Marks Group Wealth Management Inc Buys 4,278 Shares of Oracle Corporation $ORCL

Marks Group Wealth Management Inc boosted its position in Oracle Corporation (NYSE:ORCL) by 37.4% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 15,710 shares of the enterprise software provider’s stock after purchasing an additional 4,278 shares during the quarter. Marks Group Wealth Management Inc’s holdings in Oracle were worth $4,418,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Kampmann Melissa S. boosted its stake in Oracle by 0.3% in the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after acquiring an additional 35 shares in the last quarter. McLean Asset Management Corp lifted its holdings in shares of Oracle by 0.7% during the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock valued at $1,551,000 after purchasing an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. boosted its position in shares of Oracle by 0.7% in the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after purchasing an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. grew its stake 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 worth $317,000 after buying an additional 37 shares during the last quarter. Finally, Avion Wealth grew 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 buying an additional 37 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Trading Down 5.5%

Shares of Oracle stock opened at $148.00 on Monday. The stock has a market cap of $425.23 billion, a PE ratio of 27.82, a price-to-earnings-growth ratio of 1.29 and a beta of 1.64. The firm has a fifty day moving average price of $178.15 and a 200 day moving average price of $227.47. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. 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 posted its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating the consensus estimate of $1.64 by $0.62. The company had revenue of $16.06 billion for 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%. The firm’s revenue was up 14.2% on a year-over-year basis. During the same period in the prior year, the company earned $1.47 earnings per share. Equities research analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The business 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 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is 37.59%.

Insider Buying and Selling

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Mark Hura sold 15,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the insider directly owned 234,077 shares in the company, valued at $46,087,420.53. The trade was a 6.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,223 shares of company stock valued at $13,689,064 in the last ninety days. Insiders own 40.90% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is winning cloud deals that validate its AI infrastructure strategy — the Centers for Medicare & Medicaid Services selected Oracle Cloud Infrastructure for a modernization project, a concrete commercial win that supports OCI revenue momentum. Oracle Cloud Infrastructure Gains Momentum With CMS Selection
• Neutral Sentiment: Some software peers (e.g., RingCentral, Five9) are rallying on better-than-expected results, showing mixed sentiment across AI-exposed software names — this helps explain sector rotation but doesn’t remove Oracle‑specific concerns. Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
• Negative Sentiment: Multiple law firms have launched or are soliciting plaintiffs for securities‑fraud class actions covering the June–Dec 2025 period; proliferation of suits raises legal and reputational risk and increases uncertainty for shareholders. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit
• Negative Sentiment: Market commentary ties today’s sell‑off to Nvidia/OpenAI funding dynamics: traders are treating Oracle as a proxy for OpenAI’s ability to raise capital and for Oracle’s ability to support contracted AI workloads — funding clarity is needed to calm sentiment. Here’s Why Oracle Stock Slumped Today (Hint: It’s Nvidia Related, But Not How You Might Think)
• Negative Sentiment: Analyst/social‑media threads flag heavy AI capex (estimates of up to ~$50B), higher debt issuance and insider selling — financing/dilution worries and rising short interest are pressuring the stock. Oracle Stock (ORCL) Opinions on Q2 Earnings and AI Capex Plans
• Negative Sentiment: Intraday commentary and trade reports note a sharp slide in ORCL versus broader indexes today — momentum selling and higher volume amplify the move until the market gets clearer answers on funding, capex pacing and legal exposure. Why Are Oracle Shares Sliding On Friday?

Analyst Ratings Changes

Several equities research analysts have weighed in on ORCL shares. Robert W. Baird lowered their price target on Oracle from $365.00 to $315.00 and set an “outperform” rating for the company in a report on Tuesday, November 18th. Mizuho set a $400.00 target price on shares of Oracle in a research note on Monday, December 15th. Jefferies Financial Group reissued a “buy” rating and set a $400.00 target price on shares of Oracle in a research report on Monday, January 5th. Morgan Stanley decreased their price target on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a report on Friday, January 23rd. Finally, Sanford C. Bernstein set a $313.00 price objective on shares of Oracle in a research note on Monday, February 9th. Three research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $290.97.

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.