3,876 Shares in Oracle Corporation $ORCL Purchased by Fulcrum Wealth Advisors LLC

Key Points

• Fulcrum Wealth Advisors acquired 3,876 shares of Oracle (~$755,000), making ORCL 0.6% of its portfolio and its 29th largest holding; several large institutions also added shares (Vanguard bought ~5.84M), with institutional investors owning about 42.44% of the company.
• Corporate insiders sold stock recently — EVP Stuart Levey sold 15,000 shares at $176.19 under a Rule 10b5-1 plan and CEO Clayton Magouyrk sold 10,000 shares at $155.23 — and insiders now hold roughly 40.9% of Oracle.
• Oracle beat quarterly estimates with EPS $1.79 and revenue up 21.7%, has a $518.7B market cap and Q4 2026 EPS guidance of $1.96–2.00, while advancing AI/cloud infrastructure (DoD partnership, $16B Michigan data‑center financing, Project Jupiter) amid analyst optimism tempered by debt/capex and execution risks.

Fulcrum Wealth Advisors LLC acquired a new position in shares of Oracle Corporation (NYSE:ORCL - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 3,876 shares of the enterprise software provider's stock, valued at approximately $755,000. Oracle makes up 0.6% of Fulcrum Wealth Advisors LLC's investment portfolio, making the stock its 29th biggest holding.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in ORCL. Vanguard Group Inc. boosted its stake in Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after buying an additional 5,841,584 shares during the last quarter. Capital Research Global Investors boosted its stake in Oracle by 1.2% in the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock worth $6,555,961,000 after buying an additional 266,588 shares during the last quarter. Bank of New York Mellon Corp boosted its stake in Oracle by 0.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock worth $3,357,572,000 after buying an additional 98,693 shares during the last quarter. Legal & General Group Plc boosted its stake in Oracle by 3.4% in the 3rd quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider's stock worth $3,289,595,000 after buying an additional 381,572 shares during the last quarter. Finally, Invesco Ltd. boosted its stake in Oracle by 16.6% in the 3rd quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider's stock worth $2,897,895,000 after buying an additional 1,464,826 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Insider Buying and Selling

In other news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business's stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the sale, the chief executive officer owned 134,030 shares of the company's stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is currently owned by insiders.

Oracle Price Performance

ORCL stock opened at $180.36 on Tuesday. 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 52-week low of $134.57 and a 52-week high of $345.72. The stock's 50 day moving average is $154.96 and its two-hundred day moving average is $188.20. The company has a market capitalization of $518.72 billion, a PE ratio of 32.38, a P/E/G ratio of 1.64 and a beta of 1.55.

Oracle (NYSE:ORCL - Get Free Report) last posted 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 return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the previous year, the business earned $1.47 EPS. Oracle's revenue for the quarter was up 21.7% compared to the same quarter last year. 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 fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed 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. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.1%. Oracle's payout ratio is currently 35.91%.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. BMO Capital Markets decreased their price target on Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a research note on Wednesday, March 11th. Weiss Ratings lowered Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, January 23rd. Citizens Jmp decreased their price target on Oracle from $342.00 to $285.00 and set a "market outperform" rating on the stock in a research note on Thursday, February 5th. UBS Group reissued a "buy" rating on shares of Oracle in a research note on Monday, February 2nd. Finally, Guggenheim reissued a "buy" rating and issued a $400.00 price target on shares of Oracle in a research note on Friday, March 13th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $259.56.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle was named a technology partner for classified DoD AI workloads, reinforcing its role in secure government cloud and validating its AI infrastructure strategy. Oracle’s Defense AI Win Highlights Government Cloud Role And Valuation Gap
• Positive Sentiment: Bloomberg reports the $16B financing for Oracle’s Michigan data center closed (Bank of America anchored a $14B bond sale), reducing near‑term funding uncertainty for a major AI buildout. Oracle (ORCL) Secures Financing for Data Center in Michigan
• Positive Sentiment: Project Jupiter — Oracle’s move to on‑site Bloom Energy fuel cells at its New Mexico AI campus — signals a push to control power costs and improve reliability for power‑hungry AI workloads. Oracle Project Jupiter Puts AI Power Costs And Valuation In Focus
• Positive Sentiment: Wedbush publicly called the recent pullback “noise,” recommending buying ORCL on continued AI demand, contract growth and cloud momentum — a supportive analyst view that can stabilize sentiment. Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush
• Positive Sentiment: Sector analyses continue to list Oracle among infrastructure leaders positioned to benefit from the AI rollout, supporting the long‑term growth narrative for cloud/IaaS exposure. These Companies Have the Essential Ingredients Needed to Pull Ahead of the Pack in the AI Revolution
• Neutral Sentiment: Analysts and commentators say ORCL could surge if large AI deals materialize (a cited $300B opportunity), but note execution and cash‑flow strain from heavy capex and debt — high upside but high execution risk. Oracle Stock Could Soar If This $300 Billion AI Deal Pays Off
• Neutral Sentiment: Several bullish pieces argue ORCL may have bottomed after the pullback, but these are opinion pieces — useful for contrarian investors but not definitive catalysts. I'm Calling A Bottom For Oracle
• Neutral Sentiment: Coverage of Bloom Energy’s surge highlights the supplier side of Oracle’s energy strategy; positive for campus operations but indirect for ORCL’s revenue. Bloom Energy Stock (BE) Opinions on Q1 Earnings and Oracle Partnership
• Negative Sentiment: Reports that OpenAI missed revenue/target expectations triggered selling across AI and chip names and directly pressured Oracle shares as investors re‑price near‑term AI demand. What Oracle Investors Need to Know About OpenAI's Struggles
• Negative Sentiment: Premarket headlines citing OpenAI misses pushed ORCL and chip suppliers sharply lower, underscoring Oracle’s sensitivity to third‑party AI demand trends. Report Says OpenAI Misses Revenue Targets; Oracle Corporation (ORCL.US), Advanced Micro Devices, Inc. (AMD.US) Fall 7% Premarket, Leading Chip Stocks Lower
• Negative Sentiment: Critical commentary contrasts Oracle’s heavy infrastructure, debt‑funded approach with competitors' software‑first AI strategies, highlighting leverage and execution risk that could cap multiples. Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push
• Negative Sentiment: Broader stories about banks trying to offload data‑center debt remind investors that sector financing stress could increase funding costs or slow projects. Banks seek to offload risk to avoid ‘choking’ on data centre debt

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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