Financial Planning Hawaii Inc. Takes $861,000 Position in Oracle Corporation $ORCL

Financial Planning Hawaii Inc. acquired a new stake in shares of Oracle Corporation (NYSE:ORCL) in the fourth quarter, HoldingsChannel reports. The fund acquired 4,416 shares of the enterprise software provider’s stock, valued at approximately $861,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of ORCL. FSA Wealth Management LLC acquired a new stake in shares of Oracle during the 3rd quarter worth approximately $28,000. Darwin Wealth Management LLC boosted its position in Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 65 shares during the period. Mpwm Advisory Solutions LLC grew its stake in Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. bought a new position in Oracle during the 3rd quarter worth $35,000. Finally, Financial Consulate Inc. acquired a new stake in Oracle in the third quarter worth $37,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Vertex launched its O Series Tax Engine and Indirect Tax Accelerator on the Oracle Marketplace, making the Vertex solution deployable on Oracle Cloud Infrastructure — a positive signal for OCI adoption and partner-led revenue. Vertex launches on Oracle Marketplace
• Positive Sentiment: Oracle will pay its first quarterly dividend of 2026 on April 24, supporting income-focused investors and signaling capital-return discipline. Oracle dividend announcement
• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for Oracle, indicating some analyst confidence in the company’s financial outlook. Erste Group raises Oracle EPS estimate
• Neutral Sentiment: Media pieces (MarketWatch/Invezz/Fool) debate Oracle’s AI positioning vs. peers — some see large upside if AI spending pays off, while others favor competitors like Broadcom for AI exposure; useful context for longer-term thesis but not an immediate catalyst. Why Oracle may be an AI winner
• Neutral Sentiment: Eagle Mountain Mining update on an unrelated Oracle Ridge JV (mining) is not material to Oracle Corp’s business; can be ignored for ORCL stock drivers. Eagle Mountain advances Oracle Ridge JV
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs for securities-fraud class actions and investigations covering the June–Dec 2025 period, alleging misleading statements about Oracle’s AI data-center capabilities and capital spending — a near-term negative catalyst that increases legal risk, potential costs, and investor uncertainty. Representative notices: Kessler Topaz (PR Newswire), Levi & Korsinsky (GlobeNewswire), Schall Law Firm (PR Newswire). Kessler Topaz class action Levi & Korsinsky notice Schall Law Firm investigation

Insider Buying and Selling

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction 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 transaction, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the transaction, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% 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 owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the company. Scotiabank cut their target price on Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research note on Monday, March 9th. Morgan Stanley lowered their price target on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a research report on Friday, January 23rd. Jefferies Financial Group dropped their price objective on shares of Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. DA Davidson boosted their target price on shares of Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Wednesday, March 11th. Finally, Mizuho decreased their target price on shares of Oracle from $400.00 to $320.00 and set an “outperform” rating for the company in a research report on Monday, March 16th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $262.91.

Oracle Trading Down 0.7%

NYSE:ORCL opened at $138.71 on Tuesday. The stock has a market cap of $398.93 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 1.33 and a beta of 1.66. 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 Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The business has a fifty day moving average of $155.67 and a 200-day moving average of $210.25.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The business had revenue of $17.19 billion for the quarter, compared to analysts’ expectations of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company’s revenue was up 21.7% on a year-over-year basis. During the same period in the previous year, the business earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be issued a $0.50 dividend. The ex-dividend date is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s dividend payout ratio (DPR) is 35.91%.

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.