Connors Investor Services Inc. trimmed its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 77.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 13,462 shares of the enterprise software provider’s stock after selling 45,336 shares during the quarter. Connors Investor Services Inc.’s holdings in Oracle were worth $2,624,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. HFM Investment Advisors LLC lifted its stake in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after buying an additional 96 shares in the last quarter. FSA Wealth Management LLC bought a new position in shares of Oracle in the third quarter valued at $28,000. Joseph Group Capital Management bought a new position in shares of Oracle in the fourth quarter valued at $29,000. Investors Research Corp lifted its stake 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 valued at $32,000 after buying an additional 135 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC lifted its stake 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 valued at $32,000 after buying an additional 50 shares in the last quarter. 42.44% of the stock is owned by institutional investors.
Insider Transactions at Oracle
In related news, EVP Stuart Levey sold 15,000 shares of the firm’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 completion of the sale, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.
Oracle News Roundup
- Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
- Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
- Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?
Oracle Stock Up 1.2%
ORCL opened at $192.13 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. The company’s 50-day moving average is $166.27 and its 200 day moving average is $179.99. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. The firm has a market capitalization of $552.58 billion, a P/E ratio of 34.49, a PEG ratio of 1.83 and a beta of 1.55.
Oracle (NYSE:ORCL – Get Free Report) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same period last year, the firm earned $1.47 earnings per share. The firm’s revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Research analysts expect that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.
Oracle Announces Dividend
The business 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. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is 35.91%.
Wall Street Analyst Weigh In
ORCL has been the topic of a number of recent research reports. Jefferies Financial Group dropped their price objective on shares of Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th. Scotiabank dropped their price objective on shares of Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research note on Monday, March 9th. Morgan Stanley dropped their price target on shares of Oracle from $213.00 to $207.00 and set an “equal weight” rating on the stock in a research report on Thursday, April 23rd. Wedbush raised their price target on shares of Oracle from $225.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, May 13th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and set a $160.00 price target on shares of Oracle in a research report on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $261.46.
Get Our Latest Analysis on ORCL
About Oracle
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.
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