Geneos Wealth Management Inc. Has $6 Million Position in Oracle Corporation $ORCL

Geneos Wealth Management Inc. lessened its position in shares of Oracle Corporation (NYSE:ORCL) by 26.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 21,332 shares of the enterprise software provider’s stock after selling 7,738 shares during the period. Geneos Wealth Management Inc.’s holdings in Oracle were worth $5,999,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Yoder Wealth Management Inc. acquired a new position in Oracle during the third quarter valued at approximately $278,000. Hennion & Walsh Asset Management Inc. increased its stake in shares of Oracle by 44.6% in the 3rd quarter. Hennion & Walsh Asset Management Inc. now owns 24,466 shares of the enterprise software provider’s stock valued at $6,881,000 after purchasing an additional 7,547 shares during the last quarter. Blue Bell Private Wealth Management LLC raised its holdings in shares of Oracle by 17.0% during the 3rd quarter. Blue Bell Private Wealth Management LLC now owns 2,355 shares of the enterprise software provider’s stock worth $662,000 after buying an additional 342 shares in the last quarter. Forza Wealth Management LLC lifted its position in shares of Oracle by 3.4% during the 3rd quarter. Forza Wealth Management LLC now owns 4,622 shares of the enterprise software provider’s stock worth $1,300,000 after buying an additional 150 shares during the last quarter. Finally, Gries Financial LLC boosted its stake in Oracle by 5.3% in the third quarter. Gries Financial LLC now owns 9,516 shares of the enterprise software provider’s stock valued at $2,676,000 after buying an additional 481 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

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

Insiders Place Their Bets

In other Oracle news, EVP Maria Smith sold 5,000 shares of the stock in a transaction that occurred on Thursday, October 23rd. The shares were sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the completion of the sale, the executive vice president owned 47,083 shares of the company’s stock, valued at approximately $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 can be accessed through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the transaction, the chief executive officer owned 144,030 shares of the company’s stock, valued at approximately $27,728,655.60. The trade was a 6.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 146,346 shares of company stock valued at $39,082,996 over the last three months. Insiders own 40.90% of the company’s stock.

Oracle Price Performance

Shares of NYSE:ORCL opened at $192.84 on Thursday. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The firm has a market cap of $554.05 billion, a PE ratio of 36.25, a price-to-earnings-growth ratio of 1.72 and a beta of 1.65. The firm’s fifty day moving average is $211.01 and its 200-day moving average is $242.33.

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 the consensus estimate of $1.64 by $0.62. The business had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.Oracle’s revenue for the quarter was up 14.2% compared to the same quarter last year. During the same period last year, the company earned $1.47 EPS. Sell-side analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Friday, January 9th will be paid a $0.50 dividend. 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 payout ratio is currently 37.59%.

Analysts Set New Price Targets

Several research analysts have commented on ORCL shares. The Goldman Sachs Group lowered their target price on Oracle from $320.00 to $220.00 and set a “neutral” rating for the company in a research note on Friday, December 12th. Rothschild Redb upgraded shares of Oracle to a “strong sell” rating in a research report on Thursday, September 25th. Jefferies Financial Group reissued a “buy” rating and issued a $400.00 price objective on shares of Oracle in a research note on Monday. Melius Research boosted their target price on shares of Oracle from $270.00 to $370.00 and gave the stock a “buy” rating in a research note on Wednesday, September 10th. Finally, William Blair reiterated an “outperform” rating on shares of Oracle in a report on Friday, October 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and a consensus target price of $304.94.

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.