Harbor Investment Advisory LLC Cuts Stake in Oracle Corporation $ORCL

Harbor Investment Advisory LLC lowered its stake in shares of Oracle Corporation (NYSE:ORCL) by 22.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,852 shares of the enterprise software provider’s stock after selling 4,489 shares during the period. Harbor Investment Advisory LLC’s holdings in Oracle were worth $4,458,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Vanguard Group Inc. lifted its stake in Oracle by 2.1% in the 2nd 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 in the last quarter. State Street Corp increased its holdings 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 worth $16,060,427,000 after purchasing an additional 1,252,723 shares during the last quarter. Norges Bank purchased a new stake in shares of Oracle in the second quarter worth about $4,275,378,000. Legal & General Group Plc grew its holdings in Oracle by 1.3% during the 2nd 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 buying an additional 147,367 shares in the last quarter. Finally, Primecap Management Co. CA grew its holdings in Oracle by 3.8% during the 2nd quarter. Primecap Management Co. CA now owns 11,182,800 shares of the enterprise software provider’s stock valued at $2,444,896,000 after buying an additional 405,525 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Insider Buying and Selling

In other news, insider Mark Hura sold 15,000 shares of the company’s stock in a transaction dated 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 directly owned 234,077 shares in the company, valued at approximately $46,087,420.53. This represents a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Maria Smith sold 5,000 shares of Oracle stock in a transaction dated Thursday, October 23rd. The shares were sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the sale, the executive vice president owned 47,083 shares of the company’s stock, valued at $13,212,431.46. The trade was a 9.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 126,588 shares of company stock worth $33,155,596 over the last ninety days. Corporate insiders own 40.90% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently commented on ORCL. Morgan Stanley increased their target price on Oracle from $246.00 to $320.00 and gave the company an “equal weight” rating in a research report on Tuesday, September 23rd. Mizuho set a $400.00 price target on shares of Oracle in a research note on Monday, December 15th. Royal Bank Of Canada lowered their price objective on shares of Oracle from $250.00 to $195.00 and set a “sector perform” rating for the company in a research report on Monday, January 5th. Scotiabank reduced their target price on shares of Oracle from $360.00 to $260.00 and set a “sector outperform” rating on the stock in a report on Thursday, December 11th. Finally, Sanford C. Bernstein lowered their price target on shares of Oracle from $364.00 to $339.00 and set an “outperform” rating for the company in a report on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Oracle currently has an average rating of “Moderate Buy” and an average target price of $305.50.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Jefferies reaffirmed a Buy rating and a $400 price target, citing confidence in Oracle’s positioning for AI infrastructure — a signal that institutional research sees meaningful upside from Oracle’s cloud/AI strategy. Jefferies’ $400 Oracle (ORCL) Target Reflects Confidence in AI Infrastructure
• Positive Sentiment: Multiple analysts/upgrades remain bullish on ORCL (coverage noted in roundups), reinforcing demand-side expectations for AI/cloud revenue growth and helping lift the stock. Upgrades: Analysts are Still Bullish on Nvidia (NVDA), Crowdstrike (CRWD) and Oracle (ORCL) Upside
• Positive Sentiment: Oracle announced a healthcare customer win: Community Memorial Hospital will implement Oracle Health Foundation EHR and the Oracle Health Clinical AI Agent — a tangible enterprise adoption case for Oracle’s AI-driven healthcare stack. Customer wins help validate commercial traction and recurring revenue potential. Community Memorial Hospital Chooses Oracle Health to Enhance Patient Care and Power Operational Excellence
• Positive Sentiment: Oracle unveiled an AI-driven Retail Supply Chain Collaboration solution at NRF — another product rollout that supports cross-selling into retail customers and reinforces the company’s AI/cloud monetization narrative. Retailers Help Mitigate Risk with Oracle’s AI-Driven Supply Chain Collaboration
• Positive Sentiment: MarketBeat and other pieces highlight Oracle as a leading cross-cloud operator with strong hyperscaler-driven gains and a large RPO pipeline — reinforcing bullish forward-growth expectations tied to AI/cloud infrastructure. 5 AI Stocks Positioned to Win, No Matter What
• Negative Sentiment: High-profile investor Michael Burry has taken short positions and put options on Oracle, publicly criticizing its cloud strategy and highlighting ~ $95B of debt tied to data-center expansion — a headline risk that fuels selling pressure and raises governance/financial-concern narratives. Oracle (ORCL) Stock: Burry Takes Short Position on Database Company

Oracle Stock Performance

Shares of NYSE:ORCL opened at $204.69 on Tuesday. 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 Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The company has a market capitalization of $588.11 billion, a price-to-earnings ratio of 38.48, a PEG ratio of 1.76 and a beta of 1.65. The firm’s 50-day moving average is $207.33 and its 200 day moving average is $242.25.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.64 by $0.62. The business had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The firm’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same quarter last year, the firm earned $1.47 earnings per share. Research analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

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

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.