John G Ullman & Associates Inc. Acquires 2,853 Shares of Oracle Corporation $ORCL

John G Ullman & Associates Inc. lifted its holdings in Oracle Corporation (NYSE:ORCL) by 18.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 18,473 shares of the enterprise software provider’s stock after purchasing an additional 2,853 shares during the quarter. John G Ullman & Associates Inc.’s holdings in Oracle were worth $3,601,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in ORCL. Greykasell Wealth Strategies Inc. increased its position in Oracle by 1.1% during the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 3,943 shares of the enterprise software provider’s stock worth $1,109,000 after buying an additional 42 shares during the period. WoodTrust Financial Corp increased its position in Oracle by 1.1% during the 3rd quarter. WoodTrust Financial Corp now owns 4,275 shares of the enterprise software provider’s stock worth $1,202,000 after buying an additional 45 shares during the period. Community Bank & Trust Waco Texas increased its position in Oracle by 0.3% during the 3rd quarter. Community Bank & Trust Waco Texas now owns 15,728 shares of the enterprise software provider’s stock worth $4,423,000 after buying an additional 45 shares during the period. Beacon Bridge Wealth Partners LLC increased its position in Oracle by 3.0% during the 3rd quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider’s stock worth $434,000 after buying an additional 45 shares during the period. Finally, Everest Management Corp. increased its position in Oracle by 0.9% during the 3rd quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider’s stock worth $1,481,000 after buying an additional 45 shares during the period. 42.44% of the stock is owned by institutional investors.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: 24/7 Wall St. reiterated a bullish view on Oracle (ORCL), setting a 12-month price target of about $245 and pointing to strong backlog growth and accelerating cloud infrastructure economics as key upside drivers.
• Positive Sentiment: Wedbush said Oracle is building a durable position for the next phase of the AI cycle, suggesting the market may be underestimating its role in future AI demand.
• Positive Sentiment: Coverage focused on Oracle’s “AI heavyweight” status as investors increasingly view its legacy software base, cloud expansion, and AI infrastructure exposure as a major advantage. Oracle Went From Tech Dinosaur to AI Heavyweight
• Positive Sentiment: Oracle also drew attention for expanding its agentic AI push through U.S. defense partnerships, reinforcing the idea that its AI platform is gaining traction in high-value government and enterprise use cases. Oracle Expands Its Agentic AI Push Through U.S. Defense Partnerships
• Neutral Sentiment: Oracle added Cleveland Clinic CEO Tomislav Mihaljevic to its board, which may support its healthcare strategy but is unlikely to be an immediate stock-moving catalyst. Oracle adds Cleveland Clinic CEO to board of directors

Analysts Set New Price Targets

Several research analysts have weighed in on ORCL shares. Melius Research set a $160.00 price objective on Oracle in a research report on Monday, February 9th. Piper Sandler lowered their price objective on Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. JPMorgan Chase & Co. upgraded Oracle from a “neutral” rating to an “overweight” rating and lowered their price objective for the stock from $230.00 to $210.00 in a research report on Wednesday, March 11th. Oppenheimer increased their target price on Oracle from $210.00 to $235.00 and gave the stock an “outperform” rating in a report on Tuesday. Finally, DA Davidson increased their target price on Oracle from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $261.46.

Oracle Stock Performance

ORCL opened at $193.13 on Friday. The firm has a market cap of $555.44 billion, a P/E ratio of 34.67, a price-to-earnings-growth ratio of 1.84 and a beta of 1.55. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. 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 business’s fifty day moving average is $162.96 and its 200-day moving average is $182.92.

Oracle (NYSE:ORCL) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping 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 return on equity of 62.70% and a net margin of 25.30%.Oracle’s quarterly revenue was up 21.7% on a year-over-year basis. During the same period in the prior year, the firm posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts expect that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Announces Dividend

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

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction dated 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 directly owned 3,429 shares of the company’s stock, valued at $604,155.51. This trade 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 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.

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.