ProVise Management Group LLC Sells 6,313 Shares of Oracle Corporation $ORCL

Key Points

• ProVise Management Group LLC sold 6,313 shares of Oracle, trimming its stake by 6.0; it now holds 99,260 shares worth about $19.35 million, representing 1.4% of the firm's portfolio and its 23rd largest holding.
• Wall Street sentiment is broadly positive with multiple buy/outperform ratings and a MarketBeat consensus price target of $259.56, though some analysts warn of execution and financing risks tied to heavy AI data‑center spending and a reported cancelled Super Micro order.
• Oracle beat quarterly expectations with $1.79 EPS vs. $1.71 expected and revenue of $17.19 billion (up 21.7% YoY), and it pays a $0.50 quarterly dividend (≈1.2% yield) while guiding Q4 FY2026 EPS to $1.96–2.00.

ProVise Management Group LLC trimmed its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 6.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 99,260 shares of the enterprise software provider's stock after selling 6,313 shares during the period. Oracle comprises about 1.4% of ProVise Management Group LLC's investment portfolio, making the stock its 23rd largest holding. ProVise Management Group LLC's holdings in Oracle were worth $19,347,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of ORCL. Brighton Jones LLC increased its stake in Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after buying an additional 404 shares during the period. Sivia Capital Partners LLC lifted its stake in Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after buying an additional 768 shares in the last quarter. United Bank lifted its stake in Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after buying an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Oracle by 19.2% in the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after buying an additional 8,530 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently commented on ORCL. DA Davidson raised their price objective on shares of Oracle from $180.00 to $200.00 and gave the stock a "buy" rating in a report on Wednesday, March 11th. UBS Group reiterated a "buy" rating on shares of Oracle in a report on Monday, February 2nd. BMO Capital Markets dropped their price target on Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a research note on Wednesday, March 11th. Bank of America initiated coverage on Oracle in a report on Tuesday, March 24th. They issued a "buy" rating and a $200.00 price target on the stock. Finally, Wedbush initiated coverage on Oracle in a report on Friday. They set an "outperform" rating and a $225.00 price objective for the company. Four investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $259.56.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush initiated coverage with an Outperform rating and framed Oracle as a foundational AI infrastructure play, setting a $225 price target that signals substantial upside vs. current levels. Wedbush Crowns Oracle a Foundational AI Infrastructure Play With a $225 Price Target
• Positive Sentiment: Wedbush’s Dan Ives publicly said Wall Street is underestimating Oracle and suggested the stock could materially outperform, a bullish narrative that supports longer‑term expectations for AI backlog monetization. Oracle Stock Could Double, Ives Says
• Positive Sentiment: Oracle continues to expand AI and cloud partnerships (e.g., Google Cloud database agent, DENSO collaboration, and large financing plans for data‑center buildouts) that underpin its AI infrastructure thesis and potential multicloud revenue growth. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Neutral Sentiment: Several retail and advisory writeups are repeating bullish theses (safe stock / long‑term AI upside) that may support buy‑and‑hold demand but are unlikely to move price until revenue/capex visibility improves. Is Oracle Corporation (ORCL) A Good Stock To Buy Now?
• Neutral Sentiment: Market commentators highlight rotation into software names as a thematic tailwind for ORCL, but note the path is bumpy and dependent on broader risk sentiment. Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation
• Negative Sentiment: Reports that Oracle cancelled a large Super Micro order (estimated $1.1B–$1.4B) triggered immediate selling and raised questions over timing/scale of Oracle’s server purchases and supply‑chain relationships. Oracle stock falls 3%: why this analyst still sees upside
• Negative Sentiment: Broader coverage warns Oracle’s aggressive AI data‑center spending is straining financing markets and investor patience, feeding concerns about execution risk and balance‑sheet strain. Oracle's Deluge of AI Debt Pushes Wall Street to the Limit
• Negative Sentiment: Morgan Stanley trimmed its price target and holds an Equal‑Weight stance, a reminder some sell‑side shops remain cautious and that not all analysts are aligned with the bullish backlog story. ORCL price target lowered by Morgan Stanley

Oracle Stock Performance

ORCL opened at $173.51 on Friday. 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. The business has a 50 day moving average of $154.21 and a 200-day moving average of $193.27. The stock has a market cap of $499.01 billion, a price-to-earnings ratio of 31.15, a PEG ratio of 1.68 and a beta of 1.60.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings results 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 analysts' expectations of $16.91 billion. During the same quarter in the prior year, the business earned $1.47 EPS. The firm'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 research analysts expect that Oracle Corporation will post 6.07 earnings per share for the current year.

Oracle Dividend Announcement

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

Insider Transactions at Oracle

In other Oracle 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 transaction, the executive vice president directly owned 3,429 shares of the company's stock, valued at $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a legal 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. 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 sale, the chief executive officer owned 134,030 shares of the company's stock, valued at $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. Company insiders own 40.90% of the company's stock.

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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