Annex Advisory Services LLC Sells 44,624 Shares of Oracle Corporation $ORCL

Annex Advisory Services LLC lessened its stake in Oracle Corporation (NYSE:ORCL) by 17.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 206,991 shares of the enterprise software provider’s stock after selling 44,624 shares during the quarter. Oracle accounts for about 1.2% of Annex Advisory Services LLC’s investment portfolio, making the stock its 26th biggest holding. Annex Advisory Services LLC’s holdings in Oracle were worth $58,214,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in ORCL. SS&H Financial Advisors Inc. raised its holdings in shares of Oracle by 3.2% during the third quarter. SS&H Financial Advisors Inc. now owns 43,090 shares of the enterprise software provider’s stock worth $12,119,000 after acquiring an additional 1,350 shares during the period. Norris Perne & French LLP MI boosted its stake in Oracle by 26.3% in the 3rd quarter. Norris Perne & French LLP MI now owns 6,561 shares of the enterprise software provider’s stock worth $1,845,000 after purchasing an additional 1,366 shares during the period. Ullmann Wealth Partners Group LLC increased its holdings in Oracle by 12.4% during the 3rd quarter. Ullmann Wealth Partners Group LLC now owns 2,829 shares of the enterprise software provider’s stock worth $796,000 after purchasing an additional 312 shares in the last quarter. FLC Capital Advisors acquired a new stake in shares of Oracle in the 3rd quarter valued at about $216,000. Finally, Ethic Inc. lifted its holdings in shares of Oracle by 0.7% in the third quarter. Ethic Inc. now owns 197,979 shares of the enterprise software provider’s stock valued at $55,680,000 after purchasing an additional 1,407 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Insider Activity

In related news, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the sale, the insider owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Clayton M. Magouyrk sold 40,000 shares of the company’s stock in a transaction dated Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the completion of the transaction, the chief executive officer owned 154,030 shares in the company, valued at approximately $42,610,859.20. This trade represents a 20.62% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 146,346 shares of company stock valued at $39,082,996. 40.90% of the stock is owned by company insiders.

Key Stores Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Market bullishness on AI/data‑center leaders: MarketBeat names Oracle as one of “5 Stocks Set to Start Strong in January,” highlighting Oracle’s full‑stack AI positioning and the potential revenue lift as OCI data centers come online. Read More.
• Positive Sentiment: Broader Q4 earnings optimism for tech: market commentary expects Q4/Q1 earnings season to be a bullish catalyst for AI/tech names (including ORCL), which supports multiple expansion if results and guidance beat. Read More.
• Positive Sentiment: Analyst and fund support: multiple broker price‑target raises and continued institutional buying (per MarketBeat/QuiverQuant summaries) give the stock fundamental and flows support. Read More.
• Neutral Sentiment: Public‑sector AI demand: Oracle execs say governments will shift to agentic AI and data organization, which could be a steady, longer‑dated revenue channel but not an immediate catalyst. Read More.
• Neutral Sentiment: Warner Bros / Paramount proxy drama: FT reports Larry Ellison’s personal guarantee did not sway Warner Bros’ board on a Paramount bid — an investor‑interest item because Ellison is Oracle’s co‑founder, but it has limited direct operational impact on ORCL. Read More.
• Negative Sentiment: Insider selling: Oracle insider Mark Hura sold 15,000 shares (Dec. 24 filing at ~ $196.89), a visible Form 4 that may momentarily weigh sentiment. Read More.
• Negative Sentiment: Balance‑sheet and execution worries: coverage (Yahoo/Seeking Alpha and media commentary) flags aggressive AI commitments, rising capex/debt and data‑center build timing as risks that have pressured the stock recently. Read More.

Oracle Trading Up 0.9%

Oracle stock opened at $197.08 on Wednesday. The stock has a 50-day simple moving average of $221.19 and a 200 day simple moving average of $243.19. The stock has a market capitalization of $566.24 billion, a P/E ratio of 37.05, a PEG ratio of 1.75 and a beta of 1.66. 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 Corporation has a 52 week low of $118.86 and a 52 week high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings data 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 return on equity of 70.60% and a net margin of 25.28%.The company had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same period last year, the firm posted $1.47 earnings per share. The business’s revenue was up 14.2% on a year-over-year basis. Analysts expect that Oracle Corporation will post 5 earnings per share 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 dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.0%. Oracle’s dividend payout ratio (DPR) is currently 37.59%.

Analyst Ratings Changes

A number of research analysts recently issued reports on ORCL shares. Baird R W upgraded Oracle to a “strong-buy” rating in a report on Wednesday, October 8th. HSBC reaffirmed a “buy” rating and set a $382.00 price target on shares of Oracle in a research report on Wednesday, November 26th. BNP Paribas set a $377.00 price target on shares of Oracle in a research note on Wednesday, September 10th. Royal Bank Of Canada cut their price objective on shares of Oracle from $310.00 to $250.00 and set a “sector perform” rating on the stock in a research report on Thursday, December 11th. Finally, The Goldman Sachs Group reduced their target price on shares of Oracle from $320.00 to $220.00 and set a “neutral” rating for the company in a report on Friday, December 12th. Three equities research 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $307.72.

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.