May Hill Capital LLC Grows Stock Position in Oracle Corporation $ORCL

May Hill Capital LLC grew its holdings in shares of Oracle Corporation (NYSE:ORCL) by 96.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,968 shares of the enterprise software provider’s stock after purchasing an additional 2,927 shares during the quarter. May Hill Capital LLC’s holdings in Oracle were worth $1,163,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. HFM Investment Advisors LLC increased its position in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after purchasing an additional 96 shares during the last quarter. FSA Wealth Management LLC bought a new position in shares of Oracle during the 3rd quarter valued at approximately $28,000. Joseph Group Capital Management bought a new position in shares of Oracle during the 4th quarter valued at approximately $29,000. Investors Research Corp grew its stake in shares of Oracle by 465.5% during the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 135 shares during the period. Finally, Mpwm Advisory Solutions LLC grew its stake in shares of Oracle by 76.9% during 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 period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Stock Down 1.3%

NYSE ORCL opened at $193.13 on Friday. The stock has a 50 day moving average price of $162.96 and a 200-day moving average price of $182.92. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company has a market capitalization of $555.44 billion, a P/E ratio of 34.67, a P/E/G ratio of 1.84 and a beta of 1.55. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating 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 company had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the prior year, the firm posted $1.47 EPS. Oracle’s quarterly revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities analysts predict that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently declared 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. 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 is presently 35.91%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: 24/7 Wall St. reiterated a bullish view on Oracle (ORCL), setting a 12-month price target of about $245 and pointing to strong backlog growth and accelerating cloud infrastructure economics as key upside drivers.
• Positive Sentiment: Wedbush said Oracle is building a durable position for the next phase of the AI cycle, suggesting the market may be underestimating its role in future AI demand.
• Positive Sentiment: Coverage focused on Oracle’s “AI heavyweight” status as investors increasingly view its legacy software base, cloud expansion, and AI infrastructure exposure as a major advantage. Oracle Went From Tech Dinosaur to AI Heavyweight
• Positive Sentiment: Oracle also drew attention for expanding its agentic AI push through U.S. defense partnerships, reinforcing the idea that its AI platform is gaining traction in high-value government and enterprise use cases. Oracle Expands Its Agentic AI Push Through U.S. Defense Partnerships
• Neutral Sentiment: Oracle added Cleveland Clinic CEO Tomislav Mihaljevic to its board, which may support its healthcare strategy but is unlikely to be an immediate stock-moving catalyst. Oracle adds Cleveland Clinic CEO to board of directors

Insiders Place Their Bets

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 transaction of $2,642,850.00. Following the sale, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of recent research reports. DA Davidson boosted their price objective on Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Wednesday, March 11th. Robert W. Baird cut their price objective on Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research note on Tuesday, March 10th. UBS Group reiterated a “buy” rating on shares of Oracle in a research note on Monday, February 2nd. Oppenheimer boosted their price objective on Oracle from $210.00 to $235.00 and gave the company an “outperform” rating in a research note on Tuesday. Finally, Stephens restated an “equal weight” rating and issued a $254.00 price target on shares of Oracle in a research note on Tuesday, April 7th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given 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 has an average rating of “Moderate Buy” and a consensus target price of $261.46.

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.