Strategic Family Wealth Counselors L.L.C. raised its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 232.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,907 shares of the enterprise software provider’s stock after buying an additional 2,732 shares during the quarter. Strategic Family Wealth Counselors L.L.C.’s holdings in Oracle were worth $703,000 at the end of the most recent reporting period.
Other large investors have also recently bought and sold shares of the company. Xponance Inc. grew its holdings in Oracle by 1.8% during the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock valued at $114,336,000 after buying an additional 7,320 shares during the last quarter. Stonegate Investment Group LLC grew its holdings in Oracle by 3.2% during the 3rd quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider’s stock valued at $27,955,000 after buying an additional 3,065 shares during the last quarter. Migdal Insurance & Financial Holdings Ltd. grew its holdings in Oracle by 62.1% during the 3rd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 483,000 shares of the enterprise software provider’s stock valued at $135,839,000 after buying an additional 184,996 shares during the last quarter. DDD Partners LLC acquired a new stake in shares of Oracle during the fourth quarter worth $1,677,000. Finally, William Blair Investment Management LLC boosted its holdings in shares of Oracle by 28.6% during the third quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider’s stock worth $311,497,000 after purchasing an additional 246,243 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.
Oracle News Roundup
Here are the key news stories impacting Oracle this week:
- Positive Sentiment: Oracle’s AI infrastructure strategy is drawing fresh attention after Zacks highlighted defense-related deals, new OCI AI services, and rapid cloud growth as potential drivers of future revenue. Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth?
- Positive Sentiment: Wedbush reiterated a bullish view, setting a $275 price target and arguing Oracle could rally further on undervalued AI exposure and expected 46%-50% cloud revenue growth. Oracle (ORCL) Stock: Wedbush Predicts 47% Rally on AI Infrastructure Growth
- Positive Sentiment: Analyst sentiment remains constructive, with Dan Ives seeing about 40% upside despite debt concerns tied to Oracle’s AI buildout. Oracle’s AI Debt Fears Haven’t Stopped Dan Ives From Seeing 40% Upside
- Positive Sentiment: Oracle announced new business momentum with Ishan Technologies selecting Oracle Communications to modernize billing and digital service delivery, reinforcing demand for Oracle’s software and cloud stack. Ishan Technologies Boosts Service Agility and Customer Experiences with Oracle
- Positive Sentiment: Oracle also expanded its Samsung relationship, with Oracle Java helping power global semiconductor development and strengthening the company’s enterprise relevance. Oracle Java to Power Samsung Electronics’ Global Semiconductor Development
- Neutral Sentiment: Oracle appointed healthcare executive Dr. Tomislav Mihaljevic to its board, a governance update that is unlikely to move the stock on its own. Oracle Names Tomislav Mihaljevic, M.D., to the Board of Directors
- Neutral Sentiment: Several articles noted Oracle’s recent pullback and rebound after a tech selloff, suggesting the stock is being driven by shifting risk appetite and AI enthusiasm rather than any single company-specific setback. Oracle stock is up 1.5% today: analysts see more upside ahead
- Negative Sentiment: Investors still face concern that Oracle’s aggressive AI spending will pressure margins and increase debt before the company reaches its ambitious 2027 targets. Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth?
Oracle Trading Up 1.6%
Oracle (NYSE:ORCL – Get Free Report) last issued its earnings results 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 business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business’s quarterly revenue was up 21.7% on a year-over-year basis. During the same period last year, the company posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current year.
Oracle Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is 35.91%.
Insider Buying and Selling at Oracle
In related news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction 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 transaction, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.
Wall Street Analyst Weigh In
Several research firms have recently issued reports on ORCL. Bank of America began coverage on Oracle in a report on Tuesday, March 24th. They set a “buy” rating and a $200.00 price objective on the stock. Citizens Jmp decreased their price objective on Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a report on Thursday, February 5th. Guggenheim restated a “buy” rating and set a $400.00 price objective on shares of Oracle in a report on Friday, March 13th. Stifel Nicolaus decreased their price objective on Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a report on Wednesday, March 11th. Finally, Morgan Stanley decreased their price objective on Oracle from $213.00 to $207.00 and set an “equal weight” rating on the stock in a report on Thursday, April 23rd. Three equities 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 issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $261.46.
Get Our Latest Analysis 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.
Further Reading
- Five stocks we like better than Oracle
- D-Wave Earnings Looked Weak, But Investors May Be Missing This
- Nebius Upside Expands as AI Feedback Loop Intensifies
- Insider Trades: Okta and Abbott See Buys, Micron Insiders Sell
- Plug Power Flips The Switch On Profitability
Want to see what other hedge funds are holding ORCL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL – Free Report).
Receive News & Ratings for Oracle Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Oracle and related companies with MarketBeat.com's FREE daily email newsletter.
