Bailard Inc. Has $12.23 Million Holdings in Oracle Corporation $ORCL

Bailard Inc. cut its stake in shares of Oracle Corporation (NYSE:ORCL) by 25.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 62,727 shares of the enterprise software provider’s stock after selling 21,264 shares during the period. Bailard Inc.’s holdings in Oracle were worth $12,226,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. First National Advisers LLC increased its holdings in Oracle by 22.0% in the fourth quarter. First National Advisers LLC now owns 26,273 shares of the enterprise software provider’s stock valued at $5,120,000 after purchasing an additional 4,741 shares during the period. AGH Wealth Advisors LLC increased its holdings in Oracle by 15.1% in the fourth quarter. AGH Wealth Advisors LLC now owns 3,192 shares of the enterprise software provider’s stock valued at $622,000 after purchasing an additional 419 shares during the period. Gratus Wealth Advisors LLC increased its holdings in Oracle by 7.6% in the fourth quarter. Gratus Wealth Advisors LLC now owns 8,212 shares of the enterprise software provider’s stock valued at $1,601,000 after purchasing an additional 583 shares during the period. Concentrum Wealth Management increased its holdings in Oracle by 63.7% in the fourth quarter. Concentrum Wealth Management now owns 19,544 shares of the enterprise software provider’s stock valued at $3,809,000 after purchasing an additional 7,608 shares during the period. Finally, KLCM Advisors Inc. increased its holdings in Oracle by 19.4% in the fourth quarter. KLCM Advisors Inc. now owns 4,707 shares of the enterprise software provider’s stock valued at $917,000 after purchasing an additional 766 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction dated 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 transaction, 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 position. 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. Insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on ORCL. UBS Group restated a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Citizens Jmp decreased their price objective on Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a report on Thursday, February 5th. Jefferies Financial Group decreased their price objective on Oracle from $400.00 to $320.00 and set a “buy” rating for the company in a report on Thursday, March 5th. Citigroup increased their price objective on Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, March 12th. Finally, TD Cowen decreased their price objective on Oracle from $350.00 to $250.00 and set a “buy” rating for the company in a report on Friday, March 6th. 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 issued a Sell rating to the stock. According to data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and an average price target of $259.43.

Oracle Stock Performance

Shares of ORCL opened at $193.86 on Tuesday. 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 stock has a 50-day moving average of $159.58 and a 200-day moving average of $184.71. The company has a market cap of $557.56 billion, a PE ratio of 34.80, a P/E/G ratio of 1.87 and a beta of 1.55. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings results 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 net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion for the quarter, compared to analysts’ expectations of $16.91 billion. During the same quarter last year, the firm earned $1.47 EPS. The firm’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. On average, equities research analysts predict that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

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

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is expanding AI-powered recruiting tools through an integration of Eightfold AI Interviewer into Oracle Fusion Cloud Recruiting, which could strengthen its HR software suite and support longer-term cloud revenue growth. Big Tech Keeps Piling On AI Debt. Spending Is Set to Soar.
• Positive Sentiment: SoftBank’s reported plans for a major AI infrastructure push in France add another signal that large-scale AI data-center spending remains strong, which is supportive for Oracle’s cloud and infrastructure opportunity, especially given its existing Stargate partnership with OpenAI and SoftBank. SoftBank Eyes $100 Billion France AI Push
• Positive Sentiment: Market commentary that Nvidia has added an Oracle’s worth of market cap in just four trading days underscores how much investor enthusiasm remains concentrated in AI infrastructure, a backdrop that can keep sentiment around Oracle constructive even when the stock pauses. Nvidia has added an Oracle’s worth of market cap in just four trading days
• Neutral Sentiment: Several market recaps note that Oracle has slipped while the broader market and tech sector moved higher, suggesting the decline may reflect short-term profit-taking after a steep AI rally rather than a company-specific setback. Oracle (ORCL) Stock Slides as Market Rises: Facts to Know Before You Trade

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.