Global Retirement Partners LLC Boosts Holdings in Oracle Corporation $ORCL

Global Retirement Partners LLC increased its holdings in Oracle Corporation (NYSE:ORCL) by 17.4% during the fourth quarter, Holdings Channel reports. The firm owned 78,857 shares of the enterprise software provider’s stock after acquiring an additional 11,707 shares during the quarter. Global Retirement Partners LLC’s holdings in Oracle were worth $15,370,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the business. Greykasell Wealth Strategies Inc. lifted its holdings in Oracle by 1.1% in the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 3,943 shares of the enterprise software provider’s stock worth $1,109,000 after purchasing an additional 42 shares in the last quarter. Beacon Bridge Wealth Partners LLC lifted its holdings in Oracle by 3.0% in the 3rd quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider’s stock worth $434,000 after purchasing an additional 45 shares in the last quarter. Everest Management Corp. lifted its holdings in Oracle by 0.9% in the 3rd quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider’s stock worth $1,481,000 after purchasing an additional 45 shares in the last quarter. Perennial Investment Advisors LLC lifted its holdings in Oracle by 0.5% in the 3rd quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider’s stock worth $2,708,000 after purchasing an additional 45 shares in the last quarter. Finally, Consolidated Portfolio Review Corp lifted its holdings in Oracle by 1.0% in the 3rd quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider’s stock worth $1,403,000 after purchasing an additional 50 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s fiscal Q3 2026 results showed its best growth in years, reinforcing the idea that the company is successfully shifting into a scaled AI infrastructure and cloud provider. Oracle’s (ORCL) Q3 Showed the Best Growth in Years. The Market Still Wasn’t Impressed
• Positive Sentiment: Oracle was highlighted for its AI cloud momentum, including plans to deploy hundreds of thousands of Nvidia Vera CPUs to support large-scale AI workloads, which could expand enterprise cloud demand. Oracle Bets On Nvidia Vera CPUs To Power Next Wave Of AI
• Positive Sentiment: Several reports argued that Oracle’s valuation may look attractive after its pullback from highs, with some analysts saying the market is underestimating its AI infrastructure upside. Is This AI Stock a Buy at 24 Times Earnings — or a Value Trap in Disguise?
• Neutral Sentiment: Commentary also noted that Oracle remains a complex story because its AI buildout is costly, and investors are still waiting to see whether spending translates into durable free cash flow and higher earnings. Great News: Oracle Stock Could Be One of the Most Underrated AI Infrastructure Stocks
• Neutral Sentiment: Oracle’s partnership and ecosystem news, including related Oracle-partner activity and Java migration coverage, underscores continued relevance in enterprise software but is not as directly stock-moving as the AI cloud updates. Azul Releases Updated OpenJDK Migration for Dummies Guide as Oracle Java Migration Accelerates
• Negative Sentiment: Despite the improving growth profile, some market commentary says Oracle’s stock may be lagging because investors remain cautious about the cost of AI spending and whether the payoff will arrive fast enough. Oracle’s (ORCL) Q3 Showed the Best Growth in Years. The Market Still Wasn’t Impressed

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of research analyst reports. Royal Bank Of Canada reissued a “sector perform” rating and issued a $160.00 price target on shares of Oracle in a report on Wednesday, March 11th. TD Cowen decreased their price objective on Oracle from $350.00 to $250.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Morgan Stanley decreased their price objective on Oracle from $213.00 to $207.00 and set an “equal weight” rating on the stock in a report on Thursday, April 23rd. Stephens reaffirmed an “equal weight” rating and set a $254.00 price objective on shares of Oracle in a report on Tuesday, April 7th. Finally, Deutsche Bank Aktiengesellschaft decreased their price objective on Oracle from $375.00 to $300.00 and set a “buy” 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 given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $261.46.

Oracle Stock Performance

NYSE ORCL opened at $187.90 on Thursday. The company has a market cap of $540.40 billion, a P/E ratio of 33.73, a P/E/G ratio of 1.73 and a beta of 1.55. 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 business’s 50 day moving average price is $164.89 and its 200-day moving average price is $180.42. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72.

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, beating the consensus estimate of $1.71 by $0.08. The firm 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 revenue for the quarter was up 21.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts predict that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. Oracle’s payout ratio is currently 35.91%.

Insider Buying and Selling at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the business’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 transaction of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

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.