2,780 Shares in Oracle Corporation $ORCL Bought by Petersen Hastings Wealth Advisors Inc.

Petersen Hastings Wealth Advisors Inc. bought a new position in shares of Oracle Corporation (NYSE:ORCL) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 2,780 shares of the enterprise software provider’s stock, valued at approximately $542,000.

A number of other hedge funds have also bought and sold shares of the company. Beacon Bridge Wealth Partners LLC raised its stake in Oracle by 3.0% during the third quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider’s stock worth $434,000 after buying an additional 45 shares during the last quarter. Everest Management Corp. raised its stake in Oracle by 0.9% during the third quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider’s stock worth $1,481,000 after buying an additional 45 shares during the last quarter. Perennial Investment Advisors LLC raised its stake in Oracle by 0.5% during the third quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider’s stock worth $2,708,000 after buying an additional 45 shares during the last quarter. Consolidated Portfolio Review Corp increased its stake in Oracle by 1.0% in the third quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider’s stock valued at $1,403,000 after purchasing an additional 50 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC increased its stake in Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Insider Activity

In related news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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.

Analyst Upgrades and Downgrades

Several research firms have weighed in on ORCL. Wedbush lifted their price target on shares of Oracle from $225.00 to $275.00 and gave the company an “outperform” rating in a research note on Wednesday, May 13th. Citigroup lifted their price target on shares of Oracle from $320.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday. Guggenheim reaffirmed a “buy” rating and issued a $400.00 price target on shares of Oracle in a research note on Friday, March 13th. Robert W. Baird decreased their price target on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research note on Tuesday, March 10th. Finally, Jefferies Financial Group decreased their price target on shares of Oracle from $400.00 to $320.00 and set a “buy” rating for the company in a research note on Thursday, March 5th. 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 assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $264.70.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: UBS raised its price target on Oracle to $285, saying AI momentum could remain strong into the upcoming earnings report. Veteran Bank Revamps Oracle Price Target Ahead of Earnings
• Positive Sentiment: Options traders are showing bullish interest in Oracle before earnings, which can signal expectations for continued strength or a post-earnings move higher. Options Bulls Target Oracle Stock Before Earnings
• Positive Sentiment: Several recent pieces continue to frame Oracle as a beneficiary of the AI infrastructure buildout, with investors still optimistic about its OpenAI-related momentum and cloud growth story. Why Oracle Stock Zoomed 39.9% Higher in May
• Neutral Sentiment: Oracle remains a widely watched name ahead of its June 10 fiscal Q4 results, with analysts expecting continued revenue and EPS growth but also noting that expectations are already high. Oracle (ORCL) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Neutral Sentiment: Broader market commentary on AI spending, including warnings that the sector may be entering a more “rational” phase, adds uncertainty for Oracle because its valuation is increasingly tied to AI capex growth. AI Spending Has Been Huge. Now It Could Be Entering a ‘Rational’ Phase.
• Negative Sentiment: A shareholder law firm said it is investigating Oracle over whether management misrepresented the costs and risks of its AI infrastructure strategy, which could add legal overhang for the stock. Kuehn Law Encourages Investors of Oracle Corporation to Contact Law Firm
• Negative Sentiment: Oracle has also been slipping ahead of earnings as investors worry that heavy AI spending could pressure free cash flow, debt, and credit metrics if growth does not accelerate fast enough. Oracle Slips Ahead of Earnings as Investors Watch AI Growth

Oracle Stock Up 2.7%

Shares of NYSE ORCL opened at $236.51 on Friday. The stock has a market capitalization of $680.23 billion, a P/E ratio of 42.46, a P/E/G ratio of 2.16 and a beta of 1.65. The company has a 50-day moving average price of $177.88 and a 200-day moving average price of $178.30. Oracle Corporation has a 1 year low of $134.57 and a 1 year 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.

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 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 business’s revenue was up 21.7% on a year-over-year basis. During the same period last year, the company earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities research analysts forecast that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is currently 35.91%.

Oracle Company 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.