Meridian Wealth Management LLC Raises Stock Holdings in Oracle Corporation $ORCL

Meridian Wealth Management LLC lifted its holdings in Oracle Corporation (NYSE:ORCL) by 19.3% in the fourth quarter, Holdings Channel reports. The fund owned 60,482 shares of the enterprise software provider’s stock after purchasing an additional 9,770 shares during the quarter. Meridian Wealth Management LLC’s holdings in Oracle were worth $11,789,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. FSA Wealth Management LLC purchased a new position in Oracle during the third quarter worth $28,000. Joseph Group Capital Management purchased a new position in Oracle during the fourth quarter worth $29,000. Investors Research Corp boosted its stake in Oracle by 465.5% during the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 135 shares during the period. Mpwm Advisory Solutions LLC grew its stake in shares of Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 50 shares during the last quarter. Finally, YANKCOM Partnership grew its stake in shares of Oracle by 304.7% during the fourth quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider’s stock valued at $34,000 after buying an additional 131 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is expanding AI-powered recruiting tools through an integration of Eightfold AI Interviewer into Oracle Fusion Cloud Recruiting, which could strengthen its HR software suite and support longer-term cloud revenue growth. Big Tech Keeps Piling On AI Debt. Spending Is Set to Soar.
• Positive Sentiment: SoftBank’s reported plans for a major AI infrastructure push in France add another signal that large-scale AI data-center spending remains strong, which is supportive for Oracle’s cloud and infrastructure opportunity, especially given its existing Stargate partnership with OpenAI and SoftBank. SoftBank Eyes $100 Billion France AI Push
• Positive Sentiment: Market commentary that Nvidia has added an Oracle’s worth of market cap in just four trading days underscores how much investor enthusiasm remains concentrated in AI infrastructure, a backdrop that can keep sentiment around Oracle constructive even when the stock pauses. Nvidia has added an Oracle’s worth of market cap in just four trading days
• Neutral Sentiment: Several market recaps note that Oracle has slipped while the broader market and tech sector moved higher, suggesting the decline may reflect short-term profit-taking after a steep AI rally rather than a company-specific setback. Oracle (ORCL) Stock Slides as Market Rises: Facts to Know Before You Trade

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on ORCL. Citizens Jmp decreased their price objective on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a report on Thursday, February 5th. Cantor Fitzgerald reiterated an “overweight” rating and set a $229.00 price objective on shares of Oracle in a report on Wednesday, March 11th. Citigroup increased their price objective on Oracle from $310.00 to $320.00 and gave the stock a “buy” rating in a research note on Thursday, March 12th. Robert W. Baird dropped their price objective on Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a research note on Tuesday, March 10th. Finally, TD Cowen dropped their price objective on Oracle from $350.00 to $250.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. 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 assigned a Sell rating to the company. Based on data from MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and a consensus target price of $259.43.

Oracle Trading Down 1.1%

NYSE:ORCL opened at $193.86 on Tuesday. The firm has a fifty day simple moving average of $159.58 and a 200-day simple moving average of $184.71. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The company has a market capitalization of $557.56 billion, a P/E ratio of 34.80, a PEG ratio of 1.87 and a beta of 1.55.

Oracle (NYSE:ORCL) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. The firm had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company’s revenue was up 21.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities research analysts anticipate 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. Stockholders of record on Thursday, April 9th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s dividend payout ratio is presently 35.91%.

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the 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 sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by insiders.

Oracle Company 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.