Crestwood Advisors Group LLC increased its position in Oracle Corporation (NYSE:ORCL – Free Report) by 3.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 188,231 shares of the enterprise software provider’s stock after buying an additional 6,220 shares during the period. Crestwood Advisors Group LLC’s holdings in Oracle were worth $36,688,000 at the end of the most recent reporting period.
Other hedge funds have also recently added to or reduced their stakes in the company. FSA Wealth Management LLC acquired a new position in Oracle in the third quarter worth approximately $28,000. Mpwm Advisory Solutions LLC increased its holdings in Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new position in Oracle in the third quarter worth approximately $35,000. Corundum Trust Company INC acquired a new position in Oracle in the third quarter worth approximately $39,000. Finally, Collier Financial acquired a new position in Oracle in the third quarter worth approximately $38,000. Institutional investors and hedge funds own 42.44% of the company’s stock.
Oracle News Summary
Here are the key news stories impacting Oracle this week:
- Positive Sentiment: OpenAI?linked AI infrastructure deals and financing cited as the main catalyst for today’s rally; coverage notes these agreements and financing drove strong buying interest. Why Oracle (ORCL) Is Up 18.4% After New OpenAI?Linked AI Infrastructure Deals And Financing
- Positive Sentiment: Oracle’s reported backlog (~$553B) has surged, giving multi-year revenue visibility for cloud and AI projects and supporting a bullish infrastructure narrative. Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
- Positive Sentiment: Industry recognition: Oracle named a Leader in Gartner’s Magic Quadrant for Warehouse Management Systems (11th consecutive year), reinforcing its enterprise cloud positioning. Oracle Named a Leader in Gartner® Magic Quadrant™ for Warehouse Management Systems for 11th Consecutive Year
- Positive Sentiment: Product/partner momentum: Eightfold AI announced integration with Oracle Fusion Cloud Recruiting, expanding Oracle’s HCM AI ecosystem and cross?sell opportunities. Eightfold AI Announces Integration of Agentic Interviewing with Oracle Fusion Cloud Recruiting
- Neutral Sentiment: Analyst notes and coverage: Some upgrades and bullish notes (e.g., Wedbush urging investors to ignore short?term OpenAI panic) helped sentiment, while other pieces ask whether the rally leaves value for new buyers. Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush
- Neutral Sentiment: Debt/financing scrutiny: Coverage is assessing how recent infrastructure investments and financing affect leverage and ratios — a watchpoint as Oracle spends to scale AI capacity. Assessing Oracle’s (ORCL) AI Infrastructure Investment and Its Impact on Debt Ratios
- Negative Sentiment: Macro/industry risk: Analysts warn hyperscaler AI/cloud revenue can be a “mirage” if driven by circular contracts with AI firms — raising sustainability questions for cloud/AI revenue growth across big tech. Microsoft And Amazon Aren’t Cheap: Analyst Says Earnings ‘Mirage’ Driven By OpenAI, Anthropic Dominating 50% Of Cloud Backlog
- Negative Sentiment: Valuation and leverage concerns: After a fast rally (big YTD/30?day moves), investors should watch ORCL’s P/E, high debt?to?equity and whether backlog converts to near?term cash/earnings. (See valuation?outlook pieces.) Is It Too Late To Consider Oracle (ORCL) After Its Sharp Share Price Rally?
Oracle Stock Up 0.2%
Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating 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 company had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period in the prior year, the business earned $1.47 earnings per share. Oracle’s revenue for the quarter was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current year.
Oracle Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Thursday, April 9th. Oracle’s dividend payout ratio is presently 35.91%.
Analyst Ratings Changes
A number of equities analysts recently commented on ORCL shares. Stephens restated an “equal weight” rating and issued a $254.00 price objective on shares of Oracle in a report on Tuesday, April 7th. Citizens Jmp dropped their price objective on Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a report on Thursday, February 5th. Cantor Fitzgerald restated an “overweight” rating and issued a $229.00 price objective on shares of Oracle in a report on Wednesday, March 11th. Morgan Stanley dropped their price objective on Oracle from $213.00 to $207.00 and set an “equal weight” rating on the stock in a report on Thursday, April 23rd. Finally, Royal Bank Of Canada restated a “sector perform” rating and issued a $160.00 price objective on shares of Oracle in a report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Oracle has an average rating of “Moderate Buy” and an average price target of $259.43.
View Our Latest Stock Analysis on ORCL
Insiders Place Their Bets
In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value 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 $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. 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
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.
Further Reading
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