Wealthfront Advisers LLC Buys 3,193 Shares of Oracle Corporation $ORCL

Wealthfront Advisers LLC boosted its stake in Oracle Corporation (NYSE:ORCL) by 1.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 216,643 shares of the enterprise software provider’s stock after purchasing an additional 3,193 shares during the quarter. Wealthfront Advisers LLC’s holdings in Oracle were worth $42,226,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. FSA Wealth Management LLC bought a new stake in shares of Oracle in the third quarter worth about $28,000. Darwin Wealth Management LLC increased its holdings in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 65 shares in the last quarter. Investors Research Corp increased its holdings in shares of Oracle by 465.5% in the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 135 shares in the last quarter. Mpwm Advisory Solutions LLC increased its holdings in shares of Oracle by 76.9% in 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 in the last quarter. Finally, YANKCOM Partnership increased its holdings in shares of Oracle by 304.7% in the fourth quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider’s stock worth $34,000 after acquiring an additional 131 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Oracle Stock Down 0.2%

NYSE:ORCL opened at $172.99 on Tuesday. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The company has a market cap of $497.51 billion, a PE ratio of 31.06, a PEG ratio of 1.65 and a beta of 1.60. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The stock has a 50-day simple moving average of $154.47 and a 200 day simple moving average of $191.08.

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 analysts’ consensus estimates of $1.71 by $0.08. The business had revenue of $17.19 billion during 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%.Oracle’s quarterly 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, sell-side analysts expect that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were issued a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.2%. Oracle’s dividend payout ratio (DPR) is presently 35.91%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush assigned an Outperform rating and a $225 price target, calling Oracle a key infrastructure supplier in the AI wave — a clear analyst vote of confidence. Wedbush Assigns Outperform Rating to Oracle Corp. (ORCL)
• Positive Sentiment: Oracle and Bloom Energy expanded their partnership to power Project Jupiter with water‑efficient fuel cells (up to multi‑GW capacity), de‑risking data‑center power/water constraints and supporting OCI capacity growth. Oracle, BorderPlex, and Bloom Energy to Power Project Jupiter
• Positive Sentiment: Oracle-backed financing for a large AI data‑center campus (reported $14–$16B package) advances OCI capacity buildout for enterprise and OpenAI workloads — supports revenue scalability but increases leverage/near‑term capital intensity. Related Digital, Blackstone secure $16B for Oracle data center
• Positive Sentiment: Oracle and Google Cloud launched an AI Database Agent for Gemini Enterprise, improving NLQ access to enterprise data on Oracle databases — a product tie that could help win cloud/database workloads. Oracle (ORCL), Google Cloud Launch AI Database Agent
• Positive Sentiment: Morgan Stanley and other coverage changes (price‑target updates) reflect renewed analyst focus on OCI as the primary growth engine — supports investor interest in re‑rating the stock as AI demand materializes. Morgan Stanley revamps Oracle stock price target
• Positive Sentiment: Analyst previews expect double‑digit growth into Oracle’s upcoming fiscal quarter, reinforcing that the company’s recurring cloud/database revenue is expanding. Oracle’s Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Coverage pieces examine Oracle’s ~$50B AI investment: potentially transformational long‑term, but raises near‑term execution and capital‑allocation questions that investors should monitor. Oracle’s $50 Billion AI Gamble Could Change Everything
• Neutral Sentiment: Broader sector commentary notes continued appetite for AI infrastructure stocks — a tailwind for Oracle but one that increases sensitivity to AI‑spending headlines and volatility. For Hot AI Stocks, ‘The Music’s Playing’—And Shares Are Rising
• Negative Sentiment: Barron’s reported concerns about OpenAI’s massive spending plans, which spooked investors in AI‑infrastructure names and pressured Oracle shares today — shows how external counterparty funding/usage can swing sentiment for OCI. Oracle Stock Drops on OpenAI Shock. CoreWeave, SoftBank Also Hit.

Wall Street Analysts Forecast Growth

ORCL has been the subject of several recent analyst reports. Citigroup increased their price target on Oracle from $310.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, March 12th. Mizuho lowered their price target on Oracle from $400.00 to $320.00 and set an “outperform” rating for the company in a report on Monday, March 16th. Weiss Ratings downgraded Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. Stifel Nicolaus lowered their price target on Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a report on Wednesday, March 11th. Finally, The Goldman Sachs Group upgraded Oracle to a “strong-buy” rating in a report on Monday, January 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $259.56.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the firm’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 value of $2,642,850.00. Following the completion of the transaction, the executive vice president directly 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 Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction that occurred on 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 transaction, the chief executive officer owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 40.90% of the stock is currently owned by company insiders.

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.