Oracle Corporation $ORCL Shares Sold by Financial Advocates Investment Management

Financial Advocates Investment Management trimmed its holdings in Oracle Corporation (NYSE:ORCL) by 79.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 887 shares of the enterprise software provider’s stock after selling 3,389 shares during the period. Financial Advocates Investment Management’s holdings in Oracle were worth $249,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ORCL. Brighton Jones LLC lifted its position in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after buying an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after acquiring an additional 404 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after acquiring an additional 768 shares during the last quarter. Moran Wealth Management LLC boosted its position in shares of Oracle by 19.6% during the 2nd quarter. Moran Wealth Management LLC now owns 14,369 shares of the enterprise software provider’s stock worth $3,141,000 after purchasing an additional 2,358 shares during the period. Finally, Alta Capital Management LLC increased its holdings in Oracle by 90.1% in the 2nd quarter. Alta Capital Management LLC now owns 51,124 shares of the enterprise software provider’s stock valued at $11,177,000 after purchasing an additional 24,226 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Federal/corporate contract wins — Oracle secured a new U.S. Air Force OCI task order (~$88M) and was selected by CMS for cloud modernization, underpinning durable, mission‑critical cloud revenue and validating OCI in government programs. U.S. Department of the Air Force accelerates cloud modernization with Oracle
• Positive Sentiment: Product and health‑market momentum — Oracle rolled out AI agents for Fusion apps and expanded Oracle Health Clinical AI offerings (now in the UK), supporting SaaS adoption, higher RPO and potential upsell into large enterprise and healthcare customers. Oracle Unveils AI Agents for Fusion Apps
• Neutral Sentiment: Analyst activity is mixed — the stock is sensitive to analyst calls (recent upgrades drove rallies) even as some firms trim targets; this keeps volatility high around newsflow. DA Davidson Upgrades Oracle to Buy
• Neutral Sentiment: AI/OpenAI narrative remains a two‑edged sword — optimism about OpenAI exposure supports upside but remains sentiment‑driven and tied to Oracle’s ability to monetize AI investments at scale. Oracle gets boost from OpenAI optimism
• Negative Sentiment: Legal overhang — multiple law firms have filed or solicited plaintiffs in securities‑class actions covering June–Dec 2025 and the April 6 lead‑plaintiff deadline, creating litigation risk, potential damages and investor uncertainty. Investors in Oracle Should Contact Levi & Korsinsky
• Negative Sentiment: Insider sale — CEO disclosed a ~$1.55M sale of 10,000 shares; while often routine, such sales can be perceived negatively and add near‑term sentiment pressure. SEC Form 4 — Clayton M. Magouyrk sale
• Negative Sentiment: Analyst cuts / scrutiny of AI monetization — some shops trimmed estimates (e.g., Scotiabank lowered FY27 EPS) and groups like Melius flagged risks around AI monetization and leverage, which can fuel negative trading on mixed headlines. Melius downgrades Oracle to Hold

Wall Street Analyst Weigh In

Several research firms have recently commented on ORCL. Melius Research set a $160.00 price target on Oracle in a research report on Monday. JMP Securities restated a “market outperform” rating and set a $342.00 target price on shares of Oracle in a report on Friday, October 17th. Mizuho set a $400.00 price target on shares of Oracle in a research note on Monday, December 15th. BMO Capital Markets reduced their target price on shares of Oracle from $270.00 to $205.00 and set an “outperform” rating on the stock in a report on Wednesday, February 4th. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $400.00 price objective on shares of Oracle in a research note on Monday, January 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $292.43.

Oracle Stock Performance

Shares of ORCL stock opened at $156.50 on Friday. The company has a market cap of $449.63 billion, a P/E ratio of 29.42, a PEG ratio of 1.37 and a beta of 1.64. The firm has a fifty day moving average price of $184.88 and a 200 day moving average price of $231.79. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. The company had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. During the same period last year, the firm earned $1.47 earnings per share. Sell-side analysts predict 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. Shareholders of record on Friday, January 9th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.3%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio is currently 37.59%.

Insider Activity at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the sale, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction 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 owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 72,223 shares of company stock worth $13,689,064 in the last ninety days. Company insiders own 40.90% of the company’s stock.

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.