WCG Wealth Advisors LLC Acquires 46,367 Shares of Oracle Corporation $ORCL

WCG Wealth Advisors LLC grew its holdings in Oracle Corporation (NYSE:ORCL) by 165.7% during the 4th quarter, Holdings Channel reports. The firm owned 74,355 shares of the enterprise software provider’s stock after purchasing an additional 46,367 shares during the period. WCG Wealth Advisors LLC’s holdings in Oracle were worth $14,493,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Johnson Financial Group LLC boosted its stake in shares of Oracle by 19.2% in the 4th quarter. Johnson Financial Group LLC now owns 2,299 shares of the enterprise software provider’s stock valued at $448,000 after purchasing an additional 370 shares during the last quarter. Shepherd Street Advisors LLC bought a new position in Oracle during the 4th quarter worth approximately $1,129,000. Phillips Wealth Planners LLC boosted its stake in Oracle by 5.6% during the 4th quarter. Phillips Wealth Planners LLC now owns 3,037 shares of the enterprise software provider’s stock worth $592,000 after acquiring an additional 162 shares during the last quarter. Anchor Capital Advisors LLC boosted its stake in Oracle by 3.7% during the 4th quarter. Anchor Capital Advisors LLC now owns 5,964 shares of the enterprise software provider’s stock worth $1,162,000 after acquiring an additional 214 shares during the last quarter. Finally, CIBC Asset Management Inc boosted its stake in Oracle by 61.2% during the 4th quarter. CIBC Asset Management Inc now owns 426,699 shares of the enterprise software provider’s stock worth $83,168,000 after acquiring an additional 162,044 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: UBS raised its price target on Oracle to $285 from $250 and kept a buy rating, citing continued AI momentum and strong upside potential heading into earnings. Benzinga
• Positive Sentiment: Oracle is being highlighted as one of the software names benefiting from the AI rebound, with investors increasingly viewing the company as a major AI infrastructure play rather than just a legacy database vendor. Article
• Positive Sentiment: Oracle’s relationship with OpenAI appears to have strengthened, helping explain the stock’s sharp May rally and supporting hopes for future AI-related demand. Article
• Neutral Sentiment: Several articles framed Oracle’s upcoming June 10 earnings as a major test for the stock, with analysts expecting continued revenue and EPS growth but also warning that results and guidance will need to justify the recent run-up. Article
• Negative Sentiment: The stock has also faced pressure from investor concern that Oracle’s aggressive AI/cloud expansion will require heavy spending, potentially weighing on margins and cash flow. Article
• Negative Sentiment: There are signs of caution ahead of earnings, including heavy put-option activity and articles noting that some traders are taking profits after the recent surge. Article

Insiders Place Their Bets

In other news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction that occurred on 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 $604,155.51. This trade represents a 81.39% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Oracle Stock Down 5.7%

Shares of NYSE ORCL opened at $230.53 on Thursday. The company has a 50 day simple moving average of $176.08 and a 200 day simple moving average of $178.21. The firm has a market cap of $663.02 billion, a PE ratio of 41.39, a price-to-earnings-growth ratio of 2.30 and a beta of 1.65. Oracle Corporation has a 1 year low of $134.57 and a 1 year 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 issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The business had revenue of $17.19 billion during 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 quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter last year, the business earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, research analysts forecast that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Dividend Announcement

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

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of research reports. Melius Research set a $160.00 price objective on shares of Oracle in a research report on Monday, February 9th. JPMorgan Chase & Co. upgraded shares of Oracle from a “neutral” rating to an “overweight” rating and decreased their price target for the company from $230.00 to $210.00 in a research note on Wednesday, March 11th. Wedbush upped their price target on shares of Oracle from $225.00 to $275.00 and gave the company an “outperform” rating in a research note on Wednesday, May 13th. Citizens Jmp reduced their price objective on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a research note on Thursday, February 5th. Finally, Piper Sandler reduced their price objective on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and a consensus target price of $263.62.

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.