Narwhal Capital Management Decreases Holdings in Oracle Corporation $ORCL

Narwhal Capital Management trimmed its position in Oracle Corporation (NYSE:ORCL - Free Report) by 15.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,007 shares of the enterprise software provider's stock after selling 6,537 shares during the period. Narwhal Capital Management's holdings in Oracle were worth $7,018,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of ORCL. FSA Wealth Management LLC purchased a new stake in shares of Oracle during the 3rd quarter valued at $28,000. Investors Research Corp grew its stake in Oracle by 465.5% during the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock worth $32,000 after buying an additional 135 shares during the last quarter. Mpwm Advisory Solutions LLC grew its stake in Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after buying an additional 50 shares during the last quarter. YANKCOM Partnership increased its position in Oracle by 304.7% during the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock valued at $34,000 after buying an additional 131 shares in the last quarter. Finally, Turning Point Benefit Group Inc. purchased a new stake in Oracle in the third quarter valued at about $35,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle secured large external financing to fund its hyperscale data‑center buildout, which helps de‑risk funding for Project Jupiter and other campuses. Oracle Secures $16 Billion Financing for Data Center
• Positive Sentiment: Oracle expanded its clean‑power deal with Bloom Energy to support up to ~2.45 GW for Project Jupiter, lowering operating/water risks for large AI campuses and signaling progress on physical buildouts that underpin contracted revenue. Oracle, BorderPlex, and Bloom Energy to Power Project Jupiter with Cleaner, Water-Efficient Fuel Cell Technology
• Positive Sentiment: Product and channel momentum — Oracle and Google Cloud launched an AI database agent to simplify enterprise access to data, reinforcing Oracle’s software moat and commercial routes into enterprise AI workloads. Oracle (ORCL), Google Cloud Launch AI Database Agent to Simplify Enterprise Data Queries
• Neutral Sentiment: Macro and event risk: the Fed decision/press conference and major Big Tech earnings this week are elevating volatility; investors may react to tone on inflation/capex rather than Oracle‑specific results. The Stock Market's Most Important Day of the Quarter Has Arrived
• Neutral Sentiment: Smaller corporate update: Oracle Financial Services Software reported an ESOP allotment and slight capital increase (limited direct impact on ORCL but relevant to investor watchlists in India/EM exposure). Oracle Financial Services Software Allots ESOP Shares, Slightly Raises Paid-Up Capital
• Negative Sentiment: Immediate sell‑off driver — a Wall Street Journal report that OpenAI missed internal revenue/user targets sparked fear that some large “circular” compute deals may underperform; Oracle — as a reported major infrastructure partner — saw shares fall on concerns the OpenAI setback could reduce demand or pressure Oracle’s heavy CapEx/debt funding plans. OpenAI Report Sends Oracle, AI Stocks Spiraling

Oracle Trading Down 3.9%

Oracle stock opened at $166.18 on Wednesday. The stock has a 50-day moving average price of $154.71 and a 200 day moving average price of $190.19. The company has a market capitalization of $477.93 billion, a price-to-earnings ratio of 29.83, a price-to-earnings-growth ratio of 1.65 and a beta of 1.60. 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.

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 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 for the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter in the prior year, the company earned $1.47 EPS. Oracle's quarterly revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts anticipate that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle's dividend payout ratio (DPR) is 35.91%.

Analysts Set New Price Targets

ORCL has been the subject of several recent analyst reports. UBS Group reissued a "buy" rating on shares of Oracle in a report on Monday, February 2nd. Piper Sandler cut their price objective on shares of Oracle from $240.00 to $210.00 and set an "overweight" rating on the stock in a report on Wednesday, March 11th. Wedbush initiated coverage on shares of Oracle in a research report on Friday. They issued an "outperform" rating and a $225.00 price objective for the company. Citigroup boosted their target price on shares of Oracle from $310.00 to $320.00 and gave the stock a "buy" rating in a research report on Thursday, March 12th. Finally, Jefferies Financial Group cut their price target on shares of Oracle from $400.00 to $320.00 and set a "buy" rating on the stock in a research note on Thursday, March 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $259.56.

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the business's 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 transaction, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company's stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the sale, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 40.90% of the company's stock.

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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