Vest Financial LLC Boosts Holdings in Oracle Corporation $ORCL

Vest Financial LLC raised its holdings in Oracle Corporation (NYSE:ORCL) by 20.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 75,265 shares of the enterprise software provider’s stock after purchasing an additional 12,655 shares during the period. Vest Financial LLC’s holdings in Oracle were worth $21,168,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of ORCL. Brighton Jones LLC raised its holdings in shares of Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after acquiring an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC increased its position in Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after purchasing an additional 404 shares in the last quarter. Sivia Capital Partners LLC raised its stake in Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after purchasing an additional 768 shares during the last quarter. CX Institutional lifted its holdings in Oracle by 4.6% in the 2nd quarter. CX Institutional now owns 16,862 shares of the enterprise software provider’s stock valued at $3,687,000 after purchasing an additional 748 shares in the last quarter. Finally, Waycross Partners LLC purchased a new position in Oracle in the 2nd quarter valued at about $372,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Zacks highlights Oracle’s multicloud AI momentum — cites 817% YoY multicloud database consumption growth and new programs that deepen enterprise adoption, supporting durable revenue expansion and the company’s AI monetization roadmap. Is Oracle’s Multicloud AI Strategy Powering Sustainable Growth?
• Positive Sentiment: Guggenheim/MarketWatch coverage argues concerns about Oracle’s AI debt and concentration with OpenAI are overblown and that the long-term opportunity from cloud/AI makes Oracle a multi-year winner — a bullish analyst viewpoint that could support recovery if legal risks are contained. Oracle’s stock could be a big winner for the next decade, according to this analyst. Here’s why.
• Positive Sentiment: Seeking Alpha and other bullish write-ups argue the pullback is a buying opportunity as backlog diversification and AI-driven consumption should support upside over time. Oracle: ‘Buy’ The Dip As Backlog Diversification Continues
• Neutral Sentiment: Valuation checks: recent coverage examines whether the post-pullback price correctly reflects cloud growth and legal risk; these pieces weigh fundamentals vs. headline-driven volatility without a firm consensus. Is Oracle (ORCL) Fairly Priced After Recent Share Price Pullback And Cloud Growth Focus
• Negative Sentiment: Immediate driver of the drop: a Yahoo Finance story reports the stock tumbled after disclosures and a lawsuit raised investor concerns about Oracle’s AI-related debt/funding model and concentration risk, prompting questions about how AI initiatives are financed. Oracle (ORCL) Is Down 11.1% After AI Debt Disclosure Lawsuit Raises Questions About Funding Model
• Negative Sentiment: Class-action litigation risk: Rosen Law Firm announced a securities class action over senior notes tied to Oracle’s shelf registration (press releases on GlobeNewswire and BusinessWire), increasing legal and reputational uncertainty for noteholders and equity investors. 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: Bear case/price targets: a Forbes piece revisits a steep downside target (Oracle Stock To $126?), amplifying negative sentiment and pressuring short-term price action if investors reprice risk. Oracle Stock To $126?

Wall Street Analyst Weigh In

A number of brokerages have recently commented on ORCL. Stephens boosted their price objective on shares of Oracle from $208.00 to $331.00 and gave the company an “equal weight” rating in a research report on Friday, October 17th. Wells Fargo & Company assumed coverage on shares of Oracle in a research note on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 target price for the company. Bank of America reduced their price target on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. TD Cowen decreased their price objective on Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $375.00 target price on shares of Oracle in a research note on Wednesday, November 26th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $303.51.

Oracle Price Performance

Shares of Oracle stock opened at $173.88 on Thursday. The business’s fifty day moving average price is $200.07 and its 200 day moving average price is $240.34. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The stock has a market capitalization of $499.58 billion, a P/E ratio of 32.68, a PEG ratio of 1.59 and a beta of 1.65.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. The company had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same period last year, the business posted $1.47 EPS. As a group, research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s payout ratio is 37.59%.

Insider Activity at Oracle

In related news, Director Jeffrey Berg sold 49,365 shares of the company’s stock in a transaction on Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the completion of the sale, the director directly owned 151,999 shares of the company’s stock, valued at approximately $43,018,756.98. This represents a 24.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Mark Hura sold 15,000 shares of the firm’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the transaction, the insider directly owned 234,077 shares in the company, valued at $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 111,588 shares of company stock valued at $26,108,046 over the last quarter. Company insiders own 40.90% of the company’s stock.

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.