Merit Financial Group LLC Has $23.46 Million Position in Oracle Corporation $ORCL

Merit Financial Group LLC boosted its holdings in Oracle Corporation (NYSE:ORCL) by 12.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 83,416 shares of the enterprise software provider’s stock after acquiring an additional 9,543 shares during the quarter. Merit Financial Group LLC’s holdings in Oracle were worth $23,460,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Winnow Wealth LLC bought a new position in shares of Oracle during the 2nd quarter worth approximately $28,000. Kilter Group LLC acquired a new position in Oracle during the second quarter worth $30,000. Darwin Wealth Management LLC raised its stake in Oracle by 130.0% during the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 65 shares in the last quarter. LGT Financial Advisors LLC bought a new position in shares of Oracle during the second quarter valued at $33,000. Finally, Legend Financial Advisors Inc. bought a new position in shares of Oracle during the second quarter valued at $34,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Oracle

In related news, Director Jeffrey Berg sold 49,365 shares of the business’s stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the completion of the sale, the director directly owned 151,999 shares of the company’s stock, valued at $43,018,756.98. The trade was a 24.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Clayton M. Magouyrk sold 40,000 shares of the firm’s stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the completion of the transaction, the chief executive officer directly owned 154,030 shares in the company, valued at approximately $42,610,859.20. The trade was a 20.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 146,346 shares of company stock worth $39,082,996. Insiders own 40.90% of the company’s stock.

Oracle Stock Down 1.2%

NYSE:ORCL opened at $194.87 on Friday. The stock’s fifty day moving average price is $217.93 and its two-hundred day moving average price is $242.52. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. 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 company has a market cap of $559.89 billion, a price-to-earnings ratio of 36.63, a P/E/G ratio of 1.75 and a beta of 1.65.

Oracle (NYSE:ORCL) last released its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating the consensus estimate of $1.64 by $0.62. The company had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business’s revenue for the quarter was up 14.2% on a year-over-year basis. During the same period last year, the firm earned $1.47 EPS. On average, analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The company also recently disclosed 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 annualized dividend 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 Ratings Changes

A number of equities research analysts recently issued reports on the stock. Cowen reiterated a “buy” rating on shares of Oracle in a research report on Thursday, December 4th. Sanford C. Bernstein decreased their price objective on shares of Oracle from $364.00 to $339.00 and set an “outperform” rating on the stock in a research note on Thursday, December 11th. Evercore ISI lifted their target price on shares of Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Stifel Nicolaus decreased their price target on Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Finally, Erste Group Bank cut Oracle from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $307.72.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Zacks Research raised its Q3 2027 EPS estimate for Oracle to $1.63 from $1.56, signaling modest upward revisions to near‑term profitability expectations and supporting the company’s recent earnings momentum. Zacks Research estimate raise / MarketBeat summary
• Neutral Sentiment: Filings show recent institutional ownership changes in ORCL — activity by large holders can amplify moves (buying would be supportive, selling would increase downside). Monitor 13F and institutional filing details for direction. Oracle (NYSE:ORCL) Institutional Ownership Changes Filed Recent Filings
• Neutral Sentiment: Longer‑term commentary (The Motley Fool) frames Oracle as a high‑upside / high‑risk AI infrastructure bet: the OpenAI relationship could produce large revenue upside — but it’s conditional on continued execution and contract stability. This keeps stock volatility elevated. Oracle Stock in 5 Years: Moonshot or Crash Landing?
• Neutral Sentiment: Broader market tone remains cautious (U.S. futures drifting lower), which can weigh on large‑cap tech names like Oracle even when company fundamentals look solid. U.S. Stock Futures in Red to Close an Impressive 2025
• Negative Sentiment: Analysts and investors are flagging Oracle’s concentration risk tied to OpenAI — a high‑profile supplier/customer relationship that could become a liability if terms change, competition intensifies, or OpenAI shifts providers. That concern is likely the primary driver of today’s downside. Why OpenAI could be a ‘major risk’ to Oracle

About Oracle

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.