Oracle Corporation $ORCL Shares Purchased by BIP Wealth LLC

BIP Wealth LLC lifted its position in Oracle Corporation (NYSE:ORCL) by 47.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,653 shares of the enterprise software provider’s stock after acquiring an additional 4,050 shares during the period. BIP Wealth LLC’s holdings in Oracle were worth $2,466,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the company. Capital Advisory Group Advisory Services LLC boosted its stake in shares of Oracle by 5.4% in the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 4,043 shares of the enterprise software provider’s stock worth $788,000 after acquiring an additional 207 shares during the last quarter. Greenleaf Trust boosted its stake in shares of Oracle by 0.8% in the fourth quarter. Greenleaf Trust now owns 57,462 shares of the enterprise software provider’s stock worth $11,200,000 after acquiring an additional 457 shares during the last quarter. 4WEALTH Advisors Inc. boosted its stake in shares of Oracle by 81.9% in the fourth quarter. 4WEALTH Advisors Inc. now owns 2,474 shares of the enterprise software provider’s stock worth $482,000 after acquiring an additional 1,114 shares during the last quarter. Crux Wealth Advisors boosted its stake in shares of Oracle by 3.7% in the fourth quarter. Crux Wealth Advisors now owns 5,144 shares of the enterprise software provider’s stock worth $1,003,000 after acquiring an additional 182 shares during the last quarter. Finally, Hunter Associates Investment Management LLC boosted its stake in shares of Oracle by 1.7% in the fourth quarter. Hunter Associates Investment Management LLC now owns 10,350 shares of the enterprise software provider’s stock worth $2,017,000 after acquiring an additional 178 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction 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 transaction, the executive vice president 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 sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 40.90% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: PIMCO and Bank of America are reported to be lining up roughly $14 billion of debt financing to help fund Oracle’s Michigan AI data-center project — a meaningful sign that outside capital may underwrite the company’s capex push. PIMCO weighs $14 billion debt deal for Oracle’s Michigan data center, Bloomberg News reports
• Positive Sentiment: Oracle named Hilary Maxson as CFO — analysts view her industrial/capex background as appropriate for managing heavy AI-related spending and debt, which supports confidence in financing and execution. Oracle appoints Hilary Maxson as CFO
• Positive Sentiment: Oracle continues to land customer deployments for its AI products (e.g., Oracle Health Clinical AI Agent at Southwest General), showing early commercial traction for AI offerings. Southwest General Uses Oracle Health Clinical AI Agent to Reduce Documentation Time and Support Work-Life Balance
• Positive Sentiment: Some Wall Street analysts remain bullish (high price targets and “buy” views), offering upside scenarios if Oracle executes its AI/cloud strategy. This Analyst Sees Oracle (ORCL) Stock Doubling From Here
• Neutral Sentiment: Industry reports (e.g., Opkey) highlight integration and release-velocity challenges as enterprises migrate to cloud/AI — context important for execution risk but not Oracle-specific. Opkey Research Exposes the Cloud Velocity Crisis: Enterprises Struggle to Keep Up with Pace of Change
• Neutral Sentiment: Oracle is being showcased with partners (e.g., Exelon/PowerPlan) at customer events, underlining enterprise adoption themes but with limited immediate market impact. Exelon’s Finance Transformation Success with PowerPlan to be Showcased at Oracle Customer Edge Summit
• Negative Sentiment: Reports (Forbes cited by TheStreet) claim Oracle cut an estimated 20,000–30,000 positions as it reallocates resources to AI — the scale of layoffs creates execution, morale and PR risk despite cost-savings intent. Oracle signals massive AI opportunity as layoffs hit
• Negative Sentiment: Rising leverage and large projected capex for AI/data centers have prompted investor scrutiny and legal activity (class-action notices and investigations tied to past disclosures and debt offerings), adding downside risk to sentiment and valuation. Shareholders of Oracle Corporation Should Contact Levi & Korsinsky Before April 6, 2026 to Discuss Your Rights – ORCL
• Negative Sentiment: Media attention on executive pay (CFO compensation) and layoffs has created negative headlines that can pressure sentiment near-term, even if changes are strategic. Oracle hires new CFO with $950K salary as thousands face layoffs

Wall Street Analysts Forecast Growth

ORCL has been the topic of a number of research analyst reports. Stephens reaffirmed an “equal weight” rating and issued a $254.00 price target on shares of Oracle in a research note on Tuesday. Scotiabank lowered their price target on Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research note on Monday, March 9th. Guggenheim reissued a “buy” rating and set a $400.00 price objective on shares of Oracle in a research note on Friday, March 13th. Deutsche Bank Aktiengesellschaft lowered their price objective on Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research note on Monday, March 9th. Finally, The Goldman Sachs Group raised Oracle to a “strong-buy” rating in a research note on Monday, January 12th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $260.71.

Oracle Stock Performance

NYSE ORCL opened at $142.95 on Wednesday. The stock’s fifty day moving average is $151.82 and its two-hundred day moving average is $203.67. The firm has a market capitalization of $411.14 billion, a P/E ratio of 25.66, a price-to-earnings-growth ratio of 1.40 and a beta of 1.60. 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 fifty-two week low of $121.24 and a fifty-two week high of $345.72.

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. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the prior year, the company posted $1.47 EPS. The company’s quarterly revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

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