7,395 Shares in Oracle Corporation $ORCL Bought by Indivisible Partners

Indivisible Partners purchased a new position in Oracle Corporation (NYSE:ORCL) in the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 7,395 shares of the enterprise software provider’s stock, valued at approximately $1,441,000.

A number of other institutional investors also recently bought and sold shares of the stock. Mine & Arao Wealth Creation & Management LLC. lifted its position in Oracle by 0.7% in the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after buying an additional 36 shares during the last quarter. Avion Wealth lifted its position in Oracle by 16.6% in the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after buying an additional 37 shares during the last quarter. Keystone Wealth Services LLC lifted its position in Oracle by 2.0% in the third quarter. Keystone Wealth Services LLC now owns 2,044 shares of the enterprise software provider’s stock worth $575,000 after buying an additional 40 shares during the last quarter. Allen Capital Group LLC lifted its position in Oracle by 1.3% in the third quarter. Allen Capital Group LLC now owns 3,276 shares of the enterprise software provider’s stock worth $921,000 after buying an additional 41 shares during the last quarter. Finally, Noesis Capital Mangement Corp lifted its position in Oracle by 1.3% in the third quarter. Noesis Capital Mangement Corp now owns 3,377 shares of the enterprise software provider’s stock worth $950,000 after buying an additional 42 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Massive Michigan data‑center financing wrapped up — a $14B bond sale (part of a reported $16B package) reduces short‑term funding uncertainty and signals commitment to Oracle’s hyperscaler AI buildout. Oracle (ORCL) Secures Financing for Data Center in Michigan
• Positive Sentiment: Oracle secured a classified AI contract with the U.S. Defense Department — a high‑margin, strategic win that validates Oracle’s government AI positioning and supports revenue visibility in enterprise/government AI workloads. Oracle secures classified AI deal with US Defense Department
• Positive Sentiment: Project Jupiter / Bloom Energy partnership — Oracle is deploying on‑site fuel cells and microgrids for AI campuses, cutting operating risk from grid constraints and improving ESG profile for its New Mexico buildout. This reduces long‑term operating cost risk for energy‑hungry AI infrastructure. Oracle Project Jupiter Puts AI Power Costs And Valuation In Focus
• Positive Sentiment: Analyst support: Wedbush reiterated Outperform and told investors to ignore short‑term OpenAI panic — that endorsement and a $225 price target help buyer confidence amid recent volatility. Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush
• Neutral Sentiment: Corporate PR / noncore wins: Oracle is supporting the Africa Clinical Research Network (ACRN) trial — positive for corporate brand and non‑material revenue but helpful for ESG/community relations. Oracle Supports Africa Clinical Research Network (ACRN) to Advance a New Era of Clinical Research, Launches First Trial
• Neutral Sentiment: Regional affiliate news — Oracle Financial Services Software (OFSS) set a dividend record date (India) — positive for that unit’s shareholders but largely immaterial to ORCL’s core U.S. valuation. Dividend alert! Last date to buy OFSS shares for Rs 270 dividend
• Negative Sentiment: OpenAI execution concerns: reports of missed OpenAI targets have pressured AI‑ecosystem stocks and dented sentiment around Oracle’s AI growth thesis (OpenAI is a major customer/partner), prompting some profit‑taking. What Oracle Investors Need to Know About OpenAI’s Struggles
• Negative Sentiment: Local/political risk in Michigan: a Saline Township vote initially rejected the project, highlighting community opposition and permitting risk even as construction reportedly began — underlines potential regulatory, legal and PR headwinds for the campus. Read More.
• Negative Sentiment: Workforce/layoff backlash: commentary on mass layoffs and the “train your replacement” backlash raises reputational and execution risk that could affect morale and longer‑term execution costs. The Backlash to “Train Your Replacement” Begins

Oracle Stock Performance

Shares of Oracle stock opened at $185.42 on Wednesday. The firm has a market cap of $533.29 billion, a P/E ratio of 33.29, a P/E/G ratio of 1.72 and a beta of 1.55. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. The stock’s fifty day moving average price is $155.71 and its 200-day moving average price is $187.37.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS 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 analyst estimates of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business’s revenue for the quarter was up 21.7% on a year-over-year basis. During the same quarter last year, the firm posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities research analysts expect that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Insider Buying and Selling at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the transaction, the chief executive officer owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on ORCL. Stephens reiterated an “equal weight” rating and set a $254.00 target price on shares of Oracle in a research report on Tuesday, April 7th. Scotiabank decreased their target price on Oracle from $220.00 to $215.00 and set a “sector outperform” rating for the company in a research report on Monday, March 9th. UBS Group reiterated a “buy” rating on shares of Oracle in a research report on Monday, February 2nd. Oppenheimer lifted their target price on Oracle from $185.00 to $210.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 11th. Finally, Deutsche Bank Aktiengesellschaft decreased their target price on Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a research report on Monday, March 9th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $259.56.

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.