Lmcg Investments LLC Lowers Stock Holdings in Oracle Corporation $ORCL

Lmcg Investments LLC cut its holdings in shares of Oracle Corporation (NYSE:ORCL) by 19.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 78,445 shares of the enterprise software provider’s stock after selling 18,540 shares during the quarter. Oracle comprises approximately 1.3% of Lmcg Investments LLC’s portfolio, making the stock its 15th biggest holding. Lmcg Investments LLC’s holdings in Oracle were worth $22,062,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ORCL. Swiss National Bank grew its stake in shares of Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock valued at $1,113,526,000 after buying an additional 360,000 shares in the last quarter. Patton Fund Management Inc. boosted its holdings in Oracle by 626.1% in the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after acquiring an additional 9,948 shares during the period. Private Wealth Asset Management LLC grew its position in 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 raised its stake in shares of Oracle by 4.8% during the second quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock valued at $7,201,000 after purchasing an additional 1,515 shares during the period. Finally, Cascade Investment Group Inc. acquired a new position in shares of Oracle during the second quarter worth $239,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

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

Analyst Ratings Changes

A number of equities analysts have commented on the stock. UBS Group reiterated a “buy” rating on shares of Oracle in a report on Monday, January 5th. Barclays set a $310.00 price target on Oracle in a research note on Thursday, December 11th. HSBC restated a “buy” rating and set a $382.00 price objective on shares of Oracle in a report on Wednesday, November 26th. Morgan Stanley increased their target price on Oracle from $246.00 to $320.00 and gave the company an “equal weight” rating in a research note on Tuesday, September 23rd. Finally, Royal Bank Of Canada dropped their price target 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. Four analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $305.50.

Oracle Stock Performance

ORCL stock opened at $191.27 on Friday. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The stock’s fifty day moving average is $203.24 and its two-hundred day moving average is $241.46. 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.

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

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis 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%.

Insider Activity at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 sale, the director owned 151,999 shares of the company’s stock, valued at $43,018,756.98. This trade represents a 24.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 161,588 shares of company stock worth $39,976,746 in the last three months. Insiders own 40.90% of the company’s stock.

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.