38,992 Shares in Oracle Corporation $ORCL Purchased by Fideuram Asset Management Ireland dac

Fideuram Asset Management Ireland dac bought a new position in shares of Oracle Corporation (NYSE:ORCL) in the fourth quarter, Holdings Channel reports. The institutional investor bought 38,992 shares of the enterprise software provider’s stock, valued at approximately $6,977,000.

A number of other hedge funds have also made changes to their positions in ORCL. Brighton Jones LLC increased its position in Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after acquiring an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC increased its position in Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after acquiring an additional 404 shares in the last quarter. Sivia Capital Partners LLC increased its position in Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after acquiring an additional 768 shares in the last quarter. United Bank increased its position in Oracle by 6.8% in the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock valued at $3,288,000 after acquiring an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its position in Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock valued at $11,556,000 after acquiring an additional 8,530 shares in 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: Several recent articles argue Oracle looks attractive versus other AI names, with one calling it a more balanced AI bet than Palantir because of its valuation and long-term upside. Palantir vs. Oracle in 2026. Which One Is the Better Buy Right Now?
• Positive Sentiment: Coverage from 247WallSt and others highlighted Oracle’s large AI cloud backlog and said the shares screen favorably on valuation, suggesting investors may be re-rating the stock higher on growth visibility. Oracle at $192: Buy, Sell or Hold?
• Positive Sentiment: Analyst-oriented previews and market commentary pointed to Oracle’s upcoming Q4 results and AI infrastructure demand as reasons sentiment is turning more positive ahead of earnings. Oracle Q4 Preview: AI Infrastructure In Focus As Sentiment Turns Positive
• Positive Sentiment: Additional coverage said Oracle’s stock has outperformed peers/sector measures and that analysts remain optimistic about its outlook, reinforcing the bullish narrative. How Is Oracle’s Stock Performance Compared to Other Software Stocks
• Neutral Sentiment: Some articles were more general or thematic, including software industry headwinds and Buffett/communication commentary, and are unlikely to move Oracle shares by themselves. 3 Software Stocks to Watch as the Industry Grapples With Headwinds
• Negative Sentiment: One recent report warned that Oracle’s aggressive AI data-center buildout is being funded with significant debt and private credit, which raises balance-sheet risk even as growth prospects improve. Oracle Project Jupiter Puts AI Growth And Debt Risks In Focus

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the stock. Morgan Stanley lowered their price objective on shares of Oracle from $213.00 to $207.00 and set an “equal weight” rating for the company in a research report on Thursday, April 23rd. Robert W. Baird lowered their price objective on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research report on Tuesday, March 10th. Citigroup raised their price objective on shares of Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, March 12th. Royal Bank Of Canada restated a “sector perform” rating and issued a $160.00 price objective on shares of Oracle in a research report on Wednesday, March 11th. Finally, Bank of America assumed coverage on shares of Oracle in a research report on Tuesday, March 24th. They issued a “buy” rating and a $200.00 price objective for the company. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and a consensus price target of $261.46.

Oracle Stock Up 6.5%

Shares of NYSE ORCL opened at $203.42 on Friday. The firm has a market capitalization of $585.05 billion, a PE ratio of 36.52, a price-to-earnings-growth ratio of 1.82 and a beta of 1.55. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The firm’s 50-day moving average is $169.35 and its 200-day moving average is $178.01.

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

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is 35.91%.

Oracle Company 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.