Peterson Wealth Services Reduces Stake in Oracle Corporation $ORCL

Peterson Wealth Services lessened its stake in shares of Oracle Corporation (NYSE:ORCL) by 93.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,667 shares of the enterprise software provider’s stock after selling 24,809 shares during the period. Peterson Wealth Services’ holdings in Oracle were worth $469,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of ORCL. Swiss National Bank lifted its holdings in Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock valued at $1,113,526,000 after acquiring an additional 360,000 shares during the last quarter. Patton Fund Management Inc. raised its position in Oracle by 626.1% in the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after purchasing an additional 9,948 shares during the period. Private Wealth Asset Management LLC lifted its stake in shares of Oracle by 9.2% in the 2nd quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock valued at $835,000 after purchasing an additional 321 shares during the last quarter. Soltis Investment Advisors LLC grew its holdings in shares of Oracle by 4.8% during the 2nd quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock worth $7,201,000 after purchasing an additional 1,515 shares during the period. Finally, Cascade Investment Group Inc. acquired a new stake in shares of Oracle during the 2nd quarter worth about $239,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Activity

In related news, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total value 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 ownership of the stock. The sale 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 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 transaction, the chief executive officer owned 144,030 shares of the company’s stock, valued at $27,728,655.60. This trade represents a 6.49% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 62,223 shares of company stock worth $12,136,764 in the last ninety days. 40.90% of the stock is owned by insiders.

Analysts Set New Price Targets

ORCL has been the subject of several research analyst reports. Cantor Fitzgerald lowered their target price on shares of Oracle from $400.00 to $320.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. JPMorgan Chase & Co. lowered their price objective on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a research report on Thursday, December 11th. Mizuho set a $400.00 target price on shares of Oracle in a report on Monday, December 15th. Royal Bank Of Canada restated a “sector perform” rating on shares of Oracle in a research note on Monday. Finally, Guggenheim restated a “buy” rating and set a $400.00 price target on shares of Oracle in a research report on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and an average price target of $299.03.

Oracle Stock Down 2.6%

Oracle stock opened at $160.30 on Tuesday. The firm has a market capitalization of $460.57 billion, a P/E ratio of 30.13, a P/E/G ratio of 1.44 and a beta of 1.65. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The stock’s fifty day simple moving average is $193.32 and its 200-day simple moving average is $236.79.

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

Oracle Announces Dividend

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

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts and investors initially welcomed the $45–50B fundraising because it removes a major funding overhang for Oracle’s AI/data-center buildout and signals commitment to OCI growth. Oracle Is Raising Billions to Fund Its AI Buildout. Today, Investors Are Cheering
• Positive Sentiment: Credit-market reaction improved after the financing plan: Oracle’s 5‑year credit‑default swap levels dropped materially, suggesting investors see a lower near‑term downgrade risk following the funding outline. Oracle’s credit default swaps are plummeting as financing plan boosts investor confidence
• Neutral Sentiment: Oracle has kicked off a very large bond/equity push (reported $45–50B target and early bond activity) — this shows execution toward the plan but also means dilution and higher leverage are imminent. Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo | Bloomberg Tech 2/2/2026
• Neutral Sentiment: Product recognition: Oracle was named a Leader in Gartner’s 2026 Magic Quadrant for Source‑to‑Pay Suites — a positive operational datapoint, but less likely to move the stock near‑term versus the financing/debt story. Oracle Named a Leader in 2026 Gartner® Magic Quadrant™ for Source-to-Pay Suites
• Negative Sentiment: A tweet from Oracle expressing strong confidence in OpenAI triggered a selloff after investors worried about concentrated exposure and fundraising risks tied to AI partners — the social media reaction undercut the initial rally. Oracle said it was ‘highly confident in OpenAI’s ability to raise funds and meet its commitments.’ Cue the stock fall
• Negative Sentiment: Layoff and asset‑sale speculation (a TD Cowen note flagged potential deep cuts, reported up to ~30,000 roles) amplified fears about how Oracle will free up cash and manage leverage, pressuring the stock. Oracle Stock (ORCL) Sinks on Planned Mass Layoff and $50B Raise for AI Push
• Negative Sentiment: Market commentary warns the scale of new debt/equity raises tests the AI trade; some outlets note earlier stress in debt‑insurance costs and that investor skepticism about the AI data‑center cycle remains. Oracle shares fall as investors assess up to $50 billion AI funding plan

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.