Strategic Planning Group LLC Grows Position in Oracle Corporation $ORCL

Strategic Planning Group LLC raised its holdings in shares of Oracle Corporation (NYSE:ORCL) by 36.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 42,851 shares of the enterprise software provider’s stock after purchasing an additional 11,532 shares during the quarter. Strategic Planning Group LLC’s holdings in Oracle were worth $8,352,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the business. Allen Capital Group LLC lifted its holdings in Oracle by 1.3% during the third quarter. Allen Capital Group LLC now owns 3,276 shares of the enterprise software provider’s stock valued at $921,000 after purchasing an additional 41 shares during the last quarter. Greykasell Wealth Strategies Inc. lifted its holdings in Oracle by 1.1% during the third quarter. Greykasell Wealth Strategies Inc. now owns 3,943 shares of the enterprise software provider’s stock valued at $1,109,000 after purchasing an additional 42 shares during the last quarter. WoodTrust Financial Corp lifted its holdings in Oracle by 1.1% during the third quarter. WoodTrust Financial Corp now owns 4,275 shares of the enterprise software provider’s stock valued at $1,202,000 after purchasing an additional 45 shares during the last quarter. Community Bank & Trust Waco Texas lifted its holdings in Oracle by 0.3% during the third quarter. Community Bank & Trust Waco Texas now owns 15,728 shares of the enterprise software provider’s stock valued at $4,423,000 after purchasing an additional 45 shares during the last quarter. Finally, Beacon Bridge Wealth Partners LLC lifted its holdings in Oracle by 3.0% during the third quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider’s stock valued at $434,000 after purchasing an additional 45 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the 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 transaction, the executive vice president directly owned 3,429 shares in the company, valued at $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 is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Oracle Stock Down 1.1%

ORCL stock opened at $193.86 on Tuesday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The company’s 50 day moving average is $159.58 and its 200 day moving average is $184.71. The stock has a market cap of $557.56 billion, a price-to-earnings ratio of 34.80, a price-to-earnings-growth ratio of 1.87 and a beta of 1.55. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last posted its quarterly earnings data 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 company had revenue of $17.19 billion for the quarter, compared to analysts’ expectations of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. Oracle’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same period in the prior year, the business earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts predict that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

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

Oracle News Roundup

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

Analyst Ratings Changes

Several equities research analysts have commented on ORCL shares. Citizens Jmp dropped their price objective on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a report on Thursday, February 5th. Guggenheim reaffirmed a “buy” rating and set a $400.00 price objective on shares of Oracle in a report on Friday, March 13th. JPMorgan Chase & Co. raised shares of Oracle from a “neutral” rating to an “overweight” rating and dropped their price objective for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. Citigroup upped their price target on Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, March 12th. Finally, Scotiabank decreased their price target on Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research report on Monday, March 9th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $259.43.

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.