Leeward Financial Partners LLC Grows Stock Holdings in Oracle Corporation $ORCL

Key Points

• Leeward Financial Partners increased its Oracle stake by 411.1% in the fourth quarter, ending with 6,190 shares worth about $1.21 million.
• Oracle continues to attract broader institutional interest, with hedge funds and other investors owning 42.44% of the company’s stock overall.
• The article also highlights mixed sentiment around Oracle: analysts largely rate it a Moderate Buy with a consensus price target of $261.46, while an executive recently sold shares under a pre-arranged trading plan.

Leeward Financial Partners LLC raised its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 411.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,190 shares of the enterprise software provider's stock after purchasing an additional 4,979 shares during the period. Leeward Financial Partners LLC's holdings in Oracle were worth $1,206,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. FSA Wealth Management LLC purchased a new stake in Oracle during the third quarter valued at about $28,000. Mpwm Advisory Solutions LLC raised its position in Oracle by 76.9% during the third 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 in the last quarter. Turning Point Benefit Group Inc. purchased a new stake in Oracle during the third quarter valued at about $35,000. HFM Investment Advisors LLC raised its position in Oracle by 290.9% during the fourth 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 in the last quarter. Finally, Collier Financial purchased a new stake in Oracle during the third quarter valued at about $38,000. Hedge funds and other institutional investors own 42.44% of the company's stock.

Trending Headlines about 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'

Insiders Place Their Bets

In other Oracle news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the sale, the executive vice president directly owned 3,429 shares of the company's stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on ORCL. Bank of America began coverage on Oracle in a research report on Tuesday, March 24th. They set a "buy" rating and a $200.00 price target on the stock. TD Cowen reduced their price objective on Oracle from $350.00 to $250.00 and set a "buy" rating on the stock in a research note on Friday, March 6th. BMO Capital Markets reduced their price objective on Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a research note on Wednesday, March 11th. Monness Crespi & Hardt reaffirmed a "hold" rating on shares of Oracle in a research note on Wednesday, March 11th. Finally, Melius Research set a $160.00 price objective on Oracle in a research note on Monday, February 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $261.46.

Oracle Stock Performance

Oracle stock opened at $190.73 on Thursday. The stock's 50 day simple moving average is $168.38 and its two-hundred day simple moving average is $178.27. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a market cap of $548.54 billion, a price-to-earnings ratio of 34.24, a PEG 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.

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, 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 return on equity of 62.70% and a net margin of 25.30%.The business's revenue was up 21.7% on a year-over-year basis. During the same period in the previous year, the firm posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, analysts expect that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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 dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle's payout ratio is presently 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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