Ascent Wealth Partners LLC Sells 26,178 Shares of Oracle Corporation $ORCL

Ascent Wealth Partners LLC lowered its stake in Oracle Corporation (NYSE:ORCL) by 40.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,593 shares of the enterprise software provider’s stock after selling 26,178 shares during the period. Oracle accounts for 1.3% of Ascent Wealth Partners LLC’s holdings, making the stock its 20th largest holding. Ascent Wealth Partners LLC’s holdings in Oracle were worth $10,854,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of ORCL. Vanguard Group Inc. grew its holdings in shares of Oracle by 2.1% during the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after purchasing an additional 3,353,461 shares during the last quarter. State Street Corp increased its stake in shares of Oracle by 1.7% in the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock valued at $16,060,427,000 after buying an additional 1,252,723 shares during the period. Norges Bank bought a new position in shares of Oracle during the second quarter worth about $4,275,378,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Oracle by 0.4% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 13,884,524 shares of the enterprise software provider’s stock worth $1,941,195,000 after acquiring an additional 59,164 shares during the period. Finally, Legal & General Group Plc boosted its holdings in Oracle by 1.3% in the second quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock valued at $2,473,838,000 after acquiring an additional 147,367 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Trading Up 0.4%

Shares of Oracle stock opened at $195.75 on Monday. The firm has a market cap of $562.42 billion, a PE ratio of 36.80, a P/E/G ratio of 1.74 and a beta of 1.65. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The stock has a fifty day moving average price of $216.18 and a 200-day moving average price of $242.88.

Oracle (NYSE:ORCL) last released its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share 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 firm had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. During the same period in the prior year, the firm earned $1.47 EPS. The company’s revenue was up 14.2% compared to the same quarter last year. Equities research analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be given 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 of this dividend is Friday, January 9th. Oracle’s dividend payout ratio is currently 37.59%.

Analyst Ratings Changes

Several research analysts have issued reports on ORCL shares. Redburn Partners set a $175.00 price target on shares of Oracle in a report on Thursday, September 25th. Berenberg Bank boosted their price objective on Oracle from $202.00 to $306.00 and gave the company a “hold” rating in a research note on Monday, September 15th. Cowen restated a “buy” rating on shares of Oracle in a research report on Thursday, December 4th. Robert W. Baird reduced their price target on shares of Oracle from $365.00 to $315.00 and set an “outperform” rating for the company in a report on Tuesday, November 18th. Finally, Rothschild Redb upgraded Oracle to a “strong sell” rating in a research note on Thursday, September 25th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s 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.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Mizuho reaffirmed an Outperform rating and a $400 price target for ORCL, calling fiscal Q2 results “mixed” but keeping conviction in Oracle’s AI and cloud position — a vote of confidence that can support the stock. Mizuho Reaffirms Oracle Outperform
• Positive Sentiment: Zacks Research raised its Q3 FY2027 EPS estimate for Oracle (from $1.56 to $1.63), nudging consensus higher and implying analysts may be adjusting models upward after Oracle’s recent EPS beat — a technical positive for price targets and sentiment. Zacks Raises Q3 FY2027 EPS Estimate
• Positive Sentiment: Long-form coverage (The Motley Fool) frames Oracle as the “poster child” AI stock of 2025 and highlights why its AI momentum could continue into 2026 — reinforcing the growth narrative that helped the stock earlier. Why Oracle Was the Poster Child AI Stock of 2025
• Positive Sentiment: MarketBeat analysis argues Oracle’s large datacenter buildout, multicloud positioning and rising coverage make it a long-term AI/infra play — a bullish thematic note that can attract longer-horizon buyers. Oracle: A Hard Pass—or a Hard-to-Pass Opportunity?
• Neutral Sentiment: Kalkine reports regulatory ownership filings and institutional ownership changes for ORCL — normal disclosure activity; can influence short-term flows but not a directional catalyst by itself. Regulatory Ownership Filings
• Neutral Sentiment: Blockonomi piece on DeFi liquidations notes that reliable oracle price feeds are critical — a reminder that Oracle’s name and technology are important to broader market infrastructure, but not a direct corporate catalyst. DeFi Liquidations: Oracle Price Feed Role
• Neutral Sentiment: Yahoo/other pieces debating ORCL’s 5-year outlook (moonshot vs crash) and broader analyst commentary are mixed — useful for framing risk/reward but not immediate drivers. Oracle Stock in 5 Years
• Neutral Sentiment: Coverage referencing Warren Buffett’s retirement (Berkshire piece) mentions “Oracle of Omaha” as context but is not material to ORCL fundamentals. Berkshire/Huff on Buffett Retirement
• Negative Sentiment: A Market Domination interview flags Oracle’s dependency on OpenAI as a concentration risk — if that relationship weakens or OpenAI shifts strategy, it could hurt demand for dedicated Oracle services and capex monetization. Why OpenAI could be a ‘major risk’ to Oracle

Insider Activity at Oracle

In other news, CEO Clayton M. Magouyrk sold 40,000 shares of the stock in a transaction dated Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total value of $11,065,600.00. Following the sale, the chief executive officer directly owned 154,030 shares of the company’s stock, valued at approximately $42,610,859.20. This represents a 20.62% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Maria Smith sold 5,000 shares of the company’s stock in a transaction on Thursday, October 23rd. The stock was sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the completion of the transaction, the executive vice president directly owned 47,083 shares in the company, valued at approximately $13,212,431.46. The trade was a 9.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 146,346 shares of company stock worth $39,082,996 in the last three months. Corporate insiders own 40.90% of the company’s stock.

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.