Oracle Corporation $ORCL is Oak Ridge Investments LLC’s 10th Largest Position

Oak Ridge Investments LLC boosted its position in Oracle Corporation (NYSE:ORCL) by 2.5% in the third quarter, HoldingsChannel.com reports. The firm owned 113,011 shares of the enterprise software provider’s stock after acquiring an additional 2,763 shares during the period. Oracle accounts for approximately 2.1% of Oak Ridge Investments LLC’s investment portfolio, making the stock its 10th biggest holding. Oak Ridge Investments LLC’s holdings in Oracle were worth $31,783,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Winnow Wealth LLC acquired a new stake in Oracle in the second quarter valued at approximately $28,000. Kilter Group LLC purchased a new stake in shares of Oracle during the 2nd quarter valued at $30,000. Darwin Wealth Management LLC grew its stake in Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 65 shares during the last quarter. LGT Financial Advisors LLC acquired a new position in Oracle during the 2nd quarter valued at about $33,000. Finally, Legend Financial Advisors Inc. purchased a new stake in Oracle in the second quarter valued at about $34,000. 42.44% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have recently weighed in on ORCL. KeyCorp dropped their price target on Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research note on Thursday, December 11th. Jefferies Financial Group restated a “buy” rating and set a $400.00 price target on shares of Oracle in a research note on Monday, January 5th. Mizuho set a $400.00 price objective on shares of Oracle in a research note on Monday, December 15th. DA Davidson dropped their price objective on shares of Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. Finally, Cantor Fitzgerald reduced their target price on Oracle from $400.00 to $320.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Four analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and a consensus price target of $305.50.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s reported RPO (remaining performance obligations) surge gives multi-year revenue visibility and supports the company’s AI/cloud revenue outlook, bolstering the long-term growth case. RPO expansion article
• Neutral Sentiment: EVP Douglas Kehring sold 35,000 shares (~$6.8M) at about $194.89; while large insider sales can raise questions, the filing shows he still holds shares—context matters (planned diversification vs. signal). SEC Form 4
• Negative Sentiment: Multiple lawsuits and investor notices have emerged alleging losses tied to Oracle’s AI buildout and bond issuance; class-action and bondholder suits increase legal risk and could pressure sentiment and costs. Bondholder suit
• Negative Sentiment: Debt-market concerns: analysts and reports flag large planned debt raises to fund AI/hyperscale expansion, and bond-market stress has been reported — this raises refinancing and credit-risk questions for investors. Debt risk article
• Negative Sentiment: High-profile short activity and activist/hedge attention: reports note Michael Burry has taken a bearish position, which can amplify downside pressure and volatility. Burry short article
• Negative Sentiment: Operational/headquarters execution concerns: reports say Oracle is struggling to staff its new Nashville “world HQ,” which fuels investor concern around execution and the company’s ability to scale operations. HQ hiring troubles
• Neutral Sentiment: Competitive context: AWS is reaccelerating and pulling ahead in scale and AI infrastructure, a reminder investors should weigh ORCL’s execution vs. larger cloud peers. Cloud comparison

Oracle Price Performance

Shares of NYSE ORCL opened at $191.27 on Friday. 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 $549.54 billion, a price-to-earnings ratio of 35.95, a PEG ratio of 1.68 and a beta of 1.65. The firm’s 50 day simple moving average is $203.24 and its 200-day simple moving average is $241.46. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. The firm had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The firm’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.47 earnings per share. Analysts expect that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

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 given a dividend of $0.50 per share. The ex-dividend date is Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. Oracle’s dividend payout ratio (DPR) is 37.59%.

Insider Buying and Selling

In other news, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the sale, the insider directly owned 234,077 shares in the company, 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 Securities & Exchange Commission, which is available through this link. Also, Director Jeffrey Berg sold 49,365 shares of the stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total value of $13,971,282.30. Following the transaction, the director owned 151,999 shares in the company, valued at $43,018,756.98. This trade represents a 24.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 161,588 shares of company stock worth $39,976,746 in the last ninety days. 40.90% of the stock is owned by corporate insiders.

About Oracle

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.