Concurrent Investment Advisors LLC Increases Stake in Oracle Corporation $ORCL

Key Points

• Concurrent Investment Advisors LLC boosted its Oracle stake by 53.0% in Q4 to 165,630 shares (worth $32.283 million), joining other large institutional buyers as institutions now own about 42.44% of ORCL.
• Oracle beat quarterly expectations with $1.79 EPS vs. $1.71 est. and $17.19B revenue (up 21.7% YoY), set Q4 2026 EPS guidance of 1.960–2.000, and pays a $0.50 quarterly dividend (1.2% yield).
• Market sentiment is mixed: MarketBeat’s consensus is a “Moderate Buy” with a $259.56 target amid bullish AI/cloud partnerships, but worries persist about aggressive AI data‑center spending, financing strain and a recent canceled server order that prompted some analyst caution.

Concurrent Investment Advisors LLC increased its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 53.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 165,630 shares of the enterprise software provider's stock after buying an additional 57,390 shares during the period. Concurrent Investment Advisors LLC's holdings in Oracle were worth $32,283,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in ORCL. Jennison Associates LLC grew its stake in Oracle by 2,062.4% in the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider's stock valued at $2,595,072,000 after purchasing an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. grew its stake in Oracle by 2.8% in the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock valued at $47,518,451,000 after purchasing an additional 4,681,626 shares during the last quarter. American Century Companies Inc. grew its stake in Oracle by 333.7% in the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock valued at $1,473,137,000 after purchasing an additional 4,030,382 shares during the last quarter. Amundi grew its stake in Oracle by 32.9% in the third quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock valued at $2,809,609,000 after purchasing an additional 2,385,556 shares during the last quarter. Finally, SG Americas Securities LLC grew its stake in Oracle by 921.6% in the fourth quarter. SG Americas Securities LLC now owns 2,311,815 shares of the enterprise software provider's stock valued at $450,596,000 after purchasing an additional 2,085,514 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Price Performance

Shares of ORCL stock opened at $173.51 on Friday. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. The firm has a market capitalization of $499.01 billion, a price-to-earnings ratio of 31.15, a PEG ratio of 1.68 and a beta of 1.60. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The stock's 50-day simple moving average is $154.21 and its 200-day simple moving average is $193.27.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results 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 firm earned $1.47 earnings per share. The company's revenue 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 analysts forecast that Oracle Corporation will post 6.07 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently announced 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 of this dividend was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.2%. Oracle's payout ratio is 35.91%.

Insider Transactions at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction dated 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 completion of the sale, the chief executive officer owned 134,030 shares of the company's stock, valued at $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 SEC, which is available through this hyperlink. Also, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction dated 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 sale, the executive vice president directly owned 3,429 shares of the company's stock, valued at $604,155.51. This trade represents a 81.39% decrease in their position. 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. Insiders own 40.90% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on ORCL shares. Robert W. Baird cut their target price on Oracle from $300.00 to $200.00 and set an "outperform" rating on the stock in a research note on Tuesday, March 10th. Monness Crespi & Hardt reiterated a "hold" rating on shares of Oracle in a research note on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft cut their target price on Oracle from $375.00 to $300.00 and set a "buy" rating on the stock in a research note on Monday, March 9th. Scotiabank cut their target price 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, Guggenheim reiterated a "buy" rating and issued a $400.00 target price on shares of Oracle in a research note on Friday, March 13th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $259.56.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush initiated coverage with an Outperform rating and framed Oracle as a foundational AI infrastructure play, setting a $225 price target that signals substantial upside vs. current levels. Wedbush Crowns Oracle a Foundational AI Infrastructure Play With a $225 Price Target
• Positive Sentiment: Wedbush’s Dan Ives publicly said Wall Street is underestimating Oracle and suggested the stock could materially outperform, a bullish narrative that supports longer‑term expectations for AI backlog monetization. Oracle Stock Could Double, Ives Says
• Positive Sentiment: Oracle continues to expand AI and cloud partnerships (e.g., Google Cloud database agent, DENSO collaboration, and large financing plans for data‑center buildouts) that underpin its AI infrastructure thesis and potential multicloud revenue growth. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Neutral Sentiment: Several retail and advisory writeups are repeating bullish theses (safe stock / long‑term AI upside) that may support buy‑and‑hold demand but are unlikely to move price until revenue/capex visibility improves. Is Oracle Corporation (ORCL) A Good Stock To Buy Now?
• Neutral Sentiment: Market commentators highlight rotation into software names as a thematic tailwind for ORCL, but note the path is bumpy and dependent on broader risk sentiment. Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation
• Negative Sentiment: Reports that Oracle cancelled a large Super Micro order (estimated $1.1B–$1.4B) triggered immediate selling and raised questions over timing/scale of Oracle’s server purchases and supply‑chain relationships. Oracle stock falls 3%: why this analyst still sees upside
• Negative Sentiment: Broader coverage warns Oracle’s aggressive AI data‑center spending is straining financing markets and investor patience, feeding concerns about execution risk and balance‑sheet strain. Oracle's Deluge of AI Debt Pushes Wall Street to the Limit
• Negative Sentiment: Morgan Stanley trimmed its price target and holds an Equal‑Weight stance, a reminder some sell‑side shops remain cautious and that not all analysts are aligned with the bullish backlog story. ORCL price target lowered by Morgan Stanley

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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