Oracle Corporation $ORCL is Rockline Wealth Management LLC’s 8th Largest Position

31 May 2026, 10:50 by Scott Moore · The Cerbat Gem

Rockline Wealth Management LLC raised its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 5.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 60,052 shares of the enterprise software provider’s stock after acquiring an additional 3,050 shares during the period. Oracle makes up 2.4% of Rockline Wealth Management LLC’s investment portfolio, making the stock its 8th biggest holding. Rockline Wealth Management LLC’s holdings in Oracle were worth $11,705,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. HFM Investment Advisors LLC raised its holdings in Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after purchasing an additional 96 shares in the last quarter. Basepoint Wealth LLC purchased a new stake in Oracle in the 4th quarter valued at approximately $26,000. FSA Wealth Management LLC purchased a new stake in Oracle in the 3rd quarter valued at approximately $28,000. Joseph Group Capital Management purchased a new stake in Oracle in the 4th quarter valued at approximately $29,000. Finally, Investors Research Corp boosted its holdings in Oracle by 465.5% in the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 135 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Stock Up 10.9%

Shares of NYSE ORCL opened at $225.85 on Friday. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The company has a market capitalization of $649.55 billion, a PE ratio of 40.55, a price-to-earnings-growth ratio of 2.15 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 firm’s 50-day moving average is $170.81 and its two-hundred day moving average is $178.35.

Oracle (NYSE:ORCL – Get Free Report) 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. The company had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts anticipate 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 paid a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 0.9%. Oracle’s dividend payout ratio is presently 35.91%.

Analyst Ratings Changes

ORCL has been the topic of a number of analyst reports. Citigroup lifted their price objective on Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, March 12th. Stephens restated an “equal weight” rating and set a $254.00 target price on shares of Oracle in a research report on Tuesday, April 7th. Oppenheimer upped their target price on shares of Oracle from $210.00 to $235.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 12th. Bank of America assumed coverage on shares of Oracle in a research report on Tuesday, March 24th. They set a “buy” rating and a $200.00 target price on the stock. Finally, Monness Crespi & Hardt restated a “hold” rating on shares of Oracle in a research report on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and a consensus target price of $261.46.

Read Our Latest Report on ORCL

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle is benefiting from renewed enthusiasm for AI-related software stocks, with investors viewing the company as a key AI/cloud infrastructure winner alongside peers like Snowflake and ServiceNow. Snowflake, Oracle, ServiceNow Stocks Rally As AI Trade Heats Up Again
Positive Sentiment: Bullish trading signals and unusual options activity point to stronger near-term sentiment, including a Power Inflow alert and a big jump in call buying. Oracle Shares Rise 4% After Key Trading Signal
Positive Sentiment: Analysts and market commentary continue to highlight Oracle’s AI cloud backlog and improving outlook, suggesting investors are focusing more on growth potential than on recent volatility. Zacks Industry Outlook Highlights Oracle, Intuit and Progress Software
Positive Sentiment: Several recent pieces frame Oracle as a possible undervalued AI beneficiary, reinforcing the case for continued investor interest in the stock. Is Oracle Stock an Undervalued Stock to Buy?
Neutral Sentiment: Oracle is also drawing regulatory scrutiny over TikTok U.S. data safeguards and recommendation-algorithm concerns, which is not a direct business hit but could add headline risk. Democratic senator wants TikTok US JV, Oracle to answer questions on platform safeguards
Neutral Sentiment: Some investors are still focused on Oracle’s debt load and capital spending for AI data centers, a longer-term concern that could cap enthusiasm if profitability doesn’t keep up. Concerns Over Debt Weigh on Oracle (ORCL) Amid AI Data Center Expansion

Insider Activity

In related news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the transaction, the executive vice president 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 sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle Company Profile

(Free Report)

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.

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