Exencial Wealth Advisors LLC Lowers Stock Holdings in Oracle Corporation $ORCL

Exencial Wealth Advisors LLC cut its stake in shares of Oracle Corporation (NYSE:ORCL) by 22.3% in the 3rd quarter, Holdings Channel reports. The fund owned 61,454 shares of the enterprise software provider’s stock after selling 17,617 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in Oracle were worth $17,283,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in ORCL. Kampmann Melissa S. raised its stake in shares of Oracle by 0.3% during the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after purchasing an additional 35 shares during the last quarter. McLean Asset Management Corp increased its stake in Oracle by 0.7% in the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock valued at $1,551,000 after buying an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. increased its stake in Oracle by 0.7% in the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock valued at $1,485,000 after buying an additional 36 shares during the period. Voisard Asset Management Group Inc. raised its position in Oracle by 3.4% during the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after buying an additional 37 shares during the last quarter. Finally, Avion Wealth lifted its stake in shares of Oracle by 16.6% in the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after acquiring an additional 37 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Goldman Sachs upgraded Oracle to a “strong‑buy,” reinforcing buy-side conviction and supporting demand in the face of recent weakness. Oracle upgraded by Goldman Sachs – Zacks
• Positive Sentiment: Jefferies reiterated a bullish view and a $400 price target, citing Oracle’s positioning in AI infrastructure — a reminder that some large brokers expect sizable upside tied to AI/cloud adoption. Jefferies’ $400 Oracle (ORCL) Target Reflects Confidence in AI Infrastructure
• Positive Sentiment: Customer win: Community Memorial Hospital selected Oracle Health (including an AI clinical agent and EHR), highlighting product traction in healthcare and recurring-revenue expansion. Such deals underpin the long‑term revenue case. Community Memorial Hospital Chooses Oracle Health – PR Newswire
• Positive Sentiment: MarketBeat named Oracle a leading cross‑cloud/AI infrastructure play in its “5 AI Stocks” roundup, reinforcing the narrative that Oracle can benefit from multi‑cloud AI demand. 5 AI Stocks Positioned to Win, No Matter What – MarketBeat
• Neutral Sentiment: Zacks coverage shows Oracle is a trending stock among users and flags it for further investor attention, but this is descriptive rather than news-driving. Here is What to Know Beyond Why Oracle Corporation (ORCL) is a Trending Stock – Zacks
• Neutral Sentiment: Zacks also highlighted Oracle in an earnings‑beat screening context (Earnings ESP), a neutral research signal that may raise expectations ahead of future results. These 2 Computer and Technology Stocks Could Beat Earnings – Zacks
• Negative Sentiment: High-profile short: Michael Burry has taken a short/put position on Oracle, a development that can pressure sentiment and trigger tactical selling or hedging flows. Oracle (ORCL) Stock: Burry Takes Short Position – Blockonomi
• Negative Sentiment: Analyst/market skepticism pieces argue Oracle’s AI-driven valuation is stretched and that its large debt load (from data center expansion) is a legitimate risk — these narratives weigh on multiples and investor appetite. Oracle: AI-Driven Valuation Is Overextended – Seeking Alpha
• Negative Sentiment: Coverage highlighting debt concerns and investor skepticism (Seeking Alpha, Forbes) reiterates that Oracle’s ~$95B data‑center related debt and recent underperformance vs. the market can justify caution. Oracle Is On A Roll But Debt Burden Fears Seem Valid – Seeking Alpha
• Negative Sentiment: Summaries and explainer pieces (Zacks, Forbes) try to account for recent share weakness — pointing to valuation rotation, profit‑taking after AI rallies, and macro/technical factors that likely triggered today’s downside. Here’s Why Oracle (ORCL) Fell More Than Broader Market – Zacks

Oracle Stock Down 1.2%

ORCL opened at $202.21 on Wednesday. The business’s fifty day moving average is $206.42 and its two-hundred day moving average is $242.20. 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 $580.97 billion, a price-to-earnings ratio of 38.01, a PEG ratio of 1.82 and a beta of 1.65. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share 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 business had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same quarter last year, the business posted $1.47 earnings per share. The business’s revenue for the quarter was up 14.2% on a year-over-year basis. Analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on ORCL shares. Oppenheimer reiterated a “market perform” rating on shares of Oracle in a research note on Thursday, December 11th. Cowen reiterated a “buy” rating on shares of Oracle in a research report on Thursday, December 4th. Guggenheim reissued a “buy” rating and issued a $400.00 price target on shares of Oracle in a report on Thursday, December 11th. William Blair restated an “outperform” rating on shares of Oracle in a research note on Friday, October 17th. Finally, Scotiabank cut their price objective on Oracle from $360.00 to $260.00 and set a “sector outperform” rating for the company in a research report on Thursday, December 11th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Oracle has a consensus rating of “Moderate Buy” and a consensus price target of $305.50.

Insider Buying and Selling

In other news, insider Mark Hura sold 15,000 shares of the stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the sale, the insider directly owned 234,077 shares in the company, valued at $46,087,420.53. This represents a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Maria Smith sold 5,000 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 47,083 shares of the company’s stock, valued at approximately $13,212,431.46. This trade represents a 9.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 126,588 shares of company stock valued at $33,155,596. 40.90% of the stock is 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.