Analyst IMS Investment Management Services Ltd. Has $12.24 Million Stock Position in Oracle Corporation $ORCL

Analyst IMS Investment Management Services Ltd. increased its holdings in Oracle Corporation (NYSE:ORCL) by 23.3% in the 3rd quarter, Holdings Channel reports. The fund owned 43,518 shares of the enterprise software provider’s stock after purchasing an additional 8,235 shares during the period. Oracle makes up about 0.4% of Analyst IMS Investment Management Services Ltd.’s portfolio, making the stock its 28th biggest position. Analyst IMS Investment Management Services Ltd.’s holdings in Oracle were worth $12,239,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of ORCL. Pure Financial Advisors LLC increased its holdings in shares of Oracle by 2.0% in the 3rd quarter. Pure Financial Advisors LLC now owns 54,784 shares of the enterprise software provider’s stock valued at $15,407,000 after purchasing an additional 1,071 shares during the period. Range Financial Group LLC increased its stake in Oracle by 4.5% in the 3rd quarter. Range Financial Group LLC now owns 2,277 shares of the enterprise software provider’s stock valued at $640,000 after buying an additional 99 shares during the period. Nixon Peabody Trust Co. increased its stake in Oracle by 6.6% in the 3rd quarter. Nixon Peabody Trust Co. now owns 6,225 shares of the enterprise software provider’s stock valued at $1,751,000 after buying an additional 387 shares during the period. Old North State Wealth Management LLC purchased a new stake in Oracle in the 3rd quarter worth approximately $748,000. Finally, Retireful LLC boosted its stake in shares of Oracle by 133.6% during the 3rd quarter. Retireful LLC now owns 2,502 shares of the enterprise software provider’s stock valued at $704,000 after buying an additional 1,431 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Activity at Oracle

In other news, EVP Maria Smith sold 5,000 shares of the stock in a transaction on Thursday, October 23rd. The stock was sold at an average price of $280.62, for a total value of $1,403,100.00. Following the transaction, 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 transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $192.52, for a total value 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. This represents a 6.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 146,346 shares of company stock worth $39,082,996. 40.90% of the stock is owned by company insiders.

Oracle Stock Up 0.9%

Shares of NYSE:ORCL opened at $197.08 on Wednesday. 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 firm has a market cap of $566.24 billion, a P/E ratio of 37.05, a P/E/G ratio of 1.75 and a beta of 1.66. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The company’s 50-day moving average price is $221.19 and its two-hundred day moving average price is $243.19.

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

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders 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 of this dividend is Friday, January 9th. Oracle’s payout ratio is currently 37.59%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on ORCL shares. Morgan Stanley lifted their price objective on Oracle from $246.00 to $320.00 and gave the company an “equal weight” rating in a research report on Tuesday, September 23rd. Erste Group Bank downgraded Oracle from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. The Goldman Sachs Group lowered their price target on Oracle from $320.00 to $220.00 and set a “neutral” rating for the company in a research note on Friday, December 12th. Berenberg Bank raised their price objective on shares of Oracle from $202.00 to $306.00 and gave the company a “hold” rating in a research report on Monday, September 15th. Finally, Guggenheim reiterated a “buy” rating and issued a $400.00 target price on shares of Oracle in a research note on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $307.72.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Market bullishness on AI/data‑center leaders: MarketBeat names Oracle as one of “5 Stocks Set to Start Strong in January,” highlighting Oracle’s full‑stack AI positioning and the potential revenue lift as OCI data centers come online. Read More.
• Positive Sentiment: Broader Q4 earnings optimism for tech: market commentary expects Q4/Q1 earnings season to be a bullish catalyst for AI/tech names (including ORCL), which supports multiple expansion if results and guidance beat. Read More.
• Positive Sentiment: Analyst and fund support: multiple broker price‑target raises and continued institutional buying (per MarketBeat/QuiverQuant summaries) give the stock fundamental and flows support. Read More.
• Neutral Sentiment: Public‑sector AI demand: Oracle execs say governments will shift to agentic AI and data organization, which could be a steady, longer‑dated revenue channel but not an immediate catalyst. Read More.
• Neutral Sentiment: Warner Bros / Paramount proxy drama: FT reports Larry Ellison’s personal guarantee did not sway Warner Bros’ board on a Paramount bid — an investor‑interest item because Ellison is Oracle’s co‑founder, but it has limited direct operational impact on ORCL. Read More.
• Negative Sentiment: Insider selling: Oracle insider Mark Hura sold 15,000 shares (Dec. 24 filing at ~ $196.89), a visible Form 4 that may momentarily weigh sentiment. Read More.
• Negative Sentiment: Balance‑sheet and execution worries: coverage (Yahoo/Seeking Alpha and media commentary) flags aggressive AI commitments, rising capex/debt and data‑center build timing as risks that have pressured the stock recently. Read More.

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.