Shum Financial Group Inc. Makes New $1.53 Million Investment in Oracle Corporation $ORCL

Shum Financial Group Inc. bought a new position in Oracle Corporation (NYSE:ORCL) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 5,431 shares of the enterprise software provider’s stock, valued at approximately $1,527,000. Oracle comprises about 1.1% of Shum Financial Group Inc.’s portfolio, making the stock its 25th largest position.

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

More 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

Insider Buying and Selling at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction on 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 sale, the chief executive officer owned 144,030 shares of the company’s stock, valued at $27,728,655.60. This represents a 6.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Maria Smith sold 5,000 shares of the firm’s stock in a transaction on Thursday, October 23rd. The stock was sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the sale, the executive vice president owned 47,083 shares in the company, valued at approximately $13,212,431.46. The trade was a 9.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 146,346 shares of company stock worth $39,082,996 in the last quarter. Company insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on ORCL shares. Stifel Nicolaus cut their target price on shares of Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Barclays set a $310.00 price objective on shares of Oracle in a report on Thursday, December 11th. The Goldman Sachs Group lowered their target price on shares of Oracle from $320.00 to $220.00 and set a “neutral” rating for the company in a report on Friday, December 12th. Mizuho set a $400.00 price target on Oracle in a research note on Monday, December 15th. Finally, Baird R W upgraded Oracle to a “strong-buy” rating in a research report on Wednesday, October 8th. Three investment 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $307.72.

Oracle Price Performance

Shares of ORCL stock opened at $194.87 on Friday. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The firm has a fifty day moving average of $217.93 and a 200-day moving average of $242.52. The firm has a market capitalization of $559.89 billion, a price-to-earnings ratio of 36.63, a price-to-earnings-growth ratio of 1.75 and a beta of 1.65.

Oracle (NYSE:ORCL) last posted its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share 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 firm had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same period in the previous year, the company posted $1.47 earnings per share. The company’s revenue for the quarter was up 14.2% on a year-over-year basis. On average, equities research analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

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

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.