Obermeyer Wealth Partners Lowers Stake in Oracle Corporation $ORCL

Key Points

• Obermeyer Wealth Partners cut its Oracle stake by 33.5% in Q4, selling 3,404 shares and finishing the period with 6,760 shares valued at $1.318 million.
• Oracle beat quarterly estimates with $1.79 EPS (vs. $1.71 expected) and $17.19 billion revenue, up 21.7% year‑over‑year, and guided Q4 2026 EPS to $1.960–2.000.
• Market sentiment is mixed: bulls like Wedbush see Oracle as a key AI infrastructure play (with a $225 target), while others warn about heavy AI data‑center spending, a canceled Super Micro order and some trimmed analyst targets.

Obermeyer Wealth Partners lowered its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 33.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 6,760 shares of the enterprise software provider's stock after selling 3,404 shares during the period. Obermeyer Wealth Partners' holdings in Oracle were worth $1,318,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in Oracle by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock worth $47,518,451,000 after buying an additional 4,681,626 shares in the last quarter. Capital Research Global Investors lifted its holdings in Oracle by 1.2% during the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock worth $6,555,961,000 after buying an additional 266,588 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in Oracle by 0.8% during 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 holdings in 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 in the last quarter. Finally, Invesco Ltd. lifted its holdings in 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 in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Price Performance

Shares of ORCL opened at $173.51 on Friday. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The firm's fifty day simple moving average is $154.21 and its 200-day simple moving average is $193.27. The firm has a market capitalization of $499.01 billion, a price-to-earnings ratio of 31.15, a PEG ratio of 1.68 and a beta of 1.60. 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 announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share 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 period last year, the business earned $1.47 EPS. The company's revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts forecast that Oracle Corporation will post 6.07 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Thursday, April 9th. Oracle's dividend payout ratio (DPR) is presently 35.91%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush initiated coverage with an Outperform rating and framed Oracle as a foundational AI infrastructure play, setting a $225 price target that signals substantial upside vs. current levels. Wedbush Crowns Oracle a Foundational AI Infrastructure Play With a $225 Price Target
• Positive Sentiment: Wedbush’s Dan Ives publicly said Wall Street is underestimating Oracle and suggested the stock could materially outperform, a bullish narrative that supports longer‑term expectations for AI backlog monetization. Oracle Stock Could Double, Ives Says
• Positive Sentiment: Oracle continues to expand AI and cloud partnerships (e.g., Google Cloud database agent, DENSO collaboration, and large financing plans for data‑center buildouts) that underpin its AI infrastructure thesis and potential multicloud revenue growth. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Neutral Sentiment: Several retail and advisory writeups are repeating bullish theses (safe stock / long‑term AI upside) that may support buy‑and‑hold demand but are unlikely to move price until revenue/capex visibility improves. Is Oracle Corporation (ORCL) A Good Stock To Buy Now?
• Neutral Sentiment: Market commentators highlight rotation into software names as a thematic tailwind for ORCL, but note the path is bumpy and dependent on broader risk sentiment. Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation
• Negative Sentiment: Reports that Oracle cancelled a large Super Micro order (estimated $1.1B–$1.4B) triggered immediate selling and raised questions over timing/scale of Oracle’s server purchases and supply‑chain relationships. Oracle stock falls 3%: why this analyst still sees upside
• Negative Sentiment: Broader coverage warns Oracle’s aggressive AI data‑center spending is straining financing markets and investor patience, feeding concerns about execution risk and balance‑sheet strain. Oracle's Deluge of AI Debt Pushes Wall Street to the Limit
• Negative Sentiment: Morgan Stanley trimmed its price target and holds an Equal‑Weight stance, a reminder some sell‑side shops remain cautious and that not all analysts are aligned with the bullish backlog story. ORCL price target lowered by Morgan Stanley

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. JPMorgan Chase & Co. upgraded shares of Oracle from a "neutral" rating to an "overweight" rating and reduced their target price for the stock from $230.00 to $210.00 in a report on Wednesday, March 11th. The Goldman Sachs Group upgraded shares of Oracle to a "strong-buy" rating in a report on Monday, January 12th. TD Cowen reduced their target price on shares of Oracle from $350.00 to $250.00 and set a "buy" rating on the stock in a report on Friday, March 6th. Monness Crespi & Hardt reiterated a "hold" rating on shares of Oracle in a report on Wednesday, March 11th. Finally, BMO Capital Markets reduced their target price on shares of Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a report on Wednesday, March 11th. Four research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $259.56.

Insiders Place Their Bets

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the transaction, the chief executive officer directly owned 134,030 shares of the company's stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Stuart Levey sold 15,000 shares of the 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. This trade represents a 81.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 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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