Copperleaf Capital LLC Purchases 4,476 Shares of Oracle Corporation $ORCL

Copperleaf Capital LLC lifted its position in shares of Oracle Corporation (NYSE:ORCL) by 380.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,654 shares of the enterprise software provider’s stock after buying an additional 4,476 shares during the quarter. Copperleaf Capital LLC’s holdings in Oracle were worth $1,590,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Winnow Wealth LLC bought a new stake in Oracle in the second quarter worth approximately $28,000. Kilter Group LLC bought a new position in shares of Oracle during the 2nd quarter worth approximately $30,000. Darwin Wealth Management LLC grew its position in shares of Oracle by 130.0% during 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 period. LGT Financial Advisors LLC acquired a new stake in shares of Oracle during the 2nd quarter worth approximately $33,000. Finally, Legend Financial Advisors Inc. bought a new stake in shares of Oracle in the 2nd quarter valued at $34,000. Institutional investors own 42.44% of the company’s stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Large contracted backlog / RPO surge gives multi‑year revenue visibility — Oracle’s reported RPO jumped to about $523B (quadruple year‑over‑year), driven by cloud and AI contracts, which supports forward revenue expectations. Will Oracle’s RPO Expansion Strengthen Long-Term Revenue Outlook?
• Positive Sentiment: Some analysts see deep upside after the selloff — firms like KeyBanc and others call ORCL undervalued after recent declines, arguing core apps/databases plus OCI upside justify a higher target. Oracle seen as ‘undervalued’ after recent sell-off, KeyBanc says
• Positive Sentiment: Bullish thesis reinforced by industry peers — commentary that Meta’s continued AI/cloud spending supports the arms race bolsters confidence in Oracle’s backlog and potential cloud deals. Oracle: Meta Compute Reaffirms Bullish Thesis
• Neutral Sentiment: Nashville HQ rollout is mixed: Oracle is expanding plans and hiring for cloud roles but is also reported to be struggling to staff its massive “world headquarters,” a potential operational/PR distraction. Oracle Doubles Down On Nashville World Headquarters As Cloud Hiring Hits Record High
• Neutral Sentiment: Local reporting highlights recruitment shortfalls at the Nashville HQ despite large office buildout — a signal on execution/employee attraction but not directly financial. Oracle struggles to attract workers to Nashville ‘world HQ’—even with a 2-million-square-foot office and Larry Ellison’s favorite restaurant
• Negative Sentiment: Bondholder lawsuits and accusations of misleading disclosures over an $18B debt sale — multiple bondholder suits allege Oracle failed to disclose the need for extra borrowing tied to AI infrastructure buildout. This raises near‑term legal risk and bond‑market stress that can pressure the equity. Oracle sued by bondholders over losses tied to AI buildout
• Negative Sentiment: Broader legal/investor scrutiny escalates: law firms (Portnoy, Schall and others) have opened inquiries or offered plaintiffs opportunities to join fraud investigations tied to Oracle’s disclosures, increasing litigation overhang. Oracle Corporation Investigated by the Portnoy Law Firm
• Negative Sentiment: Debt risk and big‑name shorts amplify selling pressure — analysts and commentators point to crisis‑era bond market indicators and notable short positions (e.g., Michael Burry), which can intensify downside volatility. Legendary Investor Michael Burry Is Betting Against Oracle Stock. What You Need to Know About the Bear Case for ORCL.

Insider Transactions at Oracle

In other news, CEO Clayton M. Magouyrk sold 40,000 shares of the firm’s stock in a transaction on Tuesday, October 21st. The stock was sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the completion of the sale, the chief executive officer directly owned 154,030 shares of the company’s stock, valued at $42,610,859.20. This trade represents a 20.62% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the sale, the director owned 25,596 shares of the company’s stock, valued at $5,032,429.56. This trade represents a 7.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over 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 Stock Down 1.9%

ORCL opened at $189.86 on Friday. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The firm has a market capitalization of $545.49 billion, a P/E ratio of 35.69, a PEG ratio of 1.72 and a beta of 1.65. The company’s 50-day moving average is $204.20 and its 200 day moving average is $241.49. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91.

Oracle (NYSE:ORCL) last posted its quarterly earnings data 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 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 analyst estimates of $16.19 billion. During the same quarter 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 expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be given a $0.50 dividend. The ex-dividend date of this dividend is Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.1%. Oracle’s payout ratio is currently 37.59%.

Analyst Upgrades and Downgrades

ORCL has been the topic of several research analyst reports. JMP Securities reissued a “market outperform” rating and set a $342.00 target price on shares of Oracle in a research note on Friday, October 17th. Weiss Ratings restated a “buy (b-)” rating on shares of Oracle in a research note on Monday, December 29th. Evercore ISI boosted their target price on Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Guggenheim reiterated a “buy” rating and issued a $400.00 price target on shares of Oracle in a report on Thursday, December 11th. Finally, The Goldman Sachs Group upgraded Oracle to a “strong-buy” rating in a report on Monday. Four analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, ten have assigned a Hold rating and two have assigned 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.

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.