Copperleaf Capital LLC Acquires 4,476 Shares of Oracle Corporation $ORCL

Copperleaf Capital LLC grew its stake in shares of Oracle Corporation (NYSE:ORCL) by 380.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,654 shares of the enterprise software provider’s stock after acquiring an additional 4,476 shares during the period. Copperleaf Capital LLC’s holdings in Oracle were worth $1,590,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. Winnow Wealth LLC purchased a new stake in shares of Oracle in the second quarter worth about $28,000. Kilter Group LLC bought a new stake in shares of Oracle during the 2nd quarter worth $30,000. Darwin Wealth Management LLC boosted its holdings in shares of Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 65 shares in the last quarter. LGT Financial Advisors LLC purchased a new stake in Oracle in the second quarter worth approximately $33,000. Finally, Legend Financial Advisors Inc. bought a new position in Oracle during the second quarter valued at approximately $34,000. 42.44% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on ORCL shares. Baird R W upgraded shares of Oracle to a “strong-buy” rating in a report on Wednesday, October 8th. Barclays set a $310.00 price target on shares of Oracle in a research note on Thursday, December 11th. TD Cowen reduced their price objective on Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Bank of America decreased their price objective on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Finally, Scotiabank dropped their target price on Oracle from $360.00 to $260.00 and set a “sector outperform” rating for the company in a report on Thursday, December 11th. Four investment 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and a consensus price target of $305.50.

Oracle Stock Down 1.9%

Shares of NYSE:ORCL opened at $189.86 on Friday. The stock’s 50-day moving average is $204.20 and its 200 day moving average is $241.49. The company has a market cap of $545.49 billion, a PE ratio of 35.69, a P/E/G ratio of 1.72 and a beta of 1.65. 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.

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 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 analyst estimates of $16.19 billion. During the same period last year, the company earned $1.47 EPS. The business’s quarterly revenue was up 14.2% compared to the same quarter last year. Sell-side analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The business 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 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s payout ratio is presently 37.59%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Large contracted backlog / RPO surge gives multi‑year revenue visibility — Oracle’s reported RPO jumped to about $523B (quadruple year‑over‑year), driven by cloud and AI contracts, which supports forward revenue expectations. Will Oracle’s RPO Expansion Strengthen Long-Term Revenue Outlook?
• Positive Sentiment: Some analysts see deep upside after the selloff — firms like KeyBanc and others call ORCL undervalued after recent declines, arguing core apps/databases plus OCI upside justify a higher target. Oracle seen as ‘undervalued’ after recent sell-off, KeyBanc says
• Positive Sentiment: Bullish thesis reinforced by industry peers — commentary that Meta’s continued AI/cloud spending supports the arms race bolsters confidence in Oracle’s backlog and potential cloud deals. Oracle: Meta Compute Reaffirms Bullish Thesis
• Neutral Sentiment: Nashville HQ rollout is mixed: Oracle is expanding plans and hiring for cloud roles but is also reported to be struggling to staff its massive “world headquarters,” a potential operational/PR distraction. Oracle Doubles Down On Nashville World Headquarters As Cloud Hiring Hits Record High
• Neutral Sentiment: Local reporting highlights recruitment shortfalls at the Nashville HQ despite large office buildout — a signal on execution/employee attraction but not directly financial. Oracle struggles to attract workers to Nashville ‘world HQ’—even with a 2-million-square-foot office and Larry Ellison’s favorite restaurant
• Negative Sentiment: Bondholder lawsuits and accusations of misleading disclosures over an $18B debt sale — multiple bondholder suits allege Oracle failed to disclose the need for extra borrowing tied to AI infrastructure buildout. This raises near‑term legal risk and bond‑market stress that can pressure the equity. Oracle sued by bondholders over losses tied to AI buildout
• Negative Sentiment: Broader legal/investor scrutiny escalates: law firms (Portnoy, Schall and others) have opened inquiries or offered plaintiffs opportunities to join fraud investigations tied to Oracle’s disclosures, increasing litigation overhang. Oracle Corporation Investigated by the Portnoy Law Firm
• Negative Sentiment: Debt risk and big‑name shorts amplify selling pressure — analysts and commentators point to crisis‑era bond market indicators and notable short positions (e.g., Michael Burry), which can intensify downside volatility. Legendary Investor Michael Burry Is Betting Against Oracle Stock. What You Need to Know About the Bear Case for ORCL.

Insider Buying and Selling at Oracle

In related news, EVP Maria Smith sold 5,000 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president owned 47,083 shares in the company, valued at $13,212,431.46. The trade was a 9.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Clayton M. Magouyrk sold 40,000 shares of the stock in a transaction dated Tuesday, October 21st. The stock was sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the completion of the transaction, the chief executive officer directly owned 154,030 shares of the company’s stock, valued at approximately $42,610,859.20. The trade was a 20.62% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 126,588 shares of company stock worth $33,155,596. 40.90% of the stock is owned by corporate insiders.

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.