RiverFront Investment Group LLC Boosts Stock Position in Oracle Corporation $ORCL

RiverFront Investment Group LLC grew its stake in shares of Oracle Corporation (NYSE:ORCL) by 101.6% during the 4th quarter, HoldingsChannel reports. The fund owned 22,679 shares of the enterprise software provider’s stock after buying an additional 11,428 shares during the period. RiverFront Investment Group LLC’s holdings in Oracle were worth $4,420,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in ORCL. Xponance Inc. grew its position in shares of Oracle by 1.8% during 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 period. Stonegate Investment Group LLC grew its position in shares of Oracle by 3.2% during the 3rd quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider’s stock valued at $27,955,000 after acquiring an additional 3,065 shares during the period. Migdal Insurance & Financial Holdings Ltd. grew its position in shares of Oracle by 62.1% during the 3rd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 483,000 shares of the enterprise software provider’s stock valued at $135,839,000 after acquiring an additional 184,996 shares during the period. DDD Partners LLC acquired a new stake in shares of Oracle during the 4th quarter valued at about $1,677,000. Finally, William Blair Investment Management LLC grew its position in shares of Oracle by 28.6% during 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 period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on ORCL shares. Royal Bank Of Canada restated a “sector perform” rating and set a $160.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Wedbush raised their target price on Oracle from $225.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday. Stephens restated an “equal weight” rating and set a $254.00 target price on shares of Oracle in a research report on Tuesday, April 7th. Deutsche Bank Aktiengesellschaft dropped their target price on Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research report on Monday, March 9th. Finally, Stifel Nicolaus dropped their target price on Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research report on Wednesday, March 11th. Three research 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 given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $261.46.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: 24/7 Wall St. reiterated a bullish view on Oracle (ORCL), setting a 12-month price target of about $245 and pointing to strong backlog growth and accelerating cloud infrastructure economics as key upside drivers.
• Positive Sentiment: Wedbush said Oracle is building a durable position for the next phase of the AI cycle, suggesting the market may be underestimating its role in future AI demand.
• Positive Sentiment: Coverage focused on Oracle’s “AI heavyweight” status as investors increasingly view its legacy software base, cloud expansion, and AI infrastructure exposure as a major advantage. Oracle Went From Tech Dinosaur to AI Heavyweight
• Positive Sentiment: Oracle also drew attention for expanding its agentic AI push through U.S. defense partnerships, reinforcing the idea that its AI platform is gaining traction in high-value government and enterprise use cases. Oracle Expands Its Agentic AI Push Through U.S. Defense Partnerships
• Neutral Sentiment: Oracle added Cleveland Clinic CEO Tomislav Mihaljevic to its board, which may support its healthcare strategy but is unlikely to be an immediate stock-moving catalyst. Oracle adds Cleveland Clinic CEO to board of directors

Insider Buying and Selling at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The stock was 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. The trade was a 81.39% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

Oracle Trading Up 0.1%

ORCL stock opened at $193.13 on Monday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The stock has a market cap of $555.44 billion, a price-to-earnings ratio of 34.67, a PEG ratio of 1.84 and a beta of 1.55. The business’s 50-day moving average is $162.96 and its 200 day moving average is $182.23.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion for the quarter, compared to analysts’ expectations of $16.91 billion. During the same period in the previous year, the firm posted $1.47 EPS. Oracle’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. On average, sell-side analysts anticipate that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

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

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.