Oracle Corporation $ORCL Shares Sold by Cullen Frost Bankers Inc.

Cullen Frost Bankers Inc. decreased its stake in Oracle Corporation (NYSE:ORCL) by 2.6% during the 4th quarter, Holdings Channel reports. The firm owned 329,528 shares of the enterprise software provider’s stock after selling 8,747 shares during the quarter. Cullen Frost Bankers Inc.’s holdings in Oracle were worth $64,228,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of ORCL. Jennison Associates LLC grew its position in shares of Oracle by 2,062.4% in the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock valued at $2,595,072,000 after purchasing an additional 8,800,546 shares during the period. Vanguard Group Inc. grew its position in shares of Oracle by 3.5% in the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock valued at $34,070,674,000 after purchasing an additional 5,841,584 shares during the period. American Century Companies Inc. grew its position in shares of Oracle by 333.7% in the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock valued at $1,473,137,000 after purchasing an additional 4,030,382 shares during the period. Amundi grew its position in shares of Oracle by 32.9% in the third quarter. Amundi now owns 9,636,090 shares of the enterprise software provider’s stock valued at $2,809,609,000 after purchasing an additional 2,385,556 shares during the period. Finally, SG Americas Securities LLC grew its position in shares of Oracle by 921.6% in the fourth quarter. SG Americas Securities LLC now owns 2,311,815 shares of the enterprise software provider’s stock valued at $450,596,000 after purchasing an additional 2,085,514 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Performance

ORCL opened at $181.36 on Wednesday. The firm has a market capitalization of $521.61 billion, a PE ratio of 32.56, a PEG ratio of 1.78 and a beta of 1.55. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The firm’s 50-day moving average price is $164.17 and its 200 day moving average price is $180.90. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66.

Oracle (NYSE:ORCL) last posted its 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. The company had revenue of $17.19 billion for 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%. Oracle’s revenue was up 21.7% on a year-over-year basis. During the same period in the previous year, the business posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts expect that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.1%. The ex-dividend date was Thursday, April 9th. Oracle’s payout ratio is presently 35.91%.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Piper Sandler dropped their target price on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. Stephens reiterated an “equal weight” rating and issued a $254.00 target price on shares of Oracle in a research report on Tuesday, April 7th. Stifel Nicolaus lowered their price target on shares of Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research report on Wednesday, March 11th. Weiss Ratings lowered shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. Finally, Deutsche Bank Aktiengesellschaft lowered their price target on shares of Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research report on Monday, March 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $261.46.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s defense AI business is expanding, including new U.S. Department of Defense work and an $88 million Air Force cloud modernization contract through 2028, which adds to the company’s growing backlog in secure AI and cloud infrastructure. Oracle’s Expanding Defense AI Role And What It Could Mean For Investors
• Positive Sentiment: Analysts continue to view Oracle as a potential AI infrastructure beneficiary, with some noting meaningful upside as hyperscalers and enterprise customers keep investing in AI and quantum-related infrastructure. 2 Quantum Hyperscaler Stocks With 30% Price Target to Watch in May
• Positive Sentiment: A new market report highlights strong long-term demand for behavioral and mental health software, a healthcare IT category that can support Oracle’s broader cloud and enterprise software ecosystem. Global Behavioral and Mental Health Software Market Size/Share Worth USD 11.9 Billion by 2035

Insiders Place Their Bets

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction dated Thursday, April 16th. The shares were 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 in the company, valued at $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

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.