William Blair Investment Management LLC Grows Stock Holdings in Oracle Corporation $ORCL

Posted by Francis Steltz on May 24th, 2026

William Blair Investment Management LLC raised its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 13.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,256,536 shares of the enterprise software provider’s stock after buying an additional 148,950 shares during the period. William Blair Investment Management LLC’s holdings in Oracle were worth $244,912,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of Oracle by 189.3% in the 4th 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 lifted its position in shares of Oracle by 8.1% in the 4th 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 lifted its position in shares of Oracle by 21.5% in the 2nd 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 lifted its position in shares of Oracle by 6.8% in the 2nd 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. lifted its position in shares of Oracle by 19.2% in the 2nd 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. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Trading Up 1.2%

NYSE ORCL opened at $192.13 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm has a market cap of $552.58 billion, a PE ratio of 34.49, a price-to-earnings-growth ratio of 1.83 and a beta of 1.55. The company has a 50 day moving average price of $166.27 and a 200 day moving average price of $179.99. Oracle Corporation has a 52 week low of $134.57 and a 52 week high of $345.72.

Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings data 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. The firm had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. Oracle’s revenue was up 21.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts forecast that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were paid 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 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 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 in the company, valued at $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, 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 currently owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on ORCL. Mizuho lowered their price target on shares of Oracle from $400.00 to $320.00 and set an “outperform” rating for the company in a research report on Monday, March 16th. Melius Research set a $160.00 price target on shares of Oracle in a research report on Monday, February 9th. Bank of America began coverage on shares of Oracle in a research report on Tuesday, March 24th. They issued a “buy” rating and a $200.00 price target for the company. Stephens reaffirmed an “equal weight” rating and issued a $254.00 price target on shares of Oracle in a research report on Tuesday, April 7th. Finally, TD Cowen lowered their price target on shares of Oracle from $350.00 to $250.00 and set a “buy” rating for the company in a research report on Friday, March 6th. Three equities research 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. Based on data from MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and an average price target of $261.46.

Get Our Latest Analysis on ORCL

More Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?

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.