Fidelis Capital Partners LLC Boosts Stock Position in Oracle Corporation $ORCL

Key Points

• Fidelis Capital Partners increased its Oracle stake by 13% in the fourth quarter, buying 4,083 more shares and bringing its total to 35,522 shares worth about $6.9 million.
• Oracle continues to attract broad institutional support, with major holders like Vanguard and Invesco also adding to positions; institutions now own about 42.44% of the stock.
• Sentiment around Oracle is mixed but mostly positive: analysts have a Moderate Buy rating with a consensus target of $261.46, while the company also reported earnings and revenue beats and recently raised its quarterly dividend to $0.50 per share.

Fidelis Capital Partners LLC raised its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 13.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 35,522 shares of the enterprise software provider's stock after buying an additional 4,083 shares during the quarter. Fidelis Capital Partners LLC's holdings in Oracle were worth $6,924,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Vanguard Group Inc. raised its position 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 purchasing an additional 5,841,584 shares during the last quarter. Capital Research Global Investors grew its position in Oracle by 1.2% during the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock worth $6,555,961,000 after purchasing an additional 266,588 shares during the last quarter. Bank of New York Mellon Corp increased its stake in Oracle by 0.8% during the 3rd 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 purchasing an additional 98,693 shares in the last quarter. Legal & General Group Plc raised its holdings in shares of Oracle by 3.4% in the third quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider's stock worth $3,289,595,000 after buying an additional 381,572 shares during the last quarter. Finally, Invesco Ltd. raised its holdings in shares of Oracle by 16.6% in the third quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider's stock worth $2,897,895,000 after buying an additional 1,464,826 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle was upgraded to a Zacks Rank #2 (Buy), signaling improving earnings optimism and helping support the stock’s longer-term outlook. Oracle (ORCL) Upgraded to Buy: Here's Why
• Positive Sentiment: Oracle is being tied to massive AI infrastructure spending, with a report highlighting hyperscale cloud investments from firms like AWS, Azure, Google Cloud, Meta, and Oracle as a key driver of rapid co-packaged optics market growth. Co-Packaged Optics Market Size to Hit USD 1,923.64 million by 2035 | SNS Insider
• Positive Sentiment: Oracle launched a new campaign for its Project Jupiter data center, emphasizing community investment, cleaner energy, and lower water usage, which may help ease local concerns around expansion. Oracle Launches New Campaign Highlighting Commitments to Doña Ana County
• Neutral Sentiment: Oracle Financial Services Software finalized a perpetual license deal with a global U.S. bank, but the item appears to relate to the separately listed subsidiary rather than being a direct catalyst for ORCL shares. Oracle Financial Services Software Finalises Perpetual Licence Deal With Global U.S. Bank
• Negative Sentiment: Investors are also focusing on Oracle’s heavy debt and private-credit funding tied to rapid AI data-center expansion, which has raised financing-risk questions. Oracle Project Jupiter Puts AI Growth And Debt Risks In Focus
• Negative Sentiment: Oracle was mentioned alongside job cuts in a broader discussion of AI and layoffs, which can keep sentiment cautious around corporate spending and restructuring. Sam Altman Says AI Will Not Lead To A Global 'Jobs Apocalypse'

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on ORCL. Oppenheimer boosted their price objective on shares of Oracle from $210.00 to $235.00 and gave the company an "outperform" rating in a report on Tuesday, May 12th. Melius Research set a $160.00 target price on Oracle in a research note on Monday, February 9th. Robert W. Baird lowered their price target on Oracle from $300.00 to $200.00 and set an "outperform" rating for the company in a research report on Tuesday, March 10th. Stifel Nicolaus cut their price objective on Oracle from $275.00 to $220.00 and set a "buy" rating on the stock in a report on Wednesday, March 11th. Finally, Scotiabank dropped their target price on Oracle from $220.00 to $215.00 and set a "sector outperform" rating on the stock in a research report on Monday, March 9th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Oracle presently has an average rating of "Moderate Buy" and a consensus target price of $261.46.

Insider Activity at Oracle

In other 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 completion of the transaction, the executive vice president directly owned 3,429 shares of the company's stock, valued at $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 Price Performance

Shares of ORCL opened at $190.73 on Thursday. The business's 50-day moving average is $168.38 and its two-hundred day moving average is $178.27. The company has a market capitalization of $548.54 billion, a P/E ratio of 34.24, a P/E/G ratio of 1.84 and a beta of 1.55. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35.

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 (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion during the quarter, compared to analysts' expectations of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company's revenue for the quarter was up 21.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Research analysts predict that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

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

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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