Net Worth Advisory Group Purchases 4,071 Shares of Oracle Corporation $ORCL

Net Worth Advisory Group lifted its position in Oracle Corporation (NYSE:ORCL) by 428.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,021 shares of the enterprise software provider’s stock after purchasing an additional 4,071 shares during the period. Net Worth Advisory Group’s holdings in Oracle were worth $979,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the company. FSA Wealth Management LLC bought a new stake in Oracle during the third quarter valued at about $28,000. Kilter Group LLC bought a new stake in Oracle during the 2nd quarter valued at approximately $30,000. Darwin Wealth Management LLC raised its stake in Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 65 shares during the period. Investors Research Corp lifted its holdings in Oracle by 465.5% in the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 135 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC boosted its stake in Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 50 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud and AI momentum is being highlighted versus peers — strong cloud growth, a reported $553 billion backlog and a renewed AI push underpin a longer-term commercial thesis for OCI and enterprise AI demand. Oracle vs. Alibaba: Which Cloud & AI Giant Has an Edge Right Now?
• Positive Sentiment: Bank of America’s bullish note argues there’s more upside from current levels (they outline why ORCL could gain materially), which supports a potential rebound narrative for investors focused on earnings execution and cloud monetization. Bank of America Says Oracle Stock Can Gain More Than 30% from Here. Why?
• Positive Sentiment: Oracle picked up a strategic customer win as Veritone said it will migrate AI workloads to Oracle Cloud Infrastructure — a revenue/validation signal for OCI in enterprise AI workloads. Veritone Announces Strategic Agreement with Oracle to Accelerate Enterprise AI and AI Data Economy
• Positive Sentiment: Oracle is expanding physical capacity (116K sq ft lease in Nashville) to support hiring and cloud/engineering growth, signaling continued investment in scale for enterprise AI infrastructure. Oracle Scales Up Nashville Offices to Support Rapid Growth
• Neutral Sentiment: Analyst model tweaks are mixed: Erste Group nudged FY2026 estimates up slightly while trimming FY2027 modestly — signals that forecasts are being re-worked but not yet showing large consensus dislocation. Oracle Analyst Estimate Updates (Erste Group)
• Neutral Sentiment: Market commentary questions whether Oracle is an AI beneficiary or an early casualty of the AI hype cycle; articles stress that upcoming execution (June earnings) will determine if the pullback is a reset or a broader re-rating. Is Oracle the First of the AI Bubbles to Pop?
• Negative Sentiment: Credit markets are signaling rising concern — Oracle’s credit-default-swap (CDS) prices are approaching record highs, implying higher perceived default/credit risk which can pressure institutional holders and debt-sensitive valuation. Oracle’s Credit Default Swap Prices Near Record High Levels
• Negative Sentiment: Multiple securities-class-action filings and law-firm notices (deadlines in early April) add legal overhang and potential settlement risk tied to alleged disclosures around AI infrastructure spending and capital plans. This is a material headline risk while litigations proceed. ROSEN: Oracle Investors Should Secure Counsel Before April 6 Deadline
• Negative Sentiment: Price-target cuts and notes warning about revenue conversion and heavy capex have appeared, increasing near-term downside risk as investors re-price growth vs. capital intensity. Oracle (ORCL) price target decreased by 10.70% to 255.41

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on ORCL shares. Scotiabank reduced their price objective on shares of Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research report on Monday, March 9th. KeyCorp dropped their target price on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. TD Cowen cut their target price on shares of Oracle from $350.00 to $250.00 and set a “buy” rating for the company in a research note on Friday, March 6th. UBS Group reiterated a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and issued a $160.00 price target on shares of Oracle in a research note on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $262.91.

Oracle Price Performance

Oracle stock opened at $139.89 on Friday. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm’s fifty day moving average is $156.72 and its 200 day moving average is $212.46. The company has a market cap of $402.33 billion, a price-to-earnings ratio of 25.12, a PEG ratio of 1.37 and a beta of 1.66.

Oracle (NYSE:ORCL) last issued 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 net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period last year, the company posted $1.47 EPS. 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. Sell-side analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s payout ratio is presently 35.91%.

Insider Activity at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the transaction, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is owned by company insiders.

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.