Life Cycle Investment Partners Ltd acquired a new position in Oracle Corporation (NYSE:ORCL – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 528,345 shares of the enterprise software provider’s stock, valued at approximately $102,980,000.
A number of other institutional investors and hedge funds have also recently modified their holdings of ORCL. Brighton Jones LLC grew its position in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after acquiring an additional 100,494 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after acquiring an additional 404 shares during the period. Sivia Capital Partners LLC grew its position in shares of Oracle by 21.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after acquiring an additional 768 shares during the period. United Bank grew its position in shares of Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock valued at $3,288,000 after acquiring an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in shares of Oracle by 19.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock valued at $11,556,000 after acquiring an additional 8,530 shares during the period. 42.44% of the stock is owned by institutional investors.
Insider Transactions at Oracle
In other Oracle news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction that occurred on 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 sale, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.
Oracle Stock Up 1.2%
Oracle (NYSE:ORCL – Get Free Report) last released its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. Oracle’s revenue for the quarter was up 21.7% on a year-over-year basis. During the same period last year, the firm earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, sell-side analysts expect that Oracle Corporation will post 6.08 EPS for the current 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 paid a $0.50 dividend. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.0%. Oracle’s dividend payout ratio is currently 35.91%.
Wall Street Analyst Weigh In
A number of research analysts have recently weighed in on ORCL shares. BMO Capital Markets reduced their target price on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a research report on Wednesday, March 11th. Sanford C. Bernstein set a $313.00 target price on shares of Oracle in a research report on Monday, February 9th. Citigroup increased their target price on shares of Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, March 12th. Royal Bank Of Canada reissued a “sector perform” rating and set a $160.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Finally, Arete Research set a $255.00 target price on shares of Oracle and gave the company a “buy” rating in a research report on Thursday, May 7th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have issued 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, the company presently has an average rating of “Moderate Buy” and an average target price of $261.46.
Get Our Latest Report on Oracle
Oracle News Summary
Here are the key news stories impacting Oracle this week:
- Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
- Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
- Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?
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.
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