Oracle Corporation $ORCL Shares Bought by Berkshire Capital Holdings Inc.

Berkshire Capital Holdings Inc. grew its stake in Oracle Corporation (NYSE:ORCL) by 770,900.0% during the 4th quarter, Holdings Channel reports. The fund owned 77,100 shares of the enterprise software provider’s stock after acquiring an additional 77,090 shares during the period. Oracle comprises about 5.0% of Berkshire Capital Holdings Inc.’s portfolio, making the stock its 5th biggest position. Berkshire Capital Holdings Inc.’s holdings in Oracle were worth $15,028,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in ORCL. Jennison Associates LLC lifted its position in shares of Oracle by 2,062.4% in the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock valued at $2,595,072,000 after acquiring an additional 8,800,546 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Oracle by 3.5% in the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock valued at $34,070,674,000 after acquiring an additional 5,841,584 shares in the last quarter. American Century Companies Inc. lifted its position in shares of Oracle by 333.7% in the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock valued at $1,473,137,000 after acquiring an additional 4,030,382 shares in the last quarter. Amundi lifted its position in shares of Oracle by 32.9% in the third quarter. Amundi now owns 9,636,090 shares of the enterprise software provider’s stock valued at $2,809,609,000 after acquiring an additional 2,385,556 shares in the last quarter. Finally, SG Americas Securities LLC lifted its position in shares of Oracle by 921.6% in the fourth quarter. SG Americas Securities LLC now owns 2,311,815 shares of the enterprise software provider’s stock valued at $450,596,000 after acquiring an additional 2,085,514 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $192.13 on Friday. The firm has a market capitalization of $552.58 billion, a PE ratio of 34.49, a P/E/G ratio of 1.81 and a beta of 1.55. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The business has a 50-day moving average of $166.27 and a two-hundred day moving average of $179.99. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm’s revenue was up 21.7% on a year-over-year basis. During the same period in the prior year, the firm posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were paid a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.0%. Oracle’s dividend payout ratio is currently 35.91%.

Insider Buying and Selling

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

Analyst Upgrades and Downgrades

ORCL has been the topic of several recent research reports. Scotiabank reduced their price objective on Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research report on Monday, March 9th. Weiss Ratings downgraded Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. UBS Group reiterated a “buy” rating on shares of Oracle in a research report on Monday, February 2nd. DA Davidson increased their target price on Oracle from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Wednesday, March 11th. Finally, Barclays reduced their target price on Oracle from $310.00 to $230.00 and set an “overweight” rating on the stock in a research report on Monday, March 9th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $261.46.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
• Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
• Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?

Oracle 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.