Perigon Wealth Management LLC Has $9.70 Million Position in Oracle Corporation $ORCL

Perigon Wealth Management LLC boosted its holdings in Oracle Corporation (NYSE:ORCL) by 22.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 34,473 shares of the enterprise software provider’s stock after acquiring an additional 6,271 shares during the quarter. Perigon Wealth Management LLC’s holdings in Oracle were worth $9,695,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Oracle in the 2nd quarter worth approximately $4,275,378,000. Vanguard Group Inc. boosted its stake in Oracle by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock valued at $35,916,290,000 after buying an additional 3,353,461 shares in the last quarter. Kingstone Capital Partners Texas LLC bought a new stake in Oracle in the second quarter valued at $731,512,000. Invesco Ltd. raised its stake in Oracle by 42.1% during the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock worth $1,932,507,000 after acquiring an additional 2,619,722 shares in the last quarter. Finally, Assenagon Asset Management S.A. lifted its holdings in shares of Oracle by 840.7% during the second quarter. Assenagon Asset Management S.A. now owns 2,119,473 shares of the enterprise software provider’s stock valued at $463,380,000 after acquiring an additional 1,894,157 shares during the period. Institutional investors own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on ORCL shares. Guggenheim reaffirmed a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Thursday, December 11th. Cowen reaffirmed a “buy” rating on shares of Oracle in a research note on Thursday, December 4th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $375.00 target price on shares of Oracle in a research note on Wednesday, November 26th. Cantor Fitzgerald decreased their price target on Oracle from $400.00 to $320.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Finally, Stephens raised their price target on Oracle from $208.00 to $331.00 and gave the company an “equal weight” rating in a report on Friday, October 17th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $307.72.

Insider Activity at Oracle

In related news, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the sale, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the completion of the transaction, the chief executive officer directly owned 144,030 shares in the company, valued at approximately $27,728,655.60. The trade was a 6.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 146,346 shares of company stock worth $39,082,996 over the last 90 days. Insiders own 40.90% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: MarketBeat lists Oracle as one of “5 Stocks Set to Start Strong in January,” highlighting its position as a full‑stack AI/data‑center provider and the potential upside as data centers come online. Read More.
• Positive Sentiment: MarketBeat argues Q4 earnings season could be bullish for S&P 500 tech names (including Oracle) as AI spending and earnings beats may lift guidance and multiples. This is a potential demand-side catalyst for ORCL. Read More.
• Positive Sentiment: Phillip Securities raised its 2026 capex forecast for Oracle to $50B, framing higher capex as confidence in OCI and Oracle’s full‑stack AI leadership — a bullish analyst view that supports long‑term revenue/market‑share upside. Read More.
• Positive Sentiment: Large institutional buys remain evident (Price T Rowe, UBS AM, Jennison, FMR, Norges Bank among recent adders), signaling conviction from major funds even after the stock pullback. Read More.
• Neutral Sentiment: Coverage on public‑sector AI: Oracle executives say governments are shifting toward agentic AI and data organization — a steady demand channel for OCI but longer‑tailed execution. Read More.
• Neutral Sentiment: Analysis pieces highlight Oracle bonds yielding ~7% — a sign markets are pricing credit risk/tighter financial flexibility; relevant for fixed‑income aware investors but not an immediate equity catalyst. Read More.
• Negative Sentiment: Insider selling: Oracle insider Mark Hura sold 15,000 shares on Dec. 24 at ~$196.89 — a publicly filed SEC Form 4 that may reinforce investor worry about near‑term sentiment. Read More.
• Negative Sentiment: Reports and commentaries (Yahoo/InsiderMonkey) say Oracle is under pressure as aggressive AI commitments are stretching the balance sheet and contributing to the stock’s sharp pullback; these narratives emphasize rising debt, higher capex and project delays. Read More.
• Negative Sentiment: Social‑media and analyst chatter highlight investor fear over rapid AI investment and data‑center execution risk; combined with recent price weakness and media discussion (Jim Cramer coverage), this amplifies near‑term volatility risk. Read More.

Oracle Stock Performance

ORCL stock opened at $195.28 on Tuesday. The company has a 50 day moving average price of $222.75 and a 200 day moving average price of $243.32. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The stock has a market capitalization of $561.06 billion, a PE ratio of 36.71, a price-to-earnings-growth ratio of 1.77 and a beta of 1.66.

Oracle (NYSE:ORCL) last released its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating the consensus estimate of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same period last year, the firm earned $1.47 EPS. The business’s revenue for the quarter was up 14.2% on a year-over-year basis. Analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s dividend payout ratio (DPR) is 37.59%.

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.