Carmel Capital Partners LLC Sells 6,119 Shares of Oracle Corporation $ORCL

Carmel Capital Partners LLC reduced its stake in Oracle Corporation (NYSE:ORCL) by 37.9% during the third quarter, HoldingsChannel.com reports. The firm owned 10,029 shares of the enterprise software provider’s stock after selling 6,119 shares during the quarter. Oracle makes up about 1.2% of Carmel Capital Partners LLC’s portfolio, making the stock its 16th largest holding. Carmel Capital Partners LLC’s holdings in Oracle were worth $2,820,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Swiss National Bank raised its position in Oracle by 7.6% in the 2nd quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock worth $1,113,526,000 after buying an additional 360,000 shares during the last quarter. Patton Fund Management Inc. raised its holdings in shares of Oracle by 626.1% during the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after purchasing an additional 9,948 shares during the last quarter. Private Wealth Asset Management LLC raised its holdings in shares of Oracle by 9.2% during the second quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock valued at $835,000 after purchasing an additional 321 shares during the last quarter. Soltis Investment Advisors LLC lifted its position in Oracle by 4.8% during the second quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock valued at $7,201,000 after purchasing an additional 1,515 shares during the period. Finally, Cascade Investment Group Inc. purchased a new stake in Oracle in the second quarter worth approximately $239,000. Institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of research reports. Evercore ISI boosted their target price on shares of Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Scotiabank reduced their price target on shares of Oracle from $360.00 to $260.00 and set a “sector outperform” rating for the company in a research report on Thursday, December 11th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Oracle in a research note on Monday, December 29th. Royal Bank Of Canada cut their target price on shares of Oracle from $250.00 to $195.00 and set a “sector perform” rating for the company in a research report on Monday, January 5th. Finally, Stephens increased their price target on shares of Oracle from $208.00 to $331.00 and gave the stock an “equal weight” rating in a research report on Friday, October 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $303.51.

Insider Transactions at Oracle

In related news, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the sale, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $192.52, for a total value of $1,925,200.00. Following the completion of the transaction, the chief executive officer directly owned 144,030 shares in the company, valued at approximately $27,728,655.60. This represents a 6.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 111,588 shares of company stock valued at $26,108,046. 40.90% of the stock is owned by corporate insiders.

Oracle Price Performance

Shares of NYSE:ORCL opened at $178.08 on Friday. The firm’s 50 day simple moving average is $199.28 and its two-hundred day simple moving average is $239.90. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The company has a market capitalization of $511.65 billion, a P/E ratio of 33.47, a P/E/G ratio of 1.53 and a beta of 1.65. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating the consensus estimate of $1.64 by $0.62. The firm had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The company’s revenue was up 14.2% on a year-over-year basis. During the same period last year, the firm earned $1.47 EPS. Research analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Friday, January 9th. Oracle’s payout ratio is presently 37.59%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Government and company agreement to spin off TikTok’s U.S. operations puts Oracle in a privileged infrastructure role as a “Trusted Technology Partner,” giving Oracle a minority equity stake and likely exclusive cloud tenancy — a direct, high-volume revenue push for OCI. TikTok Strikes Deal To Split Off an American Version, Ending Long Legal Saga
• Positive Sentiment: Analysts and coverage frame the TikTok transaction as an infrastructure/“landlord” play — Oracle’s ~15% stake and trusted‑partner role effectively secures a large, non‑cyclical tenant for its costly new AI data centers, validating CapEx and future revenue streams. Oracle’s TikTok Win Isn’t Social Media—It’s a Cloud Power Move
• Positive Sentiment: Regional adoption data (APAC / U.S.) shows enterprises increasing OCI uptake, supporting longer‑term demand for Oracle’s cloud services beyond the TikTok opportunity. Asia Pacific Firms Accelerate Oracle Cloud Modernization
• Neutral Sentiment: Short‑term market commentary notes ORCL’s outperformance on the day, reflecting investor positive reaction but not changing the underlying debate over capital allocation and leverage. Oracle (ORCL) Surpasses Market Returns: Some Facts Worth Knowing
• Negative Sentiment: Multiple law firms have filed/are soliciting lead plaintiffs for a class action tied to senior‑note offerings and disclosures about debt used to fund AI/data center expansion, creating legal and reputational risk and heightening funding scrutiny. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Lawsuit
• Negative Sentiment: Coverage reports waning investor appetite for debt tied to Oracle/OpenAI “Stargate” data‑center projects (JPMorgan saw slower interest on a recent bond offering), which raises fundingcost and liquidity questions for large CapEx plans. Wall Street is losing its appetite for Oracle’s data center debt
• Negative Sentiment: Analyses flag heavy cash burn from building AI infrastructure even as Oracle continues big shareholder payouts; this tradeoff keeps some investors cautious on free‑cash‑flow and leverage despite strategic upside. Oracle’s Cash Is Vanishing — But Larry Ellison’s Dividend Check Still Clears Tomorrow

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.