Cwm LLC Grows Stake in Oracle Corporation $ORCL

Cwm LLC lifted its position in Oracle Corporation (NYSE:ORCL) by 5.5% during the 3rd quarter, HoldingsChannel reports. The firm owned 328,009 shares of the enterprise software provider’s stock after buying an additional 17,064 shares during the period. Cwm LLC’s holdings in Oracle were worth $92,249,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Norges Bank purchased a new stake in shares of Oracle in the 2nd quarter valued at about $4,275,378,000. Vanguard Group Inc. increased 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 during the last quarter. Kingstone Capital Partners Texas LLC bought a new position in shares of Oracle in the second quarter worth approximately $731,512,000. Invesco Ltd. raised its stake in Oracle by 42.1% in the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after purchasing an additional 2,619,722 shares in the last quarter. Finally, Assenagon Asset Management S.A. lifted its position in Oracle by 840.7% during 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 during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Bullish view that Oracle is a leading AI provider with a large, expanding backlog and multi‑quarter data‑center buildout that could drive big revenue. Oracle: This Market Still Hasn’t Figured It Out—Oracle Is a Leading AI Provider
• Positive Sentiment: Investor letters and coverage highlighting Oracle’s embedded AI strategy and chip‑neutral positioning argue for durable enterprise demand and a multi‑year growth runway. What Makes Oracle (ORCL) a Strong Investment?
• Neutral Sentiment: Analysts note explosive cloud growth from AI infrastructure but flag a large $50B capex program and near‑term negative free cash flow — growth potential is real but profitability/DCF risk has risen. Is ORCL Stock Poised for Growth Amid Rising AI Infrastructure Demand?
• Neutral Sentiment: The Oracle‑led group taking control of TikTok U.S. operations presents a potential new revenue stream but adds regulatory and integration uncertainty. China Urges US To Work In The ‘Same Direction’ As ByteDance Hands Over Control Of TikTok’s Operations To Oracle‑Led Group
• Negative Sentiment: Multiple outlets report Wall Street worry over Oracle’s aggressive AI spending, Q2 misses and uncertainty about its ability to deliver server farms for OpenAI — these concerns have driven heavy selling pressure this quarter. Why Oracle’s AI Spending Spree Is Spooking Wall Street
• Negative Sentiment: Major outlets (CNBC, NYPost) note ORCL is on pace for its worst quarterly decline since 2001 as investors question execution and OpenAI dependency — heightened downside risk near term. Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout
• Negative Sentiment: Analyst commentary highlights Oracle’s success is tied to OpenAI’s spending and balance‑sheet — increased counterparty risk if OpenAI pulls back. Oracle’s success will be directly tied to OpenAI’s financial strength, says Jefferies’ Brent Thill
• Negative Sentiment: Insider/insider‑adjacent selling: CEO disclosed a nearly $2M stock sale, which some investors view as a negative signal amid the selloff. Oracle (NYSE:ORCL) CEO Sells $1,925,200.00 in Stock

Analysts Set New Price Targets

A number of brokerages have recently commented on ORCL. The Goldman Sachs Group decreased their price target on shares of Oracle from $320.00 to $220.00 and set a “neutral” rating on the stock in a report on Friday, December 12th. Cantor Fitzgerald reduced their target price on Oracle from $400.00 to $320.00 and set an “overweight” rating on the stock in a research note on Thursday, December 11th. KeyCorp lowered their price target on Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Wells Fargo & Company assumed coverage on Oracle in a research note on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price target for the company. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $375.00 price objective on shares of Oracle in a research report on Wednesday, November 26th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $307.72.

Oracle Trading Up 0.3%

NYSE ORCL opened at $198.00 on Friday. The firm has a market cap of $568.88 billion, a PE ratio of 37.22, a price-to-earnings-growth ratio of 1.77 and a beta of 1.66. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The stock has a 50-day moving average of $224.39 and a 200-day moving average of $242.43. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. During the same period in the previous year, the firm earned $1.47 EPS. The business’s quarterly revenue was up 14.2% on a year-over-year basis. As a group, sell-side analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

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

Insider Buying and Selling at Oracle

In other Oracle news, EVP Maria Smith sold 5,000 shares of the stock in a transaction on Thursday, October 23rd. The shares were sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the completion of the sale, the executive vice president owned 47,083 shares of the company’s stock, valued at $13,212,431.46. This represents a 9.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the completion of the transaction, the chief executive officer owned 144,030 shares in the company, valued at $27,728,655.60. The trade was a 6.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 131,346 shares of company stock worth $36,129,646 over the last ninety days. 40.90% of the stock is owned by company insiders.

Oracle 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.