Oracle Corporation $ORCL Holdings Reduced by Florida Trust Wealth Management Co

Florida Trust Wealth Management Co lowered its holdings in Oracle Corporation (NYSE:ORCL) by 4.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 253,268 shares of the enterprise software provider’s stock after selling 10,758 shares during the quarter. Oracle accounts for about 2.0% of Florida Trust Wealth Management Co’s investment portfolio, making the stock its 9th biggest holding. Florida Trust Wealth Management Co’s holdings in Oracle were worth $71,229,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of ORCL. Norges Bank purchased a new stake in shares of Oracle during the 2nd quarter valued at about $4,275,378,000. Vanguard Group Inc. raised its holdings in shares of Oracle by 2.1% during the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock valued at $35,916,290,000 after purchasing an additional 3,353,461 shares during the last quarter. Invesco Ltd. raised its holdings in shares of Oracle by 42.1% during the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after purchasing an additional 2,619,722 shares during the last quarter. Laurel Wealth Advisors LLC lifted its position in Oracle by 21,239.6% during the second quarter. Laurel Wealth Advisors LLC now owns 1,729,145 shares of the enterprise software provider’s stock valued at $378,043,000 after purchasing an additional 1,721,042 shares during the period. Finally, Ensign Peak Advisors Inc grew its position in Oracle by 101.9% in the 2nd quarter. Ensign Peak Advisors Inc now owns 3,064,721 shares of the enterprise software provider’s stock worth $670,040,000 after purchasing an additional 1,547,150 shares during the period. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle News Roundup

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 Activity

In other Oracle news, insider Mark Hura sold 15,000 shares of the stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the sale, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This trade represents a 6.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 144,030 shares in the company, valued at $27,728,655.60. This trade represents a 6.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 161,588 shares of company stock valued at $39,976,746 in the last three months. 40.90% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. Robert W. Baird lowered their price target on Oracle from $365.00 to $315.00 and set an “outperform” rating on the stock in a report on Tuesday, November 18th. Cantor Fitzgerald lowered their target price on Oracle from $400.00 to $320.00 and set an “overweight” rating on the stock in a report on Thursday, December 11th. Oppenheimer reissued a “market perform” rating on shares of Oracle in a research report on Thursday, December 11th. UBS Group reaffirmed a “buy” rating on shares of Oracle in a research report on Monday, January 5th. Finally, Guggenheim restated a “buy” rating and set a $400.00 target price on shares of Oracle in a research report on Thursday, December 11th. Four analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $305.50.

Oracle Stock Performance

Shares of NYSE ORCL opened at $191.27 on Monday. The stock has a market cap of $549.54 billion, a PE ratio of 35.95, a price-to-earnings-growth ratio of 1.68 and a beta of 1.65. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The firm has a fifty day moving average price of $203.24 and a 200-day moving average price of $241.53. 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 released its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The company had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. During the same quarter in the previous year, the company earned $1.47 EPS. Oracle’s revenue for the quarter was up 14.2% on a year-over-year basis. Equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

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.