ZEGA Investments LLC Buys Shares of 4,471 Oracle Corporation $ORCL

ZEGA Investments LLC bought a new stake in Oracle Corporation (NYSE:ORCL) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,471 shares of the enterprise software provider’s stock, valued at approximately $1,257,000.

Several other hedge funds have also recently added to or reduced their stakes in ORCL. Swiss National Bank increased its holdings 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 worth $1,113,526,000 after purchasing an additional 360,000 shares during 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 stake in Oracle by 9.2% in the 2nd quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock worth $835,000 after acquiring an additional 321 shares during the last quarter. Soltis Investment Advisors LLC raised its holdings in shares of Oracle by 4.8% during the 2nd quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock worth $7,201,000 after acquiring an additional 1,515 shares in the last quarter. Finally, Cascade Investment Group Inc. bought a new position in shares of Oracle during the 2nd quarter valued at approximately $239,000. Institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have commented on ORCL shares. Morgan Stanley increased their price objective on shares of Oracle from $246.00 to $320.00 and gave the company an “equal weight” rating in a research report on Tuesday, September 23rd. Sanford C. Bernstein lowered their price target on shares of Oracle from $364.00 to $339.00 and set an “outperform” rating for the company in a report on Thursday, December 11th. Evercore ISI lifted their price target on Oracle from $350.00 to $385.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. Redburn Partners set a $175.00 price objective on Oracle in a research report on Thursday, September 25th. Finally, Bank of America lowered their price objective on Oracle from $368.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, December 11th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and a consensus target price of $305.50.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst upgrades and high price targets — multiple firms are bullish on Oracle, including a recent upgrade to “strong-buy” reported via Zacks, which supports near-term buying interest. Zacks upgrade
• Positive Sentiment: Jefferies reaffirms Buy and $400 target — Jefferies named ORCL a top AI-infrastructure pick and kept a $400 target, reinforcing the bullish thesis around Oracle’s AI/cloud positioning. Jefferies $400 target
• Positive Sentiment: Customer wins and new product releases — Recent contract wins (Community Memorial Hospital adopting Oracle Health EHR and Clinical AI Agent) and a new AI-driven retail supply-chain product provide concrete revenue-angle catalysts. CMH EHR win Retail supply chain
• Neutral Sentiment: Valuation / performance questions — Analysts and commentators are debating whether ORCL is undervalued after roughly six-month underperformance versus the S&P; that debate creates mixed short-term sentiment until clearer earnings/RPO trends emerge. Forbes valuation piece
• Negative Sentiment: High debt and data-center leverage — analysts and commentators flag ~ $90–95B of debt tied to recent data-center expansion; debt-servicing risk and capital allocation concerns are pressuring sentiment and multiples. Seeking Alpha on debt
• Negative Sentiment: Michael Burry’s short / put positions — reports that Michael Burry has taken a short position and owns put options on ORCL have amplified selling pressure and elevated headline risk. That high-profile bet can attract momentum-driven flows and hurt sentiment near term. Blockonomi on Burry short Benzinga on Burry

Insider Activity

In related news, CEO Clayton M. Magouyrk sold 40,000 shares of the business’s stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total value of $11,065,600.00. Following the completion of the transaction, the chief executive officer owned 154,030 shares of the company’s stock, valued at $42,610,859.20. The trade was a 20.62% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total value of $437,064.03. Following the sale, the director directly owned 25,596 shares in the company, valued at $5,032,429.56. This trade represents a 7.99% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 126,588 shares of company stock valued at $33,155,596. 40.90% of the stock is currently owned by corporate insiders.

Oracle Price Performance

Shares of ORCL stock opened at $204.69 on Tuesday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The stock has a fifty day simple moving average of $207.33 and a two-hundred day simple moving average of $242.25. The stock has a market capitalization of $588.11 billion, a price-to-earnings ratio of 38.48, a P/E/G ratio of 1.76 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, beating 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 during the quarter, compared to the consensus estimate of $16.19 billion. During the same period in the previous year, the company posted $1.47 earnings per share. The firm’s quarterly revenue was up 14.2% on a year-over-year basis. On average, analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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

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.