Eads & Heald Wealth Management Reduces Stake in Oracle Corporation $ORCL

Eads & Heald Wealth Management decreased its position in shares of Oracle Corporation (NYSE:ORCL) by 14.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 15,352 shares of the enterprise software provider’s stock after selling 2,685 shares during the quarter. Oracle accounts for 2.1% of Eads & Heald Wealth Management’s portfolio, making the stock its 2nd largest position. Eads & Heald Wealth Management’s holdings in Oracle were worth $4,318,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in shares of Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after acquiring an additional 404 shares during the period. MBB Public Markets I LLC purchased a new stake in shares of Oracle during the 1st quarter valued at about $289,000. Woodline Partners LP grew its stake in shares of Oracle by 8.4% in the first quarter. Woodline Partners LP now owns 79,741 shares of the enterprise software provider’s stock worth $11,149,000 after acquiring an additional 6,148 shares during the period. Finally, SCS Capital Management LLC purchased a new position in shares of Oracle during the first quarter valued at approximately $4,753,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Trading Down 0.5%

Oracle stock opened at $192.84 on Thursday. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The firm has a market capitalization of $554.05 billion, a price-to-earnings ratio of 36.25, a P/E/G ratio of 1.72 and a beta of 1.65. The firm has a 50 day moving average of $211.01 and a 200 day moving average of $242.33. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. The business 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 company’s revenue was up 14.2% on a year-over-year basis. During the same period in the prior year, the business posted $1.47 earnings per share. As a group, research analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

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

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Big-picture bullish take on Oracle’s AI infrastructure: coverage argues Oracle’s debt‑funded buildout of AI data centers could be transformative if demand materializes — a potential long‑term upside driver for cloud/AI revenue. Oracle’s Debt-Fueled AI Data Center Bet Could Be A Game Changer For Oracle (ORCL)
• Neutral Sentiment: Industry context: a roundup piece about software winners emphasizes profitability over growth, which can support Oracle’s valuation given its strong margins and cash generation, but it’s not a near‑term catalyst. These 5 Software Stocks Prove Profitability Beats Growth in 2026
• Neutral Sentiment: Analytical/valuation pieces debate whether ORCL remains attractive after its multi‑year rally — useful for longer‑term investors but not an immediate market mover. Is Oracle (ORCL) Still Attractive After Its Strong Multi Year Share Price Rally
• Neutral Sentiment: Options and intraday flow are mixed, indicating short‑term trader uncertainty rather than a clear directional bet. Mixed options sentiment in Oracle with shares down 1.31%
• Negative Sentiment: Technical deterioration: Oracle just formed a “death cross” (50‑day MA crossing below the 200‑day MA), a widely watched bearish signal that often triggers selling by technical traders and quant funds. Oracle Stock Just Made A Death Cross — Should Ken Fisher Be Worried?
• Negative Sentiment: Analyst downgrade/target cut pressure: RBC trimmed its ORCL price target sharply, which often leads investors to re‑price near‑term expectations. Oracle price target lowered to $195 from $250 at RBC Capital
• Negative Sentiment: Renewed skepticism on Oracle’s AI narrative: commentary highlights an “AI hangover” after rapid enthusiasm, arguing market expectations outpaced execution and growth, which pressures sentiment. Oracle’s AI Hangover Highlights the Risk of Chasing Late Cycle Tech Winners
• Negative Sentiment: Risk note on Oracle’s AI customer‑risk defense: a feature touted on earnings calls (rapidly reallocating AI capacity if a large client defaults) is called out as having a “fatal flaw,” raising execution and customer‑concentration concerns. Oracle’s Secret Weapon Against AI Customer Risk Has a Fatal Flaw

Insider Buying and Selling at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the sale, the chief executive officer owned 144,030 shares of the company’s stock, valued at approximately $27,728,655.60. This trade represents a 6.49% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the transaction, the director directly owned 25,596 shares in the company, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 146,346 shares of company stock valued at $39,082,996. 40.90% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Royal Bank Of Canada dropped their target price on shares of Oracle from $250.00 to $195.00 and set a “sector perform” rating on the stock in a report on Monday. UBS Group reissued a “buy” rating on shares of Oracle in a report on Monday. Melius Research lifted their price objective on Oracle from $270.00 to $370.00 and gave the stock a “buy” rating in a report on Wednesday, September 10th. Cowen reiterated a “buy” rating on shares of Oracle in a research report on Thursday, December 4th. Finally, Robert W. Baird dropped their target price on Oracle from $365.00 to $315.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 18th. Three 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 given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $304.94.

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.