Wormser Freres Gestion Cuts Stock Holdings in Oracle Corporation $ORCL

Wormser Freres Gestion trimmed its stake in shares of Oracle Corporation (NYSE:ORCL) by 95.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,113 shares of the enterprise software provider’s stock after selling 24,691 shares during the period. Oracle accounts for 0.1% of Wormser Freres Gestion’s portfolio, making the stock its 29th largest holding. Wormser Freres Gestion’s holdings in Oracle were worth $217,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. 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. Basepoint Wealth LLC bought a new position in shares of Oracle during the 4th quarter valued at approximately $26,000. FSA Wealth Management LLC bought a new position in shares of Oracle during the 3rd quarter valued at approximately $28,000. Joseph Group Capital Management bought a new position in shares of Oracle during the 4th quarter valued at approximately $29,000. Finally, Investors Research Corp boosted 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 valued at $32,000 after acquiring an additional 135 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Stock Performance

ORCL stock opened at $225.85 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The business’s fifty day simple moving average is $170.81 and its two-hundred day simple moving average is $178.35. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The firm has a market cap of $649.55 billion, a price-to-earnings ratio of 40.55, a PEG ratio of 2.15 and a beta of 1.55.

Oracle (NYSE:ORCL) last released its earnings results 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. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter last year, the firm posted $1.47 earnings per share. 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. Analysts predict that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were paid 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 presently 35.91%.

Oracle News Summary

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

Insiders Place Their Bets

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction on 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 sale, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The transaction 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 insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on ORCL shares. Morgan Stanley lowered their target price on Oracle from $213.00 to $207.00 and set an “equal weight” rating for the company in a research report on Thursday, April 23rd. Stifel Nicolaus lowered their target price on Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a research report on Wednesday, March 11th. Bank of America started coverage on Oracle in a research report on Tuesday, March 24th. They set a “buy” rating and a $200.00 target price for the company. Deutsche Bank Aktiengesellschaft lowered their target price on Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a research report on Monday, March 9th. Finally, Scotiabank decreased their price target on Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a report on Monday, March 9th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target 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.