Great Lakes Advisors LLC Sells 131,495 Shares of Oracle Corporation $ORCL

Posted by Latisha Jones on Jan 29th, 2026

Great Lakes Advisors LLC cut its position in Oracle Corporation (NYSE:ORCL – Free Report) by 41.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 185,901 shares of the enterprise software provider’s stock after selling 131,495 shares during the period. Great Lakes Advisors LLC’s holdings in Oracle were worth $52,283,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Kampmann Melissa S. raised its stake in Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after buying an additional 35 shares during the period. McLean Asset Management Corp raised its position in shares of Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after purchasing an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. lifted its holdings in shares of Oracle by 0.7% during the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock valued at $1,485,000 after purchasing an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. grew its position in shares of Oracle by 3.4% in the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock valued at $317,000 after purchasing an additional 37 shares during the period. Finally, Avion Wealth increased its stake in Oracle by 16.6% during the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after purchasing an additional 37 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Price Performance

NYSE:ORCL opened at $172.89 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 $496.72 billion, a P/E ratio of 32.50, a P/E/G ratio of 1.54 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 $195.63 and its 200 day simple moving average is $238.35.

Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings results 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 firm had revenue of $16.06 billion during 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 business’s revenue was up 14.2% compared to the same quarter last year. During the same period last year, the company earned $1.47 earnings per share. 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 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. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Friday, January 9th. Oracle’s payout ratio is presently 37.59%.

Insider Activity

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction on Friday, December 19th. The shares were 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 in the company, valued at $27,728,655.60. This trade represents a 6.49% decrease in their ownership of the stock. The sale 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 business’s stock in a transaction dated 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 transaction, the insider 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 disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 62,223 shares of company stock valued at $12,136,764. 40.90% of the stock is owned by insiders.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

Positive Sentiment: AI infrastructure tailwind — coverage highlights Oracle’s high-performance computing cost advantage and market-share gains in AI infrastructure, supporting the long-term growth story. The AI Infrastructure Stock That’s Stealing Market Share in 2026
Positive Sentiment: New business win — Alrajhi Medicine selected Oracle Health Foundation EHR and Fusion Cloud, a concrete enterprise win that supports recurring cloud/healthcare revenue expansion. Alrajhi Medicine to Digitize its Healthcare Operations with Oracle
Positive Sentiment: CapEx ramp backing AI growth — Analysts note Oracle is ramping cloud CapEx toward ~$50B to build GPU-rich data centers aimed at accelerating revenue growth from FY2027 onward. This supports the long-term AI revenue thesis (but increases near-term financing needs). The Zacks Analyst Blog Oracle’s, Amazon and Alphabet
Neutral Sentiment: Analyst/coverage attention — Zacks includes Oracle among names tied to AI and VMware integration in its research picks; supportive but not an immediate catalyst. The Zacks Analyst Blog Broadcom, Oracle, Mastercard, Geospace and Gencor
Negative Sentiment: Operational outage — A weather-related power outage at an Oracle data center disrupted U.S. TikTok users, raising short-term reliability and reputational concerns (repeated coverage). Oracle says outage at data center causes issues faced by US TikTok users
Negative Sentiment: Credit-market stress — Credit default swaps on Oracle have surged to levels not seen since the COVID era, signaling investor unease about the company’s rising debt load to fund cloud/GPU expansion. Chamath Palihapitiya’s Nervous ‘Gulp’ A Sign Of Things To Come? Oracle’s Credit Default Swaps Surge Past COVID-19 Levels
Negative Sentiment: Legal/SEC risk — Multiple investor law firms (Rosen, Pomerantz) have filed/investigated class actions tied to Oracle’s senior note offering documents, adding legal exposure and headline risk. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Lawsuit
Negative Sentiment: Analyst cut & execution concerns — At least one analyst sharply cut its price target and investor letters/notes (Polen) flagged execution risks, amplifying near-term selling pressure. Why 1 Analyst Just Slashed Their Price Target on Oracle Stock by More than 30%
Negative Sentiment: Market reaction summary — Zacks notes the stock fell more than the market in the latest session, reflecting a combination of the above operational, credit and legal headlines. Here’s Why Oracle (ORCL) Fell More Than Broader Market

Analyst Ratings Changes

ORCL has been the topic of several research analyst reports. Guggenheim restated a “buy” rating and set a $400.00 target price on shares of Oracle in a report on Thursday, December 11th. Stifel Nicolaus lowered their price objective on shares of Oracle from $350.00 to $275.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. JPMorgan Chase & Co. cut their price objective on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. Erste Group Bank lowered shares of Oracle from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Finally, TD Cowen lowered their target price on Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a report on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and a consensus price target of $300.46.

Read Our Latest Research Report on ORCL

Oracle Company Profile

(Free Report)

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.