Westfield Capital Management Co. LP Reduces Holdings in Oracle Corporation $ORCL

Westfield Capital Management Co. LP cut its stake in shares of Oracle Corporation (NYSE:ORCL) by 21.0% in the 4th quarter, HoldingsChannel reports. The fund owned 474,397 shares of the enterprise software provider’s stock after selling 125,800 shares during the quarter. Westfield Capital Management Co. LP’s holdings in Oracle were worth $92,465,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Vista Cima Wealth Management LLC boosted its holdings in Oracle by 172.7% during the 4th quarter. Vista Cima Wealth Management LLC now owns 3,659 shares of the enterprise software provider’s stock valued at $713,000 after acquiring an additional 2,317 shares during the period. Vise Technologies Inc. boosted its holdings in Oracle by 51.6% during the 4th quarter. Vise Technologies Inc. now owns 77,537 shares of the enterprise software provider’s stock valued at $15,113,000 after acquiring an additional 26,395 shares during the period. Continuum Advisory LLC boosted its holdings in Oracle by 3.8% during the 4th quarter. Continuum Advisory LLC now owns 27,290 shares of the enterprise software provider’s stock valued at $5,319,000 after acquiring an additional 1,010 shares during the period. Daiwa Securities Group Inc. boosted its holdings in Oracle by 3.5% during the 4th quarter. Daiwa Securities Group Inc. now owns 314,071 shares of the enterprise software provider’s stock valued at $61,223,000 after acquiring an additional 10,549 shares during the period. Finally, Verus Capital Partners LLC boosted its holdings in Oracle by 19.3% during the 4th quarter. Verus Capital Partners LLC now owns 23,981 shares of the enterprise software provider’s stock valued at $4,674,000 after acquiring an additional 3,876 shares during the period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction 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 transaction, the executive vice president owned 3,429 shares in the company, 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. Company insiders own 40.90% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Investor enthusiasm remains strong around Oracle’s AI infrastructure business, with articles highlighting the company as a major beneficiary of enterprise AI spending and noting that analysts see AI momentum staying strong. UBS also reportedly raised its price target to $285 ahead of earnings, reinforcing bullish sentiment.
• Positive Sentiment: Options activity and commentary from bullish investors suggest traders are positioning for another strong earnings update, reflecting expectations that Oracle’s cloud and AI-related backlog could keep driving growth.
• Neutral Sentiment: Oracle is set to report fiscal fourth-quarter results on June 10, and several previews focused on whether the company can sustain its recent surge in AI-related demand and revenue growth.
• Neutral Sentiment: Media coverage also pointed out that Oracle was featured in broader “AI software stocks” and dividend-stock lists, which supports visibility but does not materially change the near-term investment thesis.
• Negative Sentiment: Shares have come under some pressure ahead of earnings as investors worry that Oracle’s aggressive AI spending could mean higher capital expenditures, more debt, weaker free cash flow, and slower near-term returns from the strategy.
• Negative Sentiment: A shareholder litigation firm also announced an investigation into whether Oracle and certain executives adequately disclosed the risks tied to its AI spending plans, adding a legal overhang for the stock.

Oracle Stock Performance

Shares of ORCL stock opened at $236.51 on Friday. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company’s 50-day moving average is $177.88 and its 200 day moving average is $178.30. The company has a market capitalization of $680.23 billion, a price-to-earnings ratio of 42.46, a price-to-earnings-growth ratio of 2.16 and a beta of 1.65. 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 (NYSE:ORCL) last announced its quarterly earnings data 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 net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the prior year, the firm posted $1.47 EPS. Oracle’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. Sell-side analysts expect that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s dividend payout ratio is 35.91%.

Analyst Upgrades and Downgrades

ORCL has been the subject of several analyst reports. BMO Capital Markets dropped their target price on Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a report on Wednesday, March 11th. Guggenheim reiterated a “buy” rating and issued a $400.00 price objective on shares of Oracle in a report on Friday, March 13th. Weiss Ratings upgraded Oracle from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, May 29th. Monness Crespi & Hardt reiterated a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. Finally, Piper Sandler dropped their price objective on Oracle from $240.00 to $210.00 and set an “overweight” rating for the company in a report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $264.70.

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.