Applied Finance Capital Management LLC Lowers Stock Position in Oracle Corporation $ORCL

Applied Finance Capital Management LLC reduced its stake in Oracle Corporation (NYSE:ORCL) by 25.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 118,595 shares of the enterprise software provider’s stock after selling 41,196 shares during the quarter. Oracle comprises approximately 1.7% of Applied Finance Capital Management LLC’s portfolio, making the stock its 21st biggest holding. Applied Finance Capital Management LLC’s holdings in Oracle were worth $23,115,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the business. Greykasell Wealth Strategies Inc. lifted its holdings in shares of Oracle by 1.1% in the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 3,943 shares of the enterprise software provider’s stock worth $1,109,000 after acquiring an additional 42 shares during the last quarter. WoodTrust Financial Corp increased its position in Oracle by 1.1% during the 3rd quarter. WoodTrust Financial Corp now owns 4,275 shares of the enterprise software provider’s stock valued at $1,202,000 after purchasing an additional 45 shares during the period. Community Bank & Trust Waco Texas increased its position in Oracle by 0.3% during the 3rd quarter. Community Bank & Trust Waco Texas now owns 15,728 shares of the enterprise software provider’s stock valued at $4,423,000 after purchasing an additional 45 shares during the period. Beacon Bridge Wealth Partners LLC boosted its holdings in shares of Oracle by 3.0% during the 3rd quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider’s stock valued at $434,000 after buying an additional 45 shares in the last quarter. Finally, Everest Management Corp. boosted its holdings in shares of Oracle by 0.9% during the 3rd quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider’s stock valued at $1,481,000 after buying an additional 45 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Oracle Stock Performance

ORCL stock opened at $193.13 on Friday. The firm has a market cap of $555.44 billion, a price-to-earnings ratio of 34.67, a PEG ratio of 1.87 and a beta of 1.55. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The business’s fifty day simple moving average is $162.96 and its two-hundred day simple moving average is $182.92.

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. Analysts predict that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date was Thursday, April 9th. Oracle’s payout ratio is 35.91%.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the stock. Sanford C. Bernstein set a $313.00 target price on shares of Oracle in a report on Monday, February 9th. Oppenheimer upped their target price on shares of Oracle from $210.00 to $235.00 and gave the company an “outperform” rating in a research note on Tuesday. Weiss Ratings lowered shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. Citigroup increased their target price on shares of Oracle from $310.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, March 12th. Finally, Scotiabank reduced their target price on shares of Oracle from $220.00 to $215.00 and set a “sector outperform” rating for the company in a report on Monday, March 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $261.46.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: 24/7 Wall St. reiterated a bullish view on Oracle (ORCL), setting a 12-month price target of about $245 and pointing to strong backlog growth and accelerating cloud infrastructure economics as key upside drivers.
• Positive Sentiment: Wedbush said Oracle is building a durable position for the next phase of the AI cycle, suggesting the market may be underestimating its role in future AI demand.
• Positive Sentiment: Coverage focused on Oracle’s “AI heavyweight” status as investors increasingly view its legacy software base, cloud expansion, and AI infrastructure exposure as a major advantage. Oracle Went From Tech Dinosaur to AI Heavyweight
• Positive Sentiment: Oracle also drew attention for expanding its agentic AI push through U.S. defense partnerships, reinforcing the idea that its AI platform is gaining traction in high-value government and enterprise use cases. Oracle Expands Its Agentic AI Push Through U.S. Defense Partnerships
• Neutral Sentiment: Oracle added Cleveland Clinic CEO Tomislav Mihaljevic to its board, which may support its healthcare strategy but is unlikely to be an immediate stock-moving catalyst. Oracle adds Cleveland Clinic CEO to board of directors

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction dated Thursday, April 16th. The stock was 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 $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

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.