Oracle Corporation (NYSE:ORCL – Get Free Report)’s stock price shot up 4.8% on Wednesday . The stock traded as high as $194.29 and last traded at $194.1950. 27,302,344 shares changed hands during mid-day trading, a decline of 3% from the average session volume of 28,277,244 shares. The stock had previously closed at $185.35.
Oracle News Roundup
Here are the key news stories impacting Oracle this week:
- Positive Sentiment: Jim Cramer publicly backed Oracle, saying investors “should go with Oracle,” and noted the company’s recent quarter was very strong, reinforcing bullish sentiment around the stock. Jim Cramer Says “I Think That You Should Go With Oracle”
- Positive Sentiment: Oracle’s AI infrastructure push remains a key driver, with reports tying the stock’s rise to new OpenAI-linked cloud and financing deals that could expand future demand for Oracle’s data center capacity. Why Oracle (ORCL) Is Up 18.4% After New OpenAI‑Linked AI Infrastructure Deals And Financing
- Positive Sentiment: Oracle was upgraded by Wall Street analysts, adding to the momentum around the shares after the recent rally. Oracle upgraded, Planet Fitness downgraded: Wall Street’s top analyst calls
- Positive Sentiment: Oracle and partner Eightfold AI announced an integration of agentic interviewing with Oracle Fusion Cloud Recruiting, which expands Oracle’s AI-enabled HCM ecosystem and supports cross-sell opportunities. Eightfold AI Announces Integration of Agentic Interviewing with Oracle Fusion Cloud Recruiting
- Positive Sentiment: Oracle was named a Leader in Gartner’s Warehouse Management Systems Magic Quadrant for the 11th straight year, reinforcing the strength of its cloud supply-chain software franchise. Oracle Named a Leader in Gartner Magic Quadrant for Warehouse Management Systems for 11th Consecutive Year
- Neutral Sentiment: Additional articles discussed Oracle Fusion Financials training and broader market chatter, but they do not appear to be direct stock catalysts.
Analyst Ratings Changes
Several research firms recently weighed in on ORCL. Wedbush began coverage on shares of Oracle in a research note on Friday, April 24th. They issued an “outperform” rating and a $225.00 target price for the company. Royal Bank Of Canada reissued a “sector perform” rating and issued a $160.00 target price on shares of Oracle in a research note on Wednesday, March 11th. Barclays decreased their target price on shares of Oracle from $310.00 to $230.00 and set an “overweight” rating for the company in a research note on Monday, March 9th. Guggenheim reaffirmed a “buy” rating and set a $400.00 price target on shares of Oracle in a report on Friday, March 13th. Finally, JPMorgan Chase & Co. raised Oracle from a “neutral” rating to an “overweight” rating and cut their price target for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and an average price target of $259.43.
Oracle Stock Up 0.7%
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 company has a market cap of $563.38 billion, a price-to-earnings ratio of 35.17, a P/E/G ratio of 1.86 and a beta of 1.55. The stock has a fifty day moving average price of $157.74 and a two-hundred day moving average price of $185.85.
Oracle (NYSE:ORCL – Get Free Report) last posted its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter last year, the firm earned $1.47 earnings per share. The company’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. As a group, sell-side analysts expect that Oracle Corporation will post 6.08 EPS for the current year.
Oracle Announces Dividend
The company 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. The ex-dividend date of this dividend 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 (DPR) is currently 35.91%.
Insider Transactions at Oracle
In related news, EVP Stuart Levey sold 15,000 shares of the business’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 completion of the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction dated 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 directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The SEC filing for this sale provides additional information. 40.90% of the stock is owned by insiders.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of ORCL. Brighton Jones LLC raised its stake in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after acquiring an additional 404 shares in the last quarter. Sivia Capital Partners LLC raised its stake in Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after acquiring an additional 768 shares in the last quarter. United Bank raised its stake in Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after acquiring an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after acquiring an additional 8,530 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.
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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