Oracle Corporation $ORCL Shares Sold by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC trimmed its holdings in Oracle Corporation (NYSE:ORCL) by 2.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 103,583 shares of the enterprise software provider’s stock after selling 2,919 shares during the quarter. Oracle comprises 1.6% of Cyndeo Wealth Partners LLC’s portfolio, making the stock its 8th biggest holding. Cyndeo Wealth Partners LLC’s holdings in Oracle were worth $29,132,000 as of its most recent SEC filing.

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

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on ORCL. Barclays set a $310.00 target price on Oracle in a research report on Thursday, December 11th. The Goldman Sachs Group dropped their price objective on Oracle from $320.00 to $220.00 and set a “neutral” rating for the company in a report on Friday, December 12th. Redburn Partners set a $175.00 target price on shares of Oracle in a research report on Thursday, September 25th. BMO Capital Markets lowered their price target on shares of Oracle from $355.00 to $270.00 and set an “outperform” rating for the company in a research report on Thursday, December 11th. Finally, Jefferies Financial Group boosted their price target on shares of Oracle from $360.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. Three equities 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $307.72.

Oracle Trading Up 6.9%

ORCL opened at $192.41 on Monday. The firm’s fifty day moving average is $234.97 and its two-hundred day moving average is $242.58. The firm has a market cap of $552.83 billion, a PE ratio of 36.17, a price-to-earnings-growth ratio of 1.73 and a beta of 1.66. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. 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 results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.64 by $0.62. The company had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The firm’s revenue was up 14.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.47 EPS. Equities research analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The firm also recently declared 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 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, January 9th. Oracle’s dividend payout ratio is 37.59%.

Insider Activity at Oracle

In other news, Director Naomi O. Seligman sold 2,222 shares of Oracle stock in a transaction dated Friday, September 26th. The stock was sold at an average price of $288.91, for a total transaction of $641,958.02. Following the transaction, the director owned 29,225 shares in the company, valued at $8,443,394.75. The trade was a 7.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Stuart Levey sold 19,758 shares of the stock in a transaction that occurred on Friday, October 10th. The stock was sold at an average price of $300.00, for a total value 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. The trade was a 51.74% decrease in their ownership of the stock. 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 90 days. Insiders own 40.90% of the company’s stock.

Oracle News Summary

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 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.