Foundations Investment Advisors LLC Buys 41,585 Shares of Oracle Corporation $ORCL

Key Points

• Foundations Investment Advisors LLC increased its Oracle stake by 18.4% in the fourth quarter, buying 41,585 additional shares. The firm now owns 268,190 shares valued at about $52.3 million.
• Oracle reported solid quarterly results, with earnings per share of $1.79 beating estimates and revenue of $17.19 billion topping forecasts. Revenue rose 21.7% year over year, and the company guided Q4 2026 EPS to 1.960-2.000.
• The stock remains supported by institutional interest and analyst sentiment, though concerns persist around valuation and debt tied to AI expansion. Oracle also paid a $0.50 quarterly dividend, equal to a 1.0% annualized yield.

Foundations Investment Advisors LLC boosted its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 18.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 268,190 shares of the enterprise software provider's stock after purchasing an additional 41,585 shares during the period. Foundations Investment Advisors LLC's holdings in Oracle were worth $52,273,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in ORCL. HFM Investment Advisors LLC lifted its stake in Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after purchasing an additional 96 shares during the last quarter. FSA Wealth Management LLC bought a new position in Oracle in the 3rd quarter valued at approximately $28,000. Joseph Group Capital Management bought a new position in Oracle in the 4th quarter valued at approximately $29,000. Investors Research Corp lifted its stake in Oracle by 465.5% in the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 135 shares during the last quarter. Finally, Mpwm Advisory Solutions LLC lifted its stake in Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 50 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Insider Buying and Selling at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction 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 sale, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, 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 currently owned by company insiders.

Oracle Trading Down 1.2%

ORCL opened at $190.73 on Thursday. 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 company has a fifty day moving average of $168.38 and a 200-day moving average of $178.27. The stock has a market cap of $548.54 billion, a PE ratio of 34.24, a price-to-earnings-growth ratio of 1.84 and a beta of 1.55.

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 for the quarter, topping the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion during the quarter, compared to analysts' expectations of $16.91 billion. During the same period in the prior year, the company posted $1.47 earnings per share. Oracle's revenue for the quarter was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, sell-side analysts predict that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders 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 dividend yield of 1.0%. Oracle's dividend payout ratio is 35.91%.

Key Stories Impacting Oracle

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'

Analysts Set New Price Targets

ORCL has been the subject of several research reports. Piper Sandler dropped their price objective on shares of Oracle from $240.00 to $210.00 and set an "overweight" rating for the company in a research note on Wednesday, March 11th. Sanford C. Bernstein set a $313.00 price objective on shares of Oracle in a research note on Monday, February 9th. JPMorgan Chase & Co. raised shares of Oracle from a "neutral" rating to an "overweight" rating and dropped their price objective for the company from $230.00 to $210.00 in a research note on Wednesday, March 11th. Mizuho dropped their price objective on shares of Oracle from $400.00 to $320.00 and set an "outperform" rating for the company in a research note on Monday, March 16th. Finally, Melius Research set a $160.00 price target on shares of Oracle in a research report on Monday, February 9th. Three research 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 given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $261.46.

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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