Stanley Laman Group Ltd. Increases Stock Position in Oracle Corporation $ORCL

Posted by Kim Johansen on Jan 6th, 2026

Stanley Laman Group Ltd. raised its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 1,438.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,937 shares of the enterprise software provider’s stock after acquiring an additional 27,991 shares during the period. Oracle accounts for approximately 1.2% of Stanley Laman Group Ltd.’s portfolio, making the stock its 16th largest position. Stanley Laman Group Ltd.’s holdings in Oracle were worth $8,419,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in ORCL. Kampmann Melissa S. grew its stake in Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after buying an additional 35 shares during the last quarter. McLean Asset Management Corp boosted its holdings in shares of Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock valued at $1,551,000 after acquiring an additional 36 shares during the period. Voisard Asset Management Group Inc. grew its position in shares of Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after acquiring an additional 37 shares during the last quarter. Warren Street Wealth Advisors LLC increased its holdings in shares of Oracle by 0.7% in the 3rd quarter. Warren Street Wealth Advisors LLC now owns 5,700 shares of the enterprise software provider’s stock valued at $1,603,000 after acquiring an additional 38 shares during the period. Finally, Snider Financial Group raised its position in Oracle by 1.3% in the 2nd quarter. Snider Financial Group now owns 3,204 shares of the enterprise software provider’s stock valued at $701,000 after purchasing an additional 40 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Performance

NYSE ORCL opened at $192.75 on Tuesday. The business has a 50 day moving average price of $214.41 and a 200 day moving average price of $242.76. The company has a market capitalization of $553.80 billion, a P/E ratio of 36.23, a PEG ratio of 1.74 and a beta of 1.65. Oracle Corporation has a 1-year low of $118.86 and a 1-year 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.

Oracle (NYSE:ORCL – Get Free Report) last posted its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share 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 for the quarter, compared to analyst estimates of $16.19 billion. During the same quarter in the prior year, the company earned $1.47 earnings per share. Oracle’s revenue was up 14.2% compared to the same quarter last year. Sell-side analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the stock. Citigroup reissued a “market outperform” rating on shares of Oracle in a research report on Wednesday, December 17th. Cowen reiterated a “buy” rating on shares of Oracle in a research report on Thursday, December 4th. Barclays set a $310.00 price target on Oracle in a report on Thursday, December 11th. UBS Group restated a “buy” rating on shares of Oracle in a research note on Monday. Finally, Sanford C. Bernstein cut their price objective on Oracle from $364.00 to $339.00 and set an “outperform” rating for the company in a research report on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $304.94.

Check Out Our Latest Stock Analysis on Oracle

Insider Activity at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 40,000 shares of the company’s stock in a transaction dated Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total value of $11,065,600.00. Following the sale, the chief executive officer owned 154,030 shares of the company’s stock, valued at $42,610,859.20. This represents a 20.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Maria Smith sold 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, October 23rd. The stock was sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the transaction, the executive vice president directly owned 47,083 shares of the company’s stock, valued at approximately $13,212,431.46. This trade represents a 9.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 146,346 shares of company stock valued at $39,082,996 in the last quarter. 40.90% of the stock is owned by corporate insiders.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: UBS keeps a Buy rating, arguing the share pullback (about 41% from mid‑Sept highs) already prices in much risk and that Oracle could see revenue acceleration and an AI narrative rebound in 1H26. Oracle shares suffer on OpenAI concerns, But UBS sees 2026 upside
Positive Sentiment: MarketBeat argues Oracle’s massive data‑center buildout and multicloud positioning create a multi‑year growth runway (forecasted ~17% growth in 2026 and analyst coverage that could support meaningful upside if catalysts arrive). Oracle: A Hard Pass—or a Hard-to-Pass Opportunity?
Positive Sentiment: Forbes notes Oracle has rallied rapidly in the past (e.g., a >50% move in 2025), suggesting a similar sharp rebound is possible if sentiment and growth reaccelerate. Can Oracle Stock Rally? Possible, And Here Is How
Neutral Sentiment: TipRanks summarizes Wall Street expectations and the wide range of views: ORCL is down sharply from peaks and analysts are split on timing of revenue acceleration, leaving near‑term direction uncertain. Here’s What Wall Street Expects from Oracle Stock (ORCL) in 2026
Neutral Sentiment: Yahoo Finance runs a valuation/risk check noting the company’s OpenAI ties and heavy AI data‑center spending reshape ORCL’s risk‑reward — the outcome depends on how quickly these investments translate to scalable revenue. Oracle (ORCL) Valuation Check as AI Data Center Spending and OpenAI Ties Reshape Its Risk‑Reward Profile
Negative Sentiment: Market commentary recommends using ORCL as a “cheap proxy” to short or hedge AI credit risk — citing concentrated OpenAI exposure and rising capex, which increase downside if AI demand disappoints. Short Oracle To Hedge AI Credit Risk? Expert Explains ‘Cheap Proxy’ Trade For Broader AI Sector Risks
Negative Sentiment: Analyst and press pieces (e.g., The Motley Fool) highlight the stock’s recent “roller‑coaster” behavior and that Wall Street remains cautious vs. higher‑flying AI names, keeping near‑term sentiment pressured. Oracle vs. Palantir: Wall Street Is Neutral on One of These AI Stocks but Expects the Other to Surge

Oracle 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.