Fideuram Intesa Sanpaolo Private Banking S.P.A. Acquires Shares of 18,192 Oracle Corporation $ORCL

Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in Oracle Corporation (NYSE:ORCL) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 18,192 shares of the enterprise software provider’s stock, valued at approximately $3,546,000.

Other institutional investors also recently bought and sold shares of the company. Xponance Inc. increased its stake in shares of Oracle by 1.8% during the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock worth $114,336,000 after acquiring an additional 7,320 shares during the period. Stonegate Investment Group LLC increased its stake in shares of Oracle by 3.2% during the third quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider’s stock worth $27,955,000 after acquiring an additional 3,065 shares during the period. Migdal Insurance & Financial Holdings Ltd. increased its stake in shares of Oracle by 62.1% during the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 483,000 shares of the enterprise software provider’s stock worth $135,839,000 after acquiring an additional 184,996 shares during the period. DDD Partners LLC acquired a new position in shares of Oracle during the fourth quarter worth about $1,677,000. Finally, William Blair Investment Management LLC increased its stake in shares of Oracle by 28.6% during 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 acquiring an additional 246,243 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the sale, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the stock. JPMorgan Chase & Co. upgraded shares of Oracle from a “neutral” rating to an “overweight” rating and dropped their price target for the stock from $230.00 to $210.00 in a research note on Wednesday, March 11th. Sanford C. Bernstein set a $313.00 target price on shares of Oracle in a research report on Monday, February 9th. BMO Capital Markets lowered their target price on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating on the stock in a research report on Wednesday, March 11th. Guggenheim restated a “buy” rating and set a $400.00 target price on shares of Oracle in a research report on Friday, March 13th. Finally, Piper Sandler lowered their target price on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $261.46.

Oracle Trading Up 3.5%

Shares of ORCL opened at $187.90 on Thursday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm’s 50-day moving average is $164.89 and its two-hundred day moving average is $180.42. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The firm has a market capitalization of $540.40 billion, a P/E ratio of 33.73, a PEG ratio of 1.73 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 earnings per share (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 quarter in the prior year, the firm earned $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. On average, research analysts predict that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is being highlighted as an underappreciated AI infrastructure winner, with commentary pointing to its growing cloud backlog and steady earnings compounding as reasons the stock could surprise investors. These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors
• Positive Sentiment: Wall Street commentary says Oracle’s heavy AI spending may be nearing a turning point, with analysts seeing “light at the end of the tunnel” for costs tied to the company’s cloud and AI buildout. Oracle Stock: ‘Light At The End Of The Tunnel’ Seen For Big AI Spending
• Positive Sentiment: Oracle is reportedly set to be the first cloud provider to deploy Nvidia’s next-generation Vera CPUs at hyperscale, reinforcing its position as a major AI cloud platform for enterprise customers. Oracle Bets On Nvidia Vera CPUs To Power Next Wave Of AI
• Positive Sentiment: Oracle is being framed as attractively valued after pulling back from its highs, with articles arguing the recent decline may have created a better entry point for AI-focused investors. Is This AI Stock a Buy at 24 Times Earnings — or a Value Trap in Disguise?
• Neutral Sentiment: Oracle remains in the headlines as a major tech name, including broader market commentary and trading-disclosure mentions, but these items do not appear to materially change the near-term investment thesis. Trump’s Trading Disclosure Shows Activity In Nvidia, AMD, Microsoft, Oracle And Other Major Stocks
• Negative Sentiment: Some coverage continues to flag Oracle’s rising debt and negative free cash flow as risks, suggesting the AI growth story still comes with financial strain and execution pressure. Great News: Oracle Stock Could Be One of the Most Underrated AI Infrastructure Stocks

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.