Oracle Corporation $ORCL Shares Bought by Planning Center Inc.

Key Points

• Planning Center Inc. grew its stake in Oracle by 142.2% in Q4 to 6,376 shares worth about $1.24 million, making ORCL its 29th-largest holding.
• Oracle beat the quarter with $1.79 EPS (vs. $1.71 est.) and $17.19B revenue (up 21.7% YoY), set Q4 guidance of 1.96–2.00 EPS, and announced a $0.50 quarterly dividend ($2.00 annualized, 1.2% yield).
• Analyst sentiment is mixed but leaning positive on Oracle’s AI/cloud prospects—bulls (e.g., Dan Ives, Wedbush) cite sizable upside while short-term selling tied to OpenAI concerns and server-deal rumors has driven volatility and a ~1.5% pullback.

Planning Center Inc. grew its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 142.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 6,376 shares of the enterprise software provider's stock after purchasing an additional 3,743 shares during the quarter. Oracle accounts for 0.1% of Planning Center Inc.'s portfolio, making the stock its 29th largest position. Planning Center Inc.'s holdings in Oracle were worth $1,243,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. FSA Wealth Management LLC bought a new stake in shares of Oracle during the 3rd quarter worth $28,000. Mpwm Advisory Solutions LLC grew its holdings in shares of Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after buying an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new stake in Oracle during the third quarter valued at $35,000. Financial Consulate Inc. acquired a new stake in Oracle during the third quarter valued at $37,000. Finally, Corundum Trust Company INC acquired a new stake in Oracle during the third quarter valued at $39,000. 42.44% of the stock is owned by institutional investors.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Dan Ives (and other bulls) see ~35% upside on Oracle based on its AI infrastructure “secret sauce” and rising IaaS/cloud revenue; Ives’ team holds a $225 price target, reinforcing a buy-and-hold AI narrative. Why Dan Ives Is Betting on 35% Upside for Oracle Stock
• Positive Sentiment: Wedbush reiterated an Outperform and a $225 target, calling the recent selloff an “overreaction” and defending Oracle’s growth outlook tied to AI/cloud contracts. Wedbush Reiterates Outperform on Oracle (ORCL)
• Positive Sentiment: Oracle’s commercial wins (example: powering Bloom Energy deployments) and large backlog arguments are cited by analysts and commentators as evidence of durable AI-driven demand and a compelling longer-term entry point after the pullback. Trump Was Supposed to Kill Hydrogen Investments, but Oracle Just Gave Bloom Energy Stock a Second Life
• Neutral Sentiment: Several long-form pieces (Zacks, InsiderMonkey, 247WallStreet) argue the pullback creates a long-term buying opportunity given Oracle’s AI/cloud positioning — useful context for position traders but less immediately catalytic. Is Oracle the Best Long-Term Tech Stock To Buy?
• Neutral Sentiment: Broader AI infrastructure financing (e.g., CoreWeave’s GPU-backed loan) signals continued investment in the sector — supportive for Oracle’s TAM but not an immediate driver of ORCL moves. CoreWeave Heralds New AI Borrowing Frontier With GPU-Backed Loan
• Negative Sentiment: Short-term selling follows reports that OpenAI missed internal growth/revenue targets, which raised questions about future spend from a key Oracle AI customer and sparked a sector-wide pullback. Oracle Drops as OpenAI Growth Concerns Hit AI Stocks
• Negative Sentiment: Newsflow showing ORCL falling more steeply than the market and rumors (reported in trading outlets) about server-deal shifts have added pressure, contributing to volatility and near-term downside risk. Oracle (ORCL) Falls More Steeply Than Broader Market

Oracle Trading Down 1.5%

NYSE:ORCL opened at $161.38 on Friday. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The firm has a market cap of $464.14 billion, a price-to-earnings ratio of 28.97, a price-to-earnings-growth ratio of 1.56 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 firm has a 50-day moving average price of $154.96 and a two-hundred day moving average price of $189.80.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating 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 firm had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same quarter last year, the business posted $1.47 EPS. The company's revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities analysts expect that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Insider Activity at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the firm'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 value of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares of the company's stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through 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 firm's stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares of the company's stock, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. Melius Research set a $160.00 price target on Oracle in a research report on Monday, February 9th. Deutsche Bank Aktiengesellschaft decreased their price target on shares of Oracle from $375.00 to $300.00 and set a "buy" rating on the stock in a research report on Monday, March 9th. Weiss Ratings cut Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, January 23rd. Sanford C. Bernstein set a $313.00 price target on Oracle in a report on Monday, February 9th. Finally, JPMorgan Chase & Co. raised Oracle from a "neutral" rating to an "overweight" rating and cut their price target for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $259.56.

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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