JLB & Associates Inc. Trims Stake in Oracle Corporation $ORCL

JLB & Associates Inc. lessened its holdings in shares of Oracle Corporation (NYSE:ORCL) by 2.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 160,099 shares of the enterprise software provider’s stock after selling 4,789 shares during the quarter. Oracle comprises 4.2% of JLB & Associates Inc.’s holdings, making the stock its 5th largest holding. JLB & Associates Inc.’s holdings in Oracle were worth $31,205,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. FSA Wealth Management LLC acquired a new stake in shares of Oracle during the third quarter worth $28,000. Mpwm Advisory Solutions LLC increased its holdings in Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new position in Oracle in the third quarter valued at about $35,000. Corundum Trust Company INC bought a new position in Oracle during the third quarter worth about $39,000. Finally, Collier Financial bought a new position in Oracle during the third quarter worth about $38,000. Institutional investors own 42.44% of the company’s stock.

Oracle Stock Performance

Shares of ORCL opened at $194.51 on Friday. 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 twelve month low of $134.57 and a twelve month high of $345.72. The firm’s 50 day moving average price is $157.74 and its two-hundred day moving average price is $185.85. The firm has a market cap of $559.41 billion, a P/E ratio of 34.92, a PEG ratio of 1.85 and a beta of 1.55.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter in the prior year, the firm earned $1.47 earnings per share. The firm’s revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, analysts forecast that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The company 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 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Thursday, April 9th. Oracle’s dividend payout ratio is 35.91%.

Insider Activity

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Analysts Set New Price Targets

ORCL has been the subject of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft lowered their price target on Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a research note on Monday, March 9th. Royal Bank Of Canada restated a “sector perform” rating and set a $160.00 price objective on shares of Oracle in a report on Wednesday, March 11th. Arete Research set a $255.00 target price on shares of Oracle and gave the company a “buy” rating in a research note on Thursday. Monness Crespi & Hardt reissued a “hold” rating on shares of Oracle in a research report on Wednesday, March 11th. Finally, UBS Group reissued a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $259.43.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: OpenAI‑linked AI infrastructure deals and financing cited as the main catalyst for today’s rally; coverage notes these agreements and financing drove strong buying interest. Why Oracle (ORCL) Is Up 18.4% After New OpenAI‑Linked AI Infrastructure Deals And Financing
• Positive Sentiment: Oracle’s reported backlog (~$553B) has surged, giving multi-year revenue visibility for cloud and AI projects and supporting a bullish infrastructure narrative. Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
• Positive Sentiment: Industry recognition: Oracle named a Leader in Gartner’s Magic Quadrant for Warehouse Management Systems (11th consecutive year), reinforcing its enterprise cloud positioning. Oracle Named a Leader in Gartner® Magic Quadrant™ for Warehouse Management Systems for 11th Consecutive Year
• Positive Sentiment: Product/partner momentum: Eightfold AI announced integration with Oracle Fusion Cloud Recruiting, expanding Oracle’s HCM AI ecosystem and cross‑sell opportunities. Eightfold AI Announces Integration of Agentic Interviewing with Oracle Fusion Cloud Recruiting
• Neutral Sentiment: Analyst notes and coverage: Some upgrades and bullish notes (e.g., Wedbush urging investors to ignore short‑term OpenAI panic) helped sentiment, while other pieces ask whether the rally leaves value for new buyers. Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush
• Neutral Sentiment: Debt/financing scrutiny: Coverage is assessing how recent infrastructure investments and financing affect leverage and ratios — a watchpoint as Oracle spends to scale AI capacity. Assessing Oracle’s (ORCL) AI Infrastructure Investment and Its Impact on Debt Ratios
• Negative Sentiment: Macro/industry risk: Analysts warn hyperscaler AI/cloud revenue can be a “mirage” if driven by circular contracts with AI firms — raising sustainability questions for cloud/AI revenue growth across big tech. Microsoft And Amazon Aren’t Cheap: Analyst Says Earnings ‘Mirage’ Driven By OpenAI, Anthropic Dominating 50% Of Cloud Backlog
• Negative Sentiment: Valuation and leverage concerns: After a fast rally (big YTD/30‑day moves), investors should watch ORCL’s P/E, high debt‑to‑equity and whether backlog converts to near‑term cash/earnings. (See valuation‑outlook pieces.) Is It Too Late To Consider Oracle (ORCL) After Its Sharp Share Price Rally?

Oracle Company 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.