L.M. Kohn & Company Cuts Stock Position in Oracle Corporation $ORCL

L.M. Kohn & Company reduced its position in Oracle Corporation (NYSE:ORCL) by 78.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,030 shares of the enterprise software provider’s stock after selling 14,399 shares during the quarter. Oracle comprises approximately 1.4% of L.M. Kohn & Company’s investment portfolio, making the stock its 16th biggest holding. L.M. Kohn & Company’s holdings in Oracle were worth $1,133,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in shares of Oracle by 2.1% in the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after acquiring an additional 3,353,461 shares during the period. State Street Corp increased its stake in shares of Oracle by 1.7% in the 2nd quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock valued at $16,060,427,000 after purchasing an additional 1,252,723 shares in the last quarter. Norges Bank acquired a new position in Oracle in the 2nd quarter worth about $4,275,378,000. Bank of New York Mellon Corp increased its position in shares of Oracle by 0.8% in the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock valued at $3,357,572,000 after buying an additional 98,693 shares in the last quarter. Finally, Legal & General Group Plc grew its position in shares of Oracle by 1.3% in the second quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock valued at $2,473,838,000 after purchasing an additional 147,367 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst bullish call — An analyst dubbed Oracle a “decade stock” that could more than double over time, arguing current weakness (debt and AI worries) may create a buying opportunity for long-term investors. Oracle is a “Decade Stock,” Could More Than Double, Says Analyst
• Positive Sentiment: New product launch in healthcare — Oracle unveiled the Life Sciences AI Data Platform, expanding its generative-AI offerings into pharma/clinical data (129M+ de-identified records), which could drive enterprise revenue and higher-margin services. Oracle Life Sciences AI Data Platform
• Positive Sentiment: Customer win in hospitality — IHG approved Oracle OPERA Cloud as a property-management provider across multiple regions, a commercial endorsement that supports recurring cloud bookings and cross-sell opportunities. Oracle Approved by IHG Hotels & Resorts
• Positive Sentiment: Shareholder returns track record — A Forbes piece highlights Oracle’s large capital return program (~$158B returned), a structural positive for investors who value buybacks and dividends during pullbacks. How Oracle Stock Returned $158B To Shareholders
• Neutral Sentiment: Options-service commentary — Schaeffer’s Weekend Trader highlighted ORCL as a “popular cloud stock pick for 2026” and provided a specific bearish options trade to subscribers — indicates active derivatives strategies around the name. Popular Cloud Stock Pick for 2026 Option Bears
• Neutral Sentiment: Trending/market context — Coverage notes ORCL is trending amid a broader tech sell-off; some press attributes intraday moves more to sector rotation than company-specific guidance. Oracle Stock Is Trending Thursday: What’s Going On?
• Negative Sentiment: Investor lawsuits and bondholder investigations — Rosen Law (senior notes), Pomerantz, and Girard Sharp have issued notices/investigations tied to Oracle’s 2024-2025 offerings and the 2025 AI buildout deal, increasing legal risk and potential financial exposure. ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Oracle Corporation Investors
• Negative Sentiment: AI-related sell-off driving sharp declines — Multiple outlets report the stock has tumbled more than 50% from its peak as investors punish OpenAI exposure, AI buildout costs and leverage concerns; this narrative is the primary immediate driver of price weakness. Oracle Stock Drops by More Than Half Amid AI Concerns
• Negative Sentiment: Market analysis of the decline — Reports from The Motley Fool and Zacks attribute recent slump to broad AI sell-off and investor unease over debt/OpenAI ties, reinforcing downside momentum. Why Oracle Stock Slumped on Thursday

Wall Street Analyst Weigh In

ORCL has been the subject of several research reports. Royal Bank Of Canada dropped their price target on Oracle from $250.00 to $195.00 and set a “sector perform” rating for the company in a research report on Monday, January 5th. UBS Group reiterated a “buy” rating on shares of Oracle in a research report on Monday, January 5th. JMP Securities restated a “market outperform” rating and issued a $342.00 price target on shares of Oracle in a research report on Friday, October 17th. TD Cowen reduced their price objective on Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Finally, DA Davidson decreased their target price on shares of Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. Three 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 given a Sell rating to the stock. According to data from MarketBeat.com, Oracle presently has an average rating of “Moderate Buy” and an average target price of $300.46.

Insider Buying and Selling

In other news, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the transaction, the insider directly 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 sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the transaction, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 62,223 shares of company stock worth $12,136,764. Corporate insiders own 40.90% of the company’s stock.

Oracle Price Performance

Oracle stock opened at $164.69 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 company has a fifty day simple moving average of $194.12 and a 200-day simple moving average of $237.42. The stock has a market cap of $473.17 billion, a P/E ratio of 30.96, a price-to-earnings-growth ratio of 1.48 and a beta of 1.65. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $16.19 billion. During the same quarter last year, the company earned $1.47 EPS. The business’s quarterly revenue was up 14.2% on a year-over-year basis. Equities 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 was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were paid a $0.50 dividend. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. Oracle’s payout ratio is currently 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.