neutral Sentiment: Oracle is also drawing regulatory scrutiny over TikTok U.S. data safeguards and recommendation-algorithm concerns, which is not a direct business hit but could add headline risk. Democratic senator wants TikTok US JV, Oracle to answer questions on platform safeguards
• Neutral Sentiment: Some investors are still focused on Oracle’s debt load and capital spending for AI data centers, a longer-term concern that could cap enthusiasm if profitability doesn’t keep up. Concerns Over Debt Weigh on Oracle (ORCL) Amid AI Data Center Expansion

Insider Activity at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction dated 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 completion of the sale, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

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.