Massachusetts Financial Services Co. MA Sells 1,237,540 Shares of Oracle Corporation $ORCL

Massachusetts Financial Services Co. MA lowered its holdings in Oracle Corporation (NYSE:ORCL) by 66.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 625,135 shares of the enterprise software provider’s stock after selling 1,237,540 shares during the quarter. Massachusetts Financial Services Co. MA’s holdings in Oracle were worth $175,813,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the company. Stenger Family Office LLC increased its position 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 worth $4,562,000 after buying an additional 1,255 shares in the last quarter. Smithbridge Asset Management Inc. DE bought a new stake in Oracle during the 3rd quarter worth approximately $225,000. Harel Insurance Investments & Financial Services Ltd. lifted its holdings in Oracle by 0.9% during the third 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 purchasing an additional 2,463 shares in the last quarter. Compass Ion Advisors LLC boosted its position in shares of Oracle by 121.8% in the third quarter. Compass Ion Advisors LLC now owns 4,174 shares of the enterprise software provider’s stock worth $1,174,000 after purchasing an additional 2,292 shares during the period. Finally, Aviance Capital Partners LLC raised its position in shares of Oracle by 1.3% during the 3rd quarter. Aviance Capital Partners LLC now owns 6,571 shares of the enterprise software provider’s stock valued at $1,848,000 after purchasing an additional 85 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

ORCL has been the topic of several research analyst reports. Piper Sandler lowered their price objective on Oracle from $380.00 to $290.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Wells Fargo & Company assumed coverage on Oracle in a research report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price objective for the company. Cowen reaffirmed a “buy” rating on shares of Oracle in a report on Thursday, December 4th. Redburn Partners set a $175.00 price objective on shares of Oracle in a research note on Thursday, September 25th. Finally, Rothschild Redb raised Oracle to a “strong sell” rating in a research note on Thursday, September 25th. Four research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Oracle currently has an average rating of “Moderate Buy” and an average target price of $305.50.

Insiders Place Their Bets

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $192.52, for a total value of $1,925,200.00. Following the completion of the sale, the chief executive officer owned 144,030 shares of the company’s stock, valued at approximately $27,728,655.60. This trade represents a 6.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 transaction of $6,821,150.00. Following the transaction, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 116,588 shares of company stock worth $27,511,146. Insiders own 40.90% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst upgrades and bullish notes point to sizable upside from cloud growth, AI adoption and data-center expansion; Goldman and other firms have added support and raised targets, bolstering the buy case. Oracle (ORCL) Gains Analyst Support
• Positive Sentiment: Bull-case writeups highlight Oracle’s accelerating shift from on-prem software to cloud and AI services — a narrative that supports a higher multiple if growth continues. Oracle Corporation (ORCL): A Bull Case Theory
• Positive Sentiment: Upcoming dividend payment (Jan. 23) is a small near-term cash return to shareholders and a positive for income-focused investors. Oracle to pay dividends on January 23
• Neutral Sentiment: Features on long-term returns and retrospectives (e.g., 5‑year performance) provide context for investors but are unlikely to move the stock materially by themselves. If You Invested $100 In Oracle Stock 5 Years Ago
• Neutral Sentiment: Comparisons with other OpenAI/cloud partners (Microsoft vs Oracle) frame the competitive landscape; useful for positioning but mixed for immediate price action. Microsoft vs. Oracle: Which OpenAI Partner Is a Better Buy
• Negative Sentiment: Bondholders filed a lawsuit related to AI-linked debt losses, creating legal and reputational risk and pressuring the stock in the short term. Bondholders Are Suing Oracle for Its AI Losses
• Negative Sentiment: Critics flag valuation and debt concerns tied to Oracle’s debt-funded AI investments and the OpenAI cloud deal — these raise dilution/financial risk questions and could cap the multiple. Oracle (ORCL) Valuation Check As Debt Funded AI Push Draws Scrutiny
• Negative Sentiment: Bearish pieces warn of an AI bubble risk and label Oracle a potential value trap; coupled with insider selling (EVP sold ~$6.8M), these items add downward pressure from sentiment and governance angles. Oracle: Sell Before The AI Bubble Bursts Insider Selling: Oracle EVP Sells $6,821,150

Oracle Stock Performance

Oracle stock opened at $191.27 on Tuesday. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The company has a market capitalization of $549.54 billion, a PE ratio of 35.95, a P/E/G ratio of 1.68 and a beta of 1.65. The company has a 50 day moving average price of $202.25 and a 200-day moving average price of $241.21. 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 (NYSE:ORCL) last issued its 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. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same period in the prior year, the business earned $1.47 EPS. The business’s revenue for the quarter was up 14.2% compared to the same quarter last year. As a group, equities analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date is Friday, January 9th. Oracle’s payout ratio is 37.59%.

Oracle 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.