Bluebird Wealth Management LLC Takes $1.27 Million Position in Oracle Corporation $ORCL

Bluebird Wealth Management LLC acquired a new stake in shares of Oracle Corporation (NYSE:ORCL) in the 4th quarter, HoldingsChannel reports. The fund acquired 6,518 shares of the enterprise software provider’s stock, valued at approximately $1,270,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Mine & Arao Wealth Creation & Management LLC. lifted its holdings in Oracle by 0.7% in the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after buying an additional 36 shares during the period. Avion Wealth lifted its holdings in Oracle by 16.6% in the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after buying an additional 37 shares during the period. Keystone Wealth Services LLC lifted its holdings in Oracle by 2.0% in the third quarter. Keystone Wealth Services LLC now owns 2,044 shares of the enterprise software provider’s stock worth $575,000 after buying an additional 40 shares during the period. Allen Capital Group LLC lifted its holdings in Oracle by 1.3% in the third quarter. Allen Capital Group LLC now owns 3,276 shares of the enterprise software provider’s stock worth $921,000 after buying an additional 41 shares during the period. Finally, Noesis Capital Mangement Corp lifted its holdings in Oracle by 1.3% in the third quarter. Noesis Capital Mangement Corp now owns 3,377 shares of the enterprise software provider’s stock worth $950,000 after buying an additional 42 shares during the period. 42.44% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the sale, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the sale, the chief executive officer owned 134,030 shares in the company, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 40.90% of the company’s stock.

Oracle Trading Up 4.8%

NYSE:ORCL opened at $194.20 on Thursday. The company’s 50 day moving average price is $156.77 and its 200-day moving average price is $186.54. Oracle Corporation has a 52 week low of $134.57 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 stock has a market cap of $558.51 billion, a price-to-earnings ratio of 34.86, a PEG ratio of 1.77 and a beta of 1.55.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating 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 firm had revenue of $17.19 billion for the quarter, compared to analysts’ expectations of $16.91 billion. During the same quarter in the prior 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. On average, equities research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently declared 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. The ex-dividend date was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. Oracle’s dividend payout ratio is presently 35.91%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Massive contracted backlog — independent coverage highlights a $553 billion backlog that grew ~325% year-over-year, which investors view as multi-year revenue visibility and a key reason to buy ORCL shares. Oracle’s $553 Billion Backlog
• Positive Sentiment: AI infrastructure case and technical breakout — analysis argues Oracle’s chart has flipped to a breakout driven by AI-infrastructure demand and recent rally momentum, supporting further upside. Oracle Stock’s Breakout Is Real
• Positive Sentiment: New defense and AI contract headlines — reporting ties a classified U.S. defense deal and broader AI spending catalysts to Oracle’s surge, underlining government as an incremental demand source. Why Is Oracle Stock Surging
• Positive Sentiment: Major Michigan data‑center build for Oracle/OpenAI moves forward — construction reports on the $16B campus (built for Oracle and OpenAI) reinforce tangible capex and long-term capacity expansion supporting cloud/inference revenue. Walbridge Is Building the Largest Project
• Neutral Sentiment: Analyst and Wall Street tone is mixed-to-positive — coverage roundup pieces assess whether the Street is broadly bullish or bearish; some firms (Wedbush) reaffirm Outperform while others caution on concentration risk. Oracle stock outlook
• Neutral Sentiment: Macro/peer context — Microsoft’s strong AI/cloud revenue growth underscores the competitive and capex environment Oracle competes in; investors weigh margin pressure and higher industry capex when valuing ORCL. Microsoft Q3 Revenues Jump
• Negative Sentiment: Concentration and spending concerns — articles note that a major AI customer dominates Oracle’s story and some investors worry about AI spending concentration and potential margin/cost pressures. Oracle Stock Is Still Down YTD
• Negative Sentiment: Reputational/backlash risk tied to layoffs and “train your replacement” themes — commentators suggest social and operational pushback could create headlines that pressure sentiment. The Backlash to “Train Your Replacement” Begins

Analyst Ratings Changes

ORCL has been the subject of several research analyst reports. Oppenheimer raised their price objective on shares of Oracle from $185.00 to $210.00 and gave the stock an “outperform” rating in a report on Wednesday, March 11th. Stifel Nicolaus decreased their target price on shares of Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a research note on Wednesday, March 11th. Weiss Ratings lowered shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. DA Davidson lifted their target price on shares of Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a report on Wednesday, March 11th. Finally, Melius Research set a $160.00 target price on shares of Oracle in a report on Monday, February 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and a consensus target price of $259.56.

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.