Keudell Morrison Wealth Management Acquires Shares of 9,257 Oracle Corporation $ORCL

Keudell Morrison Wealth Management acquired a new stake in shares of Oracle Corporation (NYSE:ORCL) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 9,257 shares of the enterprise software provider’s stock, valued at approximately $1,804,000.

Other hedge funds also recently bought and sold shares of the company. Xponance Inc. increased its holdings in Oracle by 1.8% in the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock worth $114,336,000 after buying an additional 7,320 shares during the last quarter. Stonegate Investment Group LLC increased its holdings in Oracle by 3.2% in the third quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider’s stock worth $27,955,000 after buying an additional 3,065 shares during the last quarter. DDD Partners LLC acquired a new position in Oracle in the fourth quarter worth approximately $1,677,000. William Blair Investment Management LLC increased its holdings in Oracle by 28.6% in the third quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider’s stock worth $311,497,000 after buying an additional 246,243 shares during the last quarter. Finally, Meridian Wealth Management LLC increased its holdings in Oracle by 6.6% in the third quarter. Meridian Wealth Management LLC now owns 50,712 shares of the enterprise software provider’s stock worth $14,262,000 after buying an additional 3,150 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction that occurred on 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 sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Oracle Trading Up 0.9%

Shares of ORCL stock opened at $189.76 on Friday. Oracle Corporation has a 12 month low of $134.57 and a 12 month 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 business’s 50 day moving average is $165.70 and its two-hundred day moving average is $179.91. The company has a market cap of $545.76 billion, a PE ratio of 34.07, a price-to-earnings-growth ratio of 1.80 and a beta of 1.55.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter last year, the company posted $1.47 earnings per share. The company’s revenue for the quarter was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts predict that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.1%. The ex-dividend date was Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is 35.91%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on ORCL shares. Stifel Nicolaus dropped their price objective on Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a report on Wednesday, March 11th. UBS Group restated a “buy” rating on shares of Oracle in a report on Monday, February 2nd. JPMorgan Chase & Co. upgraded Oracle from a “neutral” rating to an “overweight” rating and dropped their price objective for the stock from $230.00 to $210.00 in a report on Wednesday, March 11th. Guggenheim restated a “buy” rating and issued a $400.00 price objective on shares of Oracle in a report on Friday, March 13th. Finally, Deutsche Bank Aktiengesellschaft dropped their price objective on Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a report on Monday, March 9th. Three equities 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 issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $261.46.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s latest quarterly results showed about $17.2 billion in revenue, 22% growth, and 44% cloud growth, while its AI backlog reportedly reached $553 billion, reinforcing the bull case for long-term demand. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
• Positive Sentiment: Analysts remained upbeat, saying investors may be underestimating Oracle’s visibility into future demand as AI infrastructure spending accelerates and Oracle Cloud Infrastructure expands. Wedbush Remains Bullish On Oracle (ORCL), Says Investors Are Overlooking Demand Visibility
• Positive Sentiment: Oracle’s NetSuite division was cited as a growth driver, with mid-market cloud ERP traction and AI features helping support revenue momentum into 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?
• Neutral Sentiment: Several articles framed Oracle as a major AI and cloud beneficiary, including forecasts and market commentary on its valuation and role in the broader public cloud race. Oracle Stock Price Forecast 2026 — What Financial Analysts Expect Right Now
• Negative Sentiment: Some coverage noted that Oracle remains weighed down by heavy capital spending and questions around earnings estimates, suggesting not all investors are fully convinced the AI growth story will translate cleanly into profits. Oracle Stock Rises 32% in 3 Months on Cloud Strength: Buy Now or Hold?

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.