Waterway Wealth Management LLC Lowers Stock Holdings in Oracle Corporation $ORCL

Posted by Geri Gentry on Jun 26th, 2026

Waterway Wealth Management LLC lowered its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 77.7% in the 1st quarter, HoldingsChannel reports. The firm owned 1,840 shares of the enterprise software provider’s stock after selling 6,394 shares during the quarter. Waterway Wealth Management LLC’s holdings in Oracle were worth $271,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank bought a new stake in Oracle in the 4th quarter worth approximately $4,336,031,000. Capital Research Global Investors grew its position in 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. 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 worth $34,070,674,000 after acquiring an additional 5,841,584 shares in the last quarter. Cardano Risk Management B.V. raised its stake in shares of Oracle by 882.3% during the fourth quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider’s stock worth $972,798,000 after acquiring an additional 4,482,934 shares in the last quarter. Finally, American Century Companies Inc. lifted its holdings in shares of Oracle by 333.7% in the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock worth $1,473,137,000 after acquiring an additional 4,030,382 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

ORCL has been the topic of several recent research reports. Jefferies Financial Group reduced their target price on shares of Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $190.00 price target on shares of Oracle in a research note on Thursday, June 11th. KeyCorp restated an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Morgan Stanley reaffirmed a “mixed” rating on shares of Oracle in a research note on Thursday, June 11th. Finally, Moffett Nathanson set a $325.00 price objective on Oracle in a report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $268.27.

Get Our Latest Stock Analysis on ORCL

Insider Activity

In related news, EVP Stuart Levey sold 15,000 shares of the firm’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 sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at $604,155.51. This trade 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 available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle reported a record $638 billion backlog, which strengthens long-term revenue visibility and supports the bull case that AI cloud demand is translating into future sales. Oracle’s Contract Backlog Swells: Is Long-Term Revenue Growth Secured?
Positive Sentiment: Oracle strengthened its defense ecosystem by adding new companies focused on mission-ready AI, cyber, and secure cloud capabilities, highlighting expanding demand for Oracle’s infrastructure and AI platform. Oracle Strengthens Defense Ecosystem to Help Emerging Technology Companies Scale Mission-Ready Capabilities
Positive Sentiment: Oracle Health announced an AI collaboration with Theator, extending Oracle’s cloud and AI footprint into surgical intelligence and healthcare workflow automation. Oracle Health Extends AI into the Operating Room in Collaboration with Theator
Neutral Sentiment: Several articles argued that Oracle could still be a major long-term AI winner, but these were mostly opinion pieces and valuation debates rather than new hard fundamentals. Can Oracle Become a $1 Trillion Company?
Negative Sentiment: Oracle cut about 21,000 jobs, and the layoffs have fueled investor worries that the company’s AI transition is coming with disruption, restructuring risk, and potential pressure on sentiment. Oracle Reveals 21,000 Job Cuts as AI Adoption Reshapes Workforce
Negative Sentiment: Bearish commentary also highlighted Oracle’s growing capital intensity, AI spending, and a warning that preferred-stock conversions or ATM issuance could dilute shareholders and weigh on the stock. Oracle: Becoming A Highly Capital-Intensive NG-Dependent Wholesale Colocation Utility (Rating Downgrade)

Oracle Stock Down 3.0%

Shares of NYSE ORCL opened at $152.82 on Friday. The firm’s fifty day moving average is $189.96 and its 200 day moving average is $175.88. Oracle Corporation has a 52 week low of $134.57 and a 52 week high of $345.72. The company has a quick ratio of 1.35, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The company has a market cap of $440.19 billion, a price-to-earnings ratio of 26.21, a PEG ratio of 0.99 and a beta of 1.65.

Oracle (NYSE:ORCL – Get Free Report) last announced its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating the consensus estimate of $1.96 by $0.15. The business had revenue of $19.18 billion during the quarter, compared to analysts’ expectations of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm’s revenue for the quarter was up 20.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.70 EPS. 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 expect that Oracle Corporation will post 6.46 earnings per share for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Friday, July 10th. Oracle’s dividend payout ratio is currently 34.31%.

About Oracle

(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.