L.M. Kohn & Company Decreases Holdings in Oracle Corporation $ORCL

L.M. Kohn & Company trimmed its holdings in Oracle Corporation (NYSE:ORCL) by 78.1% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 4,030 shares of the enterprise software provider’s stock after selling 14,399 shares during the quarter. Oracle accounts for about 1.4% of L.M. Kohn & Company’s holdings, making the stock its 16th biggest holding. L.M. Kohn & Company’s holdings in Oracle were worth $1,133,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Lingohr Asset Management GmbH boosted its stake in shares of Oracle by 616.3% during the third quarter. Lingohr Asset Management GmbH now owns 21,855 shares of the enterprise software provider’s stock valued at $6,136,000 after purchasing an additional 18,804 shares during the period. Werba Rubin Papier Wealth Management boosted its stake in shares of Oracle by 3.6% during the 3rd quarter. Werba Rubin Papier Wealth Management now owns 4,512 shares of the enterprise software provider’s stock valued at $1,269,000 after purchasing an additional 155 shares in the last quarter. Q Fund Management Hong Kong Ltd purchased a new position in shares of Oracle during the 3rd quarter worth approximately $7,610,000. MWA Asset Management grew its stake in Oracle by 69.8% in the third quarter. MWA Asset Management now owns 6,469 shares of the enterprise software provider’s stock worth $1,819,000 after purchasing an additional 2,660 shares during the period. Finally, Howard Capital Management Inc. increased its stake in shares of Oracle by 3.3% in the 3rd quarter. Howard Capital Management Inc. now owns 11,801 shares of the enterprise software provider’s stock worth $3,319,000 after acquiring an additional 378 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Price Performance

ORCL stock opened at $164.69 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 company’s fifty day moving average price is $194.12 and its 200-day moving average price is $237.42. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The company has a market capitalization of $473.17 billion, a PE ratio of 30.96, a price-to-earnings-growth ratio of 1.48 and a beta of 1.65.

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

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.2%. The ex-dividend date was Friday, January 9th. Oracle’s payout ratio is 37.59%.

Analyst Ratings Changes

Several equities research analysts have commented on the company. DA Davidson dropped their target price on Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. JMP Securities reaffirmed a “market outperform” rating and issued a $342.00 price objective on shares of Oracle in a research report on Friday, October 17th. Robert W. Baird reduced their target price on Oracle from $365.00 to $315.00 and set an “outperform” rating for the company in a report on Tuesday, November 18th. Evercore ISI upped their price target on Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Finally, TD Cowen dropped their price objective on Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and a consensus target price of $300.46.

Insiders Place Their Bets

In related news, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the completion of the transaction, the director owned 25,596 shares in the company, valued at $5,032,429.56. The trade was a 7.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on 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. This represents a 6.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 62,223 shares of company stock worth $12,136,764. Corporate insiders own 40.90% of the company’s stock.

Key Oracle News

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

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.