Marks Group Wealth Management Inc Purchases 25,983 Shares of Oracle Corporation $ORCL

Marks Group Wealth Management Inc grew its position in shares of Oracle Corporation (NYSE:ORCL) by 165.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 41,693 shares of the enterprise software provider’s stock after acquiring an additional 25,983 shares during the period. Marks Group Wealth Management Inc’s holdings in Oracle were worth $8,126,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in shares of Oracle by 3.5% during 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 acquiring an additional 5,841,584 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Oracle by 1.8% during the fourth quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider’s stock valued at $7,328,754,000 after acquiring an additional 665,374 shares during the last quarter. Capital Research Global Investors raised its stake in shares of Oracle by 29.3% during the fourth quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock valued at $5,874,070,000 after acquiring an additional 6,826,299 shares during the last quarter. Norges Bank bought a new position in shares of Oracle during the fourth quarter valued at about $4,336,031,000. Finally, Bank of New York Mellon Corp raised its stake in shares of Oracle by 7.8% during the fourth quarter. Bank of New York Mellon Corp now owns 12,866,075 shares of the enterprise software provider’s stock valued at $2,507,727,000 after acquiring an additional 927,618 shares during the last quarter. 42.44% of the stock is owned by institutional investors.

Insider Buying and Selling

In related 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 transaction of $2,642,850.00. Following the sale, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

Oracle Price Performance

ORCL stock opened at $211.66 on Tuesday. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The company has a market cap of $608.76 billion, a P/E ratio of 38.00, a PEG ratio of 2.01 and a beta of 1.65. The firm has a 50-day moving average of $180.60 and a 200 day moving average of $178.19. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35.

Oracle (NYSE:ORCL) last posted 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. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the previous year, the firm posted $1.47 earnings per share. Oracle’s quarterly revenue was up 21.7% on a year-over-year basis. On average, sell-side analysts forecast that Oracle Corporation will post 6.08 EPS for the current year.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts remain constructive: Jefferies reiterated a Buy rating with a $320 target, while Oppenheimer and Scotiabank also raised targets, citing improving demand for Oracle’s cloud infrastructure and AI-related services.
• Positive Sentiment: Several previews suggest Oracle’s cloud infrastructure revenue could beat expectations, helped by AI-driven demand and easing capacity constraints, which could support a strong earnings reaction if management delivers. Oracle Cloud Infrastructure Revenue Could Exceed Expectations, Oppenheimer Says
• Positive Sentiment: Oracle’s NetSuite unit was named Frost & Sullivan’s 2026 Global Company of the Year for AI Cloud ERP, reinforcing the company’s product momentum and AI positioning.
• Neutral Sentiment: Options traders are bracing for a large post-earnings move, with implied volatility pointing to a roughly 13% swing, signaling elevated uncertainty rather than a clear directional bet. Oracle Stock (ORCL) Could Swing 13% after Q4 Earnings — Here’s What Options Traders Expect
• Neutral Sentiment: Some coverage highlights the bull case, but other pieces warn that Oracle’s premium valuation, legacy business declines, and heavy AI infrastructure spending could limit upside if results or guidance disappoint. Oracle Earnings On Deck As Rally For AI Stocks Wobbles. Here’s What To Watch.
• Negative Sentiment: Bearish options data and commentary suggest some traders are hedging against disappointment, reflecting concern that AI capex and tough expectations could weigh on the stock if Oracle misses estimates or offers cautious guidance. Ahead of Oracle Earnings, Here’s What Barchart Data Says Comes Next for ORCL Stock

Analyst Upgrades and Downgrades

Several brokerages have recently commented on ORCL. Cantor Fitzgerald upped their price objective on shares of Oracle from $229.00 to $284.00 and gave the company an “overweight” rating in a research note on Friday. Morgan Stanley reduced their price target on shares of Oracle from $213.00 to $207.00 and set an “equal weight” rating on the stock in a research report on Thursday, April 23rd. Stifel Nicolaus decreased their price target on shares of Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a research note on Wednesday, March 11th. TD Cowen increased their price target on shares of Oracle from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday. Finally, Jefferies Financial Group decreased their price target on shares of Oracle from $400.00 to $320.00 and set a “buy” rating for the company in a research note on Thursday, March 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $268.39.

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.