7,035 Shares in Oracle Corporation $ORCL Purchased by Marble Wealth LLC

Marble Wealth LLC acquired a new position in Oracle Corporation (NYSE:ORCL) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 7,035 shares of the enterprise software provider’s stock, valued at approximately $1,371,000.

Other institutional investors have also bought and sold shares of the company. Xponance Inc. lifted its holdings in Oracle by 1.8% in the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock valued at $114,336,000 after acquiring an additional 7,320 shares during the last quarter. DDD Partners LLC acquired a new stake in Oracle in the 4th quarter valued at about $1,677,000. William Blair Investment Management LLC lifted its holdings in Oracle by 28.6% in the 3rd quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider’s stock valued at $311,497,000 after acquiring an additional 246,243 shares during the last quarter. New Mexico Educational Retirement Board lifted its holdings in Oracle by 4.2% in the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock valued at $14,928,000 after acquiring an additional 3,100 shares during the last quarter. Finally, KADENSA CAPITAL Ltd lifted its holdings in Oracle by 1,945.8% in the 3rd quarter. KADENSA CAPITAL Ltd now owns 92,736 shares of the enterprise software provider’s stock valued at $26,081,000 after acquiring an additional 88,203 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on ORCL shares. Stifel Nicolaus reduced their price objective on shares of Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a research note on Wednesday, March 11th. Scotiabank reaffirmed an “outperform” rating on shares of Oracle in a research note on Tuesday. Citigroup upped their price objective on shares of Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research note on Thursday, March 12th. Oppenheimer upped their price objective on shares of Oracle from $210.00 to $235.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Finally, JPMorgan Chase & Co. raised shares of Oracle from a “neutral” rating to an “overweight” rating and reduced their price objective for the company from $230.00 to $210.00 in a research note on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $263.62.

Insider Buying and Selling at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction dated Thursday, April 16th. The stock was 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 in the company, valued at $604,155.51. This represents a 81.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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.

Oracle Price Performance

Shares of ORCL opened at $244.80 on Wednesday. The company has a market capitalization of $704.05 billion, a price-to-earnings ratio of 43.95, a P/E/G ratio of 2.28 and a beta of 1.65. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. 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 business’s 50-day moving average is $172.65 and its 200-day moving average is $177.99.

Oracle (NYSE:ORCL) last issued its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The company had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts expect that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were issued a $0.50 dividend. The ex-dividend date was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.8%. Oracle’s dividend payout ratio is currently 35.91%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle got a fresh price-target boost from UBS to $285 and a buy rating, reflecting continued Wall Street confidence in upside ahead of next week’s earnings. Read More
• Positive Sentiment: Arm said Oracle is among the customers using its data center CPU chips, adding another signal that Oracle remains a key player in AI infrastructure buildout. Article
• Positive Sentiment: Oracle continues to benefit from enthusiasm around AI spending across hyperscalers, with investors viewing the company as a potential long-term winner in cloud and AI infrastructure. Article
• Neutral Sentiment: Oracle scheduled its fiscal fourth-quarter 2026 earnings release for June 10, which is keeping investors focused on the upcoming report and guidance. Article
• Neutral Sentiment: Several technical and market commentary pieces note the stock had surged sharply before pulling back, suggesting some routine profit-taking after the recent rally. Article
• Negative Sentiment: Investors are increasingly worried about Oracle’s AI infrastructure spending, especially after Alphabet’s large fundraising plan reignited concerns about the cost of competing in AI. Article
• Negative Sentiment: Barchart reported unusually heavy put option trading ahead of Oracle’s earnings, which may signal that some traders are positioning for downside or disappointment. Article
• Negative Sentiment: One Seeking Alpha note downgraded Oracle, arguing investors should focus on intrinsic value rather than speculation, which adds to the caution around the stock’s recent run. Article

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.