Newbridge Financial Services Group Inc. increased its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 17.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 42,377 shares of the enterprise software provider’s stock after purchasing an additional 6,382 shares during the period. Oracle accounts for 1.3% of Newbridge Financial Services Group Inc.’s portfolio, making the stock its 19th largest holding. Newbridge Financial Services Group Inc.’s holdings in Oracle were worth $8,260,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors have also recently bought and sold shares of the stock. Portside Wealth Group LLC raised its position in Oracle by 2.0% in the 4th quarter. Portside Wealth Group LLC now owns 53,706 shares of the enterprise software provider’s stock worth $10,468,000 after purchasing an additional 1,051 shares during the last quarter. Sound Income Strategies LLC raised its position in Oracle by 80.1% in the 4th quarter. Sound Income Strategies LLC now owns 4,357 shares of the enterprise software provider’s stock worth $832,000 after purchasing an additional 1,938 shares during the last quarter. Quilter Plc bought a new position in Oracle in the 4th quarter worth approximately $257,000. Capital Advisors Wealth Management LLC raised its position in Oracle by 10.5% in the 4th quarter. Capital Advisors Wealth Management LLC now owns 1,451 shares of the enterprise software provider’s stock worth $283,000 after purchasing an additional 138 shares during the last quarter. Finally, Capital Management Associates Inc raised its position in Oracle by 1,498.4% in the 4th quarter. Capital Management Associates Inc now owns 19,932 shares of the enterprise software provider’s stock worth $3,885,000 after purchasing an additional 18,685 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.
Insider Buying and Selling at Oracle
In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer owned 134,030 shares of the company’s stock, valued at $20,805,476.90. The trade was a 6.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This trade 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 insiders.
Analyst Upgrades and Downgrades
Read Our Latest Stock Report on Oracle
Oracle Price Performance
ORCL opened at $145.56 on Tuesday. The company has a fifty day moving average price of $152.46 and a two-hundred day moving average price of $204.84. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The firm has a market capitalization of $418.63 billion, a PE ratio of 26.13, a P/E/G ratio of 1.40 and a beta of 1.60.
Oracle (NYSE:ORCL – Get Free Report) last released its earnings results 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 firm had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the previous year, the business earned $1.47 EPS. The business’s quarterly revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.
Oracle Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s payout ratio is 35.91%.
Oracle News Summary
Here are the key news stories impacting Oracle this week:
- Positive Sentiment: Wall‑Street bullishness on Oracle’s cloud/AI backlog and accelerating OCI execution supports long‑term upside despite the pullback; a recent upgrade highlights strong cloud and AI revenue growth and a large services backlog as reasons to buy. OCI And Multicloud Execution Shift The Narrative To Buy
- Neutral Sentiment: Oracle named Hilary Maxson as chief financial officer to steer finance during an aggressive data‑center and AI buildout — a management change that provides experience but also signals a heavy capex phase. Oracle appoints Hilary Maxson as CFO (Reuters)
- Neutral Sentiment: Oracle Commodity Holding Corp. (TSXV: ORCL) closed a small final tranche of a private placement — unrelated to Oracle Corp’s operations but potentially confusing to retail flows because of the ticker overlap. Oracle Commodity Holding Closes Second and Final Tranche
- Negative Sentiment: Reports that Oracle is laying off thousands as it reallocates spend to AI/data‑center buildout — and that the new CFO’s hire and compensation drew scrutiny — create short‑term reputational and execution risk that can pressure the stock. Oracle hires new CFO with $950K salary as thousands face layoffs
- Negative Sentiment: Multiple law firms announced or reminded investors about class‑action and shareholder litigation related to Oracle’s prior disclosures and securities offerings — increasing legal risk and potential future liabilities. Shareholders of Oracle Corporation Should Contact Levi & Korsinsky
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.
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