Neumann Capital Management LLC Has $20 Million Position in Oracle Corporation $ORCL

Posted by ABMN Staff on Dec 28th, 2025

Neumann Capital Management LLC cut its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 5.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 71,123 shares of the enterprise software provider’s stock after selling 3,920 shares during the period. Oracle accounts for 5.9% of Neumann Capital Management LLC’s portfolio, making the stock its 3rd largest holding. Neumann Capital Management LLC’s holdings in Oracle were worth $20,003,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the business. Kampmann Melissa S. lifted its position in Oracle by 0.3% during the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after purchasing an additional 35 shares in the last quarter. McLean Asset Management Corp raised its stake in shares of Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after buying an additional 36 shares during the period. Voisard Asset Management Group Inc. raised its stake in shares of Oracle by 3.4% in the third 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 period. Snider Financial Group lifted its position in shares of Oracle by 1.3% during the 2nd quarter. Snider Financial Group now owns 3,204 shares of the enterprise software provider’s stock valued at $701,000 after buying an additional 40 shares in the last quarter. Finally, SNS Financial Group LLC grew its stake in shares of Oracle by 0.9% during the 2nd quarter. SNS Financial Group LLC now owns 4,896 shares of the enterprise software provider’s stock valued at $1,070,000 after acquiring an additional 42 shares during the period. Institutional investors own 42.44% of the company’s stock.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $198.00 on Friday. The firm has a fifty day simple moving average of $224.39 and a two-hundred day simple moving average of $242.89. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The stock has a market capitalization of $568.88 billion, a P/E ratio of 37.22, a PEG ratio of 1.77 and a beta of 1.66. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72.

Oracle (NYSE:ORCL – Get Free Report) last released its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping 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 during the quarter, compared to analyst estimates of $16.19 billion. During the same quarter last year, the business posted $1.47 earnings per share. The firm’s revenue was up 14.2% on a year-over-year basis. On average, analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business 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 annualized dividend and a yield of 1.0%. The ex-dividend date is Friday, January 9th. Oracle’s dividend payout ratio is presently 37.59%.

Key Oracle News

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

Insider Buying and Selling

In other news, Director Jeffrey Berg sold 49,365 shares of the firm’s stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total value of $13,971,282.30. Following the completion of the sale, the director owned 151,999 shares in the company, valued at approximately $43,018,756.98. This trade represents a 24.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Stuart Levey sold 19,758 shares of the company’s stock in a transaction dated Friday, October 10th. The shares were sold at an average price of $300.00, for a total transaction of $5,927,400.00. Following the transaction, the executive vice president owned 18,429 shares in the company, valued at $5,528,700. The trade was a 51.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 131,346 shares of company stock valued at $36,129,646 over the last 90 days. 40.90% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research firms have commented on ORCL. Rothschild Redb upgraded shares of Oracle to a “strong sell” rating in a research note on Thursday, September 25th. JPMorgan Chase & Co. decreased their price objective on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. Evercore ISI upped their target price on shares of Oracle from $350.00 to $385.00 and gave the stock an “outperform” rating in a report on Friday, October 17th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Oracle in a research note on Monday, December 22nd. Finally, Redburn Partners set a $175.00 price objective on Oracle in a research report on Thursday, September 25th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $307.72.

Check Out Our Latest Report on ORCL

Oracle Profile

(Free Report)

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.