Carret Asset Management LLC Cuts Holdings in Oracle Corporation $ORCL

Posted by Geri Gentry on Jun 17th, 2026

Carret Asset Management LLC lowered its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 2.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 111,056 shares of the enterprise software provider’s stock after selling 2,855 shares during the quarter. Oracle accounts for about 2.1% of Carret Asset Management LLC’s holdings, making the stock its 8th biggest position. Carret Asset Management LLC’s holdings in Oracle were worth $21,646,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently bought and sold shares of the business. Nicholas Wealth LLC. raised its stake in shares of Oracle by 26.0% in the fourth quarter. Nicholas Wealth LLC. now owns 6,725 shares of the enterprise software provider’s stock worth $1,311,000 after purchasing an additional 1,387 shares during the last quarter. Silver Grove Financial Group Inc. lifted its holdings in shares of Oracle by 10.4% in the fourth quarter. Silver Grove Financial Group Inc. now owns 2,921 shares of the enterprise software provider’s stock valued at $569,000 after purchasing an additional 275 shares in the last quarter. Opal Capital LLC purchased a new position in shares of Oracle during the fourth quarter valued at approximately $1,760,000. BLKBRD Asset Management LP bought a new stake in Oracle during the fourth quarter worth $4,419,000. Finally, Rothschild Wealth LLC grew its holdings in Oracle by 201.0% during the fourth quarter. Rothschild Wealth LLC now owns 5,384 shares of the enterprise software provider’s stock worth $1,049,000 after buying an additional 3,595 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction that occurred on 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 approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Oracle Price Performance

Shares of NYSE:ORCL opened at $188.26 on Wednesday. The company has a market capitalization of $541.45 billion, a P/E ratio of 32.29, a price-to-earnings-growth ratio of 1.21 and a beta of 1.65. The company’s 50-day moving average is $186.43 and its 200 day moving average is $177.61. The company has a debt-to-equity ratio of 2.84, a quick ratio of 1.35 and a current ratio of 1.12. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72.

Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. The business had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The firm’s quarterly revenue was up 20.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.70 earnings per share. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. On average, equities research analysts forecast that Oracle Corporation will post 6.46 earnings per share for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be paid a dividend of $0.50 per share. The ex-dividend date is Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. Oracle’s dividend payout ratio (DPR) is presently 34.31%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle continued to highlight strong AI and cloud momentum, including new OPERA Cloud AI features for hotels and broader demand for its enterprise software and infrastructure, reinforcing the company’s long-term growth story. New AI Capabilities in Oracle OPERA Cloud Supercharge Hotel Operations
Positive Sentiment: Several analysts and commentators reiterated a bullish view, pointing to Oracle’s huge backlog, improving monetization of AI demand, and the possibility that the market is underestimating its future revenue conversion. Oracle: Discounted AI Story With Outsized Monetization Prospects – Reiterate Buy
Positive Sentiment: Oracle said details in a report about failed Microsoft cloud leasing talks were inaccurate, limiting the chance that the headline would become a lasting negative if the market views it as overblown. Microsoft’s cloud infrastructure talks with Oracle collapse, Business Insider reports
Neutral Sentiment: Oracle also announced more customer adoption of its cloud applications, including the Centre for Addiction and Mental Health using Oracle Fusion Cloud Applications to improve operations and care. The Centre for Addiction and Mental Health Optimizes Operations and Patient Care with Oracle Fusion Cloud Applications
Negative Sentiment: Investor anxiety increased after reports that Microsoft walked away from a potential Oracle cloud infrastructure deal worth more than $3 billion over security and compliance concerns, raising questions about near-term deal execution. Microsoft walked away from a $3 billion deal to lease Oracle cloud capacity over security concerns
Negative Sentiment: Some market commentary also focused on Oracle’s heavy debt load and the cost of its large AI and cloud investment plans, which have fueled concerns about capital spending and financial flexibility. Oracle’s Massive Debt Problem

Wall Street Analysts Forecast Growth

ORCL has been the topic of several recent analyst reports. Morgan Stanley restated a “mixed” rating on shares of Oracle in a research note on Thursday, June 11th. Sanford C. Bernstein upped their target price on shares of Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a research note on Thursday, June 11th. Weiss Ratings upgraded shares of Oracle from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, May 29th. UBS Group raised their price target on shares of Oracle from $250.00 to $285.00 and gave the company a “buy” rating in a research report on Tuesday, June 2nd. Finally, Stephens reaffirmed an “equal weight” rating and issued a $164.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $268.27.

Check Out Our Latest Research Report on ORCL

Oracle Profile

(Free Report)

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.