IFP Advisors Inc grew its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 14.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 46,442 shares of the enterprise software provider’s stock after buying an additional 5,799 shares during the period. IFP Advisors Inc’s holdings in Oracle were worth $9,052,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of ORCL. HFM Investment Advisors LLC boosted its holdings in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after buying an additional 96 shares in the last quarter. FSA Wealth Management LLC acquired a new position in shares of Oracle in the 3rd quarter valued at $28,000. Joseph Group Capital Management acquired a new position in shares of Oracle in the 4th quarter valued at $29,000. Investors Research Corp boosted its holdings in shares of Oracle by 465.5% in the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 135 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC boosted its holdings in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 50 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.
More Oracle News
Here are the key news stories impacting Oracle this week:
- Positive Sentiment: Oracle’s defense AI business is expanding, including new U.S. Department of Defense work and an $88 million Air Force cloud modernization contract through 2028, which adds to the company’s growing backlog in secure AI and cloud infrastructure. Oracle’s Expanding Defense AI Role And What It Could Mean For Investors
- Positive Sentiment: Analysts continue to view Oracle as a potential AI infrastructure beneficiary, with some noting meaningful upside as hyperscalers and enterprise customers keep investing in AI and quantum-related infrastructure. 2 Quantum Hyperscaler Stocks With 30% Price Target to Watch in May
- Positive Sentiment: A new market report highlights strong long-term demand for behavioral and mental health software, a healthcare IT category that can support Oracle’s broader cloud and enterprise software ecosystem. Global Behavioral and Mental Health Software Market Size/Share Worth USD 11.9 Billion by 2035
Oracle Stock Performance
Oracle (NYSE:ORCL – Get Free Report) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter last year, the firm posted $1.47 EPS. The business’s revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts predict that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.
Oracle Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders 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 1.1%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is currently 35.91%.
Insider Activity
In other Oracle 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 transaction of $2,642,850.00. Following the sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at $604,155.51. This trade represents a 81.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.
Analyst Upgrades and Downgrades
Several analysts recently commented on ORCL shares. Stephens reiterated an “equal weight” rating and issued a $254.00 price target on shares of Oracle in a research report on Tuesday, April 7th. Robert W. Baird reduced their price target on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research report on Tuesday, March 10th. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a research report on Monday, March 9th. Piper Sandler reduced their price target on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating for the company in a research report on Wednesday, March 11th. Finally, Bank of America started 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. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and a consensus target price of $261.46.
Check Out Our Latest Analysis on ORCL
About Oracle
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.
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