Vaughan David Investments LLC IL Has $137.77 Million Holdings in Oracle Corporation $ORCL

Vaughan David Investments LLC IL lessened its position in Oracle Corporation (NYSE:ORCL) by 6.2% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 489,853 shares of the enterprise software provider’s stock after selling 32,312 shares during the period. Oracle comprises about 3.0% of Vaughan David Investments LLC IL’s investment portfolio, making the stock its 3rd biggest holding. Vaughan David Investments LLC IL’s holdings in Oracle were worth $137,766,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in ORCL. Norges Bank bought a new position in Oracle in the 2nd quarter valued at approximately $4,275,378,000. Vanguard Group Inc. increased its holdings in shares of Oracle by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after purchasing an additional 3,353,461 shares in the last quarter. Invesco Ltd. raised its stake in shares of Oracle by 42.1% in the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock worth $1,932,507,000 after purchasing an additional 2,619,722 shares during the last quarter. Laurel Wealth Advisors LLC lifted its holdings in shares of Oracle by 21,239.6% during the second quarter. Laurel Wealth Advisors LLC now owns 1,729,145 shares of the enterprise software provider’s stock valued at $378,043,000 after purchasing an additional 1,721,042 shares in the last quarter. Finally, Ensign Peak Advisors Inc boosted its position in shares of Oracle by 101.9% during the second quarter. Ensign Peak Advisors Inc now owns 3,064,721 shares of the enterprise software provider’s stock valued at $670,040,000 after buying an additional 1,547,150 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

NYSE:ORCL opened at $191.27 on Tuesday. The business’s 50-day simple moving average is $202.25 and its two-hundred day simple moving average is $241.21. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The stock has a market cap 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 quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28.

Oracle (NYSE:ORCL) last released its quarterly earnings data 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 during 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% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.47 earnings per share. As a group, analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s dividend payout ratio (DPR) is 37.59%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on ORCL shares. Redburn Partners set a $175.00 price target on shares of Oracle in a report on Thursday, September 25th. Scotiabank lowered their target price on Oracle from $360.00 to $260.00 and set a “sector outperform” rating on the stock in a report on Thursday, December 11th. Cowen reissued a “buy” rating on shares of Oracle in a research report on Thursday, December 4th. Weiss Ratings restated a “buy (b-)” rating on shares of Oracle in a research note on Monday, December 29th. Finally, KeyCorp lowered their price objective on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research note on Thursday, December 11th. Four 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. Based on data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and a consensus price target of $305.50.

Insider Activity

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $192.52, for a total value of $1,925,200.00. Following the transaction, the chief executive officer owned 144,030 shares of the company’s stock, valued at approximately $27,728,655.60. The trade was a 6.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Mark Hura sold 15,000 shares of the company’s 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 transaction, 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. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 116,588 shares of company stock valued at $27,511,146. Company 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 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.