Vest Financial LLC Boosts Holdings in Oracle Corporation $ORCL

Vest Financial LLC lifted its position in shares of Oracle Corporation (NYSE:ORCL) by 20.2% during the third quarter, HoldingsChannel reports. The firm owned 75,265 shares of the enterprise software provider’s stock after purchasing an additional 12,655 shares during the quarter. Vest Financial LLC’s holdings in Oracle were worth $21,168,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Winnow Wealth LLC acquired a new stake in shares of Oracle during the second quarter valued at about $28,000. Kilter Group LLC purchased a new position in Oracle in the second quarter valued at about $30,000. Darwin Wealth Management LLC grew its stake in Oracle by 130.0% during 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 in the last quarter. LGT Financial Advisors LLC purchased a new stake in Oracle during the 2nd quarter worth approximately $33,000. Finally, Legend Financial Advisors Inc. purchased a new stake in Oracle during the 2nd quarter worth approximately $34,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Oracle

In related news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction on Tuesday, December 23rd. The stock was 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 $5,032,429.56. This represents a 7.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Jeffrey Berg sold 49,365 shares of the firm’s stock in a transaction on Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total value of $13,971,282.30. Following the completion of the sale, the director owned 151,999 shares in the company, valued at $43,018,756.98. The trade was a 24.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 111,588 shares of company stock worth $26,108,046. 40.90% of the stock is owned by company insiders.

Oracle Trading Down 3.4%

NYSE ORCL opened at $173.88 on Thursday. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current 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 50-day simple moving average of $200.07 and a 200-day simple moving average of $240.34. The firm has a market capitalization of $499.58 billion, a PE ratio of 32.68, a price-to-earnings-growth ratio of 1.59 and a beta of 1.65.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping 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 firm had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same quarter in the prior year, the business earned $1.47 earnings per share. Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. On average, equities analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Friday, January 9th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.2%. Oracle’s dividend payout ratio (DPR) is 37.59%.

Analyst Ratings Changes

Several research firms have recently commented on ORCL. UBS Group reiterated a “buy” rating on shares of Oracle in a research note on Monday, January 5th. Evercore ISI increased their price objective on shares of Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. William Blair reissued an “outperform” rating on shares of Oracle in a report on Friday, October 17th. Guggenheim restated a “buy” rating and issued a $400.00 target price on shares of Oracle in a research note on Thursday, December 11th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Oracle in a research report on Monday, December 29th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten 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 a consensus price target of $303.51.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Zacks highlights Oracle’s multicloud AI momentum — cites 817% YoY multicloud database consumption growth and new programs that deepen enterprise adoption, supporting durable revenue expansion and the company’s AI monetization roadmap. Is Oracle’s Multicloud AI Strategy Powering Sustainable Growth?
• Positive Sentiment: Guggenheim/MarketWatch coverage argues concerns about Oracle’s AI debt and concentration with OpenAI are overblown and that the long-term opportunity from cloud/AI makes Oracle a multi-year winner — a bullish analyst viewpoint that could support recovery if legal risks are contained. Oracle’s stock could be a big winner for the next decade, according to this analyst. Here’s why.
• Positive Sentiment: Seeking Alpha and other bullish write-ups argue the pullback is a buying opportunity as backlog diversification and AI-driven consumption should support upside over time. Oracle: ‘Buy’ The Dip As Backlog Diversification Continues
• Neutral Sentiment: Valuation checks: recent coverage examines whether the post-pullback price correctly reflects cloud growth and legal risk; these pieces weigh fundamentals vs. headline-driven volatility without a firm consensus. Is Oracle (ORCL) Fairly Priced After Recent Share Price Pullback And Cloud Growth Focus
• Negative Sentiment: Immediate driver of the drop: a Yahoo Finance story reports the stock tumbled after disclosures and a lawsuit raised investor concerns about Oracle’s AI-related debt/funding model and concentration risk, prompting questions about how AI initiatives are financed. Oracle (ORCL) Is Down 11.1% After AI Debt Disclosure Lawsuit Raises Questions About Funding Model
• Negative Sentiment: Class-action litigation risk: Rosen Law Firm announced a securities class action over senior notes tied to Oracle’s shelf registration (press releases on GlobeNewswire and BusinessWire), increasing legal and reputational uncertainty for noteholders and equity investors. ROSEN, A HIGHLY RECOGNIZED LAW FIRM, Encourages Oracle Corporation Investors to Secure Counsel in Securities Class Action – ORCL Rosen Law Firm Urges Oracle Corporation (NYSE: ORCL) Investors to Contact the Firm for Information About Their Rights
• Negative Sentiment: Bear case/price targets: a Forbes piece revisits a steep downside target (Oracle Stock To $126?), amplifying negative sentiment and pressuring short-term price action if investors reprice risk. Oracle Stock To $126?

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.