Fisher Asset Management LLC Buys 269,158 Shares of Oracle Corporation $ORCL

Fisher Asset Management LLC boosted its stake in shares of Oracle Corporation (NYSE:ORCL) by 3.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 9,314,177 shares of the enterprise software provider’s stock after acquiring an additional 269,158 shares during the quarter. Fisher Asset Management LLC’s holdings in Oracle were worth $1,815,426,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Xponance Inc. lifted its position in Oracle by 1.8% during the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock valued at $114,336,000 after purchasing an additional 7,320 shares during the period. Stonegate Investment Group LLC lifted its position in Oracle by 3.2% during the 3rd quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider’s stock valued at $27,955,000 after purchasing an additional 3,065 shares during the period. DDD Partners LLC acquired a new position in Oracle during the 4th quarter valued at about $1,677,000. William Blair Investment Management LLC lifted its position in Oracle by 28.6% during the 3rd quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider’s stock valued at $311,497,000 after purchasing an additional 246,243 shares during the period. Finally, Meridian Wealth Management LLC lifted its position in Oracle by 6.6% during the 3rd quarter. Meridian Wealth Management LLC now owns 50,712 shares of the enterprise software provider’s stock valued at $14,262,000 after purchasing an additional 3,150 shares during the period. Institutional investors own 42.44% of the company’s stock.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $192.13 on Monday. The company has a market capitalization of $552.58 billion, a price-to-earnings ratio of 34.49, a P/E/G ratio of 1.83 and a beta of 1.55. The firm’s 50 day simple moving average is $166.27 and its 200 day simple moving average is $179.44. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. Oracle Corporation has a fifty-two week low of $134.57 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 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The business had revenue of $17.19 billion for 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 revenue for the quarter was up 21.7% on a year-over-year basis. During the same period last year, the company posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on ORCL shares. Cantor Fitzgerald restated an “overweight” rating and set a $229.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Piper Sandler cut their target price on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. Morgan Stanley cut their price target on shares of Oracle from $213.00 to $207.00 and set an “equal weight” rating on the stock in a research report on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft cut their price target on shares of Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research report on Monday, March 9th. Finally, Melius Research set a $160.00 price target on shares of Oracle in a research report on Monday, February 9th. Three investment 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $261.46.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
• Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
• Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?

Insider Buying and Selling

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the sale, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

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.