Oracle Corporation $ORCL Holdings Decreased by Equitable Trust Co.

Key Points

• Equitable Trust Co. cut its Oracle stake by 12.9%, selling 11,910 shares in Q4 and finishing the period with 80,352 shares valued at about $15.66 million.
• Oracle has several positive catalysts: it beat Q3 results (EPS $1.79 vs. $1.71; revenue +21.7% YoY), secured a classified AI contract with the U.S. Defense Department, and wrapped a ~$16 billion financing package for its Michigan data‑center buildout, boosting cloud/AI growth visibility.
• Insider selling: EVP Stuart Levey sold 15,000 shares at $176.19 and CEO Clayton Magouyrk sold 10,000 shares at $155.23; insiders now own about 40.9% of the company while institutional ownership is roughly 42.4%.

Equitable Trust Co. reduced its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 12.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 80,352 shares of the enterprise software provider's stock after selling 11,910 shares during the period. Equitable Trust Co.'s holdings in Oracle were worth $15,661,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of ORCL. Brighton Jones LLC grew its holdings in Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after acquiring an additional 100,494 shares during the period. Revolve Wealth Partners LLC grew its holdings in Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after acquiring an additional 404 shares during the period. Sivia Capital Partners LLC grew its holdings in Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after acquiring an additional 768 shares during the period. United Bank increased its stake in Oracle by 6.8% in the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock worth $3,288,000 after purchasing an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock worth $11,556,000 after purchasing an additional 8,530 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Reported win of a classified AI contract with the U.S. Defense Department — investors see validation for Oracle’s government AI strategy and recurring, high‑value demand from a stable buyer. Oracle secures classified AI deal with US Defense Department
• Positive Sentiment: Wedbush reaffirmed an Outperform on ORCL with a $225 price target and called recent pullbacks “noise,” supporting the view that AI demand and cloud contracts will sustain growth. Analyst backing likely helped buying interest. Wedbush Brushes Off AI Concerns, Sticks With Oracle Corporation (ORCL)
• Positive Sentiment: Financing for Oracle’s Michigan data‑center buildout appears wrapped (a $16B funding package anchored by a large bond sale), reducing short‑term execution and funding uncertainty for the hyperscale build. That improves visibility on the company’s infrastructure push. Oracle (ORCL) Secures Financing for Data Center in Michigan
• Positive Sentiment: Construction partner Walbridge confirmed the massive Michigan campus build for Oracle/OpenAI, underlining demand and multi‑year capital deployment that could translate into long-term revenue for Oracle’s cloud and infrastructure services. Walbridge Is Building the Largest Project in Its 110-Year History -- Right Here in Michigan
• Positive Sentiment: Project Jupiter — Oracle’s move to on‑site Bloom Energy fuel cells and a microgrid for its New Mexico campus — reduces long‑run power risk and signals innovation in data‑center operating cost strategy. Oracle Project Jupiter Puts AI Power Costs And Valuation In Focus
• Neutral Sentiment: PR partnership: Oracle is supporting the Africa Clinical Research Network and launched a first trial — positive for ESG/healthcare positioning but immaterial to near‑term earnings. Oracle Supports Africa Clinical Research Network (ACRN) to Advance a New Era of Clinical Research, Launches First Trial
• Negative Sentiment: OpenAI’s reported missed targets and broader worries about the AI customer concentration have pressured sentiment — reminders that Oracle’s cloud narrative is partly tied to one large AI customer. What Oracle Investors Need to Know About OpenAI's Struggles
• Negative Sentiment: Media pieces on layoffs and the “train your replacement” backlash highlight reputational and regulatory risks around mass tech workforce cuts tied to AI investments — a potential long‑term PR and political headwind. The Backlash to “Train Your Replacement” Begins
• Negative Sentiment: Third‑party supplier headlines (e.g., Super Micro legal and contract worries) have raised questions about supply‑chain and vendor execution related to AI hardware deployments; these are indirect but can feed short‑term uncertainty. Super Micro Computer (SMCI) Earnings Report: Key Issues Beyond The Numbers

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction dated 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 completion of the sale, 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction dated 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 sale, the chief executive officer owned 134,030 shares of the company's stock, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 40.90% of the stock is owned by insiders.

Oracle Stock Up 2.8%

Shares of Oracle stock opened at $185.42 on Wednesday. The firm has a market cap of $533.29 billion, a price-to-earnings ratio of 33.29, a P/E/G ratio of 1.72 and a beta of 1.55. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The stock has a 50-day simple moving average of $155.71 and a 200-day simple moving average of $187.37.

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, beating the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm's revenue was up 21.7% on a year-over-year basis. During the same period in the previous year, the company earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities research analysts expect that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, April 24th. Stockholders 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 1.1%. The ex-dividend date was Thursday, April 9th. Oracle's payout ratio is currently 35.91%.

Analysts Set New Price Targets

ORCL has been the topic of a number of analyst reports. Royal Bank Of Canada reissued a "sector perform" rating and issued a $160.00 price target on shares of Oracle in a research note on Wednesday, March 11th. Weiss Ratings lowered Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, January 23rd. UBS Group restated a "buy" rating on shares of Oracle in a research report on Monday, February 2nd. Jefferies Financial Group decreased their price objective on Oracle from $400.00 to $320.00 and set a "buy" rating for the company in a research report on Thursday, March 5th. Finally, DA Davidson raised their price objective on Oracle from $180.00 to $200.00 and gave the stock a "buy" rating in a research report on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $259.56.

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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