Oracle Corporation $ORCL Shares Sold by Cascade Investment Advisors Inc.

Cascade Investment Advisors Inc. decreased its holdings in Oracle Corporation (NYSE:ORCL) by 21.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 10,855 shares of the enterprise software provider’s stock after selling 2,933 shares during the period. Oracle makes up about 1.8% of Cascade Investment Advisors Inc.’s investment portfolio, making the stock its 9th largest position. Cascade Investment Advisors Inc.’s holdings in Oracle were worth $3,053,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of ORCL. Brighton Jones LLC raised its position in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after purchasing an additional 100,494 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after buying an additional 404 shares during the period. Compound Planning Inc. grew its stake in shares of Oracle by 5.0% in the first quarter. Compound Planning Inc. now owns 17,751 shares of the enterprise software provider’s stock valued at $2,482,000 after buying an additional 848 shares in the last quarter. Sax Wealth Advisors LLC raised its holdings in shares of Oracle by 2.8% during the 1st quarter. Sax Wealth Advisors LLC now owns 4,097 shares of the enterprise software provider’s stock valued at $573,000 after buying an additional 110 shares during the period. Finally, Heritage Wealth Partners LLC lifted its position in Oracle by 82.1% during the 1st quarter. Heritage Wealth Partners LLC now owns 2,652 shares of the enterprise software provider’s stock worth $371,000 after acquiring an additional 1,196 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Stock Performance

Shares of ORCL stock opened at $192.41 on Friday. The stock has a market capitalization of $552.83 billion, a price-to-earnings ratio of 36.17, a PEG ratio of 1.73 and a beta of 1.66. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The company’s 50-day simple moving average is $234.97 and its 200-day simple moving average is $242.06. 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 (NYSE:ORCL) last announced 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 analyst estimates of $16.19 billion. During the same period in the previous year, the company earned $1.47 earnings per share. Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. Equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle named as a managing investor in the U.S. TikTok joint venture — Oracle will host U.S. user data and provide cloud services for the new entity, removing a major regulatory overhang and creating a clear infrastructure contract opportunity. Oracle stock jumps 5% as cloud provider joins investor group to run TikTok’s U.S. business
• Positive Sentiment: Technical/order-flow bullishness: traders flagged a Power Inflow / institutional order‑flow signal that coincided with intraday buying, drawing momentum traders into the name. Oracle Shares Rise Over 2% After Key Trading Signal
• Positive Sentiment: Regulatory/utility approvals for the Michigan data center project remain in place — Michigan regulators approved power requests tied to the Oracle/OpenAI campus, supporting the company’s AI‑infrastructure roadmap. Oracle and OpenAI Win Michigan Approval to Power New Data Center
• Neutral Sentiment: ETF and sector flow context — analysts note the TikTok deal is more of an infrastructure/cloud story than a social‑media call, shifting some ETF and institutional flows toward cloud/data‑center exposures. TikTok’s US Deal Puts Oracle In Focus — Here’s Where ETFs Stand
• Neutral Sentiment: Broader market lift — S&P 500 and Nasdaq gains this week helped amplify ORCL’s move as tech regained traction. S&P 500, Nasdaq Manage Weekly Wins As Oracle Lifts Tech
• Negative Sentiment: Data‑center financing and leverage risk remain a clear headwind — reports that a funding partner (Blue Owl) backed away from a $10B Michigan project and other financing questions have focused investors on Oracle’s rising debt and negative free cash flow. Funding stalls for Oracle’s Michigan datacenter as Blue Owl bows out: Financial Times
• Negative Sentiment: Analyst/market skepticism on the balance sheet and recent cloud revenue softness — commentators and some influential investors have flagged heavy debt levels and execution risk around AI buildouts, which could keep volatility elevated and prompt further downgrades. Jim Cramer on Oracle: “Their Balance Sheet’s Not That Good”

Analyst Upgrades and Downgrades

Several analysts have issued reports on the stock. Stifel Nicolaus lowered their price objective on shares of Oracle from $350.00 to $275.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. Cowen reaffirmed a “buy” rating on shares of Oracle in a research note on Thursday, December 4th. Stephens boosted their price objective on shares of Oracle from $208.00 to $331.00 and gave the stock an “equal weight” rating in a report on Friday, October 17th. Redburn Partners set a $175.00 target price on Oracle in a research note on Thursday, September 25th. Finally, JMP Securities reaffirmed a “market outperform” rating and set a $342.00 target price on shares of Oracle in a research report on Friday, October 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $307.72.

Insider Transactions at Oracle

In other news, insider Michael D. Sicilia sold 33,845 shares of Oracle stock in a transaction dated Tuesday, September 23rd. The shares were sold at an average price of $321.16, for a total value of $10,869,660.20. Following the completion of the transaction, the insider directly owned 132,656 shares of the company’s stock, valued at approximately $42,603,800.96. The trade was a 20.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Stuart Levey sold 19,758 shares of the business’s stock in a transaction dated Friday, October 10th. The shares were sold at an average price of $300.00, for a total transaction of $5,927,400.00. Following the sale, the executive vice president directly owned 18,429 shares of the company’s stock, valued at approximately $5,528,700. This represents a 51.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 155,190 shares of company stock valued at $45,279,001 over the last quarter. Insiders own 40.90% of the company’s stock.

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.