West Family Investments Inc. Cuts Stake in Oracle Corporation $ORCL

West Family Investments Inc. lessened its holdings in shares of Oracle Corporation (NYSE:ORCL) by 32.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,957 shares of the enterprise software provider’s stock after selling 2,418 shares during the period. West Family Investments Inc.’s holdings in Oracle were worth $966,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. HFM Investment Advisors LLC grew its stake in shares of Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after acquiring an additional 96 shares during the last quarter. Basepoint Wealth LLC acquired a new position in Oracle in the 4th quarter worth about $26,000. FSA Wealth Management LLC purchased a new position in Oracle during the third quarter worth approximately $28,000. Joseph Group Capital Management acquired a new stake in Oracle in the fourth quarter valued at approximately $29,000. Finally, Investors Research Corp grew its holdings in Oracle by 465.5% in the fourth 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 period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Trading Down 0.1%

Shares of ORCL opened at $213.41 on Monday. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The stock has a market cap of $613.78 billion, a PE ratio of 38.31, a price-to-earnings-growth ratio of 2.01 and a beta of 1.65. The firm’s fifty day moving average is $179.23 and its two-hundred day moving average is $178.26. 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) last posted its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping the consensus estimate of $1.71 by $0.08. The firm had revenue of $17.19 billion for the quarter, compared to the consensus estimate 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 period last year, the firm posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently announced 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 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Thursday, April 9th. Oracle’s payout ratio is currently 35.91%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts and market commentators are highlighting Oracle as a key AI/cloud beneficiary ahead of earnings, with expectations that strong data-center capex and AI infrastructure demand could support a beat-and-raise result. Oracle Stock Price Forecast — What Analysts Expect Ahead of June 10 Earnings
• Positive Sentiment: Several articles frame Oracle as an AI winner with large revenue potential, noting its rally over the past couple of months and speculation that it could keep gaining if the company shows stronger-than-expected cloud momentum. 1 Unstoppable Stock to Buy Before It Joins Broadcom in the $1 Trillion Club
• Positive Sentiment: Brokerage sentiment remains supportive, with Oracle receiving an average “Moderate Buy” rating, which can reinforce bullish positioning going into earnings. Oracle Corporation Given Average Rating of Moderate Buy by Brokerages
• Neutral Sentiment: Coverage this weekend and early in the week mostly positions Oracle as a major market event alongside the SpaceX IPO and May CPI, which adds visibility but does not itself change fundamentals. SpaceX IPO, Oracle earnings, May CPI: What to watch this week
• Negative Sentiment: Some reports warn that Oracle’s cloud rally has created fresh valuation concerns, and one piece noted the stock’s sharp pullback as investors questioned whether spending and expectations have run ahead of fundamentals. Oracle’s Cloud Rally Raises A Fresh Valuation Question
• Negative Sentiment: Recent commentary also suggests Oracle may increase capex before results, which could pressure near-term margins if spending rises faster than revenue growth. ORCL Stock Tumbles 10% Today – This Analyst Expects Oracle To Increase Capex Spending Ahead Of Results

Insider Activity

In related news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction that occurred 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 completion of the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the company. Piper Sandler decreased their target price on Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. Guggenheim restated a “buy” rating on shares of Oracle in a research report on Friday. JPMorgan Chase & Co. raised shares of Oracle from a “neutral” rating to an “overweight” rating and decreased their price objective for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. Bank of America started coverage on shares of Oracle in a research report on Tuesday, March 24th. They issued a “buy” rating and a $200.00 target price on the stock. Finally, BMO Capital Markets reduced their price target on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a research report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and a consensus target price of $269.71.

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.