Peak Financial Advisors LLC Sells 7,923 Shares of Oracle Corporation $ORCL

Peak Financial Advisors LLC decreased its holdings in Oracle Corporation (NYSE:ORCL) by 67.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,897 shares of the enterprise software provider’s stock after selling 7,923 shares during the quarter. Peak Financial Advisors LLC’s holdings in Oracle were worth $760,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Thompson Davis & CO. Inc. raised its holdings in Oracle by 28.8% in the 4th quarter. Thompson Davis & CO. Inc. now owns 1,711 shares of the enterprise software provider’s stock valued at $333,000 after acquiring an additional 383 shares in the last quarter. Castleview Partners LLC lifted its position in shares of Oracle by 2.2% during the 4th quarter. Castleview Partners LLC now owns 6,128 shares of the enterprise software provider’s stock valued at $1,194,000 after acquiring an additional 134 shares during the period. Byrne Asset Management LLC grew its holdings in shares of Oracle by 6.1% during the 4th quarter. Byrne Asset Management LLC now owns 5,248 shares of the enterprise software provider’s stock worth $1,023,000 after purchasing an additional 300 shares in the last quarter. World Equity Group Inc. grew its holdings in shares of Oracle by 27.9% during the 4th quarter. World Equity Group Inc. now owns 1,553 shares of the enterprise software provider’s stock worth $303,000 after purchasing an additional 339 shares in the last quarter. Finally, National Wealth Management Group LLC increased its position in shares of Oracle by 2.3% in the fourth quarter. National Wealth Management Group LLC now owns 5,097 shares of the enterprise software provider’s stock worth $993,000 after purchasing an additional 117 shares during the period. Institutional investors own 42.44% of the company’s stock.

Oracle Trading Down 2.2%

ORCL opened at $142.74 on Friday. 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 Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The company’s 50 day moving average price is $157.75 and its two-hundred day moving average price is $213.15. The firm has a market capitalization of $410.52 billion, a price-to-earnings ratio of 25.63, a PEG ratio of 1.40 and a beta of 1.66.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. The firm had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company’s revenue for the quarter was up 21.7% on a year-over-year basis. During the same quarter last year, the firm earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, research analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is currently 35.91%.

Insider Activity

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. 40.90% of the stock is currently owned by insiders.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Bank of America reinstated coverage and set a $200 price target, arguing Oracle can gain more than 30% as AI and cloud adoption accelerate — this is a bullish analyst catalyst for upside. Read More.
• Positive Sentiment: Oracle signed a multi‑year deal to migrate Veritone’s AI solutions to Oracle Cloud Infrastructure (OCI), a client win that validates OCI for enterprise AI workloads and can drive cloud revenue growth. Read More.
• Positive Sentiment: Oracle expanded its Nashville footprint with a new 116,000 sq. ft. lease to support hiring and longer‑term talent capacity — a sign of planned growth and local investment. Read More.
• Positive Sentiment: Industry writeups and analysis (Seeking Alpha, media) highlight Oracle’s multicloud/Exadata strategy and recent product moves into AI “agentic” apps as drivers of recurring, higher‑margin revenue over time. Read More.
• Neutral Sentiment: Market commentary notes ORCL underperformed peers intraday, reflecting sector rotation and profit‑taking rather than new company fundamentals. Read More.
• Neutral Sentiment: Zacks and other outlets flagged Oracle in screens of recovery/rebound stories after strong cloud results — useful context but not an immediate price driver. Read More.
• Negative Sentiment: Multiple law firms have filed or publicized securities‑fraud class actions alleging Oracle misstatements about AI/data‑center capex and disclosures for purchases between June–Dec 2025; several firms are soliciting lead‑plaintiff candidates with an April 6 deadline — this legal overhang can pressure the stock and raise uncertainty. Read More.
• Negative Sentiment: An analyst note (published today) lowered Oracle’s price target on concerns around revenue conversion and near‑term capital spending for AI infrastructure — a valuation headwind that likely offsets some bullish commentary. Read More.

Wall Street Analysts Forecast Growth

ORCL has been the subject of several recent analyst reports. Citigroup upped their price objective on shares of Oracle from $310.00 to $320.00 and gave the stock a “buy” rating in a research report on Thursday, March 12th. JPMorgan Chase & Co. raised shares of Oracle from a “neutral” rating to an “overweight” rating and decreased their target price for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. Scotiabank dropped their target price on shares of Oracle from $220.00 to $215.00 and set a “sector outperform” rating for the company in a research report on Monday, March 9th. DA Davidson upped their price target on shares of Oracle from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Wednesday, March 11th. Finally, BMO Capital Markets reduced their price target on shares of Oracle from $205.00 to $200.00 and set an “outperform” 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-seven have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and an average price target of $262.91.

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.