Keystone Investors PTE Ltd. Buys 15,592 Shares of Oracle Corporation $ORCL

Keystone Investors PTE Ltd. grew its stake in shares of Oracle Corporation (NYSE:ORCL) by 107.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,048 shares of the enterprise software provider’s stock after buying an additional 15,592 shares during the period. Oracle accounts for 1.0% of Keystone Investors PTE Ltd.’s portfolio, making the stock its 23rd biggest holding. Keystone Investors PTE Ltd.’s holdings in Oracle were worth $8,451,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ORCL. Brighton Jones LLC boosted its stake in shares of Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after acquiring an additional 100,494 shares during the period. Revolve Wealth Partners LLC boosted its stake in Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after purchasing an additional 404 shares during the period. Sivia Capital Partners LLC grew its holdings in Oracle by 21.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after buying an additional 768 shares in the last quarter. United Bank raised its position in shares of Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock valued at $3,288,000 after buying an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock valued at $11,556,000 after acquiring an additional 8,530 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Wall Street Analysts Forecast Growth

ORCL has been the subject of a number of research analyst reports. Mizuho set a $400.00 price objective on Oracle in a research report on Monday, December 15th. Barclays restated an “overweight” rating on shares of Oracle in a research report on Monday, February 2nd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $375.00 price objective on shares of Oracle in a research note on Wednesday, November 26th. JPMorgan Chase & Co. lowered their price target on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. Finally, Piper Sandler decreased their price objective on Oracle from $290.00 to $240.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $287.94.

Oracle Trading Down 3.5%

ORCL opened at $145.09 on Friday. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. 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 stock has a market cap of $416.87 billion, a price-to-earnings ratio of 27.27, a P/E/G ratio of 1.31 and a beta of 1.64. The stock’s 50 day moving average price is $174.27 and its 200-day moving average price is $224.16.

Oracle (NYSE:ORCL) last announced its quarterly earnings data 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. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. During the same quarter in the prior year, the company posted $1.47 EPS. Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. On average, equities analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The business also recently disclosed 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. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

Insider Activity at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the sale, the executive vice president owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction that occurred on Tuesday, December 23rd. The shares were 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 of the company’s stock, valued at $5,032,429.56. The trade was a 7.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 72,223 shares of company stock valued at $13,689,064 in the last quarter. Corporate insiders own 40.90% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oppenheimer upgraded ORCL to Outperform and set a $185 price target, citing strong long‑term EPS growth potential as Oracle’s cloud and AI investments start to show returns. Oppenheimer Raises Oracle (ORCL) to Outperform, Sees Strong Long-Term EPS Growth
• Positive Sentiment: Oracle extended and expanded its title partnership with Oracle Red Bull Racing in a multi‑year deal that spotlights Oracle Cloud and AI use cases (brand visibility and commercial validation of OCI for high‑performance AI workloads). Oracle Red Bull Racing Deal Puts AI Cloud Story In Spotlight
• Neutral Sentiment: Brokerage coverage remains generally constructive — consensus across analysts is around a “Moderate Buy,” reflecting mixed but overall cautious optimism. Oracle Corporation (NYSE:ORCL) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Negative Sentiment: Multiple law firms have filed or announced securities‑class‑action notices covering purchases from June 12, 2025 to December 16, 2025; investors face an April 6, 2026 deadline to seek lead‑plaintiff status — a legal overhang increasing litigation risk and potential costs. ROSEN, TOP RANKED GLOBAL INVESTOR COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
• Negative Sentiment: Additional firms (Kessler Topaz, Pomerantz, Gross, Robbins, Bronstein, etc.) have issued similar notices and filings, compounding the headline risk and keeping downside pressure on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026 Deadline
• Negative Sentiment: Analyst/commentary pieces flag risks from aggressive AI capex and overinvestment — headlines calling out “red flags” on spending and that results must show the spending is paying off could keep earnings‑growth expectations under scrutiny. 3 Red Flags Investors Should Consider Before Buying Oracle Stock

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.