First National Advisers LLC Makes New $6.06 Million Investment in Oracle Corporation $ORCL

First National Advisers LLC acquired a new stake in shares of Oracle Corporation (NYSE:ORCL) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 21,532 shares of the enterprise software provider’s stock, valued at approximately $6,056,000. Oracle accounts for about 0.8% of First National Advisers LLC’s investment portfolio, making the stock its 20th largest position.

A number of other hedge funds have also recently bought and sold shares of the business. Darwin Wealth Management LLC increased its stake in shares of Oracle by 130.0% in the third 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 last quarter. Winnow Wealth LLC acquired a new position in shares of Oracle in the 2nd quarter worth approximately $28,000. Financial Consulate Inc. acquired a new stake in shares of Oracle during the 3rd quarter valued at approximately $37,000. Corundum Trust Company INC bought a new position in Oracle during the third quarter worth $39,000. Finally, Kilter Group LLC acquired a new position in Oracle in the second quarter worth $30,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s reported RPO (remaining performance obligations) surge gives multi-year revenue visibility and supports the company’s AI/cloud revenue outlook, bolstering the long-term growth case. RPO expansion article
• Neutral Sentiment: EVP Douglas Kehring sold 35,000 shares (~$6.8M) at about $194.89; while large insider sales can raise questions, the filing shows he still holds shares—context matters (planned diversification vs. signal). SEC Form 4
• Negative Sentiment: Multiple lawsuits and investor notices have emerged alleging losses tied to Oracle’s AI buildout and bond issuance; class-action and bondholder suits increase legal risk and could pressure sentiment and costs. Bondholder suit
• Negative Sentiment: Debt-market concerns: analysts and reports flag large planned debt raises to fund AI/hyperscale expansion, and bond-market stress has been reported — this raises refinancing and credit-risk questions for investors. Debt risk article
• Negative Sentiment: High-profile short activity and activist/hedge attention: reports note Michael Burry has taken a bearish position, which can amplify downside pressure and volatility. Burry short article
• Negative Sentiment: Operational/headquarters execution concerns: reports say Oracle is struggling to staff its new Nashville “world HQ,” which fuels investor concern around execution and the company’s ability to scale operations. HQ hiring troubles
• Neutral Sentiment: Competitive context: AWS is reaccelerating and pulling ahead in scale and AI infrastructure, a reminder investors should weigh ORCL’s execution vs. larger cloud peers. Cloud comparison

Insider Transactions at Oracle

In related news, CEO Clayton M. Magouyrk sold 40,000 shares of the firm’s stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the transaction, the chief executive officer owned 154,030 shares in the company, valued at $42,610,859.20. This trade represents a 20.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the sale, the executive vice president owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 161,588 shares of company stock worth $39,976,746 over the last ninety days. Insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on ORCL shares. Evercore ISI raised their price target on shares of Oracle from $350.00 to $385.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. UBS Group reissued a “buy” rating on shares of Oracle in a report on Monday, January 5th. Scotiabank lowered their target price on Oracle from $360.00 to $260.00 and set a “sector outperform” rating for the company in a report on Thursday, December 11th. Sanford C. Bernstein cut their price target on Oracle from $364.00 to $339.00 and set an “outperform” rating on the stock in a report on Thursday, December 11th. Finally, Cantor Fitzgerald reduced their price objective on Oracle from $400.00 to $320.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. Four analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Oracle presently has an average rating of “Moderate Buy” and an average target price of $305.50.

Oracle Stock Performance

ORCL opened at $191.27 on Friday. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The business’s 50 day moving average is $203.24 and its 200-day moving average is $241.30. The stock has a market cap of $549.54 billion, a PE ratio of 35.95, a price-to-earnings-growth ratio of 1.67 and a beta of 1.65. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72.

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. The firm had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The firm’s revenue was up 14.2% compared to the same quarter last year. During the same period last year, the firm earned $1.47 EPS. On average, analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

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 issued 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 1.0%. Oracle’s dividend payout ratio is presently 37.59%.

About Oracle

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.