Tred Avon Family Wealth LLC Invests $1.91 Million in Oracle Corporation $ORCL

Tred Avon Family Wealth LLC purchased a new stake in Oracle Corporation (NYSE:ORCL) during the third quarter, HoldingsChannel.com reports. The firm purchased 6,785 shares of the enterprise software provider’s stock, valued at approximately $1,908,000.

Other hedge funds have also recently bought and sold shares of the company. Swiss National Bank increased its position in Oracle by 7.6% during the 2nd quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock worth $1,113,526,000 after buying an additional 360,000 shares during the period. Patton Fund Management Inc. boosted its position in shares of Oracle by 626.1% in the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after acquiring an additional 9,948 shares during the period. Private Wealth Asset Management LLC grew its stake in shares of Oracle by 9.2% in the second quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock valued at $835,000 after acquiring an additional 321 shares in the last quarter. Soltis Investment Advisors LLC increased its position in Oracle by 4.8% during the second quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock worth $7,201,000 after acquiring an additional 1,515 shares during the period. Finally, Cascade Investment Group Inc. acquired a new stake in Oracle in the 2nd quarter worth about $239,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Key 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

Insider Buying and Selling

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $192.52, for a total value of $1,925,200.00. Following the transaction, the chief executive officer directly owned 144,030 shares of the company’s stock, valued at $27,728,655.60. The trade was a 6.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jeffrey Berg sold 49,365 shares of the company’s 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 completion of the sale, the director owned 151,999 shares in the company, valued at $43,018,756.98. The trade was a 24.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 161,588 shares of company stock valued at $39,976,746. Corporate insiders own 40.90% of the company’s stock.

Oracle Stock Performance

NYSE:ORCL opened at $191.27 on Friday. The stock’s 50-day moving average is $203.24 and its 200-day moving average is $241.46. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The stock has a market cap of $549.54 billion, a P/E ratio of 35.95, a price-to-earnings-growth ratio of 1.68 and a beta of 1.65.

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

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, January 9th. Oracle’s payout ratio is 37.59%.

Analysts Set New Price Targets

A number of research firms have recently weighed in on ORCL. Piper Sandler dropped their price target on shares of Oracle from $380.00 to $290.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. Robert W. Baird dropped their price objective on Oracle from $365.00 to $315.00 and set an “outperform” rating for the company in a report on Tuesday, November 18th. Scotiabank reduced their target price on Oracle from $360.00 to $260.00 and set a “sector outperform” rating on the stock in a report on Thursday, December 11th. BMO Capital Markets decreased their price target on Oracle from $355.00 to $270.00 and set an “outperform” rating on the stock in a research report on Thursday, December 11th. Finally, TD Cowen cut their price objective on shares of Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $305.50.

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.