Oracle Corporation $ORCL Position Boosted by Oak Ridge Investments LLC

Oak Ridge Investments LLC boosted its stake in shares of Oracle Corporation (NYSE:ORCL) by 2.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 113,011 shares of the enterprise software provider’s stock after acquiring an additional 2,763 shares during the period. Oracle accounts for 2.1% of Oak Ridge Investments LLC’s portfolio, making the stock its 10th largest holding. Oak Ridge Investments LLC’s holdings in Oracle were worth $31,783,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently bought and sold shares of ORCL. Darwin Wealth Management LLC grew its position in shares of 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. Winnow Wealth LLC bought a new position in Oracle during the second quarter valued at approximately $28,000. Financial Consulate Inc. bought a new stake in Oracle in the 3rd quarter worth approximately $37,000. Corundum Trust Company INC purchased a new stake in shares of Oracle during the 3rd quarter worth approximately $39,000. Finally, Kilter Group LLC bought a new position in shares of Oracle during the 2nd quarter valued at approximately $30,000. 42.44% of the stock is currently owned by institutional investors.

Insider Transactions at Oracle

In other Oracle news, Director Jeffrey Berg sold 49,365 shares of the stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the transaction, the director directly owned 151,999 shares in the company, valued at $43,018,756.98. This represents a 24.52% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the sale, the insider owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. This represents a 6.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 161,588 shares of company stock valued at $39,976,746 over the last three months. 40.90% of the stock is currently owned by corporate insiders.

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

Several brokerages recently weighed in on ORCL. KeyCorp reduced their price target on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. DA Davidson lowered their price target on shares of Oracle from $200.00 to $180.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. Morgan Stanley lifted their price target on Oracle from $246.00 to $320.00 and gave the stock an “equal weight” rating in a research report on Tuesday, September 23rd. Royal Bank Of Canada reduced their price objective on Oracle from $250.00 to $195.00 and set a “sector perform” rating on the stock in a research note on Monday, January 5th. Finally, Bank of America lowered their price objective on Oracle from $368.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, December 11th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $305.50.

Oracle Trading Up 0.7%

Shares of ORCL opened at $191.27 on Friday. The firm 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 company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a 50-day moving average of $203.24 and a 200 day moving average of $241.46.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $16.19 billion. During the same period last year, the company posted $1.47 earnings per share. The company’s quarterly revenue was up 14.2% compared to the same quarter last year. On average, research analysts expect that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

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