Turtle Creek Wealth Advisors LLC Boosts Holdings in Oracle Corporation $ORCL

Turtle Creek Wealth Advisors LLC boosted its stake in Oracle Corporation (NYSE:ORCL) by 63.6% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 8,368 shares of the enterprise software provider’s stock after purchasing an additional 3,252 shares during the period. Turtle Creek Wealth Advisors LLC’s holdings in Oracle were worth $2,353,000 as of its most recent filing with the SEC.

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

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst upgrades and bullish notes point to sizable upside from cloud growth, AI adoption and data-center expansion; Goldman and other firms have added support and raised targets, bolstering the buy case. Oracle (ORCL) Gains Analyst Support
• Positive Sentiment: Bull-case writeups highlight Oracle’s accelerating shift from on-prem software to cloud and AI services — a narrative that supports a higher multiple if growth continues. Oracle Corporation (ORCL): A Bull Case Theory
• Positive Sentiment: Upcoming dividend payment (Jan. 23) is a small near-term cash return to shareholders and a positive for income-focused investors. Oracle to pay dividends on January 23
• Neutral Sentiment: Features on long-term returns and retrospectives (e.g., 5?year performance) provide context for investors but are unlikely to move the stock materially by themselves. If You Invested $100 In Oracle Stock 5 Years Ago
• Neutral Sentiment: Comparisons with other OpenAI/cloud partners (Microsoft vs Oracle) frame the competitive landscape; useful for positioning but mixed for immediate price action. Microsoft vs. Oracle: Which OpenAI Partner Is a Better Buy
• Negative Sentiment: Bondholders filed a lawsuit related to AI-linked debt losses, creating legal and reputational risk and pressuring the stock in the short term. Bondholders Are Suing Oracle for Its AI Losses
• Negative Sentiment: Critics flag valuation and debt concerns tied to Oracle’s debt-funded AI investments and the OpenAI cloud deal — these raise dilution/financial risk questions and could cap the multiple. Oracle (ORCL) Valuation Check As Debt Funded AI Push Draws Scrutiny
• Negative Sentiment: Bearish pieces warn of an AI bubble risk and label Oracle a potential value trap; coupled with insider selling (EVP sold ~$6.8M), these items add downward pressure from sentiment and governance angles. Oracle: Sell Before The AI Bubble Bursts Insider Selling: Oracle EVP Sells $6,821,150

Analyst Upgrades and Downgrades

Several research analysts have commented on ORCL shares. TD Cowen cut their price target on shares of Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a report on Thursday, December 11th. Piper Sandler reduced their target price on Oracle from $380.00 to $290.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. HSBC restated a “buy” rating and issued a $382.00 target price on shares of Oracle in a research note on Wednesday, November 26th. Bank of America cut their price objective on Oracle from $368.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, December 11th. Finally, UBS Group reaffirmed a “buy” rating on shares of Oracle in a research note on Monday, January 5th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $305.50.

Oracle Stock Performance

Oracle stock opened at $191.27 on Tuesday. The firm has a fifty day simple moving average of $202.25 and a two-hundred day simple moving average of $241.21. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The company has a market capitalization of $549.54 billion, a PE ratio of 35.95, a P/E/G ratio of 1.68 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 EPS for the quarter, topping 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 firm had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. During the same quarter in the previous year, the business earned $1.47 earnings per share. The company’s quarterly revenue was up 14.2% on a year-over-year basis. Research analysts expect that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The business also recently disclosed 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. The ex-dividend date is Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.0%. Oracle’s payout ratio is presently 37.59%.

Insider Activity

In other news, Director Jeffrey Berg sold 49,365 shares of the firm’s stock in a transaction that occurred 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 transaction, the director owned 151,999 shares in the company, valued at approximately $43,018,756.98. This trade represents a 24.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the sale, the chief executive officer owned 144,030 shares of the company’s stock, valued at $27,728,655.60. This represents a 6.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 116,588 shares of company stock valued at $27,511,146. Corporate insiders own 40.90% of the company’s 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.