CENTRAL TRUST Co Sells 3,233 Shares of Oracle Corporation $ORCL

Key Points

• CENTRAL TRUST Co reduced its stake in Oracle by 6.8%, selling 3,233 shares and now holds 44,084 shares valued at about $8.592 million per its latest 13F filing.
• Oracle beat expectations for the quarter with $1.79 EPS versus $1.71 expected and revenue of $17.19 billion (up 21.7% YoY), and set Q4 2026 guidance of $1.96–2.00 EPS.
• The company is building AI/cloud momentum—signing a roughly $1.65 billion, six‑year supply deal with Datapod and receiving multiple analyst upgrades (consensus rating "Moderate Buy", target ~$259.56)—but insider selling and warnings about near‑term cash burn and volatility persist.

CENTRAL TRUST Co decreased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 6.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 44,084 shares of the enterprise software provider's stock after selling 3,233 shares during the period. CENTRAL TRUST Co's holdings in Oracle were worth $8,592,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Mine & Arao Wealth Creation & Management LLC. increased its holdings in shares of Oracle by 0.7% in the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock worth $1,485,000 after purchasing an additional 36 shares in the last quarter. Avion Wealth increased its holdings in shares of Oracle by 16.6% in the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after purchasing an additional 37 shares in the last quarter. Keystone Wealth Services LLC increased its holdings in shares of Oracle by 2.0% in the 3rd quarter. Keystone Wealth Services LLC now owns 2,044 shares of the enterprise software provider's stock worth $575,000 after purchasing an additional 40 shares in the last quarter. Allen Capital Group LLC increased its holdings in shares of Oracle by 1.3% in the 3rd quarter. Allen Capital Group LLC now owns 3,276 shares of the enterprise software provider's stock worth $921,000 after purchasing an additional 41 shares in the last quarter. Finally, Noesis Capital Mangement Corp increased its holdings in shares of Oracle by 1.3% in the 3rd quarter. Noesis Capital Mangement Corp now owns 3,377 shares of the enterprise software provider's stock worth $950,000 after purchasing an additional 42 shares in the last quarter. Institutional investors own 42.44% of the company's stock.

Oracle Stock Performance

ORCL stock opened at $172.12 on Friday. The company has a market cap of $495.02 billion, a P/E ratio of 30.90, a price-to-earnings-growth ratio of 1.64 and a beta of 1.55. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The stock's fifty day moving average price is $154.96 and its 200-day moving average price is $188.98. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.Oracle's quarterly revenue was up 21.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The business 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 1.2%. Oracle's payout ratio is 35.91%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: OpenAI reassurance lifted investor confidence that Oracle will remain a strategic AI partner, helping ORCL’s rally as investors price in continued cloud and AI demand. Here's Why Oracle Stock Popped Higher Today
• Positive Sentiment: Oracle signed a ~ $1.65 billion, six‑year supply agreement with Australian modular data‑center maker Datapod, boosting visibility on infrastructure revenue and capacity to support AI cloud buildouts. Oracle Corp. (ORCL) Inks $1.65 billion Supply Agreement
• Positive Sentiment: Analyst bullishness is supporting the stock — Wedbush reiterated an Outperform and Daniel Ives remains constructive (with a $225 target), and other coverage (Ives feature) highlights potential upside from Oracle’s AI positioning. Wedbush Reiterates Outperform on Oracle Why Dan Ives Is Betting on 35% Upside
• Positive Sentiment: Partner ecosystem news (e.g., Bloom Energy supplying power for AI data centers) reinforces the infrastructure narrative that supports Oracle’s cloud and data‑center expansion. Bloom Energy May Be Solving AI’s Biggest Power Problem (ORCL)
• Neutral Sentiment: Several long‑form pieces argue Oracle’s pullback creates a buying opportunity and that its large backlog and AI strategy make it a solid long‑term pick — these shape sentiment but are speculative and longer‑horizon. Oracle’s Recent Pullback Creates a Compelling Entry Point Oracle: Why The Market Ignores A $553 Billion Backlog
• Negative Sentiment: Wall Street warnings noted in coverage that Oracle is expected to burn significant cash before returning to positive cash flow, which keeps some investors cautious despite the AI narrative. Here's Why Oracle Stock Popped Higher Today
• Negative Sentiment: Short‑term price pressure and volatility persist — recent daily drops and year‑to‑date weakness have some traders viewing the move as a partial unwind from the earlier AI‑driven surge. Oracle (ORCL) Falls More Steeply Than Broader Market

Analysts Set New Price Targets

A number of research firms have commented on ORCL. Citigroup lifted their target price on Oracle from $310.00 to $320.00 and gave the stock a "buy" rating in a report on Thursday, March 12th. Oppenheimer raised their price target on Oracle from $185.00 to $210.00 and gave the stock an "outperform" rating in a research note on Wednesday, March 11th. Weiss Ratings downgraded Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, January 23rd. Scotiabank dropped their price target on Oracle from $220.00 to $215.00 and set a "sector outperform" rating on the stock in a research note on Monday, March 9th. Finally, Stifel Nicolaus dropped their price target on Oracle from $275.00 to $220.00 and set a "buy" rating on the stock in a research note on Wednesday, March 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and a consensus target price of $259.56.

Insider Buying and Selling at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by insiders.

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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