Oracle Corporation $ORCL Shares Purchased by New York Life Investment Management LLC

Key Points

• New York Life Investment Management increased its Oracle stake by 1.8% in the fourth quarter, buying 4,162 more shares and bringing its total to 231,074 shares worth about $45.0 million.
• Oracle continues to attract attention from institutional investors, with hedge funds and other institutions owning 42.44% of the stock and several firms recently adding to their positions.
• Analysts remain broadly positive on Oracle, with a Moderate Buy consensus and an average price target of $261.46, even as some firms trimmed targets and concerns remain about AI spending and leverage.

New York Life Investment Management LLC raised its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 1.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 231,074 shares of the enterprise software provider's stock after buying an additional 4,162 shares during the period. New York Life Investment Management LLC's holdings in Oracle were worth $45,039,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of ORCL. Xponance Inc. boosted its position in shares of Oracle by 1.8% in the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider's stock valued at $114,336,000 after purchasing an additional 7,320 shares during the period. Stonegate Investment Group LLC increased its position in Oracle by 3.2% during the third quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider's stock worth $27,955,000 after buying an additional 3,065 shares during the period. Migdal Insurance & Financial Holdings Ltd. increased its position in Oracle by 62.1% during the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 483,000 shares of the enterprise software provider's stock worth $135,839,000 after buying an additional 184,996 shares during the period. DDD Partners LLC purchased a new stake in Oracle in the fourth quarter valued at approximately $1,677,000. Finally, William Blair Investment Management LLC boosted its holdings in shares of Oracle by 28.6% in the third quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider's stock valued at $311,497,000 after acquiring an additional 246,243 shares during the period. 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: Wedbush and other analysts reiterated a bullish view on Oracle, with fresh price targets above current levels and commentary that the market may be underestimating Oracle’s role in the next phase of AI infrastructure demand. Oracle's AI Infrastructure Bet Gains Support
• Positive Sentiment: Oracle is being highlighted for expanding its agentic AI push through U.S. defense partnerships, reinforcing the company’s AI relevance in mission-critical government and national security workloads. Oracle (ORCL) Expands Its Agentic AI Push Through U.S. Defense Partnerships
• Positive Sentiment: Social-media and trading chatter turned bullish after President Trump’s Q1 2026 disclosure showed a multimillion-dollar Oracle position, which investors read as an endorsement of Oracle’s cloud and AI infrastructure story. Oracle Stock (ORCL) Opinions on Trump’s Q1 2026 Trades Disclosure
• Positive Sentiment: Oracle’s latest board addition, Cleveland Clinic CEO Tomislav Mihaljevic, signals continued emphasis on healthcare growth and could strengthen Oracle’s push deeper into healthcare IT. Oracle adds Cleveland Clinic CEO to board of directors
• Neutral Sentiment: Oracle continues to win large government and enterprise contracts, and recent data showed more than $1.3 billion in award payments over the last year, supporting the long-term revenue base but not changing the near-term story by itself. Oracle Stock (ORCL) Opinions on Trump’s Q1 2026 Trades Disclosure
• Neutral Sentiment: Insider and congressional trading disclosures showed mixed signals, with insiders selling shares and lawmakers mostly selling as well, which may temper enthusiasm but is not the main driver today. Oracle Stock (ORCL) Opinions on Trump’s Q1 2026 Trades Disclosure
• Negative Sentiment: Some investors remain cautious about Oracle’s heavy spending on AI infrastructure and the company’s elevated leverage, raising questions about how quickly the AI push will convert into earnings. Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth?

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on ORCL shares. Scotiabank lowered their target price on shares of Oracle from $220.00 to $215.00 and set a "sector outperform" rating on the stock in a research report on Monday, March 9th. Melius Research set a $160.00 price target on shares of Oracle in a research note on Monday, February 9th. Wedbush raised their price objective on shares of Oracle from $225.00 to $275.00 and gave the stock an "outperform" rating in a research report on Wednesday. TD Cowen dropped their price objective on shares of Oracle from $350.00 to $250.00 and set a "buy" rating on the stock in a research note on Friday, March 6th. Finally, Weiss Ratings cut shares of Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, January 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $261.46.

Oracle Trading Up 3.0%

Shares of Oracle stock opened at $195.48 on Friday. The company has a 50-day moving average of $162.15 and a two-hundred day moving average of $182.85. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a market cap of $562.22 billion, a PE ratio of 35.10, a price-to-earnings-growth ratio of 1.81 and a beta of 1.55.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion for 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 company's quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter 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, research analysts anticipate that Oracle Corporation will post 6.08 EPS 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 paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle's payout ratio is 35.91%.

Insider Activity at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction dated 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 sale, the executive vice president directly owned 3,429 shares of the company's stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

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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