W.G. Shaheen & Associates DBA Whitney & Co Increases Holdings in Oracle Corporation $ORCL

W.G. Shaheen & Associates DBA Whitney & Co lifted its position in shares of Oracle Corporation (NYSE:ORCL) by 29.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,638 shares of the enterprise software provider’s stock after acquiring an additional 3,344 shares during the quarter. W.G. Shaheen & Associates DBA Whitney & Co’s holdings in Oracle were worth $2,853,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of ORCL. FSA Wealth Management LLC purchased a new stake in shares of Oracle during the 3rd quarter worth approximately $28,000. Mpwm Advisory Solutions LLC boosted its stake in shares of Oracle by 76.9% during the 3rd 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 in the last quarter. Investors Research Corp boosted its stake in shares of Oracle by 465.5% during the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 135 shares in the last quarter. YANKCOM Partnership lifted its stake 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 buying an additional 131 shares in the last quarter. Finally, Turning Point Benefit Group Inc. purchased a new stake in Oracle in the 3rd quarter valued at approximately $35,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on ORCL shares. Weiss Ratings lowered Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, January 23rd. Stifel Nicolaus reduced their target price on Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, March 11th. Robert W. Baird reduced their target price on Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a research note on Tuesday, March 10th. Piper Sandler reduced their target price on Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 11th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $229.00 target price on shares of Oracle in a research note on Wednesday, March 11th. Three 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 company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $259.56.

Oracle Trading Down 1.3%

Shares of ORCL opened at $163.84 on Thursday. The stock has a fifty day moving average of $154.86 and a two-hundred day moving average of $190.00. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The company has a market capitalization of $471.21 billion, a PE ratio of 29.41, a price-to-earnings-growth ratio of 1.65 and a beta of 1.60. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating the consensus estimate 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%.Oracle’s revenue was up 21.7% on a year-over-year basis. During the same period in the previous year, the firm posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, analysts forecast that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders 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 dividend yield of 1.2%. The ex-dividend date was Thursday, April 9th. Oracle’s dividend payout ratio is presently 35.91%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Dan Ives (and other bullish analysts) rate ORCL as having material upside based on its AI infrastructure positioning and set a price target (~$225), highlighting Oracle’s Project Jupiter momentum and long-term revenue potential. Why Dan Ives Is Betting on 35% Upside for Oracle Stock
• Positive Sentiment: Oracle struck a meaningful infrastructure/energy partnership: Bloom Energy will power Oracle’s large AI data‑center campus (2.45 GW microgrid), reducing reliance on traditional power and supporting data‑center buildout. This is a visible, revenue‑adjacent win for Project Jupiter. Oracle to use Bloom Energy fuel cells to power 2.45 GW AI data center
• Positive Sentiment: Related Digital and Blackstone arranged financing (~$16B) tied to Oracle’s data‑center project, signaling third‑party capital support for Oracle’s expansion and de‑risking some capex. Related Digital, Blackstone secure $16B for Oracle data center
• Neutral Sentiment: Oracle’s broader AI-infrastructure narrative attracts coverage arguing the stock may be undervalued as cloud growth accelerates; useful for long‑term thesis but not an immediate catalyst. Oracle’s AI Future: Undervalued Infrastructure
• Neutral Sentiment: Talent demand remains strong for Oracle Fusion SCM roles, indicating continued enterprise adoption and product stickiness but with limited immediate market impact. Why Oracle Fusion SCM Jobs Are in High Demand Today
• Negative Sentiment: Multiple outlets reported that OpenAI missed internal user/revenue targets; investors fear this could weaken demand or payment for Oracle’s large multi‑year cloud commitments and increase scrutiny of Oracle’s capex/debt profile—this drove the recent selloff in ORCL and other AI‑linked names. OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling
• Negative Sentiment: Short‑term volatility intensified after premarket reports that ORCL shares plunged on OpenAI concerns and headlines questioning Oracle’s exposure and funding needs for its expansive data‑center plans. Monitor updates on OpenAI contracts and any official commentary from Oracle. Oracle (ORCL) Shares Plunge 7% Following OpenAI Growth Shortfall Report

Insiders Place Their Bets

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the sale, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. This represents a 6.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction on 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 sale, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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.