Oracle Corporation $ORCL Shares Sold by Summit Wealth Group LLC Co.

Summit Wealth Group LLC Co. lessened its stake in shares of Oracle Corporation (NYSE:ORCL) by 55.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,150 shares of the enterprise software provider’s stock after selling 5,234 shares during the period. Summit Wealth Group LLC Co.’s holdings in Oracle were worth $809,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. FSA Wealth Management LLC acquired a new position in shares of Oracle during the 3rd quarter worth about $28,000. Joseph Group Capital Management acquired a new position in shares of Oracle during the 4th quarter worth about $29,000. Investors Research Corp raised its position in shares of Oracle by 465.5% during the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 135 shares during the last quarter. Mpwm Advisory Solutions LLC raised its position in shares of Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 50 shares during the last quarter. Finally, YANKCOM Partnership raised its position in shares of Oracle by 304.7% during the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider’s stock worth $34,000 after purchasing an additional 131 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Performance

NYSE:ORCL opened at $186.81 on Wednesday. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a market capitalization of $537.26 billion, a P/E ratio of 33.54, a PEG ratio of 1.85 and a beta of 1.55. The company has a 50 day moving average price of $160.41 and a 200 day moving average price of $184.10. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week 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 analysts’ consensus estimates of $1.71 by $0.08. The firm had revenue of $17.19 billion during 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%. The firm’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter last year, the company posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts forecast that Oracle Corporation will post 6.08 EPS for the current 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 dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Oracle’s dividend payout ratio (DPR) is presently 35.91%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Barclays dropped their price objective on shares of Oracle from $310.00 to $230.00 and set an “overweight” rating for the company in a research note on Monday, March 9th. Stephens reaffirmed an “equal weight” rating and set a $254.00 price objective on shares of Oracle in a research note on Tuesday, April 7th. 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 research note on Wednesday, March 11th. Sanford C. Bernstein set a $313.00 price objective on shares of Oracle in a research note on Monday, February 9th. Finally, UBS Group reaffirmed a “buy” rating on shares of Oracle in a research note on Monday, February 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Oracle currently has an average rating of “Moderate Buy” and a consensus price target of $260.11.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle deepened its AI and enterprise software footprint through an integration with Eightfold AI, embedding agentic interview tools into Oracle Fusion Cloud Recruiting and expanding its AI-enabled HR workflow offering. Oracle Deepens AI HR Workflows With Eightfold Integration And Valuation Upside
• Positive Sentiment: Oracle announced that its Java SE Universal Subscription will help Samsung Electronics standardize global semiconductor development, simplify IT operations, and strengthen security, highlighting a meaningful enterprise relationship. Oracle Java to Power Samsung Electronics’ Global Semiconductor Development
• Positive Sentiment: Oracle also expanded its Samsung partnership to support semiconductor engineering with proactive patching and technical assistance, reinforcing confidence in recurring software demand. Oracle Expands Samsung Partnership To Boost Java Security
• Positive Sentiment: Several analysts/commentary pieces said Oracle still has upside potential, with one Oppenheimer note pointing to possible fiscal Q4 upside from restructuring and infrastructure spending. Oracle Could See Fiscal Q4 Upside From Restructuring, Strong Tech Infrastructure Spending, Oppenheimer Says
• Neutral Sentiment: Oracle appointed Dr. Tomislav Mihaljevic to its board and expanded the board to 13 members, a governance update that is unlikely to move the stock materially but signals continued leadership refresh. Oracle Names Tomislav Mihaljevic, M.D., to the Board of Directors
• Neutral Sentiment: Oracle has also been featured in bullish stock-pick and “bounced back” articles, reflecting improving sentiment after strong quarterly results rather than a specific new catalyst. Shifting Sentiment: These Stocks Have Bounced Back Big
• Negative Sentiment: After a sharp AI-driven run, Oracle paused and traded lower in the latest sessions as investors took profits and questioned whether the rally had moved too far too fast. Oracle finally pauses after sharp AI fueled rally
• Negative Sentiment: Some market commentary cautioned that Oracle may be a “sell in May” candidate, adding to short-term pressure despite longer-term AI optimism. Sell in May and Go Away—Starting With These 3 Stocks

Insider Buying and Selling at Oracle

In related 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 completion of 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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.