Caledonia Investments PLC Cuts Holdings in Oracle Corporation $ORCL

Caledonia Investments PLC cut its holdings in Oracle Corporation (NYSE:ORCL) by 32.2% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 426,100 shares of the enterprise software provider’s stock after selling 202,500 shares during the period. Oracle comprises approximately 11.8% of Caledonia Investments PLC’s holdings, making the stock its 2nd largest position. Caledonia Investments PLC’s holdings in Oracle were worth $119,751,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Winnow Wealth LLC bought a new position in shares of Oracle during the 2nd quarter worth approximately $28,000. Kilter Group LLC bought a new position in Oracle during the second quarter worth $30,000. Darwin Wealth Management LLC grew its holdings 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 purchasing an additional 65 shares during the period. LGT Financial Advisors LLC acquired a new stake in Oracle in the second quarter worth $33,000. Finally, Financial Consulate Inc. bought a new stake in Oracle in the third quarter valued at $37,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Price Performance

Shares of NYSE:ORCL opened at $143.11 on Monday. 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 stock has a market cap of $411.17 billion, a PE ratio of 26.90, a price-to-earnings-growth ratio of 1.25 and a beta of 1.64. The stock’s fifty day simple moving average is $188.76 and its two-hundred day simple moving average is $234.05. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last announced its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS 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 company had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. During the same quarter in the prior year, the company posted $1.47 earnings per share. The firm’s revenue for the quarter was up 14.2% on a year-over-year basis. As a group, analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were paid a $0.50 dividend. 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 payout ratio is presently 37.59%.

Analysts Set New Price Targets

ORCL has been the subject of several research reports. KeyCorp reduced their target price on Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Bank of America reduced their price objective on Oracle from $368.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, December 11th. Stifel Nicolaus lowered their target price on Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Barclays reiterated an “overweight” rating on shares of Oracle in a report on Monday, February 2nd. Finally, Weiss Ratings lowered shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, January 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and an average price target of $299.17.

Insiders Place Their Bets

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction on 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 sale, the chief executive officer directly owned 144,030 shares of the company’s stock, valued at $27,728,655.60. This trade represents a 6.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the sale, the insider 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 62,223 shares of company stock valued at $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: Record bond sale eases financing risk — Oracle’s large bond issuance has calmed credit markets and could make it easier for tech peers to raise money for AI data centers, reducing near-term liquidity concerns. Why Oracle’s Record Bond Sale Clears the Way for More AI Debt
• Positive Sentiment: BofA says a key risk was defused — Bank of America argued Oracle addressed a major 2026 risk, which supports the case that the company can execute its AI infrastructure plans if markets accept the financing strategy. Oracle defused ‘the key risk going into 2026,’ BofA argues, but the market isn’t buying it
• Neutral Sentiment: Analyst target changes are mixed — Citizens Jmp cut its target to $285 but kept an outperform view; other shops have trimmed targets while many still rate the stock a buy, leaving investor guidance mixed. Oracle Price Target Lowered to $285.00 at Citizens Jmp
• Neutral Sentiment: Additional financing instruments announced — Oracle issued Series D mandatory convertible preferred stock and is pursuing equity offerings to fund AI expansion; financing reduces short-term liquidity risk but raises dilution questions. Oracle Issues Series D Mandatory Convertible Preferred Stock
• Negative Sentiment: Widespread class-action notices — Multiple law firms have filed or invited investors to join securities-fraud class actions tied to Oracle’s AI spending disclosures and related filings for the June–Dec 2025 period, increasing legal and reputational risk. Glancy Prongay Wolke & Rotter LLP Encourages Oracle Shareholders To Inquire About Securities Fraud Class Action
• Negative Sentiment: Capital-raise/dilution fears persist — Social and analyst commentary on a $45–50B AI capital plan and separate equity offerings ($20B common sale) have driven investor concern over dilution and higher leverage. Oracle Stock Opinions on $45-50 Billion AI Capital Raise
• Negative Sentiment: AI-driven tech sell-off and heavy put activity — A broader AI sell-off has hit big tech (FactSet/CNBC coverage), and unusually large purchases of puts on ORCL suggest traders were positioned for further downside. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
• Negative Sentiment: Local regulatory pushback on data center plan — Michigan’s attorney general urged reconsideration of approval to power Oracle/OpenAI data centers, adding permit/regulatory risk to the expansion. Michigan AG Urges Revisit on Oracle Data Center Power Plan

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.