Oracle Corporation $ORCL Stock Holdings Cut by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC reduced its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 60.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 24,172 shares of the enterprise software provider's stock after selling 37,282 shares during the quarter. Exencial Wealth Advisors LLC's holdings in Oracle were worth $4,711,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Meeder Advisory Services Inc. lifted its holdings in shares of Oracle by 8.4% during the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider's stock valued at $11,516,000 after purchasing an additional 3,184 shares during the last quarter. Decker Retirement Planning Inc. purchased a new stake in shares of Oracle during the third quarter valued at $689,000. Xponance Inc. lifted its holdings in shares of Oracle by 1.8% during the third 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 last quarter. Migdal Insurance & Financial Holdings Ltd. lifted its holdings in shares of 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 valued at $135,839,000 after purchasing an additional 184,996 shares during the last quarter. Finally, Stonegate Investment Group LLC lifted its holdings in shares of Oracle by 3.2% during the third quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider's stock valued at $27,955,000 after purchasing an additional 3,065 shares during the last quarter. 42.44% of the stock is owned by institutional investors.

Oracle Stock Performance

Shares of Oracle stock opened at $166.18 on Wednesday. The stock has a market cap of $477.93 billion, a PE ratio of 29.83, a price-to-earnings-growth ratio of 1.65 and a beta of 1.60. The business has a fifty day simple moving average of $154.71 and a 200-day simple moving average of $190.19. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last issued its 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. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business had revenue of $17.19 billion during the quarter, compared to analysts' expectations of $16.91 billion. During the same quarter last year, the firm posted $1.47 earnings per share. Oracle'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. On average, sell-side analysts anticipate that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors 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 1.2%. The ex-dividend date was Thursday, April 9th. Oracle's dividend payout ratio (DPR) is currently 35.91%.

Insider Buying and Selling at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction on 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 approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction on Monday, February 9th. The stock was 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. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is currently owned by company insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle secured large financing backing for its data‑center buildout, reducing near‑term funding uncertainty for major AI campuses. Related Digital, Blackstone secure $16B for Oracle data center
• Positive Sentiment: Oracle expanded its power/sustainability plan for Project Jupiter, tapping Bloom Energy fuel cells (multi‑GW capacity) to support large AI data centers — reduces operational risk and supports buildout timelines. Oracle, BorderPlex, and Bloom Energy to Power Project Jupiter
• Positive Sentiment: Analysts and bulls still point to Oracle’s long‑term cloud/AI infrastructure role (Wedbush Outperform, MarketBeat/Seeking Alpha coverage), framing recent weakness as a potential buying opportunity for long‑term investors. Wedbush Assigns Outperform Rating to Oracle
• Neutral Sentiment: Bond markets showed limited contagion from the OpenAI headlines, suggesting credit markets are not pricing systemic stress from the report. OpenAI’s Struggles Aren’t Weighing Heavily on Bond Market
• Neutral Sentiment: Macro factors (Fed meeting, oil price moves) also weighed on tech stocks today and likely amplified the reaction to AI headlines. Nasdaq, S&P 500 end lower on renewed AI growth worries
• Negative Sentiment: The catalyst: reports that OpenAI missed internal user and revenue targets, reviving worries about whether it can honor massive compute commitments — a direct negative for Oracle because of its multi‑year, very large cloud/data‑center deal with OpenAI. OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling
• Negative Sentiment: AI‑linked rout pushed Oracle shares lower intraday as investors reassess the timing and risk of revenue recognition tied to OpenAI and worry about Oracle’s elevated CapEx and leverage. Oracle, CoreWeave lead AI selloff on OpenAI growth concerns
• Negative Sentiment: Broader questions about the "circular" AI deal model — investors fear AI labs failing to scale fast enough to fulfill contracted compute purchases — increase counterparty and execution risk for large infrastructure providers like Oracle. The wheels could be coming off the circular computing deal train

Analyst Ratings Changes

Several brokerages have recently commented on ORCL. DA Davidson upped their target price on Oracle from $180.00 to $200.00 and gave the company a "buy" rating in a report on Wednesday, March 11th. Stephens reaffirmed an "equal weight" rating and issued a $254.00 target price on shares of Oracle in a research report on Tuesday, April 7th. Scotiabank decreased their target price on Oracle from $220.00 to $215.00 and set a "sector outperform" rating for the company in a research report on Monday, March 9th. TD Cowen decreased their target price on Oracle from $350.00 to $250.00 and set a "buy" rating for the company in a research report on Friday, March 6th. Finally, Weiss Ratings cut Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, January 23rd. 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 given a Sell rating to the company. According to MarketBeat.com, Oracle currently has a consensus rating of "Moderate Buy" and a consensus price target 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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