Canada Post Corp Registered Pension Plan Sells 42,840 Shares of Oracle Corporation $ORCL

Key Points

• Canada Post Corp Registered Pension Plan cut its Oracle stake by 50.1% in the fourth quarter, selling 42,840 shares and leaving it with 42,726 shares worth about $8.33 million.
• Oracle continues to draw mixed-but-generally bullish Wall Street sentiment, with analysts trimming price targets but maintaining a Moderate Buy consensus and an average target of $261.46.
• Oracle’s latest quarterly results topped expectations, as EPS came in at $1.79 and revenue rose 21.7% year over year to $17.19 billion, while the company also highlighted continued momentum in cloud and AI-related initiatives.

Canada Post Corp Registered Pension Plan lessened its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 50.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 42,726 shares of the enterprise software provider's stock after selling 42,840 shares during the quarter. Canada Post Corp Registered Pension Plan's holdings in Oracle were worth $8,328,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of ORCL. HFM Investment Advisors LLC boosted its position in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after acquiring an additional 96 shares during the period. FSA Wealth Management LLC bought a new stake in shares of Oracle in the third quarter valued at about $28,000. Joseph Group Capital Management bought a new stake in shares of Oracle in the fourth quarter valued at approximately $29,000. Investors Research Corp boosted its stake in shares of Oracle by 465.5% in the fourth 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 during the period. Finally, Mpwm Advisory Solutions LLC boosted its stake in shares of Oracle by 76.9% in the third 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 during the period. Institutional investors own 42.44% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on ORCL shares. Piper Sandler cut their price target on Oracle from $240.00 to $210.00 and set an "overweight" rating for the company in a research note on Wednesday, March 11th. Scotiabank cut their price target on Oracle from $220.00 to $215.00 and set a "sector outperform" rating for the company in a research note on Monday, March 9th. Robert W. Baird cut their price target on Oracle from $300.00 to $200.00 and set an "outperform" rating for the company in a research note on Tuesday, March 10th. TD Cowen cut their price target on Oracle from $350.00 to $250.00 and set a "buy" rating for the company in a research note on Friday, March 6th. Finally, Melius Research set a $160.00 price objective on shares of Oracle in a research report on Monday, February 9th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $261.46.

Insider Buying and Selling

In related news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction that occurred on 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 sale, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. This trade represents a 81.39% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: 24/7 Wall St. reiterated a bullish view on Oracle (ORCL), setting a 12-month price target of about $245 and pointing to strong backlog growth and accelerating cloud infrastructure economics as key upside drivers.
• Positive Sentiment: Wedbush said Oracle is building a durable position for the next phase of the AI cycle, suggesting the market may be underestimating its role in future AI demand.
• Positive Sentiment: Coverage focused on Oracle’s “AI heavyweight” status as investors increasingly view its legacy software base, cloud expansion, and AI infrastructure exposure as a major advantage. Oracle Went From Tech Dinosaur to AI Heavyweight
• Positive Sentiment: Oracle also drew attention for expanding its agentic AI push through U.S. defense partnerships, reinforcing the idea that its AI platform is gaining traction in high-value government and enterprise use cases. Oracle Expands Its Agentic AI Push Through U.S. Defense Partnerships
• Neutral Sentiment: Oracle added Cleveland Clinic CEO Tomislav Mihaljevic to its board, which may support its healthcare strategy but is unlikely to be an immediate stock-moving catalyst. Oracle adds Cleveland Clinic CEO to board of directors

Oracle Trading Down 1.3%

Shares of ORCL stock opened at $193.13 on Friday. The firm has a market capitalization of $555.44 billion, a P/E ratio of 34.67, a P/E/G ratio of 1.84 and a beta of 1.55. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock's fifty day simple moving average is $162.96 and its 200 day simple moving average is $182.92.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping analysts' consensus estimates of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the previous year, the company posted $1.47 EPS. Oracle's quarterly revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts predict that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given 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 1.0%. Oracle's dividend payout ratio (DPR) is currently 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.

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