Annex Advisory Services LLC Has $58.21 Million Stock Holdings in Oracle Corporation $ORCL

Annex Advisory Services LLC decreased its position in shares of Oracle Corporation (NYSE:ORCL) by 17.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 206,991 shares of the enterprise software provider’s stock after selling 44,624 shares during the period. Oracle makes up 1.2% of Annex Advisory Services LLC’s holdings, making the stock its 26th biggest position. Annex Advisory Services LLC’s holdings in Oracle were worth $58,214,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of ORCL. Winnow Wealth LLC bought a new position in Oracle during the second quarter worth about $28,000. Kilter Group LLC bought a new stake in Oracle in the 2nd quarter valued at about $30,000. Darwin Wealth Management LLC grew its position in shares of Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 65 shares in the last quarter. LGT Financial Advisors LLC bought a new position in shares of Oracle during the second quarter worth approximately $33,000. Finally, Legend Financial Advisors Inc. bought a new position in shares of Oracle during the second quarter worth approximately $34,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on ORCL. Oppenheimer reiterated a “market perform” rating on shares of Oracle in a research note on Thursday, December 11th. Morgan Stanley upped their target price on Oracle from $246.00 to $320.00 and gave the company an “equal weight” rating in a research report on Tuesday, September 23rd. Cowen reissued a “buy” rating on shares of Oracle in a report on Thursday, December 4th. Jefferies Financial Group raised their price target on Oracle from $360.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. Finally, Baird R W raised Oracle to a “strong-buy” rating in a research note on Wednesday, October 8th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $307.72.

Oracle Price Performance

Shares of NYSE:ORCL opened at $197.08 on Wednesday. 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 current ratio of 0.91 and a quick ratio of 0.91. The company has a market cap of $566.24 billion, a price-to-earnings ratio of 37.05, a PEG ratio of 1.75 and a beta of 1.66. The firm has a 50 day simple moving average of $221.19 and a 200 day simple moving average of $243.19.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $16.19 billion. During the same period in the prior year, the business earned $1.47 earnings per share. The company’s revenue for the quarter was up 14.2% compared to the same quarter last year. Research analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared 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. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

Insider Activity at Oracle

In other news, EVP Maria Smith sold 5,000 shares of the company’s stock in a transaction that occurred 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 completion of 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Jeffrey Berg sold 49,365 shares of Oracle stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the sale, the director owned 151,999 shares in the company, valued at approximately $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 146,346 shares of company stock valued at $39,082,996. Corporate insiders own 40.90% of the company’s stock.

Oracle News Roundup

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 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.