Foster Victor Wealth Advisors LLC Sells 9,957 Shares of Oracle Corporation $ORCL

Foster Victor Wealth Advisors LLC cut its stake in shares of Oracle Corporation (NYSE:ORCL) by 21.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 35,984 shares of the enterprise software provider’s stock after selling 9,957 shares during the quarter. Foster Victor Wealth Advisors LLC’s holdings in Oracle were worth $10,296,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Oracle during the second quarter worth $4,275,378,000. Vanguard Group Inc. grew its position in Oracle by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after acquiring an additional 3,353,461 shares during the last quarter. Kingstone Capital Partners Texas LLC acquired a new position in Oracle in the 2nd quarter worth about $731,512,000. Invesco Ltd. raised its position in Oracle by 42.1% in the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after purchasing an additional 2,619,722 shares during the last quarter. Finally, Assenagon Asset Management S.A. raised its position in Oracle by 840.7% in the second quarter. Assenagon Asset Management S.A. now owns 2,119,473 shares of the enterprise software provider’s stock valued at $463,380,000 after purchasing an additional 1,894,157 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. JPMorgan Chase & Co. lowered their price objective on Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. The Goldman Sachs Group reduced their target price on shares of Oracle from $320.00 to $220.00 and set a “neutral” rating on the stock in a report on Friday, December 12th. Berenberg Bank raised their price target on shares of Oracle from $202.00 to $306.00 and gave the company a “hold” rating in a research note on Monday, September 15th. Erste Group Bank lowered shares of Oracle from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Finally, BNP Paribas set a $377.00 price objective on Oracle in a report on Wednesday, September 10th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $307.72.

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”

Oracle Price Performance

Shares of NYSE ORCL opened at $192.41 on Monday. The company has a market capitalization of $552.83 billion, a PE ratio of 36.17, a P/E/G ratio of 1.73 and a beta of 1.66. 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 firm has a fifty day simple moving average of $234.97 and a 200 day simple moving average of $242.58.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 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 business had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. During the same quarter in the prior year, the firm posted $1.47 earnings per share. The business’s quarterly revenue was up 14.2% compared to the same quarter last year. On average, sell-side analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

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

Insider Transactions at Oracle

In other news, EVP Maria Smith sold 5,000 shares of Oracle stock in a transaction on Thursday, October 23rd. The shares were sold at an average price of $280.62, for a total value of $1,403,100.00. Following the completion of the sale, the executive vice president owned 47,083 shares in the company, valued at $13,212,431.46. The trade was a 9.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Jeffrey Berg sold 49,365 shares of the stock in a transaction on Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the transaction, the director directly owned 151,999 shares in the company, valued at approximately $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 155,190 shares of company stock valued at $45,279,001. 40.90% of the stock is owned by insiders.

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.