Jennison Associates LLC Grows Position in Oracle Corporation $ORCL

Jennison Associates LLC raised its holdings in Oracle Corporation (NYSE:ORCL) by 2,062.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,227,252 shares of the enterprise software provider’s stock after purchasing an additional 8,800,546 shares during the period. Oracle accounts for about 1.5% of Jennison Associates LLC’s holdings, making the stock its 19th biggest position. Jennison Associates LLC’s holdings in Oracle were worth $2,595,072,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Darwin Wealth Management LLC lifted its position in shares of Oracle by 130.0% during 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 in the last quarter. Winnow Wealth LLC bought a new stake in shares of Oracle during the 2nd quarter valued at $28,000. Financial Consulate Inc. purchased a new stake in Oracle during the 3rd quarter worth about $37,000. Corundum Trust Company INC bought a new position in Oracle in the 3rd quarter worth about $39,000. Finally, Kilter Group LLC purchased a new position in Oracle during the 2nd quarter valued at about $30,000. Institutional investors own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently commented on ORCL. Weiss Ratings restated a “buy (b-)” rating on shares of Oracle in a research report on Monday, December 29th. Scotiabank reduced their price target on shares of Oracle from $360.00 to $260.00 and set a “sector outperform” rating for the company in a research report on Thursday, December 11th. JPMorgan Chase & Co. lowered their price objective on Oracle from $270.00 to $230.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. William Blair reissued an “outperform” rating on shares of Oracle in a research note on Friday, October 17th. Finally, Stifel Nicolaus decreased their target price on Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Three 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and an average target price of $300.46.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle secured a ~15% stake and “Trusted Technology Partner” role in the newly spun‑off U.S. TikTok joint venture, which effectively locks TikTok as a large, long‑term tenant for Oracle Cloud Infrastructure (OCI) and helps justify Oracle’s big data‑center buildouts. This deal is being framed as an infrastructure revenue win rather than a consumer pivot. Oracle’s TikTok Win Isn’t Social Media—It’s a Cloud Power Move
• Neutral Sentiment: Options activity shows sizable bullish bets (whale positions) in Oracle, signaling some traders expect upside or are using derivatives for directional/speculative exposure — this can amplify moves but is not fundamental. This Is What Whales Are Betting On Oracle
• Negative Sentiment: Multiple law firms (Rosen, others) have publicized or filed class actions tied to Oracle’s senior‑note offerings and disclosures about debt used to fund AI/data‑center projects — this litigation creates headline risk and could pressure the stock if claims advance. ROSEN, TOP-RANKED INVESTOR RIGHTS COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel in Securities Class Action – ORCL
• Negative Sentiment: Morgan Stanley flagged that Oracle’s aggressive AI‑infrastructure buildout could create downside risk to EPS targets if spending and revenue cadence diverge from analyst expectations — a reminder that capital intensity and execution timing matter for near‑term earnings. Morgan Stanley finds Oracle’s AI infrastructure buildout creates risk for EPS targets
• Negative Sentiment: High‑profile short/skeptical investors (reported Michael Burry position) and reports that Wall Street showed diminished appetite for some Stargate‑related debt deals have amplified concerns about Oracle’s funding model and liquidity, adding selling pressure. Michael Burry Bets Against Oracle — Should You Sell ORCL Stock Now? • Wall Street is losing its appetite for Oracle’s data center debt

Oracle Stock Down 0.6%

Shares of ORCL opened at $177.12 on Friday. The firm has a market cap of $508.88 billion, a P/E ratio of 33.29, a P/E/G ratio of 1.57 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 stock has a 50 day simple moving average of $198.36 and a two-hundred day simple moving average of $239.52. 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 announced its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. The company had revenue of $16.06 billion during 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 firm’s revenue was up 14.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.47 EPS. On average, analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were issued a dividend of $0.50 per share. The ex-dividend date was Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.1%. Oracle’s dividend payout ratio is currently 37.59%.

Insider Buying and Selling at Oracle

In other news, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total value of $437,064.03. Following the transaction, the director owned 25,596 shares in the company, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Mark Hura sold 15,000 shares of the company’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the sale, the insider owned 234,077 shares of the company’s stock, 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. Insiders sold 111,588 shares of company stock worth $26,108,046 over the last quarter. Company 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.