Bryn Mawr Trust Advisors LLC Trims Holdings in Oracle Corporation $ORCL

Bryn Mawr Trust Advisors LLC lowered its holdings in Oracle Corporation (NYSE:ORCL) by 10.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 107,643 shares of the enterprise software provider’s stock after selling 13,035 shares during the quarter. Oracle makes up about 1.5% of Bryn Mawr Trust Advisors LLC’s investment portfolio, making the stock its 12th largest holding. Bryn Mawr Trust Advisors LLC’s holdings in Oracle were worth $30,274,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Winnow Wealth LLC bought a new stake in shares of Oracle during the 2nd quarter valued at about $28,000. Kilter Group LLC bought a new stake in Oracle during the 2nd quarter valued at approximately $30,000. Darwin Wealth Management LLC grew its holdings 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 acquiring an additional 65 shares during the period. LGT Financial Advisors LLC bought a new position in shares of Oracle in the 2nd quarter worth approximately $33,000. Finally, Financial Consulate Inc. purchased a new position in shares of Oracle in the 3rd quarter valued at approximately $37,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Oracle

In other Oracle news, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction dated Wednesday, December 24th. The stock was 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 in the company, valued at $46,087,420.53. The trade was a 6.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction dated Friday, December 19th. The shares were 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 of the company’s stock, valued at $27,728,655.60. The trade was a 6.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 62,223 shares of company stock valued at $12,136,764. Company insiders own 40.90% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst bullish call — An analyst dubbed Oracle a “decade stock” that could more than double over time, arguing current weakness (debt and AI worries) may create a buying opportunity for long-term investors. Oracle is a “Decade Stock,” Could More Than Double, Says Analyst
• Positive Sentiment: New product launch in healthcare — Oracle unveiled the Life Sciences AI Data Platform, expanding its generative-AI offerings into pharma/clinical data (129M+ de-identified records), which could drive enterprise revenue and higher-margin services. Oracle Life Sciences AI Data Platform
• Positive Sentiment: Customer win in hospitality — IHG approved Oracle OPERA Cloud as a property-management provider across multiple regions, a commercial endorsement that supports recurring cloud bookings and cross-sell opportunities. Oracle Approved by IHG Hotels & Resorts
• Positive Sentiment: Shareholder returns track record — A Forbes piece highlights Oracle’s large capital return program (~$158B returned), a structural positive for investors who value buybacks and dividends during pullbacks. How Oracle Stock Returned $158B To Shareholders
• Neutral Sentiment: Options-service commentary — Schaeffer’s Weekend Trader highlighted ORCL as a “popular cloud stock pick for 2026” and provided a specific bearish options trade to subscribers — indicates active derivatives strategies around the name. Popular Cloud Stock Pick for 2026 Option Bears
• Neutral Sentiment: Trending/market context — Coverage notes ORCL is trending amid a broader tech sell-off; some press attributes intraday moves more to sector rotation than company-specific guidance. Oracle Stock Is Trending Thursday: What’s Going On?
• Negative Sentiment: Investor lawsuits and bondholder investigations — Rosen Law (senior notes), Pomerantz, and Girard Sharp have issued notices/investigations tied to Oracle’s 2024-2025 offerings and the 2025 AI buildout deal, increasing legal risk and potential financial exposure. ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Oracle Corporation Investors
• Negative Sentiment: AI-related sell-off driving sharp declines — Multiple outlets report the stock has tumbled more than 50% from its peak as investors punish OpenAI exposure, AI buildout costs and leverage concerns; this narrative is the primary immediate driver of price weakness. Oracle Stock Drops by More Than Half Amid AI Concerns
• Negative Sentiment: Market analysis of the decline — Reports from The Motley Fool and Zacks attribute recent slump to broad AI sell-off and investor unease over debt/OpenAI ties, reinforcing downside momentum. Why Oracle Stock Slumped on Thursday

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on ORCL shares. Royal Bank Of Canada reduced their price target on Oracle from $250.00 to $195.00 and set a “sector perform” rating on the stock in a research note on Monday, January 5th. Guggenheim restated a “buy” rating and issued a $400.00 price target on shares of Oracle in a research note on Thursday, December 11th. Erste Group Bank cut Oracle from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. The Goldman Sachs Group upgraded Oracle to a “strong-buy” rating in a report on Monday, January 12th. Finally, JPMorgan Chase & Co. dropped their price target on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating on the stock in a research note on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $300.46.

Oracle Stock Performance

Shares of ORCL stock opened at $164.69 on Friday. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The company has a 50 day moving average price of $194.12 and a 200-day moving average price of $237.42. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The firm has a market capitalization of $473.17 billion, a PE ratio of 30.96, a P/E/G ratio of 1.48 and a beta of 1.65.

Oracle (NYSE:ORCL) last issued its earnings results 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 company 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 quarterly revenue was up 14.2% on a year-over-year basis. During the same quarter last year, the company posted $1.47 earnings per share. As a group, equities research analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were issued a $0.50 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. Oracle’s dividend payout ratio is currently 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.