CCM Investment Advisers LLC Acquires New Position in Oracle Corporation $ORCL

CCM Investment Advisers LLC acquired a new stake in Oracle Corporation (NYSE:ORCL) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 49,757 shares of the enterprise software provider’s stock, valued at approximately $13,994,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Winnow Wealth LLC purchased a new position in Oracle in the second quarter worth $28,000. Kilter Group LLC purchased a new stake in shares of Oracle during the 2nd quarter worth $30,000. LGT Financial Advisors LLC acquired a new position in shares of Oracle during the 2nd quarter worth $33,000. Legend Financial Advisors Inc. purchased a new position in shares of Oracle in the 2nd quarter valued at about $34,000. Finally, HighMark Wealth Management LLC acquired a new stake in shares of Oracle in the second quarter valued at about $38,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. Baird R W upgraded shares of Oracle to a “strong-buy” rating in a research report on Wednesday, October 8th. UBS Group set a $325.00 price target on Oracle in a report on Thursday, December 11th. William Blair reaffirmed an “outperform” rating on shares of Oracle in a report on Friday, October 17th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $375.00 target price on shares of Oracle in a research report on Wednesday, November 26th. Finally, Cantor Fitzgerald dropped their price target on Oracle from $400.00 to $320.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. Three 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 stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $307.72.

Insider Transactions at Oracle

In other news, Director Naomi O. Seligman sold 2,222 shares of Oracle stock in a transaction on Friday, September 26th. The stock was sold at an average price of $288.91, for a total value of $641,958.02. Following the completion of the sale, the director owned 29,225 shares of the company’s stock, valued at $8,443,394.75. The trade was a 7.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Stuart Levey sold 19,758 shares of the company’s stock in a transaction on Friday, October 10th. The shares were sold at an average price of $300.00, for a total value of $5,927,400.00. Following the completion of the transaction, the executive vice president owned 18,429 shares of the company’s stock, valued at $5,528,700. The trade was a 51.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 155,190 shares of company stock worth $45,279,001 in the last three months. 40.90% of the stock is currently owned by company insiders.

Oracle Stock Up 6.9%

ORCL opened at $192.41 on Monday. The firm has a market cap of $552.83 billion, a P/E ratio of 36.17, a PEG ratio of 1.73 and a beta of 1.66. The business’s fifty day simple moving average is $234.97 and its 200 day simple moving average is $242.58. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. 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 (NYSE:ORCL) last released its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The company had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same period in the prior year, the firm earned $1.47 EPS. The firm’s quarterly revenue was up 14.2% on a year-over-year basis. As a group, equities research analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

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

More 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”

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.