Turtle Creek Wealth Advisors LLC Has $2.88 Million Holdings in Oracle Corporation $ORCL

Key Points

• Turtle Creek Wealth Advisors LLC raised its stake in Oracle by 76.6% in Q4 to 14,781 shares, valued at approximately $2.88 million.
• Oracle topped quarterly estimates with $1.79 EPS versus $1.71 expected and $17.19B revenue (up 21.7% y/y), set Q4 2026 guidance of $1.96–2.00, and announced a $0.50 quarterly dividend (≈1.1% yield).
• Investor sentiment is mixed: positives include an expanded AI partnership with Google Cloud and reports of a ~$38B data‑center loan, while canceled server orders, layoffs and “AI debt” concerns have driven recent volatility and analyst adjustments.

Turtle Creek Wealth Advisors LLC lifted its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 76.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,781 shares of the enterprise software provider's stock after buying an additional 6,413 shares during the period. Turtle Creek Wealth Advisors LLC's holdings in Oracle were worth $2,881,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of ORCL. Vanguard Group Inc. lifted its stake in Oracle by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock valued at $47,518,451,000 after purchasing an additional 4,681,626 shares during the last quarter. Capital Research Global Investors raised its holdings in Oracle by 1.2% in the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock valued at $6,555,961,000 after acquiring an additional 266,588 shares during the period. Bank of New York Mellon Corp raised its holdings in Oracle by 0.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock valued at $3,357,572,000 after acquiring an additional 98,693 shares during the period. Legal & General Group Plc raised its holdings in Oracle by 3.4% in the 3rd quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider's stock valued at $3,289,595,000 after acquiring an additional 381,572 shares during the period. Finally, Invesco Ltd. raised its holdings in Oracle by 16.6% in the 3rd quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider's stock valued at $2,897,895,000 after acquiring an additional 1,464,826 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Stock Performance

Shares of Oracle stock opened at $176.51 on Friday. Oracle Corporation has a fifty-two week low of $132.00 and a fifty-two week high of $345.72. 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 firm has a market capitalization of $507.65 billion, a P/E ratio of 31.69, a P/E/G ratio of 1.79 and a beta of 1.60. The company's 50 day moving average price is $153.95 and its two-hundred day moving average price is $194.09.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts' consensus estimates of $1.71 by $0.08. The company had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. Oracle's revenue was up 21.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities analysts forecast that Oracle Corporation will post 6.07 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle's dividend payout ratio (DPR) is currently 35.91%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush initiation and bullish commentary from Daniel Ives lifted investor sentiment and drove a pre-market uptick as the analyst highlighted Oracle’s positioning in AI infrastructure and cloud. Why Oracle Stock (ORCL) Is Rising Today and What Daniel Ives Sees Next
• Positive Sentiment: Oracle expanded its AI partnership with Google Cloud (Oracle AI Database Agent for Gemini Enterprise), which strengthens multi-cloud AI use cases and supports enterprise demand for integrated data+AI solutions. That partnership is a direct revenue/positioning positive for Oracle’s cloud/database stack. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Positive Sentiment: Reports that JPMorgan and partners are nearing completion on a large loan package to finance Oracle’s data-center buildout (~$38B reported) point to continued capital commitment and multi-year demand for Oracle’s AI infrastructure projects. JPMorgan Chase & Co. (JPM) Closing in on Record $38B Oracle Data Center Loan
• Neutral Sentiment: Bloom Energy’s expanded supply tie-up with Oracle to power AI data centers is supportive of long‑term data‑center execution but is more material to suppliers than to Oracle’s near-term margin profile. Bloom Energy rises 3.9% as Oracle AI-power deal afterglow
• Neutral Sentiment: Morgan Stanley trimmed its price target and moved to an "equal weight" stance, which reduces upside expectations from that desk and may weigh on sentiment but does not change Oracle’s underlying growth story. Morgan Stanley price target note
• Negative Sentiment: Multiple outlets reported Oracle canceled a major server order with Super Micro (reported $1.1–$1.4B), which shook markets, sparked a sector sell-off and raised questions about near‑term AI hardware demand and order timing. That report was a key driver of yesterday’s share weakness. Why Super Micro Computer Shares Are Falling On Thursday?
• Negative Sentiment: Coverage highlighted layoffs at Oracle and other tech firms as AI-related restructuring continues; workforce cuts can reduce near-term operating leverage and weigh on morale and execution narratives. Companies laying off staff this year include Meta, Amazon, and Oracle
• Negative Sentiment: WSJ and other coverage flagged industry-wide “AI debt” issues—power constraints, funding and public scrutiny of data centers—that could slow rollouts or raise costs for Oracle’s massive infrastructure build. Oracle's Deluge of AI Debt Pushes Wall Street to the Limit
• Negative Sentiment: Market moves: outlets reported a sharp intraday decline (~6%) on the recent trading day, reflecting the combined impact of the contract report, sector weakness and profit-taking after strong prior gains. Oracle (ORCL) Falls More Steeply Than Broader Market

Wall Street Analyst Weigh In

Several research analysts have weighed in on ORCL shares. Scotiabank lowered their price target on shares of Oracle from $220.00 to $215.00 and set a "sector outperform" rating on the stock in a report on Monday, March 9th. BMO Capital Markets lowered their price target on shares of Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a report on Wednesday, March 11th. Bank of America initiated coverage on shares of Oracle in a report on Tuesday, March 24th. They issued a "buy" rating and a $200.00 price target on the stock. UBS Group reaffirmed a "buy" rating on shares of Oracle in a report on Monday, February 2nd. Finally, The Goldman Sachs Group raised shares of Oracle to a "strong-buy" rating in a report on Monday, January 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Oracle currently has an average rating of "Moderate Buy" and a consensus target price of $259.56.

Insiders Place Their Bets

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction on 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 approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction on 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 of the company's stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.