Oracle Corporation $ORCL Stock Holdings Trimmed by Capital Investment Services of America Inc.

Capital Investment Services of America Inc. lessened its stake in Oracle Corporation (NYSE:ORCL) by 6.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 213,347 shares of the enterprise software provider’s stock after selling 13,725 shares during the quarter. Oracle comprises approximately 5.3% of Capital Investment Services of America Inc.’s holdings, making the stock its 2nd biggest holding. Capital Investment Services of America Inc.’s holdings in Oracle were worth $60,002,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in ORCL. Vanguard Group Inc. raised its holdings in shares of Oracle by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after purchasing an additional 3,353,461 shares during the period. State Street Corp raised its holdings in Oracle by 1.7% in the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock valued at $16,060,427,000 after buying an additional 1,252,723 shares during the period. Norges Bank acquired a new position in Oracle during the second quarter valued at approximately $4,275,378,000. Bank of New York Mellon Corp grew its stake in Oracle by 0.8% during the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock worth $3,357,572,000 after buying an additional 98,693 shares during the period. Finally, Legal & General Group Plc lifted its holdings in shares of Oracle by 1.3% during the 2nd quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock valued at $2,473,838,000 after acquiring an additional 147,367 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Oracle

In other Oracle news, 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 value of $437,064.03. Following the transaction, the director owned 25,596 shares of the company’s stock, valued at $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Mark Hura sold 15,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the transaction, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 62,223 shares of company stock worth $12,136,764. Insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on ORCL. Scotiabank lowered their target price on Oracle from $360.00 to $260.00 and set a “sector outperform” rating for the company in a research note on Thursday, December 11th. Citigroup reaffirmed a “market outperform” rating on shares of Oracle in a research report on Wednesday, December 17th. Jefferies Financial Group reissued a “buy” rating and set a $400.00 target price on shares of Oracle in a research report on Monday, January 5th. The Goldman Sachs Group upgraded shares of Oracle to a “strong-buy” rating in a research note on Monday, January 12th. Finally, Weiss Ratings lowered shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. Three research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Oracle has an average rating of “Moderate Buy” and an average target price of $300.46.

Oracle Trading Down 2.2%

Shares of NYSE ORCL opened at $168.98 on Friday. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The stock has a market capitalization of $485.50 billion, a P/E ratio of 31.76, a PEG ratio of 1.52 and a beta of 1.65. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The stock’s 50 day moving average price is $194.80 and its two-hundred day moving average price is $237.87.

Oracle (NYSE:ORCL) last released 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 during the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The firm’s revenue was up 14.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.47 earnings per share. On average, analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid a dividend of $0.50 per share. The ex-dividend date was Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.2%. Oracle’s dividend payout ratio is 37.59%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched a generative AI-enabled Life Sciences AI Data Platform that stitches massive de?identified EHR and commercial data to accelerate R&D and commercialization — a product win that supports recurring cloud/vertical revenue. Oracle Life Sciences AI Data Platform
• Positive Sentiment: Oracle OPERA Cloud was approved by IHG Hotels & Resorts as an approved property?management system for multiple regions — a commercial reference that can drive hospitality cloud bookings. Oracle Approved by IHG Hotels & Resorts
• Neutral Sentiment: Analysts and outlets note Oracle is ramping cloud capex toward ~ $50B to support GPUs/AI infrastructure — this underpins future growth but also explains rising leverage and near?term margin/cash?flow pressure. Zacks: Oracle ramps cloud CapEx
• Negative Sentiment: Multiple outlets report a broad AI-driven sell?off hitting Oracle as investors pull back over AI market uncertainty and Oracle’s OpenAI ties — a main driver of today’s downside. Oracle Stock Drops by More Than Half Amid AI Concerns
• Negative Sentiment: Credit market stress: reports show Oracle’s credit?default swaps have surged to post?2008 highs, signaling investor concern about debt levels used to fund AI data centers. CDS surge coverage
• Negative Sentiment: Regulatory / legal risk: multiple firm notices/advisories say bondholders and shareholders suffering losses tied to Oracle deals are being invited to contact law firms — potential litigation that could distract management or create liabilities. Investigation notice re: bondholders Pomerantz investor alert
• Negative Sentiment: Operational risk: a power outage at an Oracle data center disrupted TikTok U.S. users — an incident that raises reliability and PR concerns as Oracle hosts critical customer infrastructure. Data center outage coverage
• Negative Sentiment: Market commentary: several outlets question whether Oracle’s stock has further to fall given valuation swings, execution scrutiny and the broader tech rotation away from AI overhang. Is Oracle still worth chasing?

About Oracle

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.