Financial Planning Hawaii Inc. Makes New Investment in Oracle Corporation $ORCL

Financial Planning Hawaii Inc. acquired a new position in Oracle Corporation (NYSE:ORCL) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,416 shares of the enterprise software provider’s stock, valued at approximately $861,000.

A number of other hedge funds have also made changes to their positions in ORCL. Brighton Jones LLC increased its holdings in Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after purchasing an additional 404 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after buying an additional 768 shares during the period. United Bank boosted its position in shares of Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after buying an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in shares of Oracle by 19.2% in the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock valued at $11,556,000 after buying an additional 8,530 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

ORCL has been the topic of several analyst reports. Weiss Ratings downgraded Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. UBS Group restated a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Barclays lowered their price objective on shares of Oracle from $310.00 to $230.00 and set an “overweight” rating for the company in a research report on Monday, March 9th. BMO Capital Markets reduced their target price 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. Finally, DA Davidson upped their target price on shares of Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven 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 stock presently has an average rating of “Moderate Buy” and a consensus price target of $262.91.

Insider Buying and Selling

In related news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction that occurred on 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 sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, 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 value of $1,552,300.00. Following the transaction, the chief executive officer owned 134,030 shares in the company, valued at $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 40.90% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Vertex launched its O Series Tax Engine and Indirect Tax Accelerator on the Oracle Marketplace, making the Vertex solution deployable on Oracle Cloud Infrastructure — a positive signal for OCI adoption and partner-led revenue. Vertex launches on Oracle Marketplace
• Positive Sentiment: Oracle will pay its first quarterly dividend of 2026 on April 24, supporting income-focused investors and signaling capital-return discipline. Oracle dividend announcement
• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for Oracle, indicating some analyst confidence in the company’s financial outlook. Erste Group raises Oracle EPS estimate
• Neutral Sentiment: Media pieces (MarketWatch/Invezz/Fool) debate Oracle’s AI positioning vs. peers — some see large upside if AI spending pays off, while others favor competitors like Broadcom for AI exposure; useful context for longer-term thesis but not an immediate catalyst. Why Oracle may be an AI winner
• Neutral Sentiment: Eagle Mountain Mining update on an unrelated Oracle Ridge JV (mining) is not material to Oracle Corp’s business; can be ignored for ORCL stock drivers. Eagle Mountain advances Oracle Ridge JV
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs for securities-fraud class actions and investigations covering the June–Dec 2025 period, alleging misleading statements about Oracle’s AI data-center capabilities and capital spending — a near-term negative catalyst that increases legal risk, potential costs, and investor uncertainty. Representative notices: Kessler Topaz (PR Newswire), Levi & Korsinsky (GlobeNewswire), Schall Law Firm (PR Newswire). Kessler Topaz class action Levi & Korsinsky notice Schall Law Firm investigation

Oracle Stock Performance

Oracle stock opened at $138.71 on Tuesday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a 50 day moving average of $155.67 and a 200-day moving average of $210.25. The stock has a market cap of $398.93 billion, a P/E ratio of 24.90, a price-to-earnings-growth ratio of 1.33 and a beta of 1.66. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72.

Oracle (NYSE:ORCL) last posted 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 for the quarter, compared to analysts’ expectations of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm’s quarterly revenue was up 21.7% on a year-over-year basis. During the same period in the prior year, the company posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis 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%.

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.