Brighton Jones LLC Has $26.49 Million Stake in Oracle Corporation $ORCL

Brighton Jones LLC boosted its stake in shares of Oracle Corporation (NYSE:ORCL) by 19.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 94,185 shares of the enterprise software provider’s stock after acquiring an additional 15,567 shares during the period. Oracle accounts for about 0.6% of Brighton Jones LLC’s portfolio, making the stock its 26th biggest position. Brighton Jones LLC’s holdings in Oracle were worth $26,489,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in ORCL. Winnow Wealth LLC bought a new position in Oracle in the second quarter valued at about $28,000. Kilter Group LLC bought a new position in shares of Oracle during the second quarter worth about $30,000. LGT Financial Advisors LLC acquired a new position in Oracle in the second quarter valued at $33,000. Legend Financial Advisors Inc. acquired a new stake in Oracle during the second quarter worth approximately $34,000. Finally, HighMark Wealth Management LLC bought a new position in shares of Oracle during the 2nd quarter worth about $38,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of analyst reports. BNP Paribas set a $377.00 price objective on shares of Oracle in a report on Wednesday, September 10th. JMP Securities reaffirmed a “market outperform” rating and issued a $342.00 price target on shares of Oracle in a report on Friday, October 17th. Barclays set a $310.00 target price on shares of Oracle in a research note on Thursday, December 11th. Stifel Nicolaus dropped their price objective on Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Finally, William Blair reiterated an “outperform” rating on shares of Oracle in a research report on Friday, October 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Oracle presently has an average rating of “Moderate Buy” and an average price target of $307.72.

Insiders Place Their Bets

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 directly owned 29,225 shares in the company, valued at approximately $8,443,394.75. The trade was a 7.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Stuart Levey sold 19,758 shares of the stock in a transaction dated 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 directly owned 18,429 shares in the company, valued at approximately $5,528,700. This represents a 51.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 121,345 shares of company stock worth $34,409,340 in the last 90 days. Insiders own 40.90% of the company’s stock.

Key Stores Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: TikTok JV buzz: Retail and analyst commentary point to a potential stake/role for Oracle in TikTok’s U.S. operations, which investors see as a new, material customer for Oracle Cloud and edge services. This has been a major driver of optimism today. Oracle Fans Love the New TikTok Deal. But Does It Really Change the Bull Case for ORCL Stock?
• Positive Sentiment: Data‑center progress: Oracle says the Michigan data‑center project is moving ahead without Blue Owl financing, removing a key near‑term uncertainty around its DC buildout and supporting the thesis that capacity — and future cloud revenue — will come online as planned. Oracle Says Michigan Data Center Deal Moving Ahead Without Blue Owl
• Positive Sentiment: Bullish media / analyst attention: High‑profile commentators (e.g., Jim Cramer) and multiple recent buy/outperform ratings are highlighting Oracle as central to the AI/cloud trade, which can attract flows into the name. Jim Cramer Says “Oracle (ORCL) is the Linchpin”
• Neutral Sentiment: Larry Ellison’s high‑profile moves: Ellison’s personal guarantee backing a large Paramount bid keeps him in headlines and can indirectly boost sentiment toward companies he’s associated with, but the impact on Oracle’s fundamentals is indirect. Larry Ellison gives $40bn personal backing to Warner Bros Discovery bid
• Negative Sentiment: Debt and AI return worries: Several analysts and stories are flagging rising leverage and that aggressive AI/data‑center spending hasn’t yet produced consistent margin improvement — a key reason the stock has been volatile and why some price targets were cut. What to expect from Oracle stock in 2026? Further pressure or a sharp rebound
• Negative Sentiment: Partnering and financing friction: Blue Owl’s reluctance to re‑partner and questions about alternative financing increase execution risk on some data‑center projects — a downside risk the market is watching closely. Oracle Founder Larry Ellison Goes All In to Secure the Paramount Deal for Warner Bros. WBD Stock Rallies.
• Negative Sentiment: Insider sales and sentiment noise: Significant insider selling and heavy social‑media debate about ORCL’s debt and AI spending are contributing to headline risk and short‑term volatility. Oracle Corporation Stock (ORCL) Opinions on TikTok U.S. Joint Venture Deal
• Negative Sentiment: Data‑center execution risk: Some outlets question whether Oracle can complete certain DC builds, which would delay revenue ramp and amplify downside. Oracle May Not Be Able to Build Its Michigan Data Center After All. Should You Sell ORCL Stock Now?

Oracle Stock Up 3.3%

ORCL stock opened at $198.38 on Tuesday. The firm has a market cap of $569.97 billion, a PE ratio of 37.29, a price-to-earnings-growth ratio of 1.73 and a beta of 1.66. The business has a 50 day moving average of $232.77 and a 200 day moving average of $242.77. Oracle Corporation has a twelve month low of $118.86 and a twelve month 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 announced its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating the consensus estimate of $1.64 by $0.62. The company had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. Oracle’s revenue for the quarter was up 14.2% on a year-over-year basis. During the same period in the prior year, the firm posted $1.47 EPS. On average, research analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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 given a $0.50 dividend. The ex-dividend date of this dividend is Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. Oracle’s payout ratio is 37.59%.

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.