Oracle Corporation $ORCL Shares Acquired by Aptus Capital Advisors LLC

Aptus Capital Advisors LLC lifted its stake in shares of Oracle Corporation (NYSE:ORCL) by 3.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 152,204 shares of the enterprise software provider’s stock after purchasing an additional 4,621 shares during the quarter. Aptus Capital Advisors LLC’s holdings in Oracle were worth $29,666,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Jacobi Capital Management LLC raised its position in shares of Oracle by 1.1% during the 4th quarter. Jacobi Capital Management LLC now owns 23,648 shares of the enterprise software provider’s stock worth $4,609,000 after purchasing an additional 260 shares during the period. FORA Capital LLC acquired a new stake in shares of Oracle during the 4th quarter worth approximately $2,812,000. Burton Enright Welch acquired a new stake in shares of Oracle during the 4th quarter worth approximately $907,000. Transamerica Financial Advisors LLC raised its position in shares of Oracle by 64.7% during the 4th quarter. Transamerica Financial Advisors LLC now owns 1,469 shares of the enterprise software provider’s stock worth $286,000 after purchasing an additional 577 shares during the period. Finally, Parkside Financial Bank & Trust grew its holdings in Oracle by 0.5% in the 4th quarter. Parkside Financial Bank & Trust now owns 21,198 shares of the enterprise software provider’s stock worth $4,132,000 after buying an additional 105 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Oracle

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

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 estimates, with adjusted EPS of $2.11 and revenue of $19.18 billion, while cloud infrastructure revenue jumped 93% year over year and the company cited a record $638 billion remaining performance obligation, signaling strong demand for its AI and cloud services.
• Positive Sentiment: The U.S. Office of Personnel Management awarded Oracle a $395.8 million federal HR modernization contract, expanding Oracle’s government cloud footprint and adding a new revenue stream tied to more than 2 million federal employees. Article Title
• Positive Sentiment: Several recent analyst notes remained bullish, with firms like Guggenheim, Piper Sandler, BMO Capital Markets, and Cantor Fitzgerald reiterating constructive ratings and higher price targets, suggesting Wall Street still sees upside despite the selloff.
• Neutral Sentiment: Zacks noted that the broader earnings revisions trend for 2026 has been improving, especially in Technology, which may support sentiment for Oracle and other software/cloud names.
• Negative Sentiment: Oracle’s stock fell sharply because management said AI-related capital expenditures will be far higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion more through debt and equity financing, raising concerns about dilution, leverage, and free cash flow.
• Negative Sentiment: Investors also reacted to warnings that margins may step down as Oracle ramps data-center buildout, while a cyber issue in PeopleSoft and reports of active exploitation added a small layer of operational risk. Article Title

Analyst Ratings Changes

A number of brokerages recently issued reports on ORCL. Oppenheimer increased their price objective on Oracle from $235.00 to $275.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. Evercore reissued an “outperform” rating and issued a $245.00 price objective on shares of Oracle in a report on Monday, June 8th. KeyCorp reissued an “overweight” rating on shares of Oracle in a report on Thursday. Cantor Fitzgerald reissued an “overweight” rating and issued a $284.00 price objective on shares of Oracle in a report on Thursday. Finally, Bank of America increased their price objective on Oracle from $200.00 to $240.00 and gave the stock a “buy” rating in a report on Tuesday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and a consensus target price of $268.27.

Oracle Stock Performance

Shares of NYSE ORCL opened at $184.01 on Friday. The stock has a fifty day moving average price of $184.68 and a two-hundred day moving average price of $177.93. The company has a debt-to-equity ratio of 2.84, a quick ratio of 1.35 and a current ratio of 1.12. The firm has a market cap of $529.21 billion, a P/E ratio of 31.56, a PEG ratio of 1.44 and a beta of 1.65. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.96 by $0.15. The firm had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 56.43% and a net margin of 25.37%.The firm’s quarterly revenue was up 20.6% on a year-over-year basis. During the same period last year, the company posted $1.70 EPS. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Research analysts forecast that Oracle Corporation will post 6.32 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Friday, July 10th. Oracle’s dividend payout ratio (DPR) is presently 35.91%.

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.