Carmel Capital Partners LLC Sells 6,119 Shares of Oracle Corporation $ORCL

Carmel Capital Partners LLC reduced its stake in shares of Oracle Corporation (NYSE:ORCL) by 37.9% in the third quarter, according to its most recent filing with the SEC. The fund owned 10,029 shares of the enterprise software provider’s stock after selling 6,119 shares during the period. Oracle makes up 1.2% of Carmel Capital Partners LLC’s investment portfolio, making the stock its 16th biggest position. Carmel Capital Partners LLC’s holdings in Oracle were worth $2,820,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of 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 boosted its stake in 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 buying an additional 1,252,723 shares in the last quarter. Norges Bank bought a new position in Oracle during the second quarter valued at approximately $4,275,378,000. Legal & General Group Plc raised its stake in shares of Oracle by 1.3% during the second quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock worth $2,473,838,000 after acquiring an additional 147,367 shares in the last quarter. Finally, Primecap Management Co. CA lifted its holdings in shares of Oracle by 3.8% in the 2nd quarter. Primecap Management Co. CA now owns 11,182,800 shares of the enterprise software provider’s stock worth $2,444,896,000 after acquiring an additional 405,525 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

ORCL opened at $178.08 on Friday. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The stock has a market capitalization of $511.65 billion, a PE ratio of 33.47, a price-to-earnings-growth ratio of 1.53 and a beta of 1.65. The stock’s 50 day moving average price is $199.28 and its 200-day moving average price is $239.90. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72.

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

Oracle Announces Dividend

The business also recently declared 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 yield of 1.1%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s dividend payout ratio is presently 37.59%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Government and company agreement to spin off TikTok’s U.S. operations puts Oracle in a privileged infrastructure role as a “Trusted Technology Partner,” giving Oracle a minority equity stake and likely exclusive cloud tenancy — a direct, high-volume revenue push for OCI. TikTok Strikes Deal To Split Off an American Version, Ending Long Legal Saga
• Positive Sentiment: Analysts and coverage frame the TikTok transaction as an infrastructure/“landlord” play — Oracle’s ~15% stake and trusted‑partner role effectively secures a large, non‑cyclical tenant for its costly new AI data centers, validating CapEx and future revenue streams. Oracle’s TikTok Win Isn’t Social Media—It’s a Cloud Power Move
• Positive Sentiment: Regional adoption data (APAC / U.S.) shows enterprises increasing OCI uptake, supporting longer‑term demand for Oracle’s cloud services beyond the TikTok opportunity. Asia Pacific Firms Accelerate Oracle Cloud Modernization
• Neutral Sentiment: Short‑term market commentary notes ORCL’s outperformance on the day, reflecting investor positive reaction but not changing the underlying debate over capital allocation and leverage. Oracle (ORCL) Surpasses Market Returns: Some Facts Worth Knowing
• Negative Sentiment: Multiple law firms have filed/are soliciting lead plaintiffs for a class action tied to senior‑note offerings and disclosures about debt used to fund AI/data center expansion, creating legal and reputational risk and heightening funding scrutiny. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Lawsuit
• Negative Sentiment: Coverage reports waning investor appetite for debt tied to Oracle/OpenAI “Stargate” data‑center projects (JPMorgan saw slower interest on a recent bond offering), which raises fundingcost and liquidity questions for large CapEx plans. Wall Street is losing its appetite for Oracle’s data center debt
• Negative Sentiment: Analyses flag heavy cash burn from building AI infrastructure even as Oracle continues big shareholder payouts; this tradeoff keeps some investors cautious on free‑cash‑flow and leverage despite strategic upside. Oracle’s Cash Is Vanishing — But Larry Ellison’s Dividend Check Still Clears Tomorrow

Analyst Ratings Changes

A number of equities analysts recently commented on the stock. Redburn Partners set a $175.00 target price on shares of Oracle in a research report on Thursday, September 25th. Rothschild Redb upgraded Oracle to a “strong sell” rating in a report on Thursday, September 25th. Erste Group Bank cut Oracle from a “buy” rating to a “hold” rating in a report on Monday, November 10th. HSBC reaffirmed a “buy” rating and issued a $382.00 price target on shares of Oracle in a research note on Wednesday, November 26th. Finally, BMO Capital Markets cut their target price on shares of Oracle from $355.00 to $270.00 and set an “outperform” rating on the stock in a report on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Oracle has an average rating of “Moderate Buy” and a consensus price target of $303.51.

Insiders Place Their Bets

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction that occurred 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 sale, the chief executive officer directly owned 144,030 shares in the company, valued at $27,728,655.60. The trade was a 6.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Jeffrey Berg sold 49,365 shares of the company’s stock in a transaction on Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total value of $13,971,282.30. Following the completion of the sale, the director directly owned 151,999 shares in the company, valued at approximately $43,018,756.98. The trade was a 24.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 111,588 shares of company stock valued at $26,108,046 over the last ninety days. 40.90% of the stock is owned by corporate insiders.

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.