SouthState Bank Corp Has $33.71 Million Stock Holdings in Oracle Corporation $ORCL

Key Points

• SouthState Bank Corp trimmed its Oracle stake by 1.9% in the fourth quarter, but still held 172,936 shares valued at about $33.7 million. Oracle remained a meaningful position, accounting for 1.5% of the fund’s portfolio.
• Oracle reported strong quarterly results, with earnings of $1.79 per share and revenue of $17.19 billion, both above analyst expectations. Revenue rose 21.7% year over year, and the company guided Q4 2026 EPS to $1.96-$2.00.
• Analysts remain mostly bullish on ORCL despite the stock’s recent decline, with an average rating of “Moderate Buy” and an average price target of $269.71. Recent commentary highlights continued AI and cloud momentum, though some concerns remain about heavy capital spending and execution risk.

SouthState Bank Corp cut its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 1.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 172,936 shares of the enterprise software provider's stock after selling 3,275 shares during the quarter. Oracle makes up 1.5% of SouthState Bank Corp's portfolio, making the stock its 12th biggest holding. SouthState Bank Corp's holdings in Oracle were worth $33,707,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. Beacon Bridge Wealth Partners LLC increased its stake in shares of Oracle by 3.0% in the third quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider's stock worth $434,000 after acquiring an additional 45 shares during the last quarter. Everest Management Corp. increased its stake in shares of Oracle by 0.9% in the third quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider's stock worth $1,481,000 after acquiring an additional 45 shares during the last quarter. Perennial Investment Advisors LLC increased its stake in shares of Oracle by 0.5% in the third quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider's stock worth $2,708,000 after acquiring an additional 45 shares during the last quarter. Consolidated Portfolio Review Corp increased its stake in shares of Oracle by 1.0% in the third quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider's stock worth $1,403,000 after acquiring an additional 50 shares during the last quarter. Finally, Mpwm Advisory Solutions LLC increased its stake in shares of Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after acquiring an additional 50 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Trading Down 9.7%

Oracle stock opened at $213.41 on Friday. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The company has a market capitalization of $613.78 billion, a price-to-earnings ratio of 38.31, a PEG ratio of 2.01 and a beta of 1.65. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company's fifty day moving average price is $179.23 and its two-hundred day moving average price is $178.55.

Oracle (NYSE:ORCL - Get Free Report) last posted 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 net margin of 25.30% and a return on equity of 62.70%. The firm had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the prior year, the business posted $1.47 earnings per share. The business's quarterly revenue 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, analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Thursday, April 9th. Oracle's dividend payout ratio is 35.91%.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction dated Thursday, April 16th. The shares were 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 $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle still has strong momentum in cloud and AI infrastructure, with recent articles highlighting robust demand, a very large backlog, and bullish analyst targets that imply significant upside if execution stays on track. Article Title
• Positive Sentiment: BTIG reaffirmed a buy rating and set a $400 price target, signaling confidence that Oracle can continue benefiting from AI demand and cloud growth. Article Title
• Positive Sentiment: Oracle’s recent Q3 revenue growth of about 22% year over year supports the view that the company is still expanding quickly despite the pullback in the shares. Article Title
• Neutral Sentiment: Oracle has several articles pointing to the upcoming fiscal Q4 report as a key catalyst, with investors watching revenue, cloud growth, remaining performance obligations, and guidance for signs of whether the AI buildout is paying off. Article Title
• Neutral Sentiment: Oracle remains a heavily discussed AI beneficiary, but some commentary frames the stock as having already rallied sharply this year, which may leave the setup vulnerable to profit-taking before results. Article Title
• Negative Sentiment: RBC Capital Markets said Oracle faces questions about the pace of its AI data center buildout and whether it can overcome capacity constraints, reinforcing concerns that growth could be limited by execution. Article Title
• Negative Sentiment: Investors are also worried about the scale of Oracle’s AI spending, with reports suggesting capex could rise dramatically and potentially pressure free cash flow, leverage, and the company’s credit profile. Article Title
• Negative Sentiment: Recent coverage also notes broader tech-sector weakness and insider selling, adding to the cautious tone around ORCL heading into earnings. Article Title

Analysts Set New Price Targets

A number of research firms have recently weighed in on ORCL. Stephens reaffirmed an "equal weight" rating and issued a $254.00 price target on shares of Oracle in a research note on Tuesday, April 7th. Citigroup upped their price target on shares of Oracle from $320.00 to $330.00 and gave the stock a "buy" rating in a research note on Thursday. Sanford C. Bernstein set a $313.00 target price on shares of Oracle in a research report on Monday, February 9th. BMO Capital Markets lowered their target price on shares of Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a research report on Wednesday, March 11th. Finally, Royal Bank Of Canada increased their target price on shares of Oracle from $160.00 to $190.00 and gave the stock a "sector perform" rating in a research report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Oracle currently has an average rating of "Moderate Buy" and an average target price of $269.71.

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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