Kingsview Wealth Management LLC Has $31.47 Million Stock Holdings in Oracle Corporation $ORCL

Key Points

• Kingsview Wealth Management cut its Oracle stake by 51.7% in the fourth quarter, leaving it with 161,460 shares valued at about $31.47 million.
• Oracle reported better-than-expected quarterly results, with EPS of $1.79 versus estimates of $1.71 and revenue of $17.19 billion, up 21.7% year over year.
• Despite some analyst target cuts, Oracle has recent positive momentum from a Zacks Rank #2 (Buy) upgrade and ongoing interest tied to AI infrastructure spending, though concerns remain about its heavy debt load.

Kingsview Wealth Management LLC decreased its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 51.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 161,460 shares of the enterprise software provider's stock after selling 172,961 shares during the period. Kingsview Wealth Management LLC's holdings in Oracle were worth $31,470,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Xponance Inc. grew its stake in shares of Oracle by 1.8% in the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider's stock worth $114,336,000 after acquiring an additional 7,320 shares in the last quarter. DDD Partners LLC bought a new stake in shares of Oracle in the 4th quarter worth $1,677,000. William Blair Investment Management LLC grew its stake in shares of Oracle by 28.6% in the 3rd quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider's stock worth $311,497,000 after acquiring an additional 246,243 shares in the last quarter. Meridian Wealth Management LLC grew its stake in shares of Oracle by 6.6% in the 3rd quarter. Meridian Wealth Management LLC now owns 50,712 shares of the enterprise software provider's stock worth $14,262,000 after acquiring an additional 3,150 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. grew its stake in shares of Oracle by 93.1% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 654,325 shares of the enterprise software provider's stock worth $184,022,000 after acquiring an additional 315,454 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the firm's stock in a transaction that occurred on 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 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 ownership of the stock. The sale was disclosed in a document filed 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 owned by corporate insiders.

Oracle Price Performance

NYSE ORCL opened at $190.73 on Thursday. The company 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 Corporation has a 52 week low of $134.57 and a 52 week 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 firm's 50-day simple moving average is $168.38 and its two-hundred day simple moving average is $178.27.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the prior year, the firm posted $1.47 earnings per share. The company's revenue for the quarter was up 21.7% on a year-over-year basis. 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 announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle's dividend payout ratio (DPR) is currently 35.91%.

Oracle News Roundup

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'

Analyst Upgrades and Downgrades

ORCL has been the subject of several recent analyst reports. TD Cowen reduced their target price on shares of Oracle from $350.00 to $250.00 and set a "buy" rating for the company in a research note on Friday, March 6th. Mizuho reduced their price target on shares of Oracle from $400.00 to $320.00 and set an "outperform" rating for the company in a research report on Monday, March 16th. Jefferies Financial Group reduced their price target on shares of Oracle from $400.00 to $320.00 and set a "buy" rating for the company in a research report on Thursday, March 5th. Melius Research set a $160.00 price target on shares of Oracle in a research report on Monday, February 9th. Finally, Barclays reduced their price target on shares of Oracle from $310.00 to $230.00 and set an "overweight" rating for the company in a research report on Monday, March 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and a consensus price target of $261.46.

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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