AEGON ASSET MANAGEMENT UK Plc Acquires 100,000 Shares of Oracle Corporation $ORCL

AEGON ASSET MANAGEMENT UK Plc boosted its holdings in shares of Oracle Corporation (NYSE:ORCL) by 53.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 286,140 shares of the enterprise software provider’s stock after buying an additional 100,000 shares during the period. Oracle makes up about 1.0% of AEGON ASSET MANAGEMENT UK Plc’s portfolio, making the stock its 21st largest position. AEGON ASSET MANAGEMENT UK Plc’s holdings in Oracle were worth $80,417,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in ORCL. Instrumental Wealth LLC raised its holdings in shares of Oracle by 15.2% in the 3rd quarter. Instrumental Wealth LLC now owns 1,116 shares of the enterprise software provider’s stock worth $287,000 after acquiring an additional 147 shares during the last quarter. Sovran Advisors LLC increased its holdings in Oracle by 58.0% during the 3rd quarter. Sovran Advisors LLC now owns 1,948 shares of the enterprise software provider’s stock worth $500,000 after purchasing an additional 715 shares in the last quarter. Values Added Financial LLC increased its holdings in Oracle by 2.0% during the 3rd quarter. Values Added Financial LLC now owns 2,919 shares of the enterprise software provider’s stock worth $821,000 after purchasing an additional 58 shares in the last quarter. EWA LLC raised its stake in shares of Oracle by 29.6% in the third quarter. EWA LLC now owns 4,425 shares of the enterprise software provider’s stock worth $1,244,000 after purchasing an additional 1,010 shares during the last quarter. Finally, Intact Investment Management Inc. lifted its holdings in shares of Oracle by 172.2% in the third quarter. Intact Investment Management Inc. now owns 31,300 shares of the enterprise software provider’s stock valued at $8,803,000 after purchasing an additional 19,800 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle secured a ~15% stake and “Trusted Technology Partner” role in the newly spun‑off U.S. TikTok joint venture, which effectively locks TikTok as a large, long‑term tenant for Oracle Cloud Infrastructure (OCI) and helps justify Oracle’s big data‑center buildouts. This deal is being framed as an infrastructure revenue win rather than a consumer pivot. Oracle’s TikTok Win Isn’t Social Media—It’s a Cloud Power Move
• Neutral Sentiment: Options activity shows sizable bullish bets (whale positions) in Oracle, signaling some traders expect upside or are using derivatives for directional/speculative exposure — this can amplify moves but is not fundamental. This Is What Whales Are Betting On Oracle
• Negative Sentiment: Multiple law firms (Rosen, others) have publicized or filed class actions tied to Oracle’s senior‑note offerings and disclosures about debt used to fund AI/data‑center projects — this litigation creates headline risk and could pressure the stock if claims advance. ROSEN, TOP-RANKED INVESTOR RIGHTS COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel in Securities Class Action – ORCL
• Negative Sentiment: Morgan Stanley flagged that Oracle’s aggressive AI‑infrastructure buildout could create downside risk to EPS targets if spending and revenue cadence diverge from analyst expectations — a reminder that capital intensity and execution timing matter for near‑term earnings. Morgan Stanley finds Oracle’s AI infrastructure buildout creates risk for EPS targets
• Negative Sentiment: High‑profile short/skeptical investors (reported Michael Burry position) and reports that Wall Street showed diminished appetite for some Stargate‑related debt deals have amplified concerns about Oracle’s funding model and liquidity, adding selling pressure. Michael Burry Bets Against Oracle — Should You Sell ORCL Stock Now? • Wall Street is losing its appetite for Oracle’s data center debt

Oracle Trading Down 0.6%

NYSE:ORCL opened at $177.12 on Monday. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. 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 firm’s 50 day moving average is $198.36 and its 200 day moving average is $239.58. The stock has a market capitalization of $508.88 billion, a PE ratio of 33.29, a price-to-earnings-growth ratio of 1.56 and a beta of 1.65.

Oracle (NYSE:ORCL) last released its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. The business had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business’s revenue for the quarter was up 14.2% on a year-over-year basis. During the same period last year, the business posted $1.47 earnings per share. Sell-side analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Friday, January 9th. Oracle’s payout ratio is currently 37.59%.

Analyst Ratings Changes

Several research analysts recently issued reports on the company. Wells Fargo & Company assumed coverage on Oracle in a research report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 target price on the stock. KeyCorp dropped their price objective on Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research note on Thursday, December 11th. Stephens upped their target price on shares of Oracle from $208.00 to $331.00 and gave the stock an “equal weight” rating in a research note on Friday, October 17th. Oppenheimer reiterated a “market perform” rating on shares of Oracle in a report on Thursday, December 11th. Finally, Guggenheim reissued a “buy” rating and set a $400.00 price target on shares of Oracle in a research report on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $300.46.

Insider Buying and Selling at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $192.52, for a total value of $1,925,200.00. Following the sale, the chief executive officer owned 144,030 shares in the company, valued at approximately $27,728,655.60. The trade was a 6.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 111,588 shares of company stock valued at $26,108,046. Insiders own 40.90% of the company’s stock.

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.