May Hill Capital LLC Grows Holdings in Oracle Corporation $ORCL

Posted by Francis Steltz on May 17th, 2026

May Hill Capital LLC grew its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 96.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,968 shares of the enterprise software provider’s stock after purchasing an additional 2,927 shares during the period. May Hill Capital LLC’s holdings in Oracle were worth $1,163,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of ORCL. Brighton Jones LLC increased its stake in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after purchasing an additional 100,494 shares during the period. Revolve Wealth Partners LLC increased its stake in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after purchasing an additional 404 shares during the period. Sivia Capital Partners LLC increased its stake in Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after purchasing an additional 768 shares during the period. United Bank increased its stake in Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after purchasing an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. increased its stake in Oracle by 19.2% in the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after purchasing an additional 8,530 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

Shares of ORCL stock opened at $193.13 on Friday. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The company has a market cap of $555.44 billion, a P/E ratio of 34.67, a PEG ratio of 1.84 and a beta of 1.55. The stock’s 50-day moving average is $162.96 and its 200 day moving average is $182.92. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72.

Oracle (NYSE:ORCL – Get Free Report) last issued 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 business had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter last year, the company earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Research analysts predict that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is currently 35.91%.

Analyst Upgrades and Downgrades

ORCL has been the topic of several research reports. Wedbush raised their price target on Oracle from $225.00 to $275.00 and gave the company an “outperform” rating in a research note on Wednesday. Royal Bank Of Canada restated a “sector perform” rating and set a $160.00 price target on shares of Oracle in a research note on Wednesday, March 11th. Oppenheimer raised their price target on Oracle from $210.00 to $235.00 and gave the company an “outperform” rating in a research note on Tuesday. Citizens Jmp cut their price target 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. Finally, Stifel Nicolaus cut their price target on Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $261.46.

View Our Latest Stock Report on Oracle

Oracle News Summary

Here are the key news stories impacting Oracle this week:

Positive Sentiment: 24/7 Wall St. reiterated a bullish view on Oracle (ORCL), setting a 12-month price target of about $245 and pointing to strong backlog growth and accelerating cloud infrastructure economics as key upside drivers.
Positive Sentiment: Wedbush said Oracle is building a durable position for the next phase of the AI cycle, suggesting the market may be underestimating its role in future AI demand.
Positive Sentiment: Coverage focused on Oracle’s “AI heavyweight” status as investors increasingly view its legacy software base, cloud expansion, and AI infrastructure exposure as a major advantage. Oracle Went From Tech Dinosaur to AI Heavyweight
Positive Sentiment: Oracle also drew attention for expanding its agentic AI push through U.S. defense partnerships, reinforcing the idea that its AI platform is gaining traction in high-value government and enterprise use cases. Oracle Expands Its Agentic AI Push Through U.S. Defense Partnerships
Neutral Sentiment: Oracle added Cleveland Clinic CEO Tomislav Mihaljevic to its board, which may support its healthcare strategy but is unlikely to be an immediate stock-moving catalyst. Oracle adds Cleveland Clinic CEO to board of directors

Insiders Place Their Bets

In other Oracle 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 completion of the sale, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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. Corporate insiders own 40.90% of the company’s stock.

Oracle Company 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.