Tred Avon Family Wealth LLC Purchases New Holdings in Oracle Corporation $ORCL

Tred Avon Family Wealth LLC acquired a new position in shares of Oracle Corporation (NYSE:ORCL) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 6,785 shares of the enterprise software provider’s stock, valued at approximately $1,908,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. FAS Wealth Partners Inc. lifted its stake in shares of Oracle by 15.4% in the 3rd quarter. FAS Wealth Partners Inc. now owns 6,024 shares of the enterprise software provider’s stock valued at $1,694,000 after purchasing an additional 804 shares during the period. Stenger Family Office LLC increased its holdings in Oracle by 8.3% in the third quarter. Stenger Family Office LLC now owns 16,347 shares of the enterprise software provider’s stock valued at $4,562,000 after purchasing an additional 1,255 shares during the last quarter. Smithbridge Asset Management Inc. DE bought a new stake in shares of Oracle in the 3rd quarter valued at about $225,000. Harel Insurance Investments & Financial Services Ltd. raised its position in shares of Oracle by 0.9% in the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 280,266 shares of the enterprise software provider’s stock valued at $78,818,000 after acquiring an additional 2,463 shares during the period. Finally, Compass Ion Advisors LLC boosted its stake in Oracle by 121.8% during the 3rd quarter. Compass Ion Advisors LLC now owns 4,174 shares of the enterprise software provider’s stock worth $1,174,000 after acquiring an additional 2,292 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle Stock Performance

Shares of NYSE ORCL 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. The stock has a 50 day moving average price of $203.24 and a 200 day moving average price of $241.46. The stock has a market capitalization 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 Corporation has a 52 week low of $118.86 and a 52 week high of $345.72.

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

Oracle Announces Dividend

The company also recently disclosed 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 payout ratio is currently 37.59%.

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

Insider Buying and Selling

In other Oracle news, insider Mark Hura sold 15,000 shares of the company’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 sale, the insider owned 234,077 shares in the company, valued at $46,087,420.53. This represents 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 at this link. Also, Director Jeffrey Berg sold 49,365 shares of Oracle 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 transaction, the director 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 SEC filing for this sale provides additional information. Insiders sold 161,588 shares of company stock worth $39,976,746 in the last 90 days. 40.90% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several brokerages have commented on ORCL. KeyCorp lowered their target price on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. William Blair reissued an “outperform” rating on shares of Oracle in a research note on Friday, October 17th. Stifel Nicolaus lowered their price target on Oracle from $350.00 to $275.00 and set a “buy” rating for the company in a report on Thursday, December 11th. The Goldman Sachs Group upgraded Oracle to a “strong-buy” rating in a report on Monday, January 12th. Finally, Wells Fargo & Company began coverage on shares of Oracle in a report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 target price on the stock. Four investment 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 MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $305.50.

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.