6,518 Shares in Oracle Corporation $ORCL Acquired by Bluebird Wealth Management LLC

Key Points

• Bluebird Wealth Management opened a new position in Oracle during the fourth quarter, acquiring 6,518 shares valued at approximately $1.27 million.
• Recent headlines cite major AI/cloud catalysts for Oracle — including a reported $553 billion backlog (up ~325% YoY), a $16 billion Michigan data‑center project tied to Oracle/OpenAI, and new defense/AI contracts supporting demand.
• Oracle beat quarterly estimates (EPS $1.79, revenue +21.7% YoY), set Q4 2026 guidance of 1.96–2.00 EPS, trades at a market cap of about $558.5B, and carries an average analyst rating of “Moderate Buy” with a $259.56 price target.

Bluebird Wealth Management LLC purchased a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 6,518 shares of the enterprise software provider's stock, valued at approximately $1,270,000.

A number of other hedge funds also recently modified their holdings of ORCL. FSA Wealth Management LLC purchased a new position in Oracle in the 3rd quarter valued at approximately $28,000. Joseph Group Capital Management purchased a new position in Oracle in the 4th quarter valued at approximately $29,000. Investors Research Corp grew its stake in Oracle by 465.5% in the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock valued at $32,000 after buying an additional 135 shares in the last quarter. Mpwm Advisory Solutions LLC grew its stake in Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after buying an additional 50 shares in the last quarter. Finally, YANKCOM Partnership grew its stake in Oracle by 304.7% in the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock valued at $34,000 after buying an additional 131 shares in the last quarter. Institutional investors own 42.44% of the company's stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Massive contracted backlog — independent coverage highlights a $553 billion backlog that grew ~325% year-over-year, which investors view as multi-year revenue visibility and a key reason to buy ORCL shares. Oracle’s $553 Billion Backlog
• Positive Sentiment: AI infrastructure case and technical breakout — analysis argues Oracle’s chart has flipped to a breakout driven by AI-infrastructure demand and recent rally momentum, supporting further upside. Oracle Stock’s Breakout Is Real
• Positive Sentiment: New defense and AI contract headlines — reporting ties a classified U.S. defense deal and broader AI spending catalysts to Oracle’s surge, underlining government as an incremental demand source. Why Is Oracle Stock Surging
• Positive Sentiment: Major Michigan data‑center build for Oracle/OpenAI moves forward — construction reports on the $16B campus (built for Oracle and OpenAI) reinforce tangible capex and long-term capacity expansion supporting cloud/inference revenue. Walbridge Is Building the Largest Project
• Neutral Sentiment: Analyst and Wall Street tone is mixed-to-positive — coverage roundup pieces assess whether the Street is broadly bullish or bearish; some firms (Wedbush) reaffirm Outperform while others caution on concentration risk. Oracle stock outlook
• Neutral Sentiment: Macro/peer context — Microsoft’s strong AI/cloud revenue growth underscores the competitive and capex environment Oracle competes in; investors weigh margin pressure and higher industry capex when valuing ORCL. Microsoft Q3 Revenues Jump
• Negative Sentiment: Concentration and spending concerns — articles note that a major AI customer dominates Oracle’s story and some investors worry about AI spending concentration and potential margin/cost pressures. Oracle Stock Is Still Down YTD
• Negative Sentiment: Reputational/backlash risk tied to layoffs and “train your replacement” themes — commentators suggest social and operational pushback could create headlines that pressure sentiment. The Backlash to “Train Your Replacement” Begins

Oracle Stock Performance

NYSE ORCL opened at $194.20 on Thursday. The company has a market capitalization of $558.51 billion, a P/E ratio of 34.86, a P/E/G ratio of 1.77 and a beta of 1.55. The company has a fifty day moving average of $156.77 and a 200-day moving average of $186.54. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. 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 (NYSE:ORCL - Get Free Report) last posted its quarterly earnings results 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. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the previous year, the firm posted $1.47 earnings per share. The firm's revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities research analysts predict that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were given 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 is presently 35.91%.

Insider Activity

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the company'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 completion of the sale, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at 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 company's stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the sale, the chief executive officer owned 134,030 shares of the company's stock, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 40.90% of the company's stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. The Goldman Sachs Group upgraded shares of Oracle to a "strong-buy" rating in a research report on Monday, January 12th. Royal Bank Of Canada restated a "sector perform" rating and set a $160.00 price target on shares of Oracle in a research report on Wednesday, March 11th. Oppenheimer boosted their price target on shares of Oracle from $185.00 to $210.00 and gave the company an "outperform" rating in a research report on Wednesday, March 11th. Wedbush assumed coverage on shares of Oracle in a research report on Friday, April 24th. They set an "outperform" rating and a $225.00 price target for the company. Finally, JPMorgan Chase & Co. upgraded shares of Oracle from a "neutral" rating to an "overweight" rating and reduced their price target for the company from $230.00 to $210.00 in a research report on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Oracle currently has an average rating of "Moderate Buy" and an average price target of $259.56.

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.

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