Romano Brothers AND Company Reduces Stock Position in Oracle Corporation $ORCL

Romano Brothers AND Company trimmed its position in Oracle Corporation (NYSE:ORCL) by 12.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 43,787 shares of the enterprise software provider’s stock after selling 6,253 shares during the quarter. Oracle comprises 1.4% of Romano Brothers AND Company’s holdings, making the stock its 11th largest position. Romano Brothers AND Company’s holdings in Oracle were worth $12,338,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of ORCL. Mather Group LLC. raised its position in Oracle by 1.6% during the 3rd quarter. Mather Group LLC. now owns 26,158 shares of the enterprise software provider’s stock worth $7,357,000 after buying an additional 407 shares during the last quarter. RVW Wealth LLC purchased a new position in shares of Oracle during the third quarter worth $227,000. Pinnacle Wealth Management Advisory Group LLC raised its holdings in shares of Oracle by 39.2% during the third quarter. Pinnacle Wealth Management Advisory Group LLC now owns 15,955 shares of the enterprise software provider’s stock worth $4,487,000 after purchasing an additional 4,497 shares during the last quarter. Delta Investment Management LLC boosted its holdings in Oracle by 8.7% in the third quarter. Delta Investment Management LLC now owns 2,142 shares of the enterprise software provider’s stock valued at $602,000 after purchasing an additional 171 shares during the last quarter. Finally, HighMark Wealth Management LLC increased its holdings in shares of Oracle by 68.2% during the 3rd quarter. HighMark Wealth Management LLC now owns 296 shares of the enterprise software provider’s stock valued at $83,000 after purchasing an additional 120 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Performance

NYSE:ORCL opened at $195.75 on Friday. The company has a market cap of $562.42 billion, a P/E ratio of 36.80, a P/E/G ratio of 1.75 and a beta of 1.66. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The company’s 50-day moving average price is $216.18 and its 200-day moving average price is $242.42. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The company had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. During the same quarter in the prior year, the firm earned $1.47 EPS. Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. On average, sell-side analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. Oracle’s payout ratio is 37.59%.

Key Stores Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Mizuho reaffirmed an Outperform rating and a $400 price target for ORCL, calling fiscal Q2 results “mixed” but keeping conviction in Oracle’s AI and cloud position — a vote of confidence that can support the stock. Mizuho Reaffirms Oracle Outperform
• Positive Sentiment: Zacks Research raised its Q3 FY2027 EPS estimate for Oracle (from $1.56 to $1.63), nudging consensus higher and implying analysts may be adjusting models upward after Oracle’s recent EPS beat — a technical positive for price targets and sentiment. Zacks Raises Q3 FY2027 EPS Estimate
• Positive Sentiment: Long-form coverage (The Motley Fool) frames Oracle as the “poster child” AI stock of 2025 and highlights why its AI momentum could continue into 2026 — reinforcing the growth narrative that helped the stock earlier. Why Oracle Was the Poster Child AI Stock of 2025
• Positive Sentiment: MarketBeat analysis argues Oracle’s large datacenter buildout, multicloud positioning and rising coverage make it a long-term AI/infra play — a bullish thematic note that can attract longer-horizon buyers. Oracle: A Hard Pass—or a Hard-to-Pass Opportunity?
• Neutral Sentiment: Kalkine reports regulatory ownership filings and institutional ownership changes for ORCL — normal disclosure activity; can influence short-term flows but not a directional catalyst by itself. Regulatory Ownership Filings
• Neutral Sentiment: Blockonomi piece on DeFi liquidations notes that reliable oracle price feeds are critical — a reminder that Oracle’s name and technology are important to broader market infrastructure, but not a direct corporate catalyst. DeFi Liquidations: Oracle Price Feed Role
• Neutral Sentiment: Yahoo/other pieces debating ORCL’s 5-year outlook (moonshot vs crash) and broader analyst commentary are mixed — useful for framing risk/reward but not immediate drivers. Oracle Stock in 5 Years
• Neutral Sentiment: Coverage referencing Warren Buffett’s retirement (Berkshire piece) mentions “Oracle of Omaha” as context but is not material to ORCL fundamentals. Berkshire/Huff on Buffett Retirement
• Negative Sentiment: A Market Domination interview flags Oracle’s dependency on OpenAI as a concentration risk — if that relationship weakens or OpenAI shifts strategy, it could hurt demand for dedicated Oracle services and capex monetization. Why OpenAI could be a ‘major risk’ to Oracle

Insider Buying and Selling

In other news, CEO Clayton M. Magouyrk sold 40,000 shares of the stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total value of $11,065,600.00. Following the completion of the sale, the chief executive officer owned 154,030 shares of the company’s stock, valued at $42,610,859.20. This represents a 20.62% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Maria Smith sold 5,000 shares of Oracle stock in a transaction that occurred on Thursday, October 23rd. The shares were sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the sale, the executive vice president directly owned 47,083 shares in the company, valued at approximately $13,212,431.46. The trade was a 9.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 146,346 shares of company stock worth $39,082,996 over the last ninety days. 40.90% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Citigroup restated a “market outperform” rating on shares of Oracle in a research report on Wednesday, December 17th. Wolfe Research lifted their price target on Oracle from $300.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, September 10th. Sanford C. Bernstein lowered their price target on Oracle from $364.00 to $339.00 and set an “outperform” rating on the stock in a research report on Thursday, December 11th. Erste Group Bank lowered Oracle from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Finally, The Goldman Sachs Group reduced their target price on Oracle from $320.00 to $220.00 and set a “neutral” rating for the company in a research note on Friday, December 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and an average target price of $307.72.

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.