Oracle Corporation $ORCL Position Raised by Ameritas Advisory Services LLC

Key Points

• Ameritas Advisory Services LLC increased its Oracle stake by 65.7% in the fourth quarter, while several other institutional investors also added to their positions. Institutional ownership now stands at 42.44% of the company.
• Oracle reported better-than-expected quarterly results, with EPS of $1.79 versus $1.71 expected and revenue of $17.19 billion, up 21.7% year over year. The company also issued Q4 2026 EPS guidance of 1.960–2.000.
• The stock was trading up about 1.6% at $189.81, and analysts remain broadly positive with a consensus rating of Moderate Buy and an average price target of $261.46. Oracle also paid a quarterly dividend of $0.50 per share, or $2.00 annually.

Ameritas Advisory Services LLC grew its position in Oracle Corporation (NYSE:ORCL - Free Report) by 65.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 21,775 shares of the enterprise software provider's stock after purchasing an additional 8,635 shares during the period. Ameritas Advisory Services LLC's holdings in Oracle were worth $4,244,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the company. Jennison Associates LLC raised its position in Oracle by 2,062.4% in the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider's stock worth $2,595,072,000 after acquiring an additional 8,800,546 shares in the last quarter. Vanguard Group Inc. boosted its position in shares of Oracle by 3.5% during the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock valued at $34,070,674,000 after purchasing an additional 5,841,584 shares in the last quarter. American Century Companies Inc. grew its stake in shares of Oracle by 333.7% in the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock worth $1,473,137,000 after purchasing an additional 4,030,382 shares during the last quarter. Amundi grew its stake in shares of Oracle by 32.9% in the 3rd quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock worth $2,809,609,000 after purchasing an additional 2,385,556 shares during the last quarter. Finally, SG Americas Securities LLC raised its holdings in shares of Oracle by 921.6% in the 4th quarter. SG Americas Securities LLC now owns 2,311,815 shares of the enterprise software provider's stock worth $450,596,000 after purchasing an additional 2,085,514 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Oracle Stock Up 1.6%

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 1-year low of $134.57 and a 1-year high of $345.72. The firm's fifty day simple moving average is $161.22 and its 200-day simple moving average is $183.47. The company has a market capitalization of $545.89 billion, a P/E ratio of 34.08, a P/E/G ratio of 1.78 and a beta of 1.55.

Oracle (NYSE:ORCL - Get Free Report) last issued 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 return on equity of 62.70% and a net margin of 25.30%.The business had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. During the same period last year, the business earned $1.47 EPS. The firm's revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Analysts Set New Price Targets

ORCL has been the subject of several research reports. DA Davidson raised their price objective on Oracle from $180.00 to $200.00 and gave the stock a "buy" rating in a research note on Wednesday, March 11th. TD Cowen cut their target price on Oracle from $350.00 to $250.00 and set a "buy" rating on the stock in a research report on Friday, March 6th. Scotiabank reduced their target price on Oracle from $220.00 to $215.00 and set a "sector outperform" rating for the company in a report on Monday, March 9th. UBS Group reiterated a "buy" rating on shares of Oracle in a research report on Monday, February 2nd. Finally, Royal Bank Of Canada restated a "sector perform" rating and set a $160.00 price objective on shares of Oracle in a report on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $261.46.

Insider Buying and Selling at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the sale, the executive vice president owned 3,429 shares of the company's stock, 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 is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

Trending Headlines about Oracle

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?

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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