Meriwether Wealth & Planning LLC Lowers Position in Oracle Corporation $ORCL

Meriwether Wealth & Planning LLC cut its stake in shares of Oracle Corporation (NYSE:ORCL) by 50.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,910 shares of the enterprise software provider’s stock after selling 4,931 shares during the period. Oracle comprises approximately 0.8% of Meriwether Wealth & Planning LLC’s investment portfolio, making the stock its 21st largest holding. Meriwether Wealth & Planning LLC’s holdings in Oracle were worth $1,381,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Winnow Wealth LLC purchased a new position in Oracle during the second quarter worth about $28,000. Kilter Group LLC purchased a new stake in Oracle in the 2nd quarter valued at about $30,000. LGT Financial Advisors LLC bought a new position in shares of Oracle during the 2nd quarter worth approximately $33,000. Legend Financial Advisors Inc. purchased a new position in shares of Oracle in the 2nd quarter worth approximately $34,000. Finally, HighMark Wealth Management LLC bought a new position in shares of Oracle in the second quarter valued at approximately $38,000. 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: MarketBeat: “Phase 2” of the AI cycle — Oracle is benefitting as the infrastructure provider (TikTok JV as anchor tenant, Michigan data‑center update, RPO of ~$523B and strong OCI/GPU growth) — this gives revenue visibility and a path to monetize the massive backlog. Forget The Chips: Oracle Wins Phase 2 of AI
• Positive Sentiment: Analyst bullishness — Wedbush’s Dan Ives and other bullish notes argue accelerating cloud/data‑center conversions could re‑rate ORCL toward higher targets, giving investors a narrative for further upside. Will Oracle Stock Hit $250 in 2026? (Barchart)
• Positive Sentiment: Investor writeups highlighting backlog and OCI momentum — detailed coverage (Seeking Alpha/MarketBeat) underscores multi‑year contracts and rapid OCI GPU revenue growth, reinforcing the case that capex is revenue‑backed rather than speculative. I’m Buying What Oracle Is Building (Seeking Alpha)
• Neutral Sentiment: Mixed analyst/market commentary — some broker notes stay constructive while media pieces document investor confusion about OCI execution and project timelines; that tends to mute immediate momentum until clearer confirmations arrive. Citizens Stays Constructive on Oracle (MSN)
• Neutral Sentiment: Macro/sector tone is slightly bullish — broader tech/AI forecasts lift sentiment for peers including ORCL, but sector moves can both help and exaggerate swings. AVGO, ORCL and MU Forecast (FXEmpire)
• Negative Sentiment: Deal‑control concerns on TikTok JV — reports that U.S. investors may have less influence than expected raise doubts about the commercial upside and have pressured the stock. Oracle Stock Slides Following Reports Of Limited Control In TikTok Deal (Benzinga)
• Negative Sentiment: Insider selling and leverage concerns — recent director/CEO share sales plus commentary (TipRanks, Jim Cramer) highlighting heavy debt and aggressive capex amplify downside risk if the data‑center buildout or cash‑conversion lags. Naomi Seligman Sells 2,223 Shares (InsiderTrades) How Oracle Went from AI Darling to Being the Face of Bubble Fears (TipRanks)

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. DA Davidson dropped their price target on Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. Melius Research raised their target price on Oracle from $270.00 to $370.00 and gave the company a “buy” rating in a research report on Wednesday, September 10th. Guggenheim reissued a “buy” rating and issued a $400.00 price target on shares of Oracle in a report on Thursday, December 11th. Wolfe Research increased their price target on shares of Oracle from $300.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, September 10th. Finally, Rothschild Redb raised shares of Oracle to a “strong sell” rating in a research report on Thursday, September 25th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $307.72.

Oracle Price Performance

Shares of NYSE:ORCL opened at $197.24 on Thursday. The firm has a market capitalization of $566.70 billion, a PE ratio of 37.08, a P/E/G ratio of 1.76 and a beta of 1.66. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The company has a 50-day moving average price of $228.57 and a two-hundred day moving average price of $242.60. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72.

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

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be given a $0.50 dividend. 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 37.59%.

Insider Activity at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the sale, the chief executive officer owned 144,030 shares of the company’s stock, valued at approximately $27,728,655.60. This represents a 6.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Maria Smith sold 5,000 shares of the firm’s stock in a transaction dated Thursday, October 23rd. The stock was sold at an average price of $280.62, for a total value of $1,403,100.00. Following the completion of the transaction, the executive vice president owned 47,083 shares of the company’s stock, valued at approximately $13,212,431.46. This represents a 9.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 133,568 shares of company stock worth $36,771,604 in the last 90 days. 40.90% of the stock is owned by company insiders.

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.