Bristlecone Advisors LLC Has $1.03 Million Stake in Oracle Corporation $ORCL

Bristlecone Advisors LLC increased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 253.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,672 shares of the enterprise software provider’s stock after acquiring an additional 2,632 shares during the quarter. Bristlecone Advisors LLC’s holdings in Oracle were worth $1,033,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Kampmann Melissa S. raised its holdings in Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after acquiring an additional 35 shares during the period. McLean Asset Management Corp grew its position in shares of Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock valued at $1,551,000 after purchasing an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. increased its stake in shares of Oracle by 0.7% during the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after purchasing an additional 36 shares during the period. Voisard Asset Management Group Inc. lifted its holdings in Oracle by 3.4% during the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after purchasing an additional 37 shares during the last quarter. Finally, Avion Wealth lifted its holdings in shares of Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after buying an additional 37 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on ORCL shares. Cowen reaffirmed a “buy” rating on shares of Oracle in a research report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $375.00 price objective on shares of Oracle in a research report on Wednesday, November 26th. Berenberg Bank increased their price target on shares of Oracle from $202.00 to $306.00 and gave the stock a “hold” rating in a research report on Monday, September 15th. Oppenheimer reissued a “market perform” rating on shares of Oracle in a research note on Thursday, December 11th. Finally, Bank of America cut their target price on Oracle from $368.00 to $300.00 and set a “buy” rating for the company 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $305.50.

Insider Buying and Selling at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction on Friday, December 19th. The shares were 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 represents a 6.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Jeffrey Berg sold 49,365 shares of the business’s stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total value of $13,971,282.30. Following the completion of the transaction, the director directly owned 151,999 shares in the company, valued at $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 126,588 shares of company stock worth $33,155,596. Company insiders own 40.90% of the company’s stock.

Oracle Trading Up 4.8%

Shares of ORCL stock opened at $198.75 on Monday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The stock’s fifty day simple moving average is $208.40 and its 200 day simple moving average is $242.31. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The firm has a market capitalization of $571.03 billion, a P/E ratio of 37.36, a P/E/G ratio of 1.76 and a beta of 1.65.

Oracle (NYSE:ORCL) last posted its earnings results 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. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The firm had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. During the same period last year, the company earned $1.47 earnings per share. The business’s quarterly revenue was up 14.2% on a year-over-year basis. As a group, sell-side analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Investors 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 dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s payout ratio is currently 37.59%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Evercore ISI reaffirmed an Outperform rating and a $275 price target, citing large multi‑year data‑center leases (reported as roughly $1.2B/month) and multicloud AI demand — a vote of confidence in Oracle’s backlog-to-revenue path. Evercore ISI Reaffirms Outperform on Oracle (ORCL)
• Positive Sentiment: Oracle reported a Q3 EPS beat ($2.26 vs. $1.64 est.), revenue up ~14% y/y and a record backlog — signals that contract wins and capacity expansion could drive cloud revenue growth later in 2026. Here’s What Lifted Oracle (ORCL) in Q3
• Positive Sentiment: MarketBeat highlights Oracle as a second‑half growth play: cloud infrastructure momentum and backlog conversion could reaccelerate revenue later in 2026, supporting a consensus price target well above current levels. 3 Tech Stocks Positioned for the Next Leg of the Bull Market (ORCL)
• Positive Sentiment: Oracle is part of the investor group in the ByteDance/TikTok U.S. JV — a strategic tie that could deliver longer‑term commercial or technology opportunities (brand/profile benefit). TikTok picked by FIFA as video content partner at 2026 World Cup
• Neutral Sentiment: Analysts maintain a mix of ratings: the street consensus remains mildly positive (Moderate Buy), but price targets vary widely — signaling disagreement on timing of cloud revenue conversion. Oracle Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Broader market pieces (e.g., inclusion in lists of tech names for the next bull leg) create thematic interest in ORCL as an AI/cloud infrastructure play rather than a pure software legacy stock. 74% of the $317B Portfolio… (Buffett/2026)
• Negative Sentiment: RBC cut its price target to $195 (from $250) — a nearer-term downgrade that highlights investor impatience around 2026 turning points and valuation risk while Oracle spends heavily on data centers. RBC Lowers Oracle PT to $195
• Negative Sentiment: Multiple analyst pieces flag Oracle’s debt‑funded, $50B+ capex plan and negative free cash flow as key risks — if contract rollouts or lease monetization slow, investor confidence could erode. Should You Hold Oracle Despite Debt-Fueled AI Data Center Bet? (Zacks)
• Negative Sentiment: High‑profile skeptics (Jim Cramer) have publicly questioned Oracle’s business model and debt load, adding headline risk and fueling short‑term volatility. Jim Cramer on Oracle: “I’m Not Really Sure About Their Business Model”

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.