First Financial Bankshares Inc Buys 6,717 Shares of Oracle Corporation $ORCL

First Financial Bankshares Inc raised its position in shares of Oracle Corporation (NYSE:ORCL) by 6.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 109,593 shares of the enterprise software provider’s stock after buying an additional 6,717 shares during the quarter. First Financial Bankshares Inc’s holdings in Oracle were worth $30,822,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Compound Planning Inc. raised its position in shares of Oracle by 8.5% during the 3rd quarter. Compound Planning Inc. now owns 22,477 shares of the enterprise software provider’s stock valued at $6,321,000 after buying an additional 1,755 shares in the last quarter. Insight Advisors LLC PA grew its position in Oracle by 3.8% in the third quarter. Insight Advisors LLC PA now owns 3,072 shares of the enterprise software provider’s stock worth $865,000 after acquiring an additional 112 shares in the last quarter. EverSource Wealth Advisors LLC increased its stake in Oracle by 5.3% during the third quarter. EverSource Wealth Advisors LLC now owns 15,535 shares of the enterprise software provider’s stock worth $4,369,000 after acquiring an additional 777 shares during the last quarter. Cary Street Partners Investment Advisory LLC increased its stake in Oracle by 46.6% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 5,471 shares of the enterprise software provider’s stock worth $1,539,000 after acquiring an additional 1,738 shares during the last quarter. Finally, Trajan Wealth LLC increased its stake in Oracle by 27.5% during the third quarter. Trajan Wealth LLC now owns 91,131 shares of the enterprise software provider’s stock worth $25,630,000 after acquiring an additional 19,658 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Insider Activity at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction 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. This trade represents a 6.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total transaction of $437,064.03. Following the sale, the director owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 72,223 shares of company stock worth $13,689,064 in the last quarter. 40.90% of the stock is currently owned by company insiders.

Oracle Price Performance

Oracle stock opened at $141.07 on Tuesday. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The stock has a market cap of $405.32 billion, a price-to-earnings ratio of 26.52, a price-to-earnings-growth ratio of 1.29 and a beta of 1.64. The firm has a 50-day moving average of $177.28 and a two-hundred day moving average of $226.71. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72.

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

Oracle Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were paid a dividend of $0.50 per share. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle’s payout ratio is presently 37.59%.

Analyst Ratings Changes

A number of brokerages have recently commented on ORCL. Wells Fargo & Company assumed coverage on Oracle in a report on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 target price for the company. Mizuho set a $400.00 price target on Oracle in a research report on Monday, December 15th. Barclays reissued an “overweight” rating on shares of Oracle in a research note on Monday, February 2nd. Erste Group Bank lowered shares of Oracle from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Finally, Sanford C. Bernstein set a $313.00 price target on shares of Oracle in a report on Monday, February 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $290.97.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst/media attention highlights Oracle’s role in the AI/hyperscaler landscape, which could support long‑term demand for cloud and data‑center services. How hyperscalers like Oracle and Meta are driving the AI arms race
• Neutral Sentiment: Media interest and screeners show ORCL drawing investor attention — a sign of volume and focus but not an immediate directional catalyst. Oracle Corporation (ORCL) is Attracting Investor Attention
• Neutral Sentiment: Industry research shows hyperscaler capex surging (and Microsoft singled out), underscoring that Oracle competes in a capital‑intensive AI buildout — structural opportunity but also margin/cash‑flow pressure. Evercore Sees Microsoft Growing FCF 5% as Hyperscaler Capex Jumps 58%
• Negative Sentiment: Report raising concerns about Oracle’s “Stargate” AI project drove selling—investors are worried about execution, cost overruns or overstated capabilities. Oracle stock falls amid Stargate project concerns
• Negative Sentiment: News coverage and commentary point to investor anxiety that Oracle’s aggressive AI spending may be excessive, a theme cited by multiple outlets as a reason for today’s slump. Here’s Why Oracle Stock Slumped Today
• Negative Sentiment: Several securities‑fraud class actions and lead‑plaintiff deadline notices allege Oracle misled investors about its AI/data‑center capabilities and capex — legal risk increases uncertainty and potential liabilities. Oracle Corporation Securities Fraud Class Action Lawsuit Pending
• Negative Sentiment: High‑profile critics (e.g., Michael Burry) and analysis on the tech sector’s AI “debt binge” are amplifying concerns that hyperscaler spending may hurt returns and push risk onto investors/bondholders. Michael Burry Questions ‘When Will AI Data Center Spending End?’ How the AI debt binge shattered hyperscalers’ ‘unspoken contract’ with investors

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.