Oracle Corporation $ORCL Stock Position Raised by SS&H Financial Advisors Inc.

Key Points

• SS&H Financial Advisors increased its stake in Oracle by 10.6% in Q4 to 47,650 shares (about $9.29M), making ORCL 2.7% of its portfolio and its seventh-largest holding.
• Oracle beat quarterly estimates with $1.79 EPS vs. $1.71 expected and $17.19B revenue (+21.7% YoY), set Q4 FY2026 guidance of $1.960–2.000 EPS, and holds a consensus "Moderate Buy" rating with a $262.91 target.
• Oracle declared a $0.50 quarterly dividend ($2.00 annual, ~1.4% yield), but recent insider selling, large layoffs and multiple securities‑fraud class actions pose legal and reputational risks for the stock.

SS&H Financial Advisors Inc. increased its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 10.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,650 shares of the enterprise software provider's stock after acquiring an additional 4,560 shares during the period. Oracle comprises 2.7% of SS&H Financial Advisors Inc.'s investment portfolio, making the stock its 7th biggest position. SS&H Financial Advisors Inc.'s holdings in Oracle were worth $9,287,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of ORCL. Patton Fund Management Inc. grew its stake in shares of Oracle by 626.1% in the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider's stock worth $3,245,000 after acquiring an additional 9,948 shares in the last quarter. Meeder Advisory Services Inc. raised its stake in shares of Oracle by 8.4% in 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 acquiring an additional 3,184 shares in the last quarter. Decker Retirement Planning Inc. acquired a new stake in shares of Oracle in the third quarter valued at $689,000. Xponance Inc. boosted its holdings in Oracle by 1.8% in 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 period. Finally, Migdal Insurance & Financial Holdings Ltd. boosted its holdings in Oracle by 62.1% in 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 period. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Stock Performance

Shares of Oracle stock opened at $146.31 on Friday. The firm has a market capitalization of $420.79 billion, a P/E ratio of 26.27, a P/E/G ratio of 1.40 and a beta of 1.60. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm's 50 day moving average is $153.19 and its two-hundred day moving average is $207.27.

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, topping 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 business had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter in the previous year, the firm earned $1.47 EPS. The company'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. Research analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be given a $0.50 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle's payout ratio is 35.91%.

Insider Buying and Selling at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business's 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 completion of the sale, the chief executive officer directly owned 134,030 shares of the company's stock, valued at $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 40.90% of the company's stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Bernstein reiterated an Outperform on ORCL with a $319 price target, citing Oracle’s solid quarterly results and protection from software disruption as reasons to expect upside. Oracle Corporation (ORCL) Well Protected from AI Disruption on Software: Bernstein
• Positive Sentiment: Recent results showed unusually strong fundamentals (first quarter in 15 years with >20% organic revenue and non‑GAAP EPS growth), and analysts highlight accelerating cloud/AI revenue conversion — a clear growth narrative for investors focusing on long‑term AI/cloud adoption. Oracle: Building Immunity To 'SaaSpocalypse' As It Lives Up To Its AI Potential
• Positive Sentiment: Oracle is rolling out AI products (e.g., NetSuite Restaurant Operations) and redirecting costs toward AI/data center expansion; analysts say layoffs will produce near‑term cost savings that can fund growth investments. These actions can improve margins if execution holds. Oracle Targets Restaurant Industry With New AI Back Office Solution
• Neutral Sentiment: Oracle reports a huge backlog (>$500B cited in recent pieces), giving revenue visibility — but multiple reports flag that free cash flow hasn’t yet materialized at the same scale, creating a timing risk between contracted revenue and owner economics. Investors should watch backlog monetization and cash conversion. Oracle: The AI Backlog Is Real -- The Cash Flow Isn't (Yet)
• Neutral Sentiment: Several analysts and commentators argue the recent 50–60% selloff may be overdone given accelerating AI traction; that view provides a potential upside case but depends on execution and financing. Oracle (ORCL) Stock Is Down 50%. The Selloff Looks Overdone as AI Momentum Builds
• Negative Sentiment: Multiple securities‑fraud class actions have been filed for the June–Dec 2025 period and law firms are soliciting lead plaintiffs ahead of April deadlines — increased legal risk and potential liability can weigh on the stock. Deadline Soon: Oracle Corporation (ORCL) Shareholders Urged To Contact The Law Offices of Frank R. Cruz
• Negative Sentiment: Massive layoffs (reports of up to ~30,000 roles) and negative coverage about how cuts were handled (some employees notified by email) are creating reputational and execution risks; a TipRanks/NY Post piece also flagged controversy over simultaneous H‑1B/foreign‑worker filings, which may spur additional headlines and regulatory scrutiny. Oracle (ORCL) Draws Fire after Laying Off Thousands While Filing for Foreign Workers

Analyst Ratings Changes

Several brokerages have weighed in on ORCL. Guggenheim restated a "buy" rating and set a $400.00 price target on shares of Oracle in a report on Friday, March 13th. Deutsche Bank Aktiengesellschaft decreased their price objective on Oracle from $375.00 to $300.00 and set a "buy" rating for the company in a research note on Monday, March 9th. Morgan Stanley lowered their price objective on Oracle from $320.00 to $213.00 and set an "equal weight" rating for the company in a research report on Friday, January 23rd. TD Cowen cut their target price 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, DA Davidson raised their target price on shares of Oracle from $180.00 to $200.00 and gave the company a "buy" rating in a report on Wednesday, March 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $262.91.

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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