RWQ Financial Management Services Inc. Invests $5.53 Million in Oracle Corporation $ORCL

RWQ Financial Management Services Inc. acquired a new stake in shares of Oracle Corporation (NYSE:ORCL) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 19,675 shares of the enterprise software provider’s stock, valued at approximately $5,533,000. Oracle accounts for about 2.4% of RWQ Financial Management Services Inc.’s investment portfolio, making the stock its 17th largest position.

Other hedge funds also recently bought and sold shares of the company. Darwin Wealth Management LLC boosted its stake in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 65 shares during the period. Winnow Wealth LLC bought a new position in Oracle in the 2nd quarter worth approximately $28,000. Financial Consulate Inc. purchased a new stake in Oracle during the 3rd quarter valued at approximately $37,000. Kilter Group LLC bought a new stake in shares of Oracle during the second quarter valued at approximately $30,000. Finally, LGT Financial Advisors LLC purchased a new position in shares of Oracle in the second quarter worth $33,000. Institutional investors own 42.44% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst support for Oracle’s cloud/data-center story remains — Evercore ISI reaffirmed an Outperform rating and a $275 price target, citing large multi-year data-center leases and multicloud AI solutions that boost recurring revenue visibility. Read More.
• Positive Sentiment: Oracle is part of the expected U.S. TikTok JV (with ByteDance, Silver Lake and MGX), a strategic deal that could bring near-term cash/partnership benefits and raise Oracle’s profile in consumer-facing tech investments. Read More.
• Neutral Sentiment: Despite volatility, some investors see a second-half cloud/AI ramp — MarketBeat’s sector write-up highlights Oracle’s backlog and potential for cloud infrastructure momentum once new data centers come online. Read More.
• Neutral Sentiment: Quarterly results were mixed: EPS beat expectations but revenue slightly missed consensus, and management emphasized backlog and contract wins that may not convert to revenue until capacity is available. Read More.
• Negative Sentiment: Analyst caution and lower targets: RBC trimmed its price target to $195 (from $250) and kept a Sector Perform rating, signaling reduced near-term upside and prompting some selling. Read More.
• Negative Sentiment: Debt- and capex-related risks: multiple pieces highlight Oracle’s large AI/data-center build (reported ~$50B capex plan) that is driving strong backlog and revenue growth but producing negative free cash flow and higher leverage — a key near-term investor concern. Read More.
• Negative Sentiment: Technicals and momentum pressure: Oracle recently formed a “death cross” (50-day MA below 200-day MA), which can accelerate short-term outflows from momentum-driven funds and traders. Read More.

Oracle Stock Performance

NYSE:ORCL opened at $189.58 on Friday. The firm has a market capitalization of $544.69 billion, a PE ratio of 35.64, a PEG ratio of 1.71 and a beta of 1.65. The stock’s fifty day moving average is $209.67 and its 200 day moving average is $241.96. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. 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 posted its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. The business 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%. The business’s revenue was up 14.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.47 earnings per share. On average, sell-side analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The company also recently disclosed 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. The ex-dividend date of this dividend is Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.1%. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ORCL. TD Cowen reduced their price target on shares of Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. William Blair restated an “outperform” rating on shares of Oracle in a research report on Friday, October 17th. Barclays set a $310.00 target price on Oracle in a research report on Thursday, December 11th. Weiss Ratings restated a “buy (b-)” rating on shares of Oracle in a report on Monday, December 29th. Finally, Morgan Stanley upped their price objective on Oracle from $246.00 to $320.00 and gave the stock an “equal weight” rating in a report on Tuesday, September 23rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Oracle has an average rating of “Moderate Buy” and a consensus price target of $304.94.

Insiders Place Their Bets

In other Oracle news, EVP Maria Smith sold 5,000 shares of the business’s stock in a transaction that occurred on Thursday, October 23rd. The stock was sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the completion of the transaction, the executive vice president owned 47,083 shares in the company, valued at $13,212,431.46. The trade was a 9.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction that occurred 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 owned 25,596 shares in the company, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 126,588 shares of company stock valued at $33,155,596 over the last quarter. Corporate insiders own 40.90% of the company’s stock.

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.