Oracle Corporation $ORCL Stock Bought by Triton Wealth Management PLLC

Posted by on Nov 11th, 2026

Triton Wealth Management PLLC boosted its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 70.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 10,557 shares of the enterprise software provider’s stock after buying an additional 4,358 shares during the quarter. Triton Wealth Management PLLC’s holdings in Oracle were worth $1,326,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Pilgrim Partners Asia Pte Ltd bought a new position in shares of Oracle in the third quarter worth about $25,000. Foresight Capital Management Advisors Inc. purchased a new position in shares of Oracle during the 3rd quarter valued at about $26,000. North Point Portfolio Managers Corp OH bought a new position in shares of Oracle during the 3rd quarter valued at approximately $27,000. Persistent Asset Partners Ltd bought a new position in shares of Oracle during the 2nd quarter valued at approximately $29,000. Finally, Strengthening Families & Communities LLC grew its stake in shares of Oracle by 231.3% during the 3rd quarter. Strengthening Families & Communities LLC now owns 222 shares of the enterprise software provider’s stock valued at $30,000 after acquiring an additional 155 shares during the period. Institutional investors own 42.44% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

  • Positive Sentiment: Oracle broke ground on its future Nashville global headquarters, a long-term investment intended to support growth in cloud, AI and healthcare and create thousands of jobs. Oracle Nashville headquarters announcement
  • Positive Sentiment: The company launched AI-assisted treasury and customer analytics applications for financial institutions, adding to its cloud and AI product offerings. Oracle financial analytics announcement
  • Neutral Sentiment: Oracle says renewed rentals of older GPUs were priced at a premium, suggesting some continued demand for its existing AI capacity; however, this does not offset uncertainty around specific customer contracts. Report on GPU renewals and Microsoft
  • Negative Sentiment: Reports said Oracle lost an estimated $7 billion Tencent chip-leasing deal and that Microsoft is winding down an AI-computing arrangement, reportedly because Oracle’s older Nvidia chips no longer meet Microsoft’s requirements. These developments raise questions about infrastructure demand and Oracle’s ability to secure customers for its planned capacity. Report on Tencent and Microsoft contracts
  • Negative Sentiment: Commentary highlighted concentration and financing risks: Oracle’s AI backlog is said to rely heavily on OpenAI, while its aggressive data-center spending increases exposure to debt, project execution and potential AI-market setbacks. Analysis of Oracle’s balance sheet and AI contracts

Insider Activity

In related news, Director Stephen H. Rusckowski bought 25,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 29th. The stock was purchased at an average price of $139.35 per share, for a total transaction of $3,483,750.00. Following the completion of the transaction, the director owned 25,390 shares in the company, valued at $3,538,096.50. The trade was a 6,410.26% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Michael D. Sicilia sold 22,562 shares of the firm’s stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the transaction, the chief executive officer directly owned 182,929 shares of the company’s stock, valued at $27,730,207.11. The trade was a 10.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 36,075 shares of company stock worth $5,342,123 over the last quarter. Insiders own 38.40% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Argus reissued a “buy” rating and issued a $225.00 target price on shares of Oracle in a report on Monday, September 14th. Yorkville Ives started coverage on shares of Oracle in a report on Wednesday, October 7th. They set an “in-line” rating and a $155.00 price target on the stock. Robert W. Baird set a $215.00 price target on shares of Oracle in a research report on Thursday, October 29th. BTIG Research assumed coverage on shares of Oracle in a research note on Monday, November 2nd. They issued a “buy” rating for the company. Finally, TD Cowen restated a “buy” rating and set a $240.00 price objective on shares of Oracle in a research report on Thursday, October 29th. One research analyst has rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $249.27.

Check Out Our Latest Stock Analysis on ORCL

Oracle Stock Performance

NYSE ORCL opened at $117.87 on Wednesday. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89. Oracle Corporation has a twelve month low of $109.21 and a twelve month high of $250.25. The business has a 50-day moving average price of $137.85 and a 200-day moving average price of $154.83. The firm has a market cap of $356.42 billion, a price-to-earnings ratio of 18.48, a price-to-earnings-growth ratio of 0.84 and a beta of 1.79.

Oracle (NYSE:ORCL – Get Free Report) last issued its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The company had revenue of $19.34 billion for the quarter, compared to the consensus estimate of $19.13 billion. During the same quarter last year, the company earned $1.47 EPS. The firm’s quarterly revenue was up 29.6% on a year-over-year basis. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. As a group, equities research analysts predict that Oracle Corporation will post 6.71 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, October 23rd. Shareholders of record on Friday, October 9th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend was Friday, October 9th. Oracle’s dividend payout ratio (DPR) is 31.35%.

About Oracle

(Free Report)

Oracle Corporation is a technology company that develops and provides database software, cloud services, and enterprise applications. Its products help organizations manage data, run business operations, and build and deploy applications. Oracle’s offerings include Oracle Database, Oracle Cloud Infrastructure, and cloud-based applications for functions such as finance, human resources, supply chain management, and customer experience. The company also provides software support, consulting, and related services.

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Institutional Ownership by Quarter for Oracle (NYSE:ORCL)

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