EFG Asset Management North America Corp. Acquires New Stake in Oracle Corporation $ORCL

EFG Asset Management North America Corp. bought a new position in shares of Oracle Corporation (NYSE:ORCL) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 14,797 shares of the enterprise software provider’s stock, valued at approximately $4,159,000.

Other large investors have also modified their holdings of the company. Darwin Wealth Management LLC raised its holdings in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 65 shares during the last quarter. Winnow Wealth LLC purchased a new stake in shares of Oracle in the second quarter valued at approximately $28,000. Financial Consulate Inc. acquired a new stake in shares of Oracle in the third quarter valued at approximately $37,000. Corundum Trust Company INC acquired a new stake in shares of Oracle in the third quarter valued at approximately $39,000. Finally, Kilter Group LLC purchased a new position in Oracle during the second quarter worth approximately $30,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Deal closed — Oracle’s stake in the U.S. TikTok JV is official, a visible consumer-business entry that traders are treating as a strategic growth catalyst. Oracle shares rise after TikTok deal finalized
• Positive Sentiment: Analyst support — Guggenheim reiterated a Buy on ORCL and keeps it as a top software idea, which supports upside expectations and helps investor confidence. Guggenheim Reiterates Buy on Oracle (ORCL), Keeps Stock as Software ‘Best Idea
• Positive Sentiment: OpenAI infrastructure tailwind — Oracle increased job forecasts for the New Mexico data center tied to its OpenAI work, reinforcing the company’s positioning in AI infrastructure and indirect revenue upside. Oracle Boosts Data Center Job Forecast After Local Opposition
• Positive Sentiment: Large AI backlog — Coverage highlights Oracle’s massive revenue backlog ahead of FY2026, supporting multi-year revenue visibility tied to cloud and AI projects. The AI Stock With a Monster Revenue Backlog Heading Into 2026
• Neutral Sentiment: User risk for TikTok — Sensor Tower data shows U.S. TikTok uninstalls jumped ~150% after the JV news; this raises short-term uncertainty about user retention and the value of the stake until monetization clarity emerges. TikTok uninstalls are up 150% following U.S. joint venture
• Neutral Sentiment: New commercial wins — A PR release notes a Voisin Consulting win for Oracle’s Argus safety platform; small-but-positive commercial traction in life sciences but unlikely to move the stock materially on its own. Voisin Consulting to Advance Pharmacovigilance Capabilities with Oracle
• Neutral Sentiment: FedRAMP opportunity — Coverage notes Oracle’s push for FedRAMP certification for Primavera Cloud could open federal contracts; promising but dependent on certification and wins. Can Oracle’s FedRAMP Push Unlock Federal Cloud Opportunities?
• Negative Sentiment: Sentiment drag from AI fears — Commentary says AI “bubble” fears have materially discounted options and weighed on ORCL earlier this year, keeping volatility and downside risk elevated. Options Corner: AI Bubble Fears Have Sharply Discounted Oracle Stock
• Negative Sentiment: Legal risk — Notice from Rosen law firms points to a securities class-action over Oracle’s senior notes offering, a potential overhang if litigation progresses. ROSEN…Encourages Oracle Corporation Investors to Secure Counsel in Securities Class Action – ORCL

Wall Street Analyst Weigh In

Several brokerages have issued reports on ORCL. BMO Capital Markets dropped their target price on Oracle from $355.00 to $270.00 and set an “outperform” rating for the company in a report on Thursday, December 11th. The Goldman Sachs Group raised shares of Oracle to a “strong-buy” rating in a report on Monday, January 12th. Mizuho set a $400.00 price objective on shares of Oracle in a research report on Monday, December 15th. Cantor Fitzgerald decreased their target price on shares of Oracle from $400.00 to $320.00 and set an “overweight” rating on the stock in a report on Thursday, December 11th. Finally, William Blair restated an “outperform” rating on shares of Oracle in a report on Friday, October 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $300.46.

Oracle Price Performance

Oracle stock opened at $182.06 on Tuesday. The company’s 50 day simple moving average is $197.60 and its 200-day simple moving average is $239.20. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The company has a market capitalization of $523.07 billion, a price-to-earnings ratio of 34.22, a price-to-earnings-growth ratio of 1.56 and a beta of 1.65.

Oracle (NYSE:ORCL) last posted its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating the consensus estimate 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 the consensus estimate of $16.19 billion. During the same quarter last year, the firm earned $1.47 EPS. The firm’s revenue for the quarter was up 14.2% on a year-over-year basis. As a group, equities research 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 issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Friday, January 9th. Oracle’s payout ratio is currently 37.59%.

Insider Transactions at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $192.52, for a total transaction 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 $27,728,655.60. This trade represents a 6.49% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the business’s 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 sale, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 62,223 shares of company stock worth $12,136,764 in the last 90 days. Insiders own 40.90% of the company’s stock.

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.