Mesirow Financial Investment Management Inc. Lowers Stock Holdings in Oracle Corporation $ORCL

Mesirow Financial Investment Management Inc. trimmed its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 12.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 104,475 shares of the enterprise software provider's stock after selling 14,684 shares during the period. Mesirow Financial Investment Management Inc.'s holdings in Oracle were worth $20,363,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in the stock. FSA Wealth Management LLC bought a new stake in shares of Oracle in the 3rd quarter valued at about $28,000. Joseph Group Capital Management bought a new stake in shares of Oracle in the 4th quarter valued at about $29,000. Investors Research Corp raised its holdings in shares of 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 in the last quarter. Mpwm Advisory Solutions LLC raised its holdings in shares of 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 in the last quarter. Finally, YANKCOM Partnership raised its holdings in shares of Oracle by 304.7% in the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock valued at $34,000 after purchasing an additional 131 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI infrastructure strategy is drawing fresh attention after Zacks highlighted defense-related deals, new OCI AI services, and rapid cloud growth as potential drivers of future revenue. Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth?
• Positive Sentiment: Wedbush reiterated a bullish view, setting a $275 price target and arguing Oracle could rally further on undervalued AI exposure and expected 46%-50% cloud revenue growth. Oracle (ORCL) Stock: Wedbush Predicts 47% Rally on AI Infrastructure Growth
• Positive Sentiment: Analyst sentiment remains constructive, with Dan Ives seeing about 40% upside despite debt concerns tied to Oracle’s AI buildout. Oracle's AI Debt Fears Haven't Stopped Dan Ives From Seeing 40% Upside
• Positive Sentiment: Oracle announced new business momentum with Ishan Technologies selecting Oracle Communications to modernize billing and digital service delivery, reinforcing demand for Oracle’s software and cloud stack. Ishan Technologies Boosts Service Agility and Customer Experiences with Oracle
• Positive Sentiment: Oracle also expanded its Samsung relationship, with Oracle Java helping power global semiconductor development and strengthening the company’s enterprise relevance. Oracle Java to Power Samsung Electronics' Global Semiconductor Development
• Neutral Sentiment: Oracle appointed healthcare executive Dr. Tomislav Mihaljevic to its board, a governance update that is unlikely to move the stock on its own. Oracle Names Tomislav Mihaljevic, M.D., to the Board of Directors
• Neutral Sentiment: Several articles noted Oracle’s recent pullback and rebound after a tech selloff, suggesting the stock is being driven by shifting risk appetite and AI enthusiasm rather than any single company-specific setback. Oracle stock is up 1.5% today: analysts see more upside ahead
• Negative Sentiment: Investors still face concern that Oracle’s aggressive AI spending will pressure margins and increase debt before the company reaches its ambitious 2027 targets. Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth?

Wall Street Analyst Weigh In

ORCL has been the subject of several recent research reports. 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 report on Monday, March 9th. Scotiabank reduced their price objective on shares of Oracle from $220.00 to $215.00 and set a "sector outperform" rating for the company in a research note on Monday, March 9th. Sanford C. Bernstein set a $313.00 price objective on shares of Oracle in a research note on Monday, February 9th. Wedbush boosted their price objective on shares of Oracle from $225.00 to $275.00 and gave the stock an "outperform" rating in a research note on Wednesday. Finally, Stephens reiterated an "equal weight" rating and set a $254.00 price objective on shares of Oracle in a research note on Tuesday, April 7th. 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 given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $261.46.

Oracle Trading Up 1.6%

Shares of Oracle stock opened at $189.81 on Thursday. 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 Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The firm has a market capitalization of $545.89 billion, a price-to-earnings ratio of 34.08, a PEG ratio of 1.78 and a beta of 1.55. The firm's 50 day simple moving average is $161.22 and its two-hundred day simple moving average is $183.47.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating 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 business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the prior year, the business posted $1.47 EPS. 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. Analysts predict that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were paid a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Oracle's dividend payout ratio is presently 35.91%.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the company'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 transaction of $2,642,850.00. Following 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 sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

About Oracle

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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