Turtle Creek Wealth Advisors LLC Buys 3,252 Shares of Oracle Corporation $ORCL

Turtle Creek Wealth Advisors LLC increased its stake in Oracle Corporation (NYSE:ORCL) by 63.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,368 shares of the enterprise software provider’s stock after purchasing an additional 3,252 shares during the period. Turtle Creek Wealth Advisors LLC’s holdings in Oracle were worth $2,353,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Winnow Wealth LLC bought a new stake in shares of Oracle during the 2nd quarter worth approximately $28,000. Kilter Group LLC acquired a new position in Oracle during the second quarter valued at approximately $30,000. Darwin Wealth Management LLC raised its position in Oracle by 130.0% during the third 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 in the last quarter. LGT Financial Advisors LLC acquired a new position in shares of Oracle during the 2nd quarter worth $33,000. Finally, Legend Financial Advisors Inc. acquired a new stake in Oracle in the second quarter valued at about $34,000. Institutional investors own 42.44% of the company’s stock.

Insiders Place Their Bets

In other news, Director Jeffrey Berg sold 49,365 shares of the company’s stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total value of $13,971,282.30. Following the completion of the transaction, the director directly owned 151,999 shares of the company’s stock, valued at $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $192.52, for a total value of $1,925,200.00. Following the sale, 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 SEC filing for this sale provides additional information. Insiders sold a total of 116,588 shares of company stock worth $27,511,146 in the last ninety days. 40.90% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the company. HSBC reissued a “buy” rating and set a $382.00 target price on shares of Oracle in a research note on Wednesday, November 26th. TD Cowen cut their price objective on Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Sanford C. Bernstein dropped their price target on shares of Oracle from $364.00 to $339.00 and set an “outperform” rating on the stock in a research report on Thursday, December 11th. Royal Bank Of Canada lowered their target price on shares of Oracle from $250.00 to $195.00 and set a “sector perform” rating for the company in a research note on Monday, January 5th. Finally, Piper Sandler cut their price target on shares of Oracle from $380.00 to $290.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $305.50.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst upgrades and bullish notes point to sizable upside from cloud growth, AI adoption and data-center expansion; Goldman and other firms have added support and raised targets, bolstering the buy case. Oracle (ORCL) Gains Analyst Support
• Positive Sentiment: Bull-case writeups highlight Oracle’s accelerating shift from on-prem software to cloud and AI services — a narrative that supports a higher multiple if growth continues. Oracle Corporation (ORCL): A Bull Case Theory
• Positive Sentiment: Upcoming dividend payment (Jan. 23) is a small near-term cash return to shareholders and a positive for income-focused investors. Oracle to pay dividends on January 23
• Neutral Sentiment: Features on long-term returns and retrospectives (e.g., 5‑year performance) provide context for investors but are unlikely to move the stock materially by themselves. If You Invested $100 In Oracle Stock 5 Years Ago
• Neutral Sentiment: Comparisons with other OpenAI/cloud partners (Microsoft vs Oracle) frame the competitive landscape; useful for positioning but mixed for immediate price action. Microsoft vs. Oracle: Which OpenAI Partner Is a Better Buy
• Negative Sentiment: Bondholders filed a lawsuit related to AI-linked debt losses, creating legal and reputational risk and pressuring the stock in the short term. Bondholders Are Suing Oracle for Its AI Losses
• Negative Sentiment: Critics flag valuation and debt concerns tied to Oracle’s debt-funded AI investments and the OpenAI cloud deal — these raise dilution/financial risk questions and could cap the multiple. Oracle (ORCL) Valuation Check As Debt Funded AI Push Draws Scrutiny
• Negative Sentiment: Bearish pieces warn of an AI bubble risk and label Oracle a potential value trap; coupled with insider selling (EVP sold ~$6.8M), these items add downward pressure from sentiment and governance angles. Oracle: Sell Before The AI Bubble Bursts Insider Selling: Oracle EVP Sells $6,821,150

Oracle Stock Performance

Shares of Oracle stock opened at $191.27 on Tuesday. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The business has a 50 day moving average price of $202.25 and a 200-day moving average price of $241.21. The company has a market cap of $549.54 billion, a PE ratio of 35.95, a price-to-earnings-growth ratio of 1.68 and a beta of 1.65.

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 the consensus estimate of $1.64 by $0.62. The business had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.Oracle’s revenue was up 14.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.47 earnings per share. Equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

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.