SouthState Bank Corp Reduces Stake in Oracle Corporation $ORCL

SouthState Bank Corp decreased its position in Oracle Corporation (NYSE:ORCL) by 3.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 176,211 shares of the enterprise software provider’s stock after selling 5,837 shares during the quarter. Oracle makes up approximately 2.3% of SouthState Bank Corp’s portfolio, making the stock its 8th largest position. SouthState Bank Corp’s holdings in Oracle were worth $49,558,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Swiss National Bank raised its position in Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock worth $1,113,526,000 after acquiring an additional 360,000 shares during the period. Patton Fund Management Inc. increased its stake in shares of Oracle by 626.1% during the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $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% in the 2nd quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock worth $835,000 after purchasing an additional 321 shares during the period. Soltis Investment Advisors LLC lifted its stake in Oracle by 4.8% in 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 last quarter. Finally, Cascade Investment Group Inc. purchased a new position in Oracle in the second quarter valued at approximately $239,000. 42.44% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’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 owned 144,030 shares of the company’s stock, valued at approximately $27,728,655.60. The trade was a 6.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Mark Hura sold 15,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the transaction, the insider owned 234,077 shares in the company, valued at approximately $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 62,223 shares of company stock worth $12,136,764. Insiders own 40.90% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle Health won a multi-organization pilot in Canada for its Clinical AI Agent, validating commercial traction for Oracle’s healthcare AI products. Multiple Canadian Healthcare Organizations Select Oracle Health Clinical AI Agent
• Positive Sentiment: Oracle’s recent $25B bond offering reportedly attracted heavy demand, indicating strong investor appetite for its debt and suggesting financing channels are open. Oracle Stock (ORCL) Gains as $25B Bond Offering Attracts Heavy Demand
• Positive Sentiment: Some sell-side firms (e.g., Barclays) have reiterated bullish ratings and high price targets, implying analysts still see upside if Oracle executes its AI/data-center strategy. Barclays Reiterates Overweight on Oracle
• Neutral Sentiment: Oracle announced an equity distribution agreement and senior notes issuance to fund its plans — this provides capital but increases near-term financing activity and complexity. Oracle Bolsters Financing with Major Senior Notes Issuance
• Neutral Sentiment: Oracle continues product and go-to-market pushes (AI banking platform, enterprise AI agents) that could drive long-term growth but require heavy near-term capex. Oracle Reimagines Banking for the AI Era
• Neutral Sentiment: Strategic commentary ties Oracle’s massive data-center and power plans to a structural shift (e.g., MarketBeat piece on companies funding power and SMRs); long-term strategic rationale exists but is execution- and timeline-dependent. The Atomic Pivot: AI’s $50 Billion Power Move
• Negative Sentiment: Markets punished Oracle after management outlined plans to raise roughly $45–50B for AI infrastructure (debt and equity), stoking dilution and leverage fears and sparking the recent sell-off. Oracle (ORCL) Is Down 11.6% After Unveiling a US$45–50 Billion AI Infrastructure Capital Plan
• Negative Sentiment: Multiple law firms have filed or are soliciting clients for securities class actions tied to Oracle’s disclosures (senior notes/offering documents and the June–Dec 2025 class period), adding legal risk and headline pressure. Kessler Topaz Files Securities Fraud Class Action Against Oracle
• Negative Sentiment: Reports say banks are exploring selling billions in loans tied to Oracle’s data centers and the company may cut up to 30,000 jobs — both raise execution and integration risks and amplify downside sentiment. Oracle Stock (ORCL) Slips as Banks Explore Selling Its Data Center Loans Oracle May Slash Up to 30,000 Jobs
• Negative Sentiment: Analysts have trimmed price targets (BMO, Scotiabank among them) and commentary highlights investor anxiety about the size/timing of the capital raise and AI execution — contributing to the stock’s decline. Oracle Price Target Lowered at BMO

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. Wells Fargo & Company began coverage on Oracle in a research note on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 target price on the stock. The Goldman Sachs Group raised Oracle to a “strong-buy” rating in a report on Monday, January 12th. JMP Securities restated a “market outperform” rating and issued a $342.00 price objective on shares of Oracle in a research note on Friday, October 17th. Erste Group Bank lowered shares of Oracle from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Finally, Evercore ISI lifted their target price on shares of Oracle from $350.00 to $385.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $296.03.

Oracle Stock Down 5.1%

Shares of NYSE:ORCL opened at $146.75 on Thursday. The firm has a fifty day moving average price of $191.31 and a two-hundred day moving average price of $235.52. The company has a market cap of $421.63 billion, a price-to-earnings ratio of 27.58, a PEG ratio of 1.35 and a beta of 1.64. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings data 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 company had revenue of $16.06 billion for 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 firm’s revenue was up 14.2% compared to the same quarter last year. During the same quarter last year, the business posted $1.47 earnings per share. Analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is 37.59%.

Oracle 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.