Cyndeo Wealth Partners LLC Cuts Holdings in Oracle Corporation $ORCL

Cyndeo Wealth Partners LLC reduced its position in shares of Oracle Corporation (NYSE:ORCL) by 2.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 103,583 shares of the enterprise software provider’s stock after selling 2,919 shares during the period. Oracle comprises about 1.6% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its 8th largest holding. Cyndeo Wealth Partners LLC’s holdings in Oracle were worth $29,132,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank acquired a new position in Oracle during the 2nd quarter worth approximately $4,275,378,000. Vanguard Group Inc. lifted its position in shares of Oracle by 2.1% in the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after purchasing an additional 3,353,461 shares in the last quarter. Kingstone Capital Partners Texas LLC acquired a new position in Oracle during the second quarter worth $731,512,000. Invesco Ltd. boosted its holdings in Oracle by 42.1% during the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock worth $1,932,507,000 after purchasing an additional 2,619,722 shares during the last quarter. Finally, Assenagon Asset Management S.A. grew its position in Oracle by 840.7% in the second quarter. Assenagon Asset Management S.A. now owns 2,119,473 shares of the enterprise software provider’s stock valued at $463,380,000 after purchasing an additional 1,894,157 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Performance

NYSE ORCL opened at $192.41 on Monday. The stock has a market cap of $552.83 billion, a PE ratio of 36.17, a P/E/G ratio of 1.73 and a beta of 1.66. 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 firm has a 50-day moving average of $234.97 and a 200-day moving average of $242.58. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. The business 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%. Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.47 EPS. On average, sell-side analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be paid a dividend of $0.50 per share. The ex-dividend date is Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. Oracle’s dividend payout ratio (DPR) is 37.59%.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. Bank of America cut their price target on shares of Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. HSBC reiterated a “buy” rating and set a $382.00 target price on shares of Oracle in a report on Wednesday, November 26th. KeyCorp decreased their price target on Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. The Goldman Sachs Group dropped their price objective on Oracle from $320.00 to $220.00 and set a “neutral” rating on the stock in a research note on Friday, December 12th. Finally, Redburn Partners set a $175.00 price objective on Oracle in a report on Thursday, September 25th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Oracle has an average rating of “Moderate Buy” and a consensus price target of $307.72.

Insider Buying and Selling at Oracle

In related news, EVP Stuart Levey sold 19,758 shares of the business’s stock in a transaction on Friday, October 10th. The stock was sold at an average price of $300.00, for a total value of $5,927,400.00. Following the completion of the sale, the executive vice president directly owned 18,429 shares in the company, valued at $5,528,700. The trade was a 51.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Naomi O. Seligman sold 2,222 shares of the company’s stock in a transaction on Friday, September 26th. The shares were sold at an average price of $288.91, for a total value of $641,958.02. Following the completion of the transaction, the director directly owned 29,225 shares in the company, valued at approximately $8,443,394.75. This represents a 7.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 155,190 shares of company stock worth $45,279,001 in 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: Oracle named as a managing investor in the U.S. TikTok joint venture — Oracle will host U.S. user data and provide cloud services for the new entity, removing a major regulatory overhang and creating a clear infrastructure contract opportunity. Oracle stock jumps 5% as cloud provider joins investor group to run TikTok’s U.S. business
• Positive Sentiment: Technical/order-flow bullishness: traders flagged a Power Inflow / institutional order‑flow signal that coincided with intraday buying, drawing momentum traders into the name. Oracle Shares Rise Over 2% After Key Trading Signal
• Positive Sentiment: Regulatory/utility approvals for the Michigan data center project remain in place — Michigan regulators approved power requests tied to the Oracle/OpenAI campus, supporting the company’s AI‑infrastructure roadmap. Oracle and OpenAI Win Michigan Approval to Power New Data Center
• Neutral Sentiment: ETF and sector flow context — analysts note the TikTok deal is more of an infrastructure/cloud story than a social‑media call, shifting some ETF and institutional flows toward cloud/data‑center exposures. TikTok’s US Deal Puts Oracle In Focus — Here’s Where ETFs Stand
• Neutral Sentiment: Broader market lift — S&P 500 and Nasdaq gains this week helped amplify ORCL’s move as tech regained traction. S&P 500, Nasdaq Manage Weekly Wins As Oracle Lifts Tech
• Negative Sentiment: Data‑center financing and leverage risk remain a clear headwind — reports that a funding partner (Blue Owl) backed away from a $10B Michigan project and other financing questions have focused investors on Oracle’s rising debt and negative free cash flow. Funding stalls for Oracle’s Michigan datacenter as Blue Owl bows out: Financial Times
• Negative Sentiment: Analyst/market skepticism on the balance sheet and recent cloud revenue softness — commentators and some influential investors have flagged heavy debt levels and execution risk around AI buildouts, which could keep volatility elevated and prompt further downgrades. Jim Cramer on Oracle: “Their Balance Sheet’s Not That Good”

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.