Oracle Corporation $ORCL Shares Sold by Global Wealth Management Investment Advisory Inc.

Global Wealth Management Investment Advisory Inc. reduced its position in Oracle Corporation (NYSE:ORCL) by 12.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,715 shares of the enterprise software provider’s stock after selling 3,745 shares during the quarter. Oracle makes up approximately 1.2% of Global Wealth Management Investment Advisory Inc.’s portfolio, making the stock its 20th biggest position. Global Wealth Management Investment Advisory Inc.’s holdings in Oracle were worth $7,232,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the business. Vanguard Group Inc. raised its stake in shares of Oracle by 2.1% in the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock valued at $35,916,290,000 after acquiring an additional 3,353,461 shares in the last quarter. State Street Corp grew its position in shares of Oracle by 1.7% during the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock worth $16,060,427,000 after buying an additional 1,252,723 shares in the last quarter. Norges Bank purchased a new stake in shares of Oracle during the second quarter worth approximately $4,275,378,000. Legal & General Group Plc increased its stake in shares of Oracle by 1.3% during the second quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock worth $2,473,838,000 after buying an additional 147,367 shares during the period. Finally, Primecap Management Co. CA raised its holdings in Oracle by 3.8% in the second quarter. Primecap Management Co. CA now owns 11,182,800 shares of the enterprise software provider’s stock valued at $2,444,896,000 after acquiring an additional 405,525 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Down 1.2%

Shares of NYSE ORCL opened at $202.21 on Wednesday. The business has a 50-day moving average price of $206.42 and a 200 day moving average price of $242.20. The stock has a market cap of $580.97 billion, a PE ratio of 38.01, a price-to-earnings-growth ratio of 1.82 and a beta of 1.65. 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 52-week low of $118.86 and a 52-week high of $345.72.

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, beating analysts’ consensus estimates of $1.64 by $0.62. The company had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The firm’s revenue for the quarter was up 14.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.47 earnings per share. Equities research analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

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 dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

Oracle News Roundup

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

Insider Buying and Selling

In related news, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the transaction, the director owned 25,596 shares in the company, valued at $5,032,429.56. The trade was a 7.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CEO Clayton M. Magouyrk sold 40,000 shares of the company’s stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total value of $11,065,600.00. Following the sale, the chief executive officer directly owned 154,030 shares of the company’s stock, valued at approximately $42,610,859.20. This represents a 20.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 126,588 shares of company stock valued at $33,155,596 in the last quarter. Corporate insiders own 40.90% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on ORCL. DA Davidson dropped their price objective on shares of Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. UBS Group reiterated a “buy” rating on shares of Oracle in a research note on Monday, January 5th. Redburn Partners set a $175.00 price target on Oracle in a research note on Thursday, September 25th. Rothschild & Co Redburn assumed coverage on Oracle in a research report on Thursday, September 25th. They set a “sell” rating and a $175.00 price objective for the company. Finally, Cantor Fitzgerald cut their target price on Oracle from $400.00 to $320.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $305.50.

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.