Holderness Investments Co. Decreases Stock Holdings in Oracle Corporation $ORCL

Holderness Investments Co. cut its holdings in Oracle Corporation (NYSE:ORCL) by 5.8% during the fourth quarter, Holdings Channel reports. The firm owned 45,760 shares of the enterprise software provider’s stock after selling 2,798 shares during the quarter. Oracle makes up 1.8% of Holderness Investments Co.’s portfolio, making the stock its 9th biggest holding. Holderness Investments Co.’s holdings in Oracle were worth $8,919,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in ORCL. FSA Wealth Management LLC bought a new stake in shares of Oracle during the third quarter valued at approximately $28,000. Mpwm Advisory Solutions LLC boosted its position in shares of Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. purchased a new position in Oracle during the third quarter valued at $35,000. HFM Investment Advisors LLC grew its stake in Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after acquiring an additional 96 shares in the last quarter. Finally, Basepoint Wealth LLC bought a new stake in Oracle in the 4th quarter valued at $26,000. 42.44% of the stock is currently owned by institutional investors.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction 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 directly owned 3,429 shares of the company’s stock, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through 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 10.9%

ORCL opened at $225.85 on Friday. The stock has a 50-day moving average of $170.81 and a 200 day moving average of $178.35. 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 firm has a market cap of $649.55 billion, a P/E ratio of 40.55, a P/E/G ratio of 1.94 and a beta of 1.55.

Oracle (NYSE:ORCL) last issued its quarterly earnings data 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. The business 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 company’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same period in the prior year, the business posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, research analysts forecast that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a $0.50 dividend. The ex-dividend date was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 0.9%. Oracle’s dividend payout ratio (DPR) is currently 35.91%.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is benefiting from renewed enthusiasm for AI-related software stocks, with investors viewing the company as a key AI/cloud infrastructure winner alongside peers like Snowflake and ServiceNow. Snowflake, Oracle, ServiceNow Stocks Rally As AI Trade Heats Up Again
• Positive Sentiment: Bullish trading signals and unusual options activity point to stronger near-term sentiment, including a Power Inflow alert and a big jump in call buying. Oracle Shares Rise 4% After Key Trading Signal
• Positive Sentiment: Analysts and market commentary continue to highlight Oracle’s AI cloud backlog and improving outlook, suggesting investors are focusing more on growth potential than on recent volatility. Zacks Industry Outlook Highlights Oracle, Intuit and Progress Software
• Positive Sentiment: Several recent pieces frame Oracle as a possible undervalued AI beneficiary, reinforcing the case for continued investor interest in the stock. Is Oracle Stock an Undervalued Stock to Buy?
• Neutral Sentiment: Oracle is also drawing regulatory scrutiny over TikTok U.S. data safeguards and recommendation-algorithm concerns, which is not a direct business hit but could add headline risk. Democratic senator wants TikTok US JV, Oracle to answer questions on platform safeguards
• Neutral Sentiment: Some investors are still focused on Oracle’s debt load and capital spending for AI data centers, a longer-term concern that could cap enthusiasm if profitability doesn’t keep up. Concerns Over Debt Weigh on Oracle (ORCL) Amid AI Data Center Expansion

Analyst Ratings Changes

Several research analysts have commented on the stock. Citigroup increased their price objective on shares of Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, March 12th. Monness Crespi & Hardt reaffirmed a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. Arete Research set a $255.00 target price on Oracle and gave the stock a “buy” rating in a research report on Thursday, May 7th. DA Davidson increased their price target on Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Wednesday, March 11th. Finally, Oppenheimer raised their price target on Oracle from $210.00 to $235.00 and gave the company an “outperform” rating in a report on Tuesday, May 12th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $261.46.

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.