Oracle Corporation $ORCL Shares Bought by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC raised its holdings in Oracle Corporation (NYSE:ORCL) by 13.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 917,304 shares of the enterprise software provider’s stock after purchasing an additional 105,368 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Oracle were worth $178,001,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. FSA Wealth Management LLC purchased a new stake in Oracle in the 3rd quarter valued at about $28,000. Kilter Group LLC acquired a new position in Oracle in the second quarter valued at about $30,000. Darwin Wealth Management LLC boosted its stake in Oracle by 130.0% during the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 65 shares during the period. Investors Research Corp boosted its stake in Oracle by 465.5% during the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 135 shares during the period. Finally, Mpwm Advisory Solutions LLC increased its position in shares of Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 50 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Large AI backlog and upbeat analyst bull cases reinforce growth narrative — recent coverage highlights a reported $553 billion backlog tied to AI contracts that helped spark the post‑earnings pop and supports bullish long‑term upside for cloud/AI exposure. Massive News: Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026
• Positive Sentiment: Top‑street bulls (e.g., Guggenheim) reiterate buy cases and high price targets — some firms kept very bullish PTs after the quarter, arguing AI buildout could drive a future cash‑flow inflection. Why Guggenheim Sees Oracle’s AI Buildout Setting Up a Future Cash Flow Inflection
• Positive Sentiment: Bullish takeaways on durable cloud growth — commentators argue the quarter strengthens the case for sustained AI-driven revenue upside, making the stock a candidate for a multi‑year rally if execution holds. Where Will Oracle Be in 2 Years?
• Neutral Sentiment: Mixed media and pundit comments are tempering momentum — high‑profile commentators (e.g., Jim Cramer) called Oracle “good” but suggested other names may be better, which can cool retail enthusiasm. Jim Cramer Says “Oracle’s Good, But I Think There Are Others That Are Better”
• Neutral Sentiment: Capex debate remains unresolved — analysts flag Oracle’s plan for very large 2026 capex as high‑risk/high‑reward; markets are weighing long‑term payoff vs near‑term cash burn. Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?
• Negative Sentiment: Investors refocus on dilution and financing risk after the AI‑driven results pop — post‑earnings materials reiterated large funding/capex plans (including an ATM program) that can pressure the share price. Oracle shares slide as investors refocus on dilution and spending risk after AI-driven results pop
• Negative Sentiment: Multiple securities‑fraud class actions and law‑firm alerts have been filed/issued, increasing legal and reputational overhang and creating headline risk. Kessler Topaz files securities fraud class action against Oracle
• Negative Sentiment: Insider selling and institutional rotation data are being flagged by trackers, which can amplify downside momentum while headline and dilution concerns remain. Oracle shares slide as investors refocus on dilution and spending risk after AI-driven results pop (insider activity)
• Negative Sentiment: Analysis highlighting cash burn from the AI push raises short‑term profitability and financing concerns despite growth — this keeps some value investors on the sidelines. Oracle Is Burning Cash in the Pursuit of “Hypergrowth.”

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Monness Crespi & Hardt restated a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. Piper Sandler dropped their target price on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating for the company in a report on Wednesday, March 11th. Weiss Ratings lowered Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. Guggenheim restated a “buy” rating and set a $400.00 price target on shares of Oracle in a research report on Friday, March 13th. Finally, KeyCorp dropped their price objective on Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $265.77.

Insider Activity

In related news, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the transaction, the director owned 25,596 shares of the company’s stock, valued at $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s 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 owned 134,030 shares in the company, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 62,223 shares of company stock valued at $11,763,864. 40.90% of the stock is currently owned by company insiders.

Oracle Price Performance

Shares of NYSE ORCL opened at $149.32 on Monday. The stock’s 50-day moving average is $161.76 and its two-hundred day moving average is $215.21. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a market cap of $429.44 billion, a price-to-earnings ratio of 26.81, a price-to-earnings-growth ratio of 1.29 and a beta of 1.66.

Oracle (NYSE:ORCL) last announced its quarterly earnings data 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. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the previous year, the company posted $1.47 earnings per share. The business’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. Analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.3%. The ex-dividend date is Thursday, April 9th. Oracle’s payout ratio is 35.91%.

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.