New York Life Investment Management LLC Has $63.82 Million Stock Holdings in Oracle Corporation $ORCL

New York Life Investment Management LLC raised its stake in Oracle Corporation (NYSE:ORCL) by 2.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 226,912 shares of the enterprise software provider’s stock after purchasing an additional 4,496 shares during the quarter. New York Life Investment Management LLC’s holdings in Oracle were worth $63,817,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the stock. Winnow Wealth LLC bought a new stake in shares of Oracle in the 2nd quarter valued at about $28,000. Kilter Group LLC bought a new position in Oracle during the second quarter worth about $30,000. Darwin Wealth Management LLC increased its position in Oracle by 130.0% during the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 65 shares during the last quarter. LGT Financial Advisors LLC acquired a new position in Oracle during the second quarter worth approximately $33,000. Finally, Financial Consulate Inc. bought a new stake in Oracle in the third quarter valued at approximately $37,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Trending Headlines about Oracle

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 Stock Up 4.9%

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 company has a market cap of $411.17 billion, a price-to-earnings ratio of 26.90, a PEG ratio of 1.25 and a beta of 1.64. The company has a 50 day moving average of $188.76 and a 200-day moving average of $234.05. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. The firm had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company’s revenue was up 14.2% on a year-over-year basis. During the same quarter last year, the company earned $1.47 EPS. On average, equities research analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business 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. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s payout ratio is 37.59%.

Insider Activity

In related news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were 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 owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total transaction 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 62,223 shares of company stock worth $12,136,764. 40.90% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several brokerages have recently commented on ORCL. Cantor Fitzgerald reduced their target price on Oracle from $400.00 to $320.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. BMO Capital Markets cut their price target on Oracle from $270.00 to $205.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. The Goldman Sachs Group raised shares of Oracle to a “strong-buy” rating in a research report on Monday, January 12th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $375.00 price objective on shares of Oracle in a research report on Wednesday, November 26th. Finally, HSBC reaffirmed a “buy” rating and set a $382.00 target price on shares of Oracle in a report on Wednesday, November 26th. Three research 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 given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $299.17.

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.