Oracle Corporation $ORCL Position Trimmed by HB Wealth Management LLC

HB Wealth Management LLC trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL) by 1.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 183,745 shares of the enterprise software provider’s stock after selling 3,012 shares during the quarter. HB Wealth Management LLC’s holdings in Oracle were worth $35,814,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Patton Fund Management Inc. raised its stake in Oracle by 626.1% during the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after purchasing an additional 9,948 shares during the period. Meeder Advisory Services Inc. boosted its position in Oracle by 8.4% during the 3rd quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock worth $11,516,000 after acquiring an additional 3,184 shares during the period. Decker Retirement Planning Inc. acquired a new stake in Oracle during the 3rd quarter worth about $689,000. Xponance Inc. boosted its position in Oracle by 1.8% during the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock worth $114,336,000 after acquiring an additional 7,320 shares during the period. Finally, Migdal Insurance & Financial Holdings Ltd. boosted its position 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 worth $135,839,000 after acquiring an additional 184,996 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Expanded Google Cloud AI partnership: Oracle launched the Oracle AI Database Agent for Gemini Enterprise and broader Oracle AI Database@Google Cloud capabilities, making it easier for enterprise customers to query Oracle data with natural language — a concrete commercial tie?in for enterprise AI use cases. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Positive Sentiment: Strategic customer expansion: Oracle announced a new partnership with DENSO to modernize supply?chain and back?office systems, underscoring traction with large global enterprise customers for cloud and SaaS offerings. Oracle Corporation (ORCL) Partners with DENSO Corporation to Enhance Global Supply Chain
• Positive Sentiment: Data?center financing progressing: Reports say JPMorgan and MUFG are close to a record loan package to fund Oracle’s data center projects — a sign of external financing support for the company’s capital?intensive cloud/AI buildout. JPMorgan Chase & Co. (JPM) Closing in on Record $38B Oracle Data Center Loan
• Positive Sentiment: Customer migrations & partner wins: Smaller AI/cloud vendors (e.g., Veritone) and enterprise users (Worldline referenced in coverage) are adopting Oracle Cloud/AI services, adding to revenue visibility for Oracle’s cloud stack. Oracle Expands Powerful AI Capabilities in Oracle AI Database@Google Cloud to Supercharge Enterprise Data Innovation
• Neutral Sentiment: Oracle Financial Services (India) posts strong results and dividend — positive for that listed affiliate/brand but only indirectly relevant to ORCL’s U.S. operations. Oracle Financial Services shares rocket 9% after strong Q4 results, Rs 270/share dividend
• Neutral Sentiment: Analyst/compare pieces and valuation takes are mixed — some argue Oracle is still attractively valued given a “cash?flow waterfall” thesis while models and targets are being updated to reflect capital intensity and AI investments. Oracle’s ‘Cash Flow Waterfall’ Is Coming — Analyst Says Market Is Missing The Obvious
• Negative Sentiment: Governance/optics concerns: Oracle’s new CFO received a large $26M equity award shortly after workforce cuts, attracting negative attention and potential investor concern about compensation optics. Oracle Appoints CFO With $26M Equity Award
• Negative Sentiment: Insider sale and layoffs coverage: A reported insider sale (Stuart Levey) and continued scrutiny over recent layoffs could weigh on sentiment despite strong top?line traction. Stuart Levey Sells 15,000 Shares of Oracle (NYSE:ORCL) Stock What Oracle’s layoffs reveal about leadership and trust

Oracle Trading Up 3.5%

NYSE:ORCL opened at $187.50 on Thursday. The stock’s 50 day moving average price is $153.54 and its 200 day moving average price is $194.21. Oracle Corporation has a 52 week low of $130.99 and a 52 week high of $345.72. The company has a market capitalization of $539.26 billion, a P/E ratio of 33.66, a P/E/G ratio of 1.73 and a beta of 1.60. 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 data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the previous year, the business earned $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. On average, research analysts forecast that Oracle Corporation will post 6.07 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be paid 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 is Thursday, April 9th. Oracle’s payout ratio is presently 35.91%.

Insider Transactions at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. Scotiabank dropped their price objective on shares of Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research note on Monday, March 9th. Piper Sandler dropped 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. Cantor Fitzgerald reiterated an “overweight” rating and issued a $229.00 price objective on shares of Oracle in a research note on Wednesday, March 11th. BMO Capital Markets reduced their price objective on Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a research report on Wednesday, March 11th. Finally, Bank of America assumed coverage on Oracle in a research report on Tuesday, March 24th. They set a “buy” rating and a $200.00 price objective for the company. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $260.71.

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.