Dumont & Blake Investment Advisors LLC Lowers Position in Oracle Corporation $ORCL

Dumont & Blake Investment Advisors LLC reduced its stake in Oracle Corporation (NYSE:ORCL) by 25.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,369 shares of the enterprise software provider’s stock after selling 3,115 shares during the quarter. Dumont & Blake Investment Advisors LLC’s holdings in Oracle were worth $2,635,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC lifted its position in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 65 shares during the last quarter. Winnow Wealth LLC bought a new stake in Oracle during the 2nd quarter valued at $28,000. Kilter Group LLC purchased a new stake in shares of Oracle during the second quarter worth about $30,000. LGT Financial Advisors LLC purchased a new stake in Oracle in the 2nd quarter worth approximately $33,000. Finally, Legend Financial Advisors Inc. purchased a new stake in Oracle in the second quarter worth $34,000. Institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

ORCL has been the topic of several research reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Oracle in a research report on Monday. Stifel Nicolaus dropped their price target on shares of Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. HSBC reiterated a “buy” rating and set a $382.00 price target on shares of Oracle in a report on Wednesday, November 26th. William Blair restated an “outperform” rating on shares of Oracle in a report on Friday, October 17th. Finally, Barclays set a $310.00 target price on Oracle in a research note on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $307.72.

Oracle Trading Up 0.9%

NYSE:ORCL opened at $197.08 on Wednesday. The company has a market cap of $566.24 billion, a PE ratio of 37.05, a price-to-earnings-growth ratio of 1.75 and a beta of 1.66. 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 company has a 50 day simple moving average of $221.19 and a two-hundred day simple moving average of $243.19. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly 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 firm had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. During the same period last year, the business posted $1.47 EPS. The company’s revenue for the quarter was up 14.2% on a year-over-year basis. Research analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

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

More Oracle News

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.

Insider Activity

In other news, insider Mark Hura sold 15,000 shares of the stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the transaction, the insider owned 234,077 shares in the company, valued at $46,087,420.53. This represents a 6.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Jeffrey Berg sold 49,365 shares of the business’s stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the sale, the director owned 151,999 shares of the company’s stock, valued at $43,018,756.98. This trade represents a 24.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 146,346 shares of company stock worth $39,082,996. Company insiders own 40.90% of the company’s stock.

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.