GRIMES & Co WEALTH MANAGEMENT LLC Has $5.01 Million Position in Oracle Corporation $ORCL

GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 31.5% in the 3rd quarter, Holdings Channel.com reports. The firm owned 17,815 shares of the enterprise software provider’s stock after acquiring an additional 4,269 shares during the quarter. GRIMES & Co WEALTH MANAGEMENT LLC’s holdings in Oracle were worth $5,010,000 as of its most recent filing with the SEC.

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

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Jefferies reaffirmed a Buy rating and a $400 price target, citing confidence in Oracle’s positioning for AI infrastructure — a signal that institutional research sees meaningful upside from Oracle’s cloud/AI strategy. Jefferies’ $400 Oracle (ORCL) Target Reflects Confidence in AI Infrastructure
• Positive Sentiment: Multiple analysts/upgrades remain bullish on ORCL (coverage noted in roundups), reinforcing demand-side expectations for AI/cloud revenue growth and helping lift the stock. Upgrades: Analysts are Still Bullish on Nvidia (NVDA), Crowdstrike (CRWD) and Oracle (ORCL) Upside
• Positive Sentiment: Oracle announced a healthcare customer win: Community Memorial Hospital will implement Oracle Health Foundation EHR and the Oracle Health Clinical AI Agent — a tangible enterprise adoption case for Oracle’s AI-driven healthcare stack. Customer wins help validate commercial traction and recurring revenue potential. Community Memorial Hospital Chooses Oracle Health to Enhance Patient Care and Power Operational Excellence
• Positive Sentiment: Oracle unveiled an AI-driven Retail Supply Chain Collaboration solution at NRF — another product rollout that supports cross-selling into retail customers and reinforces the company’s AI/cloud monetization narrative. Retailers Help Mitigate Risk with Oracle’s AI-Driven Supply Chain Collaboration
• Positive Sentiment: MarketBeat and other pieces highlight Oracle as a leading cross-cloud operator with strong hyperscaler-driven gains and a large RPO pipeline — reinforcing bullish forward-growth expectations tied to AI/cloud infrastructure. 5 AI Stocks Positioned to Win, No Matter What
• Negative Sentiment: High-profile investor Michael Burry has taken short positions and put options on Oracle, publicly criticizing its cloud strategy and highlighting ~ $95B of debt tied to data-center expansion — a headline risk that fuels selling pressure and raises governance/financial-concern narratives. Oracle (ORCL) Stock: Burry Takes Short Position on Database Company

Oracle Trading Up 3.1%

Shares of Oracle stock opened at $204.69 on Tuesday. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The stock has a market capitalization of $588.11 billion, a P/E ratio of 38.48, a price-to-earnings-growth ratio of 1.76 and a beta of 1.65. The company has a 50-day simple moving average of $207.33 and a 200 day simple moving average of $242.25. 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 (NYSE:ORCL) last issued its quarterly earnings data 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. The firm had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The company’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.47 earnings per share. Research analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders 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 yield of 1.0%. Oracle’s payout ratio is presently 37.59%.

Analyst Ratings Changes

Several research firms recently weighed in on ORCL. Guggenheim reiterated a “buy” rating and issued a $400.00 target price on shares of Oracle in a research note on Thursday, December 11th. KeyCorp reduced their price objective on Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. Cantor Fitzgerald decreased their price objective on Oracle from $400.00 to $320.00 and set an “overweight” rating on the stock in a report on Thursday, December 11th. The Goldman Sachs Group started coverage on Oracle in a research note on Sunday. They issued a “buy” rating and a $240.00 target price for the company. Finally, TD Cowen decreased their price target on shares of Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $305.50.

Insider Activity at Oracle

In other Oracle news, EVP Maria Smith sold 5,000 shares of the firm’s stock in a transaction dated Thursday, October 23rd. The shares were sold at an average price of $280.62, for a total value of $1,403,100.00. Following the completion of the sale, the executive vice president owned 47,083 shares in the company, valued at approximately $13,212,431.46. This trade represents a 9.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Jeffrey Berg sold 49,365 shares of the company’s 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 transaction, the director owned 151,999 shares in the company, valued at $43,018,756.98. The trade was a 24.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 126,588 shares of company stock valued at $33,155,596. 40.90% of the stock is currently owned by company insiders.

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.