Whitaker Myers Wealth Managers LTD. Acquires 5,815 Shares of Oracle Corporation $ORCL

Key Points

• Whitaker Myers Wealth Managers LTD. increased its Oracle stake by 157% in Q4, buying 5,815 shares to hold 9,518 shares worth about $1.855 million.
• Oracle beat quarterly expectations, reporting $1.79 EPS vs. $1.71 expected and $17.19 billion in revenue (up 21.7% year‑over‑year), and set Q4 2026 guidance of $1.96–2.00 EPS.
• Significant insider selling occurred recently: CEO Clayton M. Magouyrk sold 10,000 shares and EVP Douglas A. Kehring sold 35,000 shares, while insiders own roughly 40.9% of the company.

Whitaker Myers Wealth Managers LTD. grew its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 157.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,518 shares of the enterprise software provider's stock after purchasing an additional 5,815 shares during the period. Whitaker Myers Wealth Managers LTD.'s holdings in Oracle were worth $1,855,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of ORCL. Brookwood Investment Group LLC grew its holdings in shares of Oracle by 8.6% in the fourth quarter. Brookwood Investment Group LLC now owns 6,741 shares of the enterprise software provider's stock worth $1,314,000 after acquiring an additional 533 shares during the period. Jackson Thornton Wealth Management LLC grew its holdings in shares of Oracle by 88.3% in the fourth quarter. Jackson Thornton Wealth Management LLC now owns 3,694 shares of the enterprise software provider's stock worth $716,000 after acquiring an additional 1,732 shares during the period. Fiduciary Alliance LLC grew its holdings in shares of Oracle by 8.4% in the fourth quarter. Fiduciary Alliance LLC now owns 13,126 shares of the enterprise software provider's stock worth $2,558,000 after acquiring an additional 1,017 shares during the period. V Square Quantitative Management LLC bought a new stake in shares of Oracle in the fourth quarter worth $1,131,000. Finally, Cache Advisors LLC grew its holdings in shares of Oracle by 255.0% in the fourth quarter. Cache Advisors LLC now owns 4,970 shares of the enterprise software provider's stock worth $969,000 after acquiring an additional 3,570 shares during the period. Institutional investors own 42.44% of the company's stock.

Oracle Price Performance

Shares of Oracle stock opened at $137.92 on Friday. The stock's 50-day simple moving average is $150.61 and its 200-day simple moving average is $202.79. Oracle Corporation has a 52 week low of $121.24 and a 52 week high of $345.72. The company has a market capitalization of $396.67 billion, a price-to-earnings ratio of 24.76, a PEG ratio of 1.37 and a beta of 1.60. 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 (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating the consensus estimate 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 the consensus estimate of $16.91 billion. During the same period in the previous year, the business earned $1.47 earnings per share. The business's revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, analysts expect that Oracle Corporation will post 5 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 given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Thursday, April 9th. Oracle's payout ratio is currently 35.91%.

Wall Street Analysts Forecast Growth

Several analysts recently commented on ORCL shares. Morgan Stanley cut their price objective on Oracle from $320.00 to $213.00 and set an "equal weight" rating for the company in a report on Friday, January 23rd. Melius Research set a $160.00 price objective on Oracle in a report on Monday, February 9th. Barclays cut their price objective on Oracle from $310.00 to $230.00 and set an "overweight" rating for the company in a report on Monday, March 9th. KeyCorp cut their price objective on Oracle from $350.00 to $300.00 and set an "overweight" rating for the company in a report on Thursday, December 11th. Finally, Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $160.00 price objective on shares of Oracle in a report on Wednesday, March 11th. Three 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 assigned a Sell rating to the stock. According to MarketBeat.com, Oracle presently has an average rating of "Moderate Buy" and a consensus price target of $260.71.

Insider Transactions at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the business's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the sale, the chief executive officer directly owned 134,030 shares in the company, 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the business's stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the sale, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is currently owned by insiders.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle rolled out a broad set of AI products — Fusion Agentic Applications across HR, finance, supply chain and CX — and major AI Database upgrades aimed at extreme availability and quantum‑resistant security, bolstering its enterprise AI/cloud story. Oracle Launches Agentic Apps for Enterprise Workflows
• Positive Sentiment: Multiple PR releases and coverage highlight Oracle’s new AI agent‑driven capabilities for financial crime/compliance and mission‑critical databases — these expand addressable market and differentiate Oracle vs. peers. Oracle Brings New AI Agent-Driven Capabilities
• Positive Sentiment: Strong demand signs: Q3 revenue growth and an eye‑popping $553B remaining performance obligations (backlog) signal durable revenue visibility, supporting long‑term cloud/AI monetization. Oracle's Sales Are Soaring, But Its Stock Is Falling
• Neutral Sentiment: Asset/financing market activity: PIMCO is marketing portions of roughly $14B of data‑center financing tied to Oracle projects — a liquidity/transfer event that investors are watching for implications on project funding and risk. Pimco Explores Sale Of $14 Billion Oracle Data Center Debt
• Neutral Sentiment: Analyst and rating notes: Some outlets published fresh price targets and an "Equal Weight" reiteration, reflecting mixed analyst views as the company executes a large AI/cloud capex plan. Analyst sets Oracle stock price target for next 12 months
• Negative Sentiment: Mass layoffs: Oracle confirmed wide workforce reductions (reports cite tens of thousands companywide and state filings detail hundreds in California), raising near‑term execution, morale and cost‑reduction questions. Meta, Oracle and Qualcomm share details on layoffs across California
• Negative Sentiment: Investor worry over capex and returns: Commentaries argue investors need to see a ~ $4B return threshold to justify the heavy spending and data‑center investment; that scrutiny is pressuring the stock despite revenue growth. Oracle's Layoffs: The $4 Billion Return Threshold Investors Cannot Ignore
• Negative Sentiment: Geopolitical/operational risk: Coverage flags potential geopolitical threats tied to large Stargate AI data‑center projects (co‑led by Oracle), adding execution and political risk that can weigh on investor sentiment. Oracle Faces New Geopolitical Test For Stargate AI Data Center Bets

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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