J.Safra Asset Management Corp Purchases 4,422 Shares of Oracle Corporation $ORCL

J.Safra Asset Management Corp raised its position in shares of Oracle Corporation (NYSE:ORCL) by 57.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,158 shares of the enterprise software provider’s stock after purchasing an additional 4,422 shares during the period. J.Safra Asset Management Corp’s holdings in Oracle were worth $3,419,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Norges Bank acquired a new stake in Oracle in the second quarter valued at about $4,275,378,000. Vanguard Group Inc. boosted its stake in shares of Oracle by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock valued at $35,916,290,000 after purchasing an additional 3,353,461 shares in the last quarter. Kingstone Capital Partners Texas LLC acquired a new position in Oracle during the 2nd quarter worth approximately $731,512,000. Invesco Ltd. increased its position in Oracle by 42.1% during the 2nd quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock worth $1,932,507,000 after purchasing an additional 2,619,722 shares in the last quarter. Finally, Assenagon Asset Management S.A. lifted its stake in Oracle by 840.7% in the 2nd quarter. Assenagon Asset Management S.A. now owns 2,119,473 shares of the enterprise software provider’s stock valued at $463,380,000 after purchasing an additional 1,894,157 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity at Oracle

In other news, Director Jeffrey Berg sold 49,365 shares of the stock in a transaction dated Tuesday, October 28th. The shares were 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 of the company’s stock, valued at $43,018,756.98. This represents a 24.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Clayton M. Magouyrk sold 40,000 shares of the business’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 154,030 shares of the company’s stock, valued at $42,610,859.20. The trade was a 20.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 161,588 shares of company stock worth $39,976,746 over the last ninety days. 40.90% of the stock is owned by corporate insiders.

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

Oracle Stock Performance

Shares of Oracle stock opened at $191.27 on Friday. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The business has a 50-day moving average price of $203.24 and a two-hundred day moving average price of $241.46. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a market cap of $549.54 billion, a P/E ratio of 35.95, a PEG ratio of 1.68 and a beta of 1.65.

Oracle (NYSE:ORCL) last announced 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 company had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. During the same period in the previous year, the business earned $1.47 EPS. The firm’s revenue was up 14.2% compared to the same quarter last year. As a group, analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be paid a $0.50 dividend. The ex-dividend date is Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. Oracle’s payout ratio is currently 37.59%.

Analysts Set New Price Targets

ORCL has been the topic of a number of research reports. JMP Securities reaffirmed a “market outperform” rating and set a $342.00 target price on shares of Oracle in a research note on Friday, October 17th. JPMorgan Chase & Co. dropped their target price on Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a research report on Thursday, December 11th. William Blair restated an “outperform” rating on shares of Oracle in a report on Friday, October 17th. Bank of America cut their target price on shares of Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Finally, Mizuho set a $400.00 price objective on shares of Oracle in a research note on Monday, December 15th. Four 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and a consensus target price 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.