JLB & Associates Inc. Has $31.21 Million Stock Holdings in Oracle Corporation $ORCL

Key Points

• JLB & Associates Inc. trimmed its stake in Oracle by 2.9%, selling 4,789 shares and now holds 160,099 shares valued at $31.21 million, making Oracle its 5th-largest holding (~4.2% of the firm's portfolio).
• Oracle beat quarterly expectations (EPS $1.79 vs. $1.71 est.; revenue $17.19B, +21.7% YoY), set Q4 2026 guidance, and benefits from recent OpenAI‑linked infrastructure deals and a reported ~$553 billion backlog; Wall Street’s consensus rating is a Moderate Buy with an average target of $259.43.
• Risks include valuation and leverage concerns (P/E ~34.9; debt-to-equity 3.66) and analyst questions about whether cloud/AI backlog will convert to near-term cash, while insider selling (including the CEO) has also been disclosed.

JLB & Associates Inc. lessened its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 2.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 160,099 shares of the enterprise software provider's stock after selling 4,789 shares during the quarter. Oracle accounts for approximately 4.2% of JLB & Associates Inc.'s holdings, making the stock its 5th biggest holding. JLB & Associates Inc.'s holdings in Oracle were worth $31,205,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. lifted its stake in Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after purchasing an additional 5,841,584 shares during the period. Capital Research Global Investors grew its stake in shares of Oracle by 1.2% in the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock valued at $6,555,961,000 after purchasing an additional 266,588 shares during the period. Bank of New York Mellon Corp raised its holdings in shares of Oracle by 0.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock worth $3,357,572,000 after buying an additional 98,693 shares in the last quarter. Legal & General Group Plc lifted its position in shares of Oracle by 3.4% during the 3rd 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 period. Finally, Invesco Ltd. lifted its position in shares of Oracle by 16.6% during the 3rd 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 period. 42.44% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

ORCL has been the topic of several recent analyst reports. Monness Crespi & Hardt restated a "hold" rating on shares of Oracle in a research note on Wednesday, March 11th. Wedbush assumed coverage on shares of Oracle in a research report on Friday, April 24th. They set an "outperform" rating and a $225.00 target price for the company. Scotiabank reduced their price target on shares of Oracle from $220.00 to $215.00 and set a "sector outperform" rating on the stock in a research report on Monday, March 9th. Morgan Stanley decreased their price objective on shares of Oracle from $213.00 to $207.00 and set an "equal weight" rating on the stock in a research note on Thursday, April 23rd. Finally, 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 report on Monday, March 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, Oracle has an average rating of "Moderate Buy" and an average price target of $259.43.

Oracle Trading Up 0.2%

Shares of NYSE ORCL opened at $194.51 on Friday. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72. The company has a 50-day moving average of $157.74 and a two-hundred day moving average of $185.85. The company has a market cap of $559.41 billion, a PE ratio of 34.92, a P/E/G ratio of 1.85 and a beta of 1.55. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66.

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

Oracle Announces Dividend

The company 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 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Thursday, April 9th. Oracle's dividend payout ratio (DPR) is presently 35.91%.

Insider Buying and Selling at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the company's 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 owned 134,030 shares of the company's stock, valued at $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Stuart Levey sold 15,000 shares of the firm'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 approximately $604,155.51. This represents a 81.39% decrease in their position. The disclosure for this sale is available in the SEC filing. 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 News Summary

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 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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