Americana Partners LLC Increases Stock Position in Oracle Corporation $ORCL

Americana Partners LLC raised its position in Oracle Corporation (NYSE:ORCL) by 115.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 50,229 shares of the enterprise software provider’s stock after buying an additional 26,941 shares during the period. Americana Partners LLC’s holdings in Oracle were worth $14,126,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of ORCL. Matisse Capital purchased a new stake in shares of Oracle during the 3rd quarter worth about $246,000. Root Financial Partners LLC raised its holdings in Oracle by 73.3% in the 3rd quarter. Root Financial Partners LLC now owns 13,195 shares of the enterprise software provider’s stock worth $3,711,000 after purchasing an additional 5,581 shares during the period. QTR Family Wealth LLC boosted its position in Oracle by 7.3% during the third quarter. QTR Family Wealth LLC now owns 7,059 shares of the enterprise software provider’s stock worth $1,985,000 after purchasing an additional 478 shares in the last quarter. Horizon Bancorp Inc. IN grew its holdings in Oracle by 15.3% in the third quarter. Horizon Bancorp Inc. IN now owns 5,407 shares of the enterprise software provider’s stock valued at $1,521,000 after purchasing an additional 719 shares during the period. Finally, Providence First Trust Co increased its position in shares of Oracle by 0.9% in the third quarter. Providence First Trust Co now owns 10,851 shares of the enterprise software provider’s stock valued at $3,052,000 after buying an additional 100 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity

In other Oracle news, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the sale, the insider owned 234,077 shares in the company, 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 document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jeffrey Berg sold 49,365 shares of the stock in a transaction on Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total value of $13,971,282.30. Following the transaction, the director owned 151,999 shares of the company’s stock, valued at approximately $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 116,588 shares of company stock worth $27,511,146. 40.90% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of brokerages have recently issued reports on ORCL. Weiss Ratings reiterated a “buy (b-)” rating on shares of Oracle in a research report on Monday, December 29th. Barclays set a $310.00 price objective on shares of Oracle in a research report on Thursday, December 11th. Oppenheimer reiterated a “market perform” rating on shares of Oracle in a research report on Thursday, December 11th. HSBC restated a “buy” rating and set a $382.00 price target on shares of Oracle in a research report on Wednesday, November 26th. Finally, UBS Group reiterated a “buy” rating on shares of Oracle in a report on Monday, January 5th. Four analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $305.50.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst support and bullish research boosted confidence in ORCL’s cloud and AI transition; recent analyst notes (including a Goldman initiation referenced in coverage) set higher price targets, reinforcing a growth narrative for cloud services and data-center expansion. Oracle (ORCL) Gains Analyst Support with Cloud Growth, AI Adoption, and Data Center Expansion
• Positive Sentiment: Bull-case writeups argue ORCL’s accelerating shift from on‑premise software to cloud and AI-driven services supports long-term revenue and margin upside — a narrative that attracts growth investors. Oracle Corporation (ORCL): A Bull Case Theory
• Positive Sentiment: Oracle confirmed a quarterly dividend payment on Jan. 23, which supports income-oriented buyers and reduces downside from near‑term trading volatility. Oracle to pay dividends on January 23; Here’s how much 100 ORCL shares will earn
• Neutral Sentiment: Debate continues on whether Oracle or peers like Microsoft are the better OpenAI/cloud partner; competitive dynamics matter for long‑term margins but are not new information. Microsoft vs. Oracle: Which OpenAI Partner Is a Better Buy for 2026?
• Negative Sentiment: Bondholders have filed a lawsuit tied to AI-related debt and losses, which spooked some investors and adds legal and reputational risk to Oracle’s AI spending strategy. Bondholders Are Suing Oracle for Its AI Losses. Is There a Case to Keep Buying ORCL Stock and Waiting for AI to Pay Off?
• Negative Sentiment: Scrutiny over debt-funded AI investments and the OpenAI cloud deal has prompted valuation concerns among some analysts, raising questions about leverage and near-term returns. Oracle (ORCL) Valuation Check As Debt Funded AI Push And OpenAI Cloud Deal Draw Scrutiny
• Negative Sentiment: Large insider selling by an Oracle EVP (roughly $6.8M) was reported, which can be interpreted negatively by some investors even if sales are for personal reasons. Insider Selling: Oracle (NYSE:ORCL) EVP Sells $6,821,150.00 in Stock
• Negative Sentiment: Opinion and feature pieces warn Oracle could be a value trap if the AI spending cycle cools — these narratives increase short-term volatility and may weigh on risk‑sensitive investors. Why Adobe and Oracle are Value Traps

Oracle Stock Up 0.7%

NYSE ORCL opened at $191.27 on Tuesday. The business’s fifty day simple moving average is $202.25 and its 200-day simple moving average is $241.21. 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 cap of $549.54 billion, a PE ratio of 35.95, a P/E/G ratio of 1.68 and a beta of 1.65. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72.

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 net margin of 25.28% and a return on equity of 70.60%. The firm had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. During the same quarter in the prior year, the firm posted $1.47 earnings per share. Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. As a group, equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders 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 dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s payout ratio is presently 37.59%.

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.