Envestnet Portfolio Solutions Inc. Raises Holdings in Oracle Corporation $ORCL

Envestnet Portfolio Solutions Inc. increased its stake in shares of Oracle Corporation (NYSE:ORCL) by 4.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 129,398 shares of the enterprise software provider’s stock after acquiring an additional 5,553 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Oracle were worth $36,392,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of ORCL. Teacher Retirement System of Texas increased its stake in shares of Oracle by 11.8% in the third quarter. Teacher Retirement System of Texas now owns 420,448 shares of the enterprise software provider’s stock worth $118,247,000 after buying an additional 44,345 shares during the period. Myriad Asset Management US LP bought a new stake in Oracle in the 3rd quarter worth $1,908,000. Facet Wealth Inc. increased its position in shares of Oracle by 10.2% in the third quarter. Facet Wealth Inc. now owns 2,063 shares of the enterprise software provider’s stock valued at $580,000 after acquiring an additional 191 shares during the period. Nadler Financial Group Inc. raised its stake in shares of Oracle by 3.3% during the third quarter. Nadler Financial Group Inc. now owns 14,479 shares of the enterprise software provider’s stock valued at $4,072,000 after acquiring an additional 465 shares during the last quarter. Finally, Verus Financial Partners Inc. purchased a new stake in shares of Oracle during the third quarter worth about $332,000. Institutional investors own 42.44% of the company’s stock.

Insider Activity

In other Oracle news, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the transaction, the insider owned 234,077 shares in the company, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares in the company, valued at $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 111,588 shares of company stock valued at $26,108,046. 40.90% of the stock is currently owned by insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Government and company agreement to spin off TikTok’s U.S. operations puts Oracle in a privileged infrastructure role as a “Trusted Technology Partner,” giving Oracle a minority equity stake and likely exclusive cloud tenancy — a direct, high-volume revenue push for OCI. TikTok Strikes Deal To Split Off an American Version, Ending Long Legal Saga
• Positive Sentiment: Analysts and coverage frame the TikTok transaction as an infrastructure/“landlord” play — Oracle’s ~15% stake and trusted‑partner role effectively secures a large, non‑cyclical tenant for its costly new AI data centers, validating CapEx and future revenue streams. Oracle’s TikTok Win Isn’t Social Media—It’s a Cloud Power Move
• Positive Sentiment: Regional adoption data (APAC / U.S.) shows enterprises increasing OCI uptake, supporting longer‑term demand for Oracle’s cloud services beyond the TikTok opportunity. Asia Pacific Firms Accelerate Oracle Cloud Modernization
• Neutral Sentiment: Short‑term market commentary notes ORCL’s outperformance on the day, reflecting investor positive reaction but not changing the underlying debate over capital allocation and leverage. Oracle (ORCL) Surpasses Market Returns: Some Facts Worth Knowing
• Negative Sentiment: Multiple law firms have filed/are soliciting lead plaintiffs for a class action tied to senior‑note offerings and disclosures about debt used to fund AI/data center expansion, creating legal and reputational risk and heightening funding scrutiny. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Lawsuit
• Negative Sentiment: Coverage reports waning investor appetite for debt tied to Oracle/OpenAI “Stargate” data‑center projects (JPMorgan saw slower interest on a recent bond offering), which raises fundingcost and liquidity questions for large CapEx plans. Wall Street is losing its appetite for Oracle’s data center debt
• Negative Sentiment: Analyses flag heavy cash burn from building AI infrastructure even as Oracle continues big shareholder payouts; this tradeoff keeps some investors cautious on free‑cash‑flow and leverage despite strategic upside. Oracle’s Cash Is Vanishing — But Larry Ellison’s Dividend Check Still Clears Tomorrow

Analyst Ratings Changes

Several analysts recently issued reports on ORCL shares. Stifel Nicolaus cut their target price on Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Jefferies Financial Group reiterated a “buy” rating and issued a $400.00 price objective on shares of Oracle in a report on Monday, January 5th. Oppenheimer reiterated a “market perform” rating on shares of Oracle in a research report on Thursday, December 11th. Stephens upped their target price on Oracle from $208.00 to $331.00 and gave the company an “equal weight” rating in a report on Friday, October 17th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $375.00 price target on shares of Oracle in a research note on Wednesday, November 26th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $303.51.

Oracle Price Performance

ORCL opened at $178.08 on Friday. 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 company has a market cap of $511.65 billion, a price-to-earnings ratio of 33.47, a price-to-earnings-growth ratio of 1.53 and a beta of 1.65. The stock has a fifty day simple moving average of $199.28 and a two-hundred day simple moving average of $239.90. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72.

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

Oracle Announces Dividend

The firm also recently announced 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 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

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.