Wealthfront Advisers LLC Has $42.23 Million Stake in Oracle Corporation $ORCL

Key Points

• Wealthfront Advisers LLC raised its position in Oracle by 1.5% in the quarter and now owns 216,643 shares worth about $42.23 million, while institutional investors collectively hold roughly 42.44% of the company.
• Analyst and industry momentum is positive for Oracle — including a Wedbush Outperform/$225 call and expanded partnerships — and Oracle-backed financing for a large AI data‑center (reported at $14–$16B) should boost OCI capacity but raises near‑term capital intensity.
• Oracle recently beat earnings (Q: $1.79 EPS vs $1.71 est; revenue $17.19B, +21.7% YoY) and set Q4 FY2026 EPS guidance of 1.960–2.000, while insiders including EVP Stuart Levey (15,000 shares, ~$2.64M) and the CEO (10,000 shares, ~$1.55M) sold shares in disclosed transactions.

Wealthfront Advisers LLC boosted its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 1.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 216,643 shares of the enterprise software provider's stock after buying an additional 3,193 shares during the quarter. Wealthfront Advisers LLC's holdings in Oracle were worth $42,226,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. FSA Wealth Management LLC bought a new position in Oracle in the 3rd quarter valued at $28,000. Darwin Wealth Management LLC raised its position in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 65 shares during the last quarter. Investors Research Corp raised its position in Oracle by 465.5% in the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 135 shares during the last quarter. Mpwm Advisory Solutions LLC raised its position in Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 50 shares during the last quarter. Finally, YANKCOM Partnership raised its position in Oracle by 304.7% in the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock valued at $34,000 after purchasing an additional 131 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush assigned an Outperform rating and a $225 price target, calling Oracle a key infrastructure supplier in the AI wave — a clear analyst vote of confidence. Wedbush Assigns Outperform Rating to Oracle Corp. (ORCL)
• Positive Sentiment: Oracle and Bloom Energy expanded their partnership to power Project Jupiter with water‑efficient fuel cells (up to multi‑GW capacity), de‑risking data‑center power/water constraints and supporting OCI capacity growth. Oracle, BorderPlex, and Bloom Energy to Power Project Jupiter
• Positive Sentiment: Oracle-backed financing for a large AI data‑center campus (reported $14–$16B package) advances OCI capacity buildout for enterprise and OpenAI workloads — supports revenue scalability but increases leverage/near‑term capital intensity. Related Digital, Blackstone secure $16B for Oracle data center
• Positive Sentiment: Oracle and Google Cloud launched an AI Database Agent for Gemini Enterprise, improving NLQ access to enterprise data on Oracle databases — a product tie that could help win cloud/database workloads. Oracle (ORCL), Google Cloud Launch AI Database Agent
• Positive Sentiment: Morgan Stanley and other coverage changes (price‑target updates) reflect renewed analyst focus on OCI as the primary growth engine — supports investor interest in re‑rating the stock as AI demand materializes. Morgan Stanley revamps Oracle stock price target
• Positive Sentiment: Analyst previews expect double‑digit growth into Oracle’s upcoming fiscal quarter, reinforcing that the company’s recurring cloud/database revenue is expanding. Oracle’s Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Coverage pieces examine Oracle’s ~$50B AI investment: potentially transformational long‑term, but raises near‑term execution and capital‑allocation questions that investors should monitor. Oracle's $50 Billion AI Gamble Could Change Everything
• Neutral Sentiment: Broader sector commentary notes continued appetite for AI infrastructure stocks — a tailwind for Oracle but one that increases sensitivity to AI‑spending headlines and volatility. For Hot AI Stocks, 'The Music's Playing'—And Shares Are Rising
• Negative Sentiment: Barron’s reported concerns about OpenAI’s massive spending plans, which spooked investors in AI‑infrastructure names and pressured Oracle shares today — shows how external counterparty funding/usage can swing sentiment for OCI. Oracle Stock Drops on OpenAI Shock. CoreWeave, SoftBank Also Hit.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the company. Piper Sandler cut their price objective on Oracle from $240.00 to $210.00 and set an "overweight" rating for the company in a research report on Wednesday, March 11th. Mizuho cut their price objective on Oracle from $400.00 to $320.00 and set an "outperform" rating for the company in a research report on Monday, March 16th. Wedbush assumed coverage on Oracle in a research report on Friday. They issued an "outperform" rating and a $225.00 price objective for the company. Guggenheim reiterated a "buy" rating and issued a $400.00 price objective on shares of Oracle in a research report on Friday, March 13th. Finally, Cantor Fitzgerald reiterated an "overweight" rating and issued a $229.00 price objective on shares of Oracle in a research report on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Oracle presently has an average rating of "Moderate Buy" and an average price target of $259.56.

Oracle Trading Down 0.2%

ORCL stock opened at $172.99 on Tuesday. The company has a market cap of $497.51 billion, a P/E ratio of 31.06, a PEG ratio of 1.65 and a beta of 1.60. Oracle Corporation has a twelve month low of $134.57 and a twelve month 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 business has a fifty day moving average of $154.47 and a 200-day moving average of $191.08.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping analysts' consensus estimates of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm's quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities research analysts expect that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Dividend Announcement

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

Insider Transactions at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company'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 owned 134,030 shares of the company's stock, valued at $20,805,476.90. This represents a 6.94% decrease in their position. The SEC filing for this sale provides additional information. Corporate 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.

Want to see what other hedge funds are holding ORCL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

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.