Alpha Cubed Investments LLC Sells 66,714 Shares of Oracle Corporation $ORCL

Alpha Cubed Investments LLC trimmed its stake in Oracle Corporation (NYSE:ORCL) by 59.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 44,825 shares of the enterprise software provider’s stock after selling 66,714 shares during the period. Alpha Cubed Investments LLC’s holdings in Oracle were worth $12,606,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Winnow Wealth LLC bought a new position in shares of Oracle in the 2nd quarter worth $28,000. Kilter Group LLC bought a new stake in shares of Oracle during the 2nd quarter worth $30,000. Darwin Wealth Management LLC grew its position in Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 65 shares in the last quarter. LGT Financial Advisors LLC bought a new position in Oracle in the second quarter valued at $33,000. Finally, Financial Consulate Inc. bought a new position in Oracle in the third quarter valued at $37,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the transaction, the director directly owned 25,596 shares in the company, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm’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 completion of the sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 62,223 shares of company stock worth $12,136,764. Insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Bank of America lowered their price target on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Scotiabank reduced their price objective on Oracle from $360.00 to $260.00 and set a “sector outperform” rating on the stock in a research report on Thursday, December 11th. Wells Fargo & Company initiated coverage on Oracle in a report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price objective on the stock. TD Cowen cut their target price on Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a research note on Thursday, December 11th. Finally, KeyCorp decreased their price target on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research note on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $300.46.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched a generative AI-enabled Life Sciences AI Data Platform that stitches massive de‑identified EHR and commercial data to accelerate R&D and commercialization — a product win that supports recurring cloud/vertical revenue. Oracle Life Sciences AI Data Platform
• Positive Sentiment: Oracle OPERA Cloud was approved by IHG Hotels & Resorts as an approved property‑management system for multiple regions — a commercial reference that can drive hospitality cloud bookings. Oracle Approved by IHG Hotels & Resorts
• Neutral Sentiment: Analysts and outlets note Oracle is ramping cloud capex toward ~ $50B to support GPUs/AI infrastructure — this underpins future growth but also explains rising leverage and near‑term margin/cash‑flow pressure. Zacks: Oracle ramps cloud CapEx
• Negative Sentiment: Multiple outlets report a broad AI-driven sell‑off hitting Oracle as investors pull back over AI market uncertainty and Oracle’s OpenAI ties — a main driver of today’s downside. Oracle Stock Drops by More Than Half Amid AI Concerns
• Negative Sentiment: Credit market stress: reports show Oracle’s credit‑default swaps have surged to post‑2008 highs, signaling investor concern about debt levels used to fund AI data centers. CDS surge coverage
• Negative Sentiment: Regulatory / legal risk: multiple firm notices/advisories say bondholders and shareholders suffering losses tied to Oracle deals are being invited to contact law firms — potential litigation that could distract management or create liabilities. Investigation notice re: bondholders Pomerantz investor alert
• Negative Sentiment: Operational risk: a power outage at an Oracle data center disrupted TikTok U.S. users — an incident that raises reliability and PR concerns as Oracle hosts critical customer infrastructure. Data center outage coverage
• Negative Sentiment: Market commentary: several outlets question whether Oracle’s stock has further to fall given valuation swings, execution scrutiny and the broader tech rotation away from AI overhang. Is Oracle still worth chasing?

Oracle Stock Performance

Oracle stock opened at $168.98 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 firm has a market cap of $485.50 billion, a P/E ratio of 31.76, a P/E/G ratio of 1.52 and a beta of 1.65. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The firm has a 50-day moving average of $194.80 and a 200-day moving average of $237.87.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 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 business 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 company posted $1.47 EPS. Oracle’s quarterly revenue was up 14.2% compared to the same quarter last year. Sell-side analysts expect that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid a $0.50 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

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.