Western Wealth Management LLC trimmed its position in Oracle Corporation (NYSE:ORCL – Free Report) by 31.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 9,507 shares of the enterprise software provider’s stock after selling 4,296 shares during the quarter. Western Wealth Management LLC’s holdings in Oracle were worth $1,853,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after buying an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after buying an additional 404 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after buying an additional 768 shares during the last quarter. United Bank boosted its stake in shares of Oracle by 6.8% in the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after buying an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in shares of Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after buying an additional 8,530 shares during the last quarter. 42.44% of the stock is owned by institutional investors.
Trending Headlines about Oracle
Here are the key news stories impacting Oracle this week:
- Positive Sentiment: Oracle is being highlighted for expanding its agentic AI and cloud footprint through U.S. defense partnerships, reinforcing the view that its AI infrastructure strategy is gaining real-world traction. Oracle (ORCL) Expands Its Agentic AI Push Through U.S. Defense Partnerships
- Positive Sentiment: Wedbush and other analysts are sounding increasingly bullish, saying investors may be underestimating Oracle’s role in the next phase of AI demand and raising the company’s perceived upside. Oracle’s AI Infrastructure Bet Gains Support
- Positive Sentiment: Market chatter around President Trump’s disclosed Oracle holdings is adding momentum, with traders viewing it as an implicit endorsement of Oracle’s cloud and AI strategy. Oracle Stock (ORCL) Opinions on Trump’s Q1 2026 Trades Disclosure
- Neutral Sentiment: Oracle added Cleveland Clinic CEO Tomislav Mihaljevic to its board, extending its healthcare ties and signaling continued focus on the sector. Oracle adds Cleveland Clinic CEO to board of directors
- Neutral Sentiment: Recent coverage also notes Oracle’s strong revenue growth and heavy institutional interest, but some investors are weighing those positives against ongoing insider selling and elevated debt concerns.
Insider Buying and Selling
Analyst Ratings Changes
Several equities analysts recently commented on ORCL shares. Arete Research set a $255.00 price objective on Oracle and gave the company a “buy” rating in a research note on Thursday, May 7th. Citizens Jmp dropped their price objective 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. 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. Sanford C. Bernstein set a $313.00 price objective on Oracle in a research note on Monday, February 9th. Finally, Piper Sandler dropped their price objective on Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 11th. Three investment 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 given a Sell rating to the company. Based on data from MarketBeat, Oracle has an average rating of “Moderate Buy” and an average price target of $261.46.
View Our Latest Stock Report on ORCL
Oracle Trading Up 3.0%
NYSE:ORCL opened at $195.48 on Friday. The company has a market cap of $562.22 billion, a P/E ratio of 35.10, a P/E/G ratio of 1.81 and a beta of 1.55. The stock’s fifty day moving average price is $162.15 and its two-hundred day moving average price is $182.85. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. 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 – Get Free Report) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping the consensus estimate of $1.71 by $0.08. The firm had revenue of $17.19 billion for the quarter, compared to analysts’ expectations of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, 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. Investors of record on Thursday, April 9th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s dividend payout ratio is currently 35.91%.
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.
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