First National Advisers LLC Makes New Investment in Oracle Corporation $ORCL

First National Advisers LLC acquired a new position in Oracle Corporation (NYSE:ORCL) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 21,532 shares of the enterprise software provider’s stock, valued at approximately $6,056,000. Oracle comprises approximately 0.8% of First National Advisers LLC’s investment portfolio, making the stock its 20th largest holding.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings 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 buying an additional 3,353,461 shares in the last quarter. State Street Corp grew its holdings in shares of Oracle by 1.7% in the 2nd quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock worth $16,060,427,000 after acquiring an additional 1,252,723 shares during the last quarter. Norges Bank acquired a new stake in shares of Oracle during the second quarter worth $4,275,378,000. Legal & General Group Plc lifted its holdings 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 valued at $2,473,838,000 after purchasing an additional 147,367 shares during the last quarter. Finally, Primecap Management Co. CA boosted its position in shares of Oracle by 3.8% in the 2nd 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 purchasing an additional 405,525 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Oracle

In other Oracle news, insider Mark Hura sold 15,000 shares of the business’s 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 completion of the sale, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction on Friday, December 19th. The shares were 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 in the company, valued at $27,728,655.60. This represents a 6.49% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 161,588 shares of company stock valued at $39,976,746. Insiders own 40.90% of the company’s stock.

Oracle Trading Up 0.7%

Shares of NYSE:ORCL opened at $191.27 on Friday. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The firm has a market capitalization of $549.54 billion, a P/E ratio of 35.95, a price-to-earnings-growth ratio of 1.67 and a beta of 1.65. The firm has a fifty day moving average of $203.24 and a two-hundred day moving average of $241.30.

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

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Investors 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%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s reported RPO (remaining performance obligations) surge gives multi-year revenue visibility and supports the company’s AI/cloud revenue outlook, bolstering the long-term growth case. RPO expansion article
• Neutral Sentiment: EVP Douglas Kehring sold 35,000 shares (~$6.8M) at about $194.89; while large insider sales can raise questions, the filing shows he still holds shares—context matters (planned diversification vs. signal). SEC Form 4
• Negative Sentiment: Multiple lawsuits and investor notices have emerged alleging losses tied to Oracle’s AI buildout and bond issuance; class-action and bondholder suits increase legal risk and could pressure sentiment and costs. Bondholder suit
• Negative Sentiment: Debt-market concerns: analysts and reports flag large planned debt raises to fund AI/hyperscale expansion, and bond-market stress has been reported — this raises refinancing and credit-risk questions for investors. Debt risk article
• Negative Sentiment: High-profile short activity and activist/hedge attention: reports note Michael Burry has taken a bearish position, which can amplify downside pressure and volatility. Burry short article
• Negative Sentiment: Operational/headquarters execution concerns: reports say Oracle is struggling to staff its new Nashville “world HQ,” which fuels investor concern around execution and the company’s ability to scale operations. HQ hiring troubles
• Neutral Sentiment: Competitive context: AWS is reaccelerating and pulling ahead in scale and AI infrastructure, a reminder investors should weigh ORCL’s execution vs. larger cloud peers. Cloud comparison

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $375.00 price objective on shares of Oracle in a research note on Wednesday, November 26th. KeyCorp decreased their price objective on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Stifel Nicolaus cut their target price on shares of Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Bank of America decreased their target price on Oracle from $368.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. Finally, Redburn Partners set a $175.00 price target on Oracle in a research report on Thursday, September 25th. Four research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $305.50.

About Oracle

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.