Oracle Corporation $ORCL Shares Bought by Griffith & Werner Inc.

Posted by Geri Gentry on Jul 9th, 2026

Griffith & Werner Inc. grew its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 137.0% in the first quarter, Holdings Channel reports. The institutional investor owned 22,184 shares of the enterprise software provider’s stock after buying an additional 12,825 shares during the period. Oracle accounts for 1.6% of Griffith & Werner Inc.’s holdings, making the stock its 27th biggest holding. Griffith & Werner Inc.’s holdings in Oracle were worth $3,263,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. DDD Partners LLC purchased a new stake in Oracle in the 4th quarter valued at approximately $1,677,000. New Mexico Educational Retirement Board increased its position in Oracle by 4.2% during the fourth quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock worth $14,928,000 after buying an additional 3,100 shares in the last quarter. KADENSA CAPITAL Ltd increased its position in Oracle by 1,945.8% during the third quarter. KADENSA CAPITAL Ltd now owns 92,736 shares of the enterprise software provider’s stock worth $26,081,000 after buying an additional 88,203 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in shares of Oracle by 13.0% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 917,304 shares of the enterprise software provider’s stock worth $178,001,000 after acquiring an additional 105,368 shares during the last quarter. Finally, Planning Center Inc. raised its holdings in shares of Oracle by 142.2% in the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider’s stock worth $1,243,000 after acquiring an additional 3,743 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of analyst reports. Scotiabank reaffirmed an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. Barclays boosted their target price on shares of Oracle from $240.00 to $250.00 and gave the company an “overweight” rating in a research note on Thursday, June 11th. Royal Bank Of Canada restated a “sector perform” rating and issued a $190.00 target price on shares of Oracle in a report on Thursday, June 11th. Guggenheim reaffirmed a “buy” rating and set a $400.00 price target on shares of Oracle in a research note on Thursday, June 11th. Finally, KeyCorp reiterated an “overweight” rating on shares of Oracle in a report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $268.27.

View Our Latest Research Report on ORCL

Oracle Price Performance

Shares of NYSE:ORCL opened at $140.57 on Thursday. The company has a market cap of $404.91 billion, a P/E ratio of 24.11, a P/E/G ratio of 0.89 and a beta of 1.72. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle Corporation has a 52 week low of $134.57 and a 52 week high of $345.72. The business has a fifty day simple moving average of $183.97 and a 200-day simple moving average of $172.42.

Oracle (NYSE:ORCL – Get Free Report) last released its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping the consensus estimate of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same period in the prior year, the business posted $1.70 earnings per share. The firm’s revenue for the quarter was up 20.6% compared to the same quarter last year. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Equities research analysts forecast that Oracle Corporation will post 6.46 EPS for the current year.

Oracle Announces Dividend

The business also recently disclosed 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 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, July 10th. Oracle’s dividend payout ratio is presently 34.31%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Analysts and commentators remain bullish on Oracle’s AI cloud opportunity, saying cloud revenue growth could surprise to the upside as the company adds capacity and monetizes its backlog. Oracle Cloud Revenue Could Beat Fiscal 2027 Estimates
Positive Sentiment: Some investors see Oracle as deeply undervalued after its AI spending reset, with articles arguing the stock’s selloff has gone too far relative to the company’s long-term earnings power. Oracle (ORCL) Could Be 62% Undervalued Following Its AI Spending Reset
Positive Sentiment: Jim Cramer said tech is rebounding and called Oracle one of the more interesting contrarian opportunities in the group as data-center spending reshapes the market. Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market
Neutral Sentiment: Several pieces highlight Oracle’s record backlog and AI infrastructure buildout, but emphasize that the market is waiting to see how quickly that demand turns into cash flow. Oracle’s record backlog is booming, so why is the stock down 50%?
Neutral Sentiment: Oracle’s latest earnings and guidance were solid, but the stock continues to trade like investors are focused more on capital intensity and execution risk than on near-term results. Oracle Corporation (ORCL) market data and earnings summary
Negative Sentiment: Bearish articles argue Oracle faces an AI valuation and cloud-cost test, with concerns about debt, required spending, and the time it will take for backlog to convert into free cash flow. Oracle (NYSE:ORCL) Faces The AI Cloud Cost Test
Negative Sentiment: One widely read report said Oracle’s stock drop reflects worries that some big data-center customers may struggle to meet obligations, adding to investor caution around the AI buildout. Oracle Stock Plummeted by 25% in the First Half of 2026, and This Dire AI Warning Might Be Why

Insider Activity

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 shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the transaction, the insider directly owned 400,000 shares of the company’s stock, valued at $63,664,000. This trade represents a 50.00% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

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.