Douglas Lane & Associates LLC Reduces Holdings in Oracle Corporation $ORCL

Douglas Lane & Associates LLC lessened its holdings in Oracle Corporation (NYSE:ORCL) by 23.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 410,618 shares of the enterprise software provider’s stock after selling 123,231 shares during the period. Oracle makes up 1.6% of Douglas Lane & Associates LLC’s investment portfolio, making the stock its 11th largest position. Douglas Lane & Associates LLC’s holdings in Oracle were worth $115,482,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Winnow Wealth LLC acquired a new stake in shares of Oracle in the second quarter valued at $28,000. Kilter Group LLC purchased a new stake in shares of Oracle during the second quarter worth approximately $30,000. LGT Financial Advisors LLC purchased a new position in Oracle in the second quarter worth approximately $33,000. Legend Financial Advisors Inc. acquired a new position in Oracle during the 2nd quarter worth approximately $34,000. Finally, HighMark Wealth Management LLC purchased a new stake in shares of Oracle in the 2nd quarter valued at approximately $38,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Stock Performance

Oracle stock opened at $192.41 on Monday. The firm has a market capitalization of $552.83 billion, a P/E ratio of 36.17, a PEG ratio of 1.73 and a beta of 1.66. Oracle Corporation has a 52 week low of $118.86 and a 52 week 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 moving average price of $234.97 and a 200 day moving average price of $242.58.

Oracle (NYSE:ORCL) last issued its 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. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same quarter in the previous year, the business earned $1.47 EPS. The company’s revenue for the quarter was up 14.2% on a year-over-year basis. Equities research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders 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 dividend yield of 1.0%. Oracle’s dividend payout ratio (DPR) is currently 37.59%.

Key Headlines Impacting Oracle

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 equities research analysts recently weighed in on the company. Sanford C. Bernstein decreased their target price on Oracle from $364.00 to $339.00 and set an “outperform” rating for the company in a research note on Thursday, December 11th. Scotiabank lowered their target price on shares of Oracle from $360.00 to $260.00 and set a “sector outperform” rating on the stock in a research report on Thursday, December 11th. Evercore ISI lifted their target price on shares of Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a report on Friday, October 17th. BMO Capital Markets lowered their price objective on shares of Oracle from $355.00 to $270.00 and set an “outperform” rating on the stock in a research report on Thursday, December 11th. Finally, KeyCorp dropped their target price on Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a report on Thursday, December 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and an average target price of $307.72.

Insider Activity at Oracle

In other Oracle news, Director Naomi O. Seligman sold 2,222 shares of the business’s stock in a transaction on Friday, September 26th. The shares were sold at an average price of $288.91, for a total transaction of $641,958.02. Following the completion of the sale, the director owned 29,225 shares in the company, valued at $8,443,394.75. The trade was a 7.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Maria Smith sold 5,000 shares of the stock in a transaction dated Thursday, October 23rd. The stock was sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the sale, the executive vice president owned 47,083 shares in the company, valued at approximately $13,212,431.46. This trade represents a 9.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 155,190 shares of company stock worth $45,279,001 over the last ninety days. Company 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.