Cerity Partners LLC Raises Holdings in Oracle Corporation $ORCL

Cerity Partners LLC raised its stake in Oracle Corporation (NYSE:ORCL) by 2.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,065,726 shares of the enterprise software provider’s stock after purchasing an additional 23,756 shares during the period. Cerity Partners LLC’s holdings in Oracle were worth $299,744,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Swiss National Bank lifted its stake in Oracle by 7.6% during the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock worth $1,113,526,000 after purchasing an additional 360,000 shares during the last quarter. Patton Fund Management Inc. raised its stake in Oracle by 626.1% during the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after acquiring an additional 9,948 shares in the last quarter. Private Wealth Asset Management LLC lifted its position in Oracle by 9.2% in the second quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock valued at $835,000 after acquiring an additional 321 shares during the last quarter. Soltis Investment Advisors LLC boosted its stake in Oracle by 4.8% in the second quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock valued at $7,201,000 after acquiring an additional 1,515 shares in the last quarter. Finally, Cascade Investment Group Inc. purchased a new position in shares of Oracle during the second quarter worth about $239,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity at Oracle

In other news, Director Jeffrey Berg sold 49,365 shares of the firm’s stock in a transaction 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 $43,018,756.98. This trade represents a 24.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Stuart Levey sold 19,758 shares of the company’s stock in a transaction on Friday, October 10th. The shares were sold at an average price of $300.00, for a total value of $5,927,400.00. Following the completion of the transaction, the executive vice president owned 18,429 shares of the company’s stock, valued at $5,528,700. The trade was a 51.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 146,346 shares of company stock worth $39,082,996. Company insiders own 40.90% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Big-picture bullish take on Oracle’s AI infrastructure: coverage argues Oracle’s debt‑funded buildout of AI data centers could be transformative if demand materializes — a potential long‑term upside driver for cloud/AI revenue. Oracle’s Debt-Fueled AI Data Center Bet Could Be A Game Changer For Oracle (ORCL)
• Neutral Sentiment: Industry context: a roundup piece about software winners emphasizes profitability over growth, which can support Oracle’s valuation given its strong margins and cash generation, but it’s not a near‑term catalyst. These 5 Software Stocks Prove Profitability Beats Growth in 2026
• Neutral Sentiment: Analytical/valuation pieces debate whether ORCL remains attractive after its multi‑year rally — useful for longer‑term investors but not an immediate market mover. Is Oracle (ORCL) Still Attractive After Its Strong Multi Year Share Price Rally
• Neutral Sentiment: Options and intraday flow are mixed, indicating short‑term trader uncertainty rather than a clear directional bet. Mixed options sentiment in Oracle with shares down 1.31%
• Negative Sentiment: Technical deterioration: Oracle just formed a “death cross” (50‑day MA crossing below the 200‑day MA), a widely watched bearish signal that often triggers selling by technical traders and quant funds. Oracle Stock Just Made A Death Cross — Should Ken Fisher Be Worried?
• Negative Sentiment: Analyst downgrade/target cut pressure: RBC trimmed its ORCL price target sharply, which often leads investors to re‑price near‑term expectations. Oracle price target lowered to $195 from $250 at RBC Capital
• Negative Sentiment: Renewed skepticism on Oracle’s AI narrative: commentary highlights an “AI hangover” after rapid enthusiasm, arguing market expectations outpaced execution and growth, which pressures sentiment. Oracle’s AI Hangover Highlights the Risk of Chasing Late Cycle Tech Winners
• Negative Sentiment: Risk note on Oracle’s AI customer‑risk defense: a feature touted on earnings calls (rapidly reallocating AI capacity if a large client defaults) is called out as having a “fatal flaw,” raising execution and customer‑concentration concerns. Oracle’s Secret Weapon Against AI Customer Risk Has a Fatal Flaw

Analyst Ratings Changes

A number of brokerages recently issued reports on ORCL. DA Davidson decreased their target price on Oracle from $200.00 to $180.00 and set a “neutral” rating for the company in a research report on Thursday, December 11th. Oppenheimer restated a “market perform” rating on shares of Oracle in a research report on Thursday, December 11th. TD Cowen cut their target price on shares of Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Redburn Partners set a $175.00 price target on shares of Oracle in a research note on Thursday, September 25th. Finally, Morgan Stanley lifted their price objective on shares of Oracle from $246.00 to $320.00 and gave the company an “equal weight” rating in a research note on Tuesday, September 23rd. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $304.94.

Oracle Trading Down 0.5%

Shares of ORCL opened at $192.84 on Thursday. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The stock has a market cap of $554.05 billion, a price-to-earnings ratio of 36.25, a price-to-earnings-growth ratio of 1.72 and a beta of 1.65. The firm has a 50 day simple moving average of $211.01 and a 200-day simple moving average of $242.33.

Oracle (NYSE:ORCL) last announced its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $16.19 billion. During the same quarter in the prior year, the firm earned $1.47 EPS. Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. Equities analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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