Wheelhouse Advisory Group LLC Invests $1.06 Million in Oracle Corporation $ORCL

Wheelhouse Advisory Group LLC acquired a new stake in Oracle Corporation (NYSE:ORCL) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 3,777 shares of the enterprise software provider’s stock, valued at approximately $1,062,000. Oracle makes up approximately 0.5% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its 21st biggest position.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ORCL. Swiss National Bank raised its holdings in shares of Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock worth $1,113,526,000 after buying an additional 360,000 shares during the last quarter. Patton Fund Management Inc. increased its position in shares of Oracle by 626.1% in the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after acquiring an additional 9,948 shares during the period. Private Wealth Asset Management LLC raised its stake in Oracle by 9.2% in the 2nd quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock worth $835,000 after acquiring an additional 321 shares during the last quarter. Soltis Investment Advisors LLC lifted its position in Oracle by 4.8% during the 2nd quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock worth $7,201,000 after acquiring an additional 1,515 shares during the period. Finally, Cascade Investment Group Inc. purchased a new position in shares of Oracle in the second quarter worth about $239,000. 42.44% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, CEO Clayton M. Magouyrk sold 40,000 shares of the company’s stock in a transaction dated Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the completion of the transaction, the chief executive officer owned 154,030 shares of the company’s stock, valued at $42,610,859.20. This represents a 20.62% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Mark Hura sold 15,000 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the insider directly owned 234,077 shares in the company, valued at $46,087,420.53. This represents a 6.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 126,588 shares of company stock valued at $33,155,596. 40.90% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

ORCL has been the topic of several recent research reports. Redburn Partners set a $175.00 price objective on shares of Oracle in a report on Thursday, September 25th. TD Cowen decreased their price objective on Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a report on Thursday, December 11th. Erste Group Bank downgraded Oracle from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Barclays set a $310.00 price target on Oracle in a research report on Thursday, December 11th. Finally, Stephens upped their price objective on Oracle from $208.00 to $331.00 and gave the stock an “equal weight” rating in a research report on Friday, October 17th. 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’s stock. According to MarketBeat.com, Oracle has an average rating of “Moderate Buy” and an average target price of $305.50.

Oracle Stock Performance

ORCL opened at $189.86 on Friday. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The stock has a market cap of $545.49 billion, a P/E ratio of 35.69, a P/E/G ratio of 1.72 and a beta of 1.65. The stock’s 50 day simple moving average is $204.20 and its 200 day simple moving average is $241.49. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91.

Oracle (NYSE:ORCL) last posted its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating 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 company had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same quarter in the prior year, the company earned $1.47 earnings per share. Oracle’s revenue was up 14.2% compared to the same quarter last year. As a group, equities analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be issued a dividend of $0.50 per share. The ex-dividend date is Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Oracle’s payout ratio is 37.59%.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Massive contract/backlog (RPO) expansion — Oracle reported a surging RPO (~$523B, up sharply YoY), which gives multi‑year revenue visibility tied to cloud and AI deals that support long‑term growth expectations. Will Oracle’s RPO Expansion Strengthen Long-Term Revenue Outlook?
• Positive Sentiment: Analyst support/valuation view — Several analysts (KeyBanc cited) argue the post‑selloff valuation looks attractive and see substantial upside, which can attract bargain hunters and stabilise the share base. Oracle seen as ‘undervalued’ after recent sell-off, KeyBanc says
• Positive Sentiment: End-market validation for AI infrastructure — Coverage noting Meta Compute and continued hyperscale demand supports the bull case that Oracle’s AI/cloud investments can pay off over time. Oracle: Meta Compute Reaffirms Bullish Thesis
• Neutral Sentiment: Nashville HQ rollout mixed — Oracle is expanding headcount plans in Nashville but reporting recruitment struggles; this signals execution friction on the corporate side but is not an immediate financial threat. Oracle struggles to attract workers to Nashville ‘world HQ’—even with a 2-million-square-foot office and Larry Ellison’s favorite restaurant
• Negative Sentiment: Bondholder lawsuit over $18B debt sale — A proposed class action alleges Oracle misled note buyers about the need to raise significant debt for AI infrastructure; this is the single largest near‑term catalyst driving share weakness. Oracle sued by bondholders over losses tied to AI buildout
• Negative Sentiment: Multiple securities‑fraud notices and investigations — Law firms (Robbins, Schall, Portnoy) have opened probes and offered investor opt‑in actions, increasing legal risk, potential discovery costs and reputational pressure. Investor Notice: Robbins LLP Informs Investors of the Securities Class Action Against Oracle Corporation
• Negative Sentiment: Bond‑market stress / debt risk concerns — Commentary notes rising debt risk and strained sentiment in the bond market that could widen ORCL’s funding costs or weigh on investor confidence while heavy capex continues. Oracle’s AI Story Is Under Attack — Debt Risk Hits Crisis-Era Highs
• Negative Sentiment: High‑profile short / investor skepticism — Notable short interest (Michael Burry) and reports citing concerns over aggressive AI spending amplify downside risk and volatility. Legendary Investor Michael Burry Is Betting Against Oracle Stock. What You Need to Know About The Bear Case For ORCL.

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.