Oracle Corporation $ORCL Shares Sold by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC lowered its stake in Oracle Corporation (NYSE:ORCL) by 6.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 88,959 shares of the enterprise software provider’s stock after selling 6,340 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Oracle were worth $25,019,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Swiss National Bank raised its stake in shares of Oracle by 7.6% in the 2nd quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock valued at $1,113,526,000 after acquiring an additional 360,000 shares in the last quarter. Patton Fund Management Inc. grew its stake in shares of Oracle by 626.1% in the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after acquiring an additional 9,948 shares during the last quarter. Private Wealth Asset Management LLC grew its position in Oracle by 9.2% in the 2nd quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock worth $835,000 after purchasing an additional 321 shares during the last quarter. Soltis Investment Advisors LLC increased its holdings in shares of Oracle by 4.8% during the 2nd quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock worth $7,201,000 after purchasing an additional 1,515 shares during the period. Finally, Cascade Investment Group Inc. acquired a new position in shares of Oracle during the second quarter valued at about $239,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

ORCL has been the topic of a number of recent research reports. Mizuho set a $400.00 target price on Oracle in a research report on Monday, December 15th. Stifel Nicolaus decreased their price objective on Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. HSBC restated a “buy” rating and set a $382.00 price objective on shares of Oracle in a research report on Wednesday, November 26th. Scotiabank reduced their target price on Oracle from $360.00 to $260.00 and set a “sector outperform” rating for the company in a research report on Thursday, December 11th. Finally, Morgan Stanley lowered their price target on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and an average price target of $300.46.

Insider Buying and Selling at Oracle

In related news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the sale, the director owned 25,596 shares in the company, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the sale, 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 62,223 shares of company stock worth $12,136,764 in the last 90 days. Corporate insiders own 40.90% of the company’s stock.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $174.86 on Wednesday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The firm has a market cap of $502.40 billion, a PE ratio of 32.87, a price-to-earnings-growth ratio of 1.61 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 business has a fifty day moving average of $196.68 and a 200-day moving average of $238.81.

Oracle (NYSE:ORCL) last announced its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $16.19 billion. During the same period in the prior year, the business earned $1.47 earnings per share. Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. On average, equities research analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is aggressively ramping cloud capital spending toward ~$50B to build GPU‑heavy data centers and capture AI enterprise demand; management says this investment should accelerate revenue growth beginning fiscal 2027. The Zacks Analyst Blog Oracle’s, Amazon and Alphabet
• Positive Sentiment: Oracle’s participation in the U.S. TikTok joint venture is now official, giving the company exposure to consumer ad/data flows and driving earlier upside in the stock as investors price a new growth avenue. Why Oracle Stock Just Popped
• Positive Sentiment: New enterprise wins: Alrajhi Medicine selected Oracle Health Foundation EHR and Fusion Cloud Applications — a small but relevant customer win for Oracle’s healthcare/cloud revenue mix. Alrajhi Medicine to Digitize its Healthcare Operations with Oracle
• Positive Sentiment: Guggenheim reiterated a Buy on ORCL and called the name a top software idea, offering supportive analyst sentiment despite recent volatility. Guggenheim Reiterates Buy on Oracle (ORCL)
• Neutral Sentiment: Oracle said a weather‑related power outage at one of its data centers caused reported U.S. TikTok disruptions; company describes the issue as temporary but the event highlights operational risk exposure for high‑profile cloud customers. Oracle says outage at data center causes issues faced by US TikTok users
• Negative Sentiment: Credit concerns: Oracle’s credit default swap prices have surged to levels not seen since COVID‑19/earlier crisis periods, signaling investor unease about the company’s large debt load used to fund the AI/data‑center buildout. Chamath Palihapitiya’s Nervous ‘Gulp’ A Sign Of Things To Come? Oracle’s Credit Default Swaps Surge Past COVID‑19 Levels
• Negative Sentiment: Legal risk: multiple investor law firms (Rosen, Pomerantz) have filed or are investigating class actions tied to Oracle’s senior notes and offering documents, increasing potential litigation exposure and headline risk. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Lawsuit
• Negative Sentiment: Analyst sentiment turned partly negative after at least one analyst cut ORCL’s price target by more than 30%, amplifying downside pressure amid broader AI valuation concerns. Why 1 Analyst Just Slashed Their Price Target on Oracle Stock by More than 30%

Oracle Company 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.