Vista Investment Partners II LLC Sells 3,435 Shares of Oracle Corporation $ORCL

Vista Investment Partners II LLC trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL) by 16.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,671 shares of the enterprise software provider’s stock after selling 3,435 shares during the period. Oracle accounts for about 2.3% of Vista Investment Partners II LLC’s holdings, making the stock its 8th largest holding. Vista Investment Partners II LLC’s holdings in Oracle were worth $4,970,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Horizon Bancorp Inc. IN raised its position in shares of Oracle by 15.3% during the 3rd quarter. Horizon Bancorp Inc. IN now owns 5,407 shares of the enterprise software provider’s stock worth $1,521,000 after acquiring an additional 719 shares in the last quarter. Providence First Trust Co increased its stake in Oracle by 0.9% in the third quarter. Providence First Trust Co now owns 10,851 shares of the enterprise software provider’s stock valued at $3,052,000 after purchasing an additional 100 shares during the last quarter. Turtle Creek Wealth Advisors LLC raised its holdings in Oracle by 63.6% during the third quarter. Turtle Creek Wealth Advisors LLC now owns 8,368 shares of the enterprise software provider’s stock worth $2,353,000 after purchasing an additional 3,252 shares in the last quarter. Stewardship Advisors LLC acquired a new stake in Oracle during the third quarter worth approximately $224,000. Finally, Tradewinds LLC. purchased a new stake in shares of Oracle during the 3rd quarter worth approximately $415,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts cite accelerating cloud revenue, AI adoption and data-center expansion as drivers for upgraded support and investor interest. This commentary reinforces the growth narrative behind Oracle’s recent outperformance. Oracle (ORCL) Gains Analyst Support with Cloud Growth, AI Adoption, and Data Center Expansion
• Positive Sentiment: Multiple bullish write-ups highlight the long-term AI/cloud transition and strong backlog as a thesis for further multiple expansion and revenue acceleration, supporting investor optimism. Oracle Corporation (ORCL): A Bull Case Theory
• Positive Sentiment: Oracle’s upcoming quarterly dividend payment (Jan. 23) provides near-term cash return to shareholders, a supportive signal for income-focused investors. Oracle to pay dividends on January 23; Here’s how much 100 ORCL shares will earn
• Neutral Sentiment: Long-term performance pieces (retrospectives on 5‑year returns) keep attention on ORCL as a compounding business, supporting sentiment but not changing fundamentals. If You Invested $100 In Oracle Stock 5 Years Ago, You Would Have This Much Today
• Neutral Sentiment: Comparisons among OpenAI partners (Microsoft vs. Oracle) and broader market takes keep ORCL in focus; useful for narrative but mixed in impact. Microsoft vs. Oracle: Which OpenAI Partner Is a Better Buy for 2026?
• Negative Sentiment: Bondholders filed a lawsuit tied to AI-related debt and alleged losses, which has pressured the stock and raises legal/financial risk around Oracle’s debt-funded AI investments. Bondholders Are Suing Oracle for Its AI Losses
• Negative Sentiment: Insider selling: an Oracle EVP disclosed a roughly $6.8M sale, a headline that can weigh on sentiment even if the sale is routine. Insider Selling: Oracle EVP Sells $6,821,150.00 in Stock
• Negative Sentiment: Critical takes warn of an AI valuation bubble and elevated multiples; some analysts argue ORCL may be a value trap if AI revenues don’t scale as expected — increasing downside risk if growth disappoints. Oracle: Sell Before The AI Bubble Bursts
• Negative Sentiment: Valuation scrutiny: debt-funded AI spending and the OpenAI cloud deal have drawn questions about leverage and long-term returns, which could press multiples if investors reprice risk. Oracle (ORCL) Valuation Check As Debt Funded AI Push And OpenAI Cloud Deal Draw Scrutiny

Insider Transactions at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction on 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Maria Smith sold 5,000 shares of the company’s stock in a transaction 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 transaction, the executive vice president directly owned 47,083 shares in the company, valued at approximately $13,212,431.46. This trade represents a 9.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 116,588 shares of company stock valued at $27,511,146 in the last three months. Insiders own 40.90% of the company’s stock.

Oracle Stock Performance

Shares of Oracle stock traded down $8.00 on Tuesday, reaching $183.09. 3,790,086 shares of the stock were exchanged, compared to its average volume of 17,572,254. The firm has a market capitalization of $526.05 billion, a PE ratio of 34.42, a PEG ratio of 1.68 and a beta of 1.65. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The business has a fifty day moving average price of $202.25 and a two-hundred day moving average price of $241.21. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28.

Oracle (NYSE:ORCL) last announced 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 company had revenue of $16.06 billion for 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 firm’s revenue for the quarter was up 14.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.47 EPS. As a group, research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Investors 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 1.1%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s dividend payout ratio is currently 37.59%.

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of recent analyst reports. Evercore ISI increased their target price on shares of Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $375.00 price objective on shares of Oracle in a report on Wednesday, November 26th. Scotiabank cut their target price on Oracle from $360.00 to $260.00 and set a “sector outperform” rating on the stock in a research report on Thursday, December 11th. Royal Bank Of Canada decreased their target price on Oracle from $250.00 to $195.00 and set a “sector perform” rating for the company in a research report on Monday, January 5th. Finally, HSBC reaffirmed a “buy” rating and set a $382.00 price target on shares of Oracle in a research report on Wednesday, November 26th. Four analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $305.50.

About Oracle

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.