Thrivent Financial for Lutherans Increases Stake in Oracle Corporation $ORCL

Posted by George Bondi on May 15th, 2026

Thrivent Financial for Lutherans boosted its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 16.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 944,129 shares of the enterprise software provider’s stock after acquiring an additional 130,788 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Oracle were worth $184,087,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of ORCL. Brighton Jones LLC raised its position in Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after acquiring an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after acquiring an additional 404 shares in the last quarter. Sivia Capital Partners LLC raised its position in Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after acquiring an additional 768 shares in the last quarter. United Bank increased its position in shares of Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock valued at $3,288,000 after buying an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its position in shares of Oracle by 19.2% in the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock valued at $11,556,000 after buying an additional 8,530 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

More Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Wedbush and other analysts reiterated a bullish view on Oracle, with fresh price targets above current levels and commentary that the market may be underestimating Oracle’s role in the next phase of AI infrastructure demand. Oracle’s AI Infrastructure Bet Gains Support
Positive Sentiment: Oracle is being highlighted for expanding its agentic AI push through U.S. defense partnerships, reinforcing the company’s AI relevance in mission-critical government and national security workloads. Oracle (ORCL) Expands Its Agentic AI Push Through U.S. Defense Partnerships
Positive Sentiment: Social-media and trading chatter turned bullish after President Trump’s Q1 2026 disclosure showed a multimillion-dollar Oracle position, which investors read as an endorsement of Oracle’s cloud and AI infrastructure story. Oracle Stock (ORCL) Opinions on Trump’s Q1 2026 Trades Disclosure
Positive Sentiment: Oracle’s latest board addition, Cleveland Clinic CEO Tomislav Mihaljevic, signals continued emphasis on healthcare growth and could strengthen Oracle’s push deeper into healthcare IT. Oracle adds Cleveland Clinic CEO to board of directors
Neutral Sentiment: Oracle continues to win large government and enterprise contracts, and recent data showed more than $1.3 billion in award payments over the last year, supporting the long-term revenue base but not changing the near-term story by itself. Oracle Stock (ORCL) Opinions on Trump’s Q1 2026 Trades Disclosure
Neutral Sentiment: Insider and congressional trading disclosures showed mixed signals, with insiders selling shares and lawmakers mostly selling as well, which may temper enthusiasm but is not the main driver today. Oracle Stock (ORCL) Opinions on Trump’s Q1 2026 Trades Disclosure
Negative Sentiment: Some investors remain cautious about Oracle’s heavy spending on AI infrastructure and the company’s elevated leverage, raising questions about how quickly the AI push will convert into earnings. Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth?

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Weiss Ratings cut Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. Citigroup boosted their price objective on Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, March 12th. UBS Group restated a “buy” rating on shares of Oracle in a research report on Monday, February 2nd. Cantor Fitzgerald restated an “overweight” rating and issued a $229.00 price objective on shares of Oracle in a research report on Wednesday, March 11th. Finally, Robert W. Baird cut their price objective on Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research report on Tuesday, March 10th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $261.46.

Read Our Latest Analysis on ORCL

Oracle Stock Up 3.0%

Shares of ORCL opened at $195.48 on Friday. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The stock has a market capitalization of $562.22 billion, a price-to-earnings ratio of 35.10, a PEG ratio of 1.81 and a beta of 1.55. The stock has a 50 day moving average price of $162.15 and a 200 day moving average price of $182.85.

Oracle (NYSE:ORCL – Get Free Report) last issued its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period in the previous year, the business earned $1.47 earnings per share. The firm’s revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Thursday, April 9th. Oracle’s payout ratio is presently 35.91%.

Insider Activity at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the business’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 transaction of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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.