Crestwood Advisors Group LLC Grows Holdings in Oracle Corporation $ORCL

Key Points

• Crestwood Advisors Group LLC increased its stake in Oracle by 3.4% in Q4, owning 188,231 shares valued at roughly $36.69 million after acquiring an additional 6,220 shares.
• Company insiders have been selling: CEO Clayton Magouyrk sold 10,000 shares at about $155.23 and EVP Stuart Levey sold 15,000 shares at about $176.19 (the latter under a Rule 10b5‑1 plan), and insiders now own roughly 40.9% of the stock.
• Analysts hold a consensus rating of "Moderate Buy" with a $259.43 target, while recent catalysts—including OpenAI‑linked AI infrastructure deals and a reported $553B backlog—boost revenue visibility but valuation and leverage (P/E ~35, debt/equity 3.66) remain key watchpoints.

Crestwood Advisors Group LLC raised its position in Oracle Corporation (NYSE:ORCL - Free Report) by 3.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 188,231 shares of the enterprise software provider's stock after purchasing an additional 6,220 shares during the period. Crestwood Advisors Group LLC's holdings in Oracle were worth $36,688,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. FSA Wealth Management LLC purchased a new position in shares of Oracle during the 3rd quarter worth about $28,000. Mpwm Advisory Solutions LLC raised its holdings in 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. Turning Point Benefit Group Inc. purchased a new position in Oracle in the third quarter valued at approximately $35,000. Corundum Trust Company INC purchased a new position in Oracle in the third quarter valued at approximately $39,000. Finally, Collier Financial acquired a new stake in Oracle in the third quarter valued at approximately $38,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

ORCL has been the subject of several recent research reports. Morgan Stanley lowered their price objective on shares of Oracle from $213.00 to $207.00 and set an "equal weight" rating for the company in a research report on Thursday, April 23rd. Stephens restated an "equal weight" rating and set a $254.00 price objective on shares of Oracle in a research note on Tuesday, April 7th. Mizuho reduced their price objective on Oracle from $400.00 to $320.00 and set an "outperform" rating on the stock in a research note on Monday, March 16th. The Goldman Sachs Group upgraded Oracle to a "strong-buy" rating in a research note on Monday, January 12th. Finally, Royal Bank Of Canada reiterated a "sector perform" rating and issued a $160.00 target price on shares of Oracle in a research note on Wednesday, March 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $259.43.

Insider Transactions at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the company's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the transaction, the chief executive officer owned 134,030 shares in the company, valued at $20,805,476.90. This represents a 6.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 value of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. This 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. 40.90% of the stock is owned by corporate insiders.

Oracle Price Performance

NYSE ORCL opened at $194.51 on Friday. The stock's 50-day moving average price is $157.74 and its two-hundred day moving average price is $185.85. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The company has a market cap of $559.41 billion, a PE ratio of 34.92, a PEG ratio of 1.85 and a beta of 1.55. 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 posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.71 by $0.08. The firm 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%.The business's revenue for the quarter was up 21.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, analysts predict that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were issued a $0.50 dividend. The ex-dividend date was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. Oracle's dividend payout ratio is currently 35.91%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: OpenAI‑linked AI infrastructure deals and financing cited as the main catalyst for today’s rally; coverage notes these agreements and financing drove strong buying interest. Why Oracle (ORCL) Is Up 18.4% After New OpenAI‑Linked AI Infrastructure Deals And Financing
• Positive Sentiment: Oracle’s reported backlog (~$553B) has surged, giving multi-year revenue visibility for cloud and AI projects and supporting a bullish infrastructure narrative. Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
• Positive Sentiment: Industry recognition: Oracle named a Leader in Gartner’s Magic Quadrant for Warehouse Management Systems (11th consecutive year), reinforcing its enterprise cloud positioning. Oracle Named a Leader in Gartner® Magic Quadrant™ for Warehouse Management Systems for 11th Consecutive Year
• Positive Sentiment: Product/partner momentum: Eightfold AI announced integration with Oracle Fusion Cloud Recruiting, expanding Oracle’s HCM AI ecosystem and cross‑sell opportunities. Eightfold AI Announces Integration of Agentic Interviewing with Oracle Fusion Cloud Recruiting
• Neutral Sentiment: Analyst notes and coverage: Some upgrades and bullish notes (e.g., Wedbush urging investors to ignore short‑term OpenAI panic) helped sentiment, while other pieces ask whether the rally leaves value for new buyers. Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush
• Neutral Sentiment: Debt/financing scrutiny: Coverage is assessing how recent infrastructure investments and financing affect leverage and ratios — a watchpoint as Oracle spends to scale AI capacity. Assessing Oracle’s (ORCL) AI Infrastructure Investment and Its Impact on Debt Ratios
• Negative Sentiment: Macro/industry risk: Analysts warn hyperscaler AI/cloud revenue can be a “mirage” if driven by circular contracts with AI firms — raising sustainability questions for cloud/AI revenue growth across big tech. Microsoft And Amazon Aren't Cheap: Analyst Says Earnings 'Mirage' Driven By OpenAI, Anthropic Dominating 50% Of Cloud Backlog
• Negative Sentiment: Valuation and leverage concerns: After a fast rally (big YTD/30‑day moves), investors should watch ORCL’s P/E, high debt‑to‑equity and whether backlog converts to near‑term cash/earnings. (See valuation‑outlook pieces.) Is It Too Late To Consider Oracle (ORCL) After Its Sharp Share Price Rally?

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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