Advisors Asset Management Inc. Sells 5,111 Shares of Oracle Corporation $ORCL

Advisors Asset Management Inc. reduced its stake in Oracle Corporation (NYSE:ORCL) by 3.8% during the 3rd quarter, Holdings Channel.com reports. The firm owned 128,359 shares of the enterprise software provider’s stock after selling 5,111 shares during the period. Oracle accounts for 0.6% of Advisors Asset Management Inc.’s holdings, making the stock its 16th largest holding. Advisors Asset Management Inc.’s holdings in Oracle were worth $36,100,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently modified their holdings of ORCL. Winnow Wealth LLC acquired a new stake in Oracle during the second quarter worth approximately $28,000. Kilter Group LLC bought a new position in shares of Oracle during the second quarter worth approximately $30,000. Darwin Wealth Management LLC boosted its stake in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 65 shares during the period. LGT Financial Advisors LLC acquired a new position in Oracle in the 2nd quarter valued at $33,000. Finally, Financial Consulate Inc. acquired a new position in Oracle in the 3rd quarter valued at $37,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Up 2.0%

Shares of ORCL opened at $159.78 on Wednesday. The firm has a 50 day simple moving average of $187.05 and a two-hundred day simple moving average of $232.85. 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. The company has a market cap of $459.07 billion, a P/E ratio of 30.03, a P/E/G ratio of 1.37 and a beta of 1.64.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, beating 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 company 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 posted $1.47 EPS. The company’s revenue for the quarter was up 14.2% compared to the same quarter last year. Research 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. Shareholders of record on Friday, January 9th were given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Friday, January 9th. Oracle’s payout ratio is currently 37.59%.

Insiders Place Their Bets

In related news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Mark Hura sold 15,000 shares of the stock in a transaction that occurred on 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 completion of the transaction, the insider directly owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 62,223 shares of company stock worth $12,136,764 in the last ninety days. Insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on ORCL shares. Melius Research set a $160.00 target price on shares of Oracle in a research report on Monday. Mizuho set a $400.00 price objective on shares of Oracle in a report on Monday, December 15th. Erste Group Bank cut shares of Oracle from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Wells Fargo & Company assumed coverage on Oracle in a research note on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 price target for the company. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $375.00 price target on shares of Oracle in a research report on Wednesday, November 26th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $292.43.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: D.A. Davidson’s upgrade to Buy (with a $180 target) and follow‑on analyst coverage helped spark the recent rally and renewed buying interest; some ETFs with heavy ORCL exposure are positioned to capture the move. Oracle Stock Soars As Analyst Says It’s Time To Buy
• Positive Sentiment: Oracle announced new role‑based AI agents and supply‑chain/manufacturing enhancements embedded in Oracle Fusion Cloud Applications at Oracle AI World — product traction that supports cloud/AI revenue growth and upsell to enterprise customers. Oracle AI Agents Help Supply Chain Leaders Boost Efficiency and Strengthen Resiliency
• Positive Sentiment: Renewed optimism around OpenAI and a possible “revamp” of its plans is lifting AI‑linked names (including Oracle as an AI infrastructure supplier), which is helping sentiment and liquidity into ORCL shares. AI Giant OpenAI Is Getting a Lift Lately. So Are Stocks Linked to It.
• Neutral Sentiment: Short interest rose ~19.5% in January (to ~34.8M shares), but only ~2% of float is short and the days‑to‑cover is low (~1.2 days) — notable for positioning but not an acute squeeze risk today.
• Neutral Sentiment: Macro/sector commentary from strategists suggests recent software weakness created a buying opportunity for higher‑quality names — a market‑level tailwind if sentiment broadens. AI disruption fears create buying chance in US software stocks, strategists say
• Negative Sentiment: Multiple securities‑fraud class actions and investor notices have been filed or solicited (Kessler Topaz, Bernstein Liebhard, Robbins Geller, Rosen, etc.) covering June–Dec 2025 — ongoing litigation risk that can increase legal costs, management distraction, and uncertainty. Kessler Topaz Meltzer & Check Files Securities Class Action
• Negative Sentiment: Public criticism of Oracle’s capital deployment and leverage (notably from media/TV commentators) and analyst notes flagging capital‑raise impact keep balance‑sheet concerns in focus; monitor debt metrics and FCF guidance closely. Jim Cramer on Oracle: “I Don’t Like What They’re Doing to Their Balance Sheet”
• Negative Sentiment: Short sellers and sector rotation have pressured software names recently; articles note traders profited from the selloff — a reminder downside can re‑assert if AI‑funding or capital‑markets sentiment shifts. Short Sellers Are Making Bank on Oracle Stock

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.