WealthPlan Investment Management LLC Sells 4,495 Shares of Oracle Corporation $ORCL

WealthPlan Investment Management LLC trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL) by 33.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,845 shares of the enterprise software provider’s stock after selling 4,495 shares during the period. WealthPlan Investment Management LLC’s holdings in Oracle were worth $2,487,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Brighton Jones LLC lifted its stake in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after purchasing an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after buying an additional 404 shares during the last quarter. Salem Investment Counselors Inc. grew its stake in shares of Oracle by 0.7% during the 2nd quarter. Salem Investment Counselors Inc. now owns 34,933 shares of the enterprise software provider’s stock worth $7,637,000 after acquiring an additional 245 shares during the period. Gallacher Capital Management LLC purchased a new stake in Oracle in the 2nd quarter worth about $298,000. Finally, Legacy Private Trust Co. raised its stake in Oracle by 30.3% in the 2nd quarter. Legacy Private Trust Co. now owns 2,858 shares of the enterprise software provider’s stock valued at $625,000 after acquiring an additional 665 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the stock. Morgan Stanley increased their target price on shares of Oracle from $246.00 to $320.00 and gave the stock an “equal weight” rating in a research report on Tuesday, September 23rd. BMO Capital Markets cut their price objective on shares of Oracle from $355.00 to $270.00 and set an “outperform” rating for the company in a report on Thursday, December 11th. Erste Group Bank cut shares of Oracle from a “buy” rating to a “hold” rating in a report on Monday, November 10th. JPMorgan Chase & Co. cut their price target on Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. Finally, DA Davidson decreased their price objective on Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a research note on Thursday, December 11th. Four analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, ten have assigned a Hold rating and two have assigned 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 $305.50.

Insiders Place Their Bets

In related news, EVP Maria Smith sold 5,000 shares of the stock in a transaction 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 transaction, the executive vice president owned 47,083 shares of the company’s stock, valued at approximately $13,212,431.46. This trade represents a 9.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Jeffrey Berg sold 49,365 shares of Oracle stock in a transaction on Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the completion of the transaction, the director owned 151,999 shares in the company, valued at approximately $43,018,756.98. The trade was a 24.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 126,588 shares of company stock valued at $33,155,596 over the last 90 days. Company insiders own 40.90% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst upgrades and bullish price targets: Goldman Sachs reportedly upgraded ORCL to a “strong‑buy” and Jefferies maintains a $400 target, reinforcing buy-side conviction around Oracle’s AI and cloud infrastructure opportunity. Zacks Upgrade Note
• Positive Sentiment: Market positioning: MarketBeat highlights Oracle as a leading cross‑cloud/AI infrastructure play with client wins and strong RPO that underpins multi‑year revenue upside. MarketBeat: 5 AI Stocks
• Positive Sentiment: Customer traction: Community Memorial Hospital selected Oracle Health and Clinical AI Agent for EHR and documentation automation — a tangible, revenue‑generating health‑care win. PR Newswire: Oracle Health Win
• Neutral Sentiment: Long‑term performance note: A Yahoo piece reviewing what a $1,000 investment in ORCL a decade ago would be worth provides context on returns but doesn’t change the near‑term story. Yahoo: 10‑Year Return
• Neutral Sentiment: Valuation debate coverage: Forbes and Zacks pieces discuss ORCL’s recent underperformance versus the market and why it’s drawing attention — useful framing but mixed for immediate price action. Forbes: Is ORCL Undervalued?
• Negative Sentiment: Sharp valuation/AI skepticism: Seeking Alpha and other commentary warn Oracle’s AI‑driven valuation may be overextended, prompting profit‑taking and multiple compression risk. Seeking Alpha: Valuation Overextended
• Negative Sentiment: Investor skepticism & note flows: Recent investor letters and coverage report shifting sentiment — earlier enthusiasm for Oracle’s AI story is cooling, increasing volatility. InsiderMonkey: Investor Skepticism
• Negative Sentiment: Shorts and put activity: Reports that Michael Burry has taken a short/put position on Oracle and public commentary about heavy debt from data‑center expansion are pressuring sentiment and weighing on the stock. Blockonomi: Burry Short
• Negative Sentiment: Debt concerns and execution caveats: Analysts and deeper dives flag Oracle’s sizable debt load tied to infrastructure build‑out as a genuine risk that offsets growth optimism. Seeking Alpha: Debt Concerns
• Negative Sentiment: Market reaction explained: Zacks published a note summarizing why ORCL underperformed the broader market today, citing the mix of profit‑taking, skeptical commentary, and macro/sector rotation. Zacks: Why ORCL Fell

Oracle Stock Performance

Oracle stock opened at $202.21 on Wednesday. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The firm’s fifty day moving average price is $206.42 and its 200-day moving average price is $242.20. The stock has a market cap of $580.97 billion, a P/E ratio of 38.01, a price-to-earnings-growth ratio of 1.82 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.

Oracle (NYSE:ORCL) last released 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. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. During the same quarter last year, the business posted $1.47 earnings per share. The company’s revenue for the quarter was up 14.2% on a year-over-year basis. On average, equities research analysts expect 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. Investors of record on Friday, January 9th will be given a $0.50 dividend. The ex-dividend date 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 presently 37.59%.

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.