Citizens Business Bank Acquires New Position in Oracle Corporation $ORCL

Citizens Business Bank acquired a new stake in Oracle Corporation (NYSE:ORCL) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 22,144 shares of the enterprise software provider’s stock, valued at approximately $4,316,000.

Other hedge funds have also recently added to or reduced their stakes in the company. FSA Wealth Management LLC acquired a new stake in Oracle in the third quarter valued at about $28,000. Mpwm Advisory Solutions LLC lifted its position in Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 shares during the period. Turning Point Benefit Group Inc. acquired a new stake in Oracle in the third quarter valued at about $35,000. Financial Consulate Inc. acquired a new stake in Oracle in the third quarter valued at about $37,000. Finally, Corundum Trust Company INC purchased a new position in Oracle in the third quarter valued at about $39,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analysts Forecast Growth

ORCL has been the subject of a number of research analyst reports. Jefferies Financial Group dropped their target price on shares of Oracle from $400.00 to $320.00 and set a “buy” rating for the company in a report on Thursday, March 5th. Mizuho dropped their target price on shares of Oracle from $400.00 to $320.00 and set an “outperform” rating for the company in a report on Monday, March 16th. UBS Group reaffirmed a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Guggenheim reaffirmed a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Friday, March 13th. Finally, Wedbush initiated coverage on shares of Oracle in a report on Friday, April 24th. They issued an “outperform” rating and a $225.00 target price for the company. Three analysts have rated the stock with a Strong Buy rating, twenty-eight 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 company has a consensus rating of “Moderate Buy” and an average price target of $259.56.

Oracle Trading Down 1.5%

Shares of Oracle stock opened at $161.38 on Friday. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The company has a market capitalization of $464.14 billion, a P/E ratio of 28.97, a P/E/G ratio of 1.56 and a beta of 1.60. The business has a 50 day moving average price of $154.96 and a 200 day moving average price of $189.80.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the previous year, the firm posted $1.47 EPS. The company’s quarterly revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts anticipate that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s payout ratio is presently 35.91%.

Insider Activity at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is currently owned by insiders.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush reiterates an Outperform and calls the recent selloff an “overreaction,” backing a $225 price target — provides conviction from a major AI/cloud-focused analyst. Wedbush Reiterates Outperform on Oracle (ORCL), Calls Selloff an Overreaction
• Positive Sentiment: Dan Ives and other bullish write-ups highlight large upside tied to Oracle’s AI infrastructure build and a sizeable backlog, supporting longer-term revenue visibility. Why Dan Ives Is Betting on 35% Upside for Oracle Stock
• Positive Sentiment: Multiple bullish commentaries (247WallSt, Zacks, Seeking Alpha) argue the pullback creates a compelling entry given AI-driven cloud demand, backlog growth, and momentum scores. Oracle’s Recent Pullback Creates a Compelling Entry Point for Long-Term Investors
• Neutral Sentiment: Development in the AI ecosystem — e.g., CoreWeave’s GPU-backed loan — signals continued financing/activity to build AI infrastructure, which could support Oracle’s IaaS demand indirectly. CoreWeave Heralds New AI Borrowing Frontier With GPU-Backed Loan
• Neutral Sentiment: Oracle tech being used in fintech/blockchain pilots (Shinhan Card + Solana) is a small but positive diversification datapoint for adoption outside core cloud contracts. Shinhan Card Partners with Solana Foundation to Pioneer Stablecoin Payments in South Korea
• Negative Sentiment: Reports that OpenAI missed internal targets and may reassess contract spending sparked a sectorwide hit to AI/cloud names and pushed Oracle shares lower due to its exposure to big AI customers. OpenAI Report Sends Oracle, AI Stocks Spiraling
• Negative Sentiment: Isolated reports citing a canceled large server deal (affecting suppliers and signaling potential re-prioritization of vendors) and coverage noting ORCL fell more than the market amplify near-term risk and headline-driven volatility. Why Is Super Micro Computer Stock Falling On Wednesday? Oracle (ORCL) Falls More Steeply Than Broader Market

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.