Atria Investments Inc Sells 20,573 Shares of Oracle Corporation $ORCL

Key Points

• Atria Investments Inc. reduced its Oracle stake by 8.1% in the fourth quarter, selling 20,573 shares and leaving it with 232,752 shares valued at about $45.4 million.
• Oracle continues to attract strong institutional interest, with large holders like Vanguard, Capital Research Global Investors, and others adding to positions; institutions now own about 42.44% of the stock.
• Analyst sentiment remains broadly positive on Oracle, with a consensus rating of Moderate Buy and an average price target of $261.46, despite some recent target cuts.

Atria Investments Inc trimmed its position in Oracle Corporation (NYSE:ORCL - Free Report) by 8.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 232,752 shares of the enterprise software provider's stock after selling 20,573 shares during the period. Atria Investments Inc's holdings in Oracle were worth $45,366,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of ORCL. Vanguard Group Inc. lifted its stake in shares of Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock valued at $34,070,674,000 after acquiring an additional 5,841,584 shares during the last quarter. Capital Research Global Investors boosted its holdings in Oracle by 1.2% in the third quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock valued at $6,555,961,000 after acquiring an additional 266,588 shares in the last quarter. Bank of New York Mellon Corp boosted its holdings in Oracle by 0.8% in the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock valued at $3,357,572,000 after acquiring an additional 98,693 shares in the last quarter. Legal & General Group Plc lifted its stake in shares of 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 valued at $3,289,595,000 after purchasing an additional 381,572 shares during the period. Finally, Invesco Ltd. lifted its stake in shares of Oracle by 16.6% in the 3rd quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider's stock valued at $2,897,895,000 after purchasing an additional 1,464,826 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on ORCL shares. Mizuho decreased their target price on shares of Oracle from $400.00 to $320.00 and set an "outperform" rating for the company in a research note on Monday, March 16th. Barclays decreased their target price on Oracle from $310.00 to $230.00 and set an "overweight" rating for the company in a research report on Monday, March 9th. UBS Group reaffirmed a "buy" rating on shares of Oracle in a report on Monday, February 2nd. Morgan Stanley dropped 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. Finally, Oppenheimer raised their target price on shares of Oracle from $210.00 to $235.00 and gave the stock an "outperform" rating in a research note on Tuesday. Three 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 given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $261.46.

Key Oracle News

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?

Oracle Price Performance

NYSE:ORCL opened at $189.81 on Thursday. The company has a market capitalization of $545.89 billion, a P/E ratio of 34.08, a P/E/G ratio of 1.78 and a beta of 1.55. The business's 50-day moving average is $161.22 and its 200 day moving average is $183.47. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts' consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm had revenue of $17.19 billion during the quarter, compared to analysts' expectations of $16.91 billion. During the same period in the previous year, the company earned $1.47 EPS. The firm'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. On average, equities research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors 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 dividend on an annualized basis and a yield of 1.1%. Oracle's dividend payout ratio (DPR) is presently 35.91%.

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of Oracle 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 owned 3,429 shares in the company, valued at $604,155.51. This trade represents a 81.39% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

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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