Oracle Corporation $ORCL Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC decreased its position in Oracle Corporation (NYSE:ORCL) by 22.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,249 shares of the enterprise software provider’s stock after selling 11,109 shares during the quarter. Oracle accounts for about 0.6% of Simplicity Wealth LLC’s investment portfolio, making the stock its 26th largest holding. Simplicity Wealth LLC’s holdings in Oracle were worth $10,757,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the stock. Swiss National Bank lifted its stake in shares of Oracle by 7.6% in the 2nd quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock valued at $1,113,526,000 after purchasing an additional 360,000 shares during the period. Patton Fund Management Inc. increased its holdings in Oracle by 626.1% in the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after purchasing an additional 9,948 shares during the last quarter. Private Wealth Asset Management LLC boosted its holdings in Oracle by 9.2% during the second quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock worth $835,000 after buying an additional 321 shares during the last quarter. Soltis Investment Advisors LLC raised its position in shares of Oracle by 4.8% in the 2nd quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock valued at $7,201,000 after acquiring an additional 1,515 shares during the period. Finally, Cascade Investment Group Inc. bought a new position in Oracle during the 2nd quarter worth approximately $239,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Analyst Ratings Changes

ORCL has been the topic of a number of recent analyst reports. KeyCorp reduced their price target on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Rothschild & Co Redburn began coverage on Oracle in a report on Thursday, September 25th. They set a “sell” rating and a $175.00 target price on the stock. DA Davidson lowered their price target on Oracle from $200.00 to $180.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. HSBC reiterated a “buy” rating and set a $382.00 price objective on shares of Oracle in a report on Wednesday, November 26th. Finally, JMP Securities reissued a “market outperform” rating and set a $342.00 target price on shares of Oracle in a research note on Friday, October 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have assigned a Hold rating and two have assigned 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 $303.51.

Oracle Price Performance

NYSE:ORCL opened at $173.88 on Thursday. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The company has a market cap of $499.58 billion, a P/E ratio of 32.68, a P/E/G ratio of 1.59 and a beta of 1.65. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The stock’s 50-day simple moving average is $200.07 and its 200 day simple moving average is $240.34.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping the consensus estimate of $1.64 by $0.62. The firm 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 business’s quarterly revenue was up 14.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.47 EPS. As a group, sell-side analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be paid a dividend of $0.50 per share. The ex-dividend date is Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.2%. Oracle’s payout ratio is currently 37.59%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Asia‑Pacific enterprises are accelerating Oracle Cloud Infrastructure (OCI) modernization, which supports sustained revenue growth in a key region. Asia Pacific Firms Accelerate Oracle Cloud Modernization
• Positive Sentiment: Analysts highlight Oracle’s multicloud AI strategy and massive multicloud database consumption growth, underpinning durable demand for OCI and higher‑margin services. Is Oracle’s Multicloud AI Strategy Powering Sustainable Growth?
• Positive Sentiment: Guggenheim says concerns about Oracle’s AI debt load and concentration with OpenAI are overblown and that Oracle could be a long‑term winner, reinforcing a positive analyst view. Oracle’s stock could be a big winner for the next decade, according to this analyst. Here’s why.
• Neutral Sentiment: Some commentators argue the recent pullback may present a buying opportunity given cloud growth, but caution over valuation and execution remains. Is Oracle (ORCL) Fairly Priced After Recent Share Price Pullback And Cloud Growth Focus
• Neutral Sentiment: Several buy‑the‑dip pieces highlight backlog diversification and long‑term catalysts, but they note short‑term headline risk tied to financing and disclosures. Oracle: ‘Buy’ The Dip As Backlog Diversification Continues
• Negative Sentiment: Wall Street demand for debt tied to Oracle/OpenAI’s Stargate data‑center venture has softened — JPMorgan reported slower investor interest for roughly $38B of bonds for two sites, raising funding concerns for the buildout. Wall Street is losing its appetite for Oracle’s data center debt
• Negative Sentiment: Oracle faces a securities class action and related investor litigation alleging disclosure issues around AI‑related debt and offerings; these suits amplify short‑term downside risk and financing uncertainty. ROSEN, A HIGHLY RECOGNIZED LAW FIRM, Encourages Oracle Corporation Investors to Secure Counsel in Securities Class Action – ORCL Rosen Law Firm Urges Oracle Corporation (NYSE: ORCL) Investors to Contact the Firm for Information About Their Rights
• Negative Sentiment: Coverage questioning Oracle’s disclosures has already driven price targets lower and bearish commentary (e.g., a note suggesting $126), contributing to today’s sell‑off as investors reassess financing and execution risks. Oracle Stock To $126?

Insider Buying and Selling

In other news, 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 value of $2,953,350.00. Following the completion of the sale, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Jeffrey Berg sold 49,365 shares of Oracle stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total value of $13,971,282.30. Following the transaction, the director owned 151,999 shares of the company’s stock, valued at $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 111,588 shares of company stock worth $26,108,046 in the last 90 days. 40.90% of the stock is owned by corporate insiders.

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.