Brady Martz Wealth Solutions LLC Acquires 5,237 Shares of Oracle Corporation $ORCL

Brady Martz Wealth Solutions LLC lifted its holdings in shares of Oracle Corporation (NYSE:ORCL) by 544.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 6,199 shares of the enterprise software provider’s stock after buying an additional 5,237 shares during the period. Brady Martz Wealth Solutions LLC’s holdings in Oracle were worth $1,208,000 as of its most recent filing with the SEC.

Several other large investors have also bought and sold shares of the business. Brighton Jones LLC increased its position in Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after buying an additional 404 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Oracle by 21.5% during 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 last quarter. United Bank grew its stake in shares of Oracle by 6.8% during 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 last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in shares of Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after buying an additional 8,530 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Stock Up 5.9%

Shares of NYSE ORCL opened at $147.03 on Wednesday. The company’s 50 day moving average price is $155.01 and its 200-day moving average price is $209.23. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The company has a market capitalization of $422.88 billion, a P/E ratio of 26.40, a price-to-earnings-growth ratio of 1.33 and a beta of 1.66.

Oracle (NYSE:ORCL) last announced its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share 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 net margin of 25.30% and a return on equity of 62.70%. Oracle’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter last year, the firm earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be given a $0.50 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s dividend payout ratio (DPR) is 35.91%.

Insider Transactions at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction dated 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 directly owned 134,030 shares of the company’s stock, valued at $20,805,476.90. The trade was a 6.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm’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 value of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The disclosure for this sale is available in the SEC filing. 40.90% of the stock is owned by insiders.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Company began cutting thousands of jobs to free capital for a major AI data‑center buildout; reports cite broad workforce reductions as management reprioritizes spending toward AI infrastructure, a move investors view as accelerating Oracle’s AI/cloud push. Oracle begins cutting thousands of jobs, CNBC reports
• Positive Sentiment: Oracle rolled out multiple AI and federal cloud offerings (including an AI data platform for U.S. agencies, defense isolated cloud and federal financials), which bolsters revenue visibility in high‑growth, sticky government contracts and supports the company’s AI TAM narrative. Oracle Unveils AI Data Platform for US Federal Government
• Neutral Sentiment: Some analysts and commentators still see significant long‑term upside from Oracle’s AI/cloud strategy despite recent stock weakness — a reminder that investor views are split between short‑term execution/cost concerns and longer‑term market opportunity. Oracle stock is down 60% in 7 months, but analysts see 127% upside ahead
• Neutral Sentiment: Oracle continues product rollouts in commercial verticals (e.g., NetSuite restaurant operations) that expand addressable market and cross‑sell opportunities, supporting the cloud/AI revenue thesis even as execution costs rise. Oracle and NetSuite Deliver New AI‑Powered Solution for Restaurant Operations
• Negative Sentiment: Multiple securities‑fraud class actions and shareholder alerts were filed alleging material misstatements/omissions about Oracle’s data‑center capabilities and capital plans — legal risk can pressure sentiment, increase litigation costs and create headline volatility. INVESTOR ALERT: Pomerantz Law Firm Reminds Investors … Class Action Lawsuit
• Negative Sentiment: Allegations tied to prior disclosures about AI data‑center readiness and capital expenditures have prompted additional law‑firm suits (Kessler Topaz, Bernstein Liebhard, others), intensifying legal exposure and potential distraction for management. Kessler Topaz Meltzer & Check, LLP Filed a Securities Fraud Class Action Lawsuit
• Negative Sentiment: Investors remain wary of the scale and timing of Oracle’s AI capex and one‑time restructuring costs (reports estimate large severance and multi‑billion dollar data‑center spending), which could weigh on near‑term margins and free cash flow. Oracle Reportedly Begins Cutting Thousands Of Jobs Amid Big AI Spending Push

Wall Street Analyst Weigh In

ORCL has been the topic of several recent research reports. Oppenheimer raised their price objective on Oracle from $185.00 to $210.00 and gave the company an “outperform” rating in a report on Wednesday, March 11th. Mizuho lowered their target price on Oracle from $400.00 to $320.00 and set an “outperform” rating for the company in a report on Monday, March 16th. Bank of America assumed coverage on Oracle in a research report on Tuesday, March 24th. They issued a “buy” rating and a $200.00 target price for the company. Citizens Jmp cut their price target on Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a research note on Thursday, February 5th. Finally, Sanford C. Bernstein set a $313.00 price target on Oracle in a report on Monday, February 9th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $262.91.

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.