14,099 Shares in Oracle Corporation $ORCL Bought by Rayburn West Financial Services LLC

Key Points

• Rayburn West Financial Services LLC opened a new position in Oracle during the fourth quarter, buying 14,099 shares worth about $2.75 million. Oracle now makes up 1.7% of the firm’s portfolio.
• Wall Street remains broadly bullish on Oracle, with an average analyst rating of “Moderate Buy” and an average price target of $261.46. Several firms recently reaffirmed or raised their targets, citing upside tied to Oracle’s cloud and AI growth.
• Oracle reported stronger-than-expected quarterly results, including $1.79 EPS on $17.19 billion in revenue, and raised its Q4 2026 EPS guidance. The company also continued its dividend, paying $0.50 per share in the latest quarterly distribution.

Rayburn West Financial Services LLC acquired a new position in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 14,099 shares of the enterprise software provider's stock, valued at approximately $2,748,000. Oracle accounts for 1.7% of Rayburn West Financial Services LLC's portfolio, making the stock its 23rd largest position.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Greykasell Wealth Strategies Inc. raised its holdings in shares of Oracle by 1.1% during the third 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 period. WoodTrust Financial Corp raised its holdings in shares of Oracle by 1.1% during the third quarter. WoodTrust Financial Corp now owns 4,275 shares of the enterprise software provider's stock worth $1,202,000 after acquiring an additional 45 shares during the period. Community Bank & Trust Waco Texas raised its holdings in shares of Oracle by 0.3% during the third quarter. Community Bank & Trust Waco Texas now owns 15,728 shares of the enterprise software provider's stock worth $4,423,000 after acquiring an additional 45 shares during the period. Beacon Bridge Wealth Partners LLC raised its holdings in shares of Oracle by 3.0% during the third quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider's stock worth $434,000 after acquiring an additional 45 shares during the period. Finally, Everest Management Corp. raised its holdings in shares of Oracle by 0.9% during the third quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider's stock worth $1,481,000 after acquiring an additional 45 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

ORCL has been the topic of several recent research reports. DA Davidson lifted their price target on shares of Oracle from $180.00 to $200.00 and gave the company a "buy" rating in a research note on Wednesday, March 11th. Arete Research set a $255.00 price target on shares of Oracle and gave the company a "buy" rating in a research note on Thursday, May 7th. Guggenheim reiterated a "buy" rating and issued a $400.00 price target on shares of Oracle in a research note on Friday, March 13th. Cantor Fitzgerald reiterated an "overweight" rating and issued a $229.00 price target on shares of Oracle in a research note on Wednesday, March 11th. Finally, Morgan Stanley lowered 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 note on Thursday, April 23rd. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $261.46.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI infrastructure strategy is drawing fresh attention after Zacks highlighted defense-related deals, new OCI AI services, and rapid cloud growth as potential drivers of future revenue. Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth?
• Positive Sentiment: Wedbush reiterated a bullish view, setting a $275 price target and arguing Oracle could rally further on undervalued AI exposure and expected 46%-50% cloud revenue growth. Oracle (ORCL) Stock: Wedbush Predicts 47% Rally on AI Infrastructure Growth
• Positive Sentiment: Analyst sentiment remains constructive, with Dan Ives seeing about 40% upside despite debt concerns tied to Oracle’s AI buildout. Oracle's AI Debt Fears Haven't Stopped Dan Ives From Seeing 40% Upside
• Positive Sentiment: Oracle announced new business momentum with Ishan Technologies selecting Oracle Communications to modernize billing and digital service delivery, reinforcing demand for Oracle’s software and cloud stack. Ishan Technologies Boosts Service Agility and Customer Experiences with Oracle
• Positive Sentiment: Oracle also expanded its Samsung relationship, with Oracle Java helping power global semiconductor development and strengthening the company’s enterprise relevance. Oracle Java to Power Samsung Electronics' Global Semiconductor Development
• Neutral Sentiment: Oracle appointed healthcare executive Dr. Tomislav Mihaljevic to its board, a governance update that is unlikely to move the stock on its own. Oracle Names Tomislav Mihaljevic, M.D., to the Board of Directors
• Neutral Sentiment: Several articles noted Oracle’s recent pullback and rebound after a tech selloff, suggesting the stock is being driven by shifting risk appetite and AI enthusiasm rather than any single company-specific setback. Oracle stock is up 1.5% today: analysts see more upside ahead
• Negative Sentiment: Investors still face concern that Oracle’s aggressive AI spending will pressure margins and increase debt before the company reaches its ambitious 2027 targets. Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth?

Insider Buying and Selling at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction dated 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 transaction, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Oracle Stock Up 1.6%

Oracle stock opened at $189.81 on Thursday. The firm has a market capitalization of $545.89 billion, a PE ratio of 34.08, a P/E/G ratio of 1.78 and a beta of 1.55. The company's 50-day moving average is $161.22 and its 200-day moving average is $183.47. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. 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 (NYSE:ORCL - Get Free Report) last released its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period in the previous year, the business earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were paid a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. Oracle's payout ratio is currently 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.

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