Spectrum Investment Advisors Inc. Takes $1.96 Million Position in Oracle Corporation $ORCL

Spectrum Investment Advisors Inc. acquired a new position in Oracle Corporation (NYSE:ORCL) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 10,056 shares of the enterprise software provider’s stock, valued at approximately $1,960,000. Oracle comprises approximately 1.0% of Spectrum Investment Advisors Inc.’s investment portfolio, making the stock its 15th largest holding.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. FSA Wealth Management LLC bought a new stake in Oracle during the third quarter worth approximately $28,000. Darwin Wealth Management LLC increased its holdings in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 65 shares in the last quarter. Investors Research Corp increased its holdings in shares of Oracle by 465.5% in the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 135 shares in the last quarter. Mpwm Advisory Solutions LLC lifted its position in shares of Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 50 shares during the last quarter. Finally, YANKCOM Partnership lifted its position in shares of Oracle by 304.7% during the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider’s stock valued at $34,000 after acquiring an additional 131 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Insider Transactions at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 firm’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the sale, the chief executive officer owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 40.90% of the stock is owned by corporate insiders.

Oracle Price Performance

ORCL opened at $176.51 on Friday. The firm has a market capitalization of $507.65 billion, a P/E ratio of 31.69, a PEG ratio of 1.79 and a beta of 1.60. The stock has a fifty day moving average of $153.95 and a 200-day moving average of $194.09. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 12-month low of $132.00 and a 12-month high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The business had revenue of $17.19 billion for 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%.Oracle’s revenue for the quarter 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. Equities analysts forecast that Oracle Corporation will post 6.07 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s payout ratio is 35.91%.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on ORCL shares. Melius Research set a $160.00 target price on Oracle in a report on Monday, February 9th. Weiss Ratings downgraded Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. upgraded Oracle from a “neutral” rating to an “overweight” rating and decreased their price target for the company from $230.00 to $210.00 in a research report on Wednesday, March 11th. Citizens Jmp dropped their price target on Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a research note on Thursday, February 5th. Finally, Bank of America began coverage on Oracle in a report on Tuesday, March 24th. They set a “buy” rating and a $200.00 price objective on the stock. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $259.56.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Expanded Google Cloud AI partnership — Oracle added the Oracle AI Database Agent for Gemini Enterprise and expanded Oracle AI Database@Google Cloud capabilities, which strengthens multi‑cloud AI workflows and makes Oracle’s databases easier to use for enterprise AI. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Positive Sentiment: Large AI/data‑center backlog narrative — coverage highlights Oracle’s positioning in AI infrastructure and cites a reported ~$550 billion backlog in AI opportunities, supporting a longer‑term growth thesis despite near‑term weakness in tech stocks. Oracle’s AI Power Play: $550 Billion Backlog Defies Today’s Tech Slump
• Positive Sentiment: Major financing for data‑center expansion — reports that a record ~$38 billion loan package (JPMorgan/Mitsubishi UFJ) is progressing to finance Oracle’s data‑center projects underscores committed capital for infrastructure growth. JPMorgan Chase Closing in on Record $38B Oracle Data Center Loan
• Neutral Sentiment: CFO appointment with a large equity award — Oracle named a new CFO who received a $26M equity award; it signals leadership continuity for strategy execution but has mixed optics following prior workforce changes. Oracle Appoints CFO With $26M Equity Award
• Neutral Sentiment: Insider sale reported — a director/officer sale (Stuart Levey) of 15,000 shares was reported; notable but not large enough alone to explain the move. Stuart Levey Sells 15,000 Shares of Oracle
• Negative Sentiment: Reported cancellation of a large Super Micro server order — multiple outlets say Oracle canceled a $1.1–$1.4B AI rack/server order with Super Micro, triggering worry about near‑term spend shifts and supplier disputes; that report directly pressured Oracle peers and hardware suppliers. Super Micro Computer Stock Plummets After Oracle Cancels Massive AI Server Deal
• Negative Sentiment: Analyst action — Morgan Stanley trimmed its ORCL price target and moved to an “equal weight” stance (lowered PT from $213 to $207), removing some near‑term bullish analyst momentum. Morgan Stanley Lowers Oracle Price Target
• Negative Sentiment: Sector/headline pressure and dividend timing — broader weakness in technology stocks and reports of share decline ahead of a dividend payment amplified selling pressure today. Oracle Falls More Steeply Than Broader Market

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.