Stephens Consulting LLC Decreases Stake in Oracle Corporation $ORCL

Stephens Consulting LLC decreased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 92.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 228 shares of the enterprise software provider’s stock after selling 2,897 shares during the quarter. Stephens Consulting LLC’s holdings in Oracle were worth $64,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Swiss National Bank grew its holdings in Oracle by 7.6% in the 2nd quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock valued at $1,113,526,000 after buying an additional 360,000 shares in the last quarter. Private Wealth Asset Management LLC grew its holdings in shares of Oracle by 9.2% in the second quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock valued at $835,000 after purchasing an additional 321 shares during the period. Patton Fund Management Inc. grew its holdings in shares of Oracle by 626.1% in the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after purchasing an additional 9,948 shares during the period. Soltis Investment Advisors LLC increased its position in Oracle by 4.8% during the second quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock worth $7,201,000 after purchasing an additional 1,515 shares during the last quarter. Finally, Cascade Investment Group Inc. purchased a new position in Oracle during the second quarter worth about $239,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Price Performance

ORCL opened at $197.24 on Friday. The stock’s 50-day moving average price is $226.27 and its 200 day moving average price is $242.29. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The firm has a market cap of $566.70 billion, a price-to-earnings ratio of 37.08, a PEG ratio of 1.77 and a beta of 1.66. 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 (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, topping analysts’ consensus estimates of $1.64 by $0.62. The company had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The business’s revenue for the quarter was up 14.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.47 earnings per share. As a group, sell-side analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s dividend payout ratio (DPR) is currently 37.59%.

Insiders Place Their Bets

In other Oracle news, EVP Stuart Levey sold 19,758 shares of the company’s stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $300.00, for a total transaction of $5,927,400.00. Following the sale, the executive vice president owned 18,429 shares in the company, valued at $5,528,700. This represents a 51.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Naomi O. Seligman sold 2,223 shares of the 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 completion of the sale, 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 131,346 shares of company stock valued at $36,129,646. Corporate insiders own 40.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on ORCL shares. Oppenheimer restated a “market perform” rating on shares of Oracle in a report on Thursday, December 11th. Evercore ISI raised their target price on Oracle from $350.00 to $385.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Jefferies Financial Group lifted their target price on Oracle from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, October 17th. KeyCorp lowered their price target on Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a report on Thursday, December 11th. Finally, Royal Bank Of Canada cut their price objective on Oracle from $310.00 to $250.00 and set a “sector perform” rating for the company in a research report on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $307.72.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: TikTok JV seen as a high?profile validation of Oracle’s sovereign?cloud strategy — the deal could serve as a showcase customer for OCI security and drive new regulated?industry sales. Oracle Part of the JV to Acquire Stake in TikTok (MSN)
• Positive Sentiment: Analyst bullishness — Dan Ives and others argue Oracle’s cloud/data?center conversion and AI positioning could re?rate the stock into 2026 (targets like $250 cited). Will Oracle Stock Hit $250 in 2026? (Yahoo)
• Positive Sentiment: Operational wins on AI/data centers — coverage highlights OCI GPU growth, data?center expansion and sovereign?cloud partnerships as turning Oracle into an AI infrastructure utility. Forget The Chips: Oracle Wins Phase 2 of AI (MarketBeat)
• Neutral Sentiment: China urges lawful, balanced solutions on the TikTok hand?over — a diplomatic tone that reduces headline risk but leaves regulatory/legal timing unclear. China Says It Hopes Firms Seek Lawful, Balanced Solutions Over TikTok Deal (Reuters)
• Neutral Sentiment: Analyst/market notes remain constructive amid OCI confusion — some boutiques see opportunity but acknowledge mixed short?term sentiment. Citizens Stays Constructive on Oracle (MSN)
• Negative Sentiment: Insider selling: CEO Clayton Magouyrk and director Naomi Seligman disclosed recent sales (~10,000 and 2,223 shares), which can amplify short?term selling pressure and signal liquidity needs. CEO Form 4 (SEC) Naomi Seligman Sale (InsiderTrades)
• Negative Sentiment: Reports the TikTok JV may give Oracle less commercial control than hoped have pressured sentiment — weaker upside from the deal would reduce the “proof?point” value investors expect. Oracle Stock Slides After Reports of Limited Control in TikTok Deal (Benzinga)
• Negative Sentiment: Macro/valuation worries — commentators flag AI “bubble” concerns and Oracle’s leverage from heavy data?center spending, which raises downside risk if growth misses. How Oracle Went From AI Darling to Being the Face of Bubble Fears (TipRanks)

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.