Capital Group Investment Management PTE. LTD. Grows Stake in Oracle Corporation $ORCL

Capital Group Investment Management PTE. LTD. grew its holdings in shares of Oracle Corporation (NYSE:ORCL) by 304.4% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 5,156 shares of the enterprise software provider’s stock after acquiring an additional 3,881 shares during the quarter. Capital Group Investment Management PTE. LTD.’s holdings in Oracle were worth $1,450,000 at the end of the most recent quarter.

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

Analyst Upgrades and Downgrades

ORCL has been the subject of several research reports. Jefferies Financial Group decreased their target price on Oracle from $400.00 to $320.00 and set a “buy” rating for the company in a research report on Thursday. Sanford C. Bernstein set a $313.00 price objective on Oracle in a report on Monday, February 9th. Stifel Nicolaus dropped their target price on shares of Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. DA Davidson raised shares of Oracle from a “neutral” rating to a “buy” rating and set a $180.00 target price on the stock in a research report on Monday, February 9th. Finally, KeyCorp lowered their price target on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $275.51.

Insider Activity

In other news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the transaction, the director directly owned 25,596 shares of the company’s stock, valued at $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 72,223 shares of company stock valued at $13,689,064 in the last quarter. Insiders own 40.90% of the company’s stock.

Oracle Stock Performance

Shares of Oracle stock opened at $151.54 on Tuesday. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The firm’s 50-day moving average is $168.85 and its 200 day moving average is $220.05. The stock has a market cap of $435.39 billion, a price-to-earnings ratio of 28.48, a PEG ratio of 1.34 and a beta of 1.66. 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 released 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 business had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. Oracle’s revenue was up 14.2% compared to the same quarter last year. During the same period last year, the business earned $1.47 EPS. Sell-side analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle’s dividend payout ratio (DPR) is 37.59%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: OCI/cloud momentum and renewed Wall Street interest position Oracle as an AI infrastructure play; some analysts have raised coverage or reiterated bullish stances ahead of earnings. Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention
• Positive Sentiment: Analysts and previews point to AI-driven revenue upside (OCI acceleration, large backlog, subscription trends) that could beat expectations and re-rate the stock if margins and capex discipline are demonstrated. Oracle’s AI Push: A Potential Catalyst for Q3 Earnings Growth?
• Neutral Sentiment: The upcoming Q3 release is a high‑volatility catalyst — traders expect a sizable post‑earnings move that will likely determine near‑term direction, making the report the key event to watch. Here’s How Much Traders Expect Oracle Stock To Move After Earnings
• Negative Sentiment: Reports highlight a large debt load (>$100B), negative free cash flow from front‑loaded AI data‑center builds, and concern that Oracle is financing expansion with leverage — a major investor worry. Oracle is building yesterday’s data centers with tomorrow’s debt
• Negative Sentiment: OpenAI/partner pullbacks and reported cancelation of an Abilene expansion plus widespread layoff reports amplify execution and tenant‑risk concerns for Oracle’s flagship projects. Oracle AI Data Center Pullback Tests Spending Discipline And Partner Reliance
• Negative Sentiment: Multiple law firms have filed/reminded investors of class‑action suits tied to disclosures from mid‑2025 to late‑2025, creating legal overhang and potential headline risk. Bragar Eagel & Squire Reminds Investors of Class Actions
• Negative Sentiment: Several firms trimmed price targets and some investors point to widening credit spreads/CDS as a sign of elevated financing risk; that combination is pressuring the stock despite pockets of bullish coverage. Analyst price target and coverage notes (Benzinga)

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.