Envestnet Asset Management Inc. Sells 193,197 Shares of Oracle Corporation $ORCL

Envestnet Asset Management Inc. trimmed its position in Oracle Corporation (NYSE:ORCL) by 5.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,473,540 shares of the enterprise software provider’s stock after selling 193,197 shares during the period. Envestnet Asset Management Inc. owned 0.12% of Oracle worth $976,898,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in ORCL. Winnow Wealth LLC bought a new stake in shares of Oracle during the 2nd quarter valued at about $28,000. Kilter Group LLC purchased a new stake in Oracle in the second quarter valued at approximately $30,000. Darwin Wealth Management LLC lifted its position in Oracle by 130.0% during the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 65 shares during the last quarter. LGT Financial Advisors LLC purchased a new position in Oracle in the 2nd quarter worth approximately $33,000. Finally, Financial Consulate Inc. bought a new position in shares of Oracle in the 3rd quarter worth $37,000. Institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

ORCL opened at $154.65 on Wednesday. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The stock’s 50 day simple moving average is $192.48 and its 200 day simple moving average is $236.15. The firm has a market cap of $444.33 billion, a price-to-earnings ratio of 29.07, a PEG ratio of 1.40 and a beta of 1.64. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings data 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 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 analyst estimates of $16.19 billion. During the same quarter in the prior year, the firm posted $1.47 earnings per share. The business’s quarterly revenue was up 14.2% compared to the same quarter last year. As a group, analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is 37.59%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on ORCL shares. Stifel Nicolaus dropped their price objective on shares of Oracle from $350.00 to $275.00 and set a “buy” rating for the company in a report on Thursday, December 11th. DA Davidson lowered their price target on Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. Cantor Fitzgerald cut their price objective on Oracle from $400.00 to $320.00 and set an “overweight” rating for the company in a report on Thursday, December 11th. Barclays reiterated an “overweight” rating on shares of Oracle in a research report on Monday. Finally, JMP Securities restated a “market outperform” rating and issued a $342.00 target price on shares of Oracle in a research report on Friday, October 17th. Three equities research 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 company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $297.89.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Financing clarity relieved some credit concerns: Oracle’s plan to raise up to $45–50B to fund its AI/data-center expansion has been framed by some banks as a clearing event that reduces immediate credit-risk uncertainty; 5-year CDS levels fell sharply and some analysts see the plan as buy-side relief. CNBC: Oracle’s credit default swaps are plummeting after financing plans
• Positive Sentiment: Investor demand for bonds looks strong — the company’s bond offering drew heavy demand, signaling fixed‑income investors are willing to fund Oracle’s buildout, which supports execution of the AI-capacity strategy. TipRanks: $25B bond offering attracts heavy demand
• Neutral Sentiment: Strategic rationale — large capex is validating long-term AI infrastructure positioning: coverage arguing Oracle’s $50B program (including power solutions such as SMRs) elevates OCI from a commodity play to a strategic infrastructure provider, supporting a longer-term growth thesis even as near-term execution risk rises. MarketBeat: The Atomic Pivot: AI’s $50 Billion Power Move
• Neutral Sentiment: Analysts remain mixed but not uniformly negative — some firms (e.g., Barclays) reiterated Overweight, citing financing clarity and long-term upside, while others are re‑rating/adjusting models to account for capital mix. InsiderMonkey: Barclays reiterates Overweight
• Negative Sentiment: Dilution and debt concerns persist — some investors fear the scale and mix (debt vs. equity) of the $45–50B raise could dilute equity or increase leverage; that uncertainty has pressured the stock. Reuters: Shares fall as investors assess up to $50B plan
• Negative Sentiment: Market reaction to corporate commentary and OpenAI ties—Oracle’s public reassurances about OpenAI and related customer exposure failed to fully calm investors and may have triggered short-term selling. Fortune: Oracle defused ‘the key risk’, but market isn’t buying it
• Negative Sentiment: Legal and workforce risk: a Pomerantz investor probe and reports that Oracle may cut up to ~30,000 roles add headline risk and uncertainty around execution/costs. GlobeNewswire: Pomerantz investigates Oracle Yahoo: Oracle may slash up to 30,000 jobs

Insider Activity

In other news, 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 completion of the transaction, the chief executive officer directly owned 144,030 shares of the company’s stock, valued at approximately $27,728,655.60. This represents a 6.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 62,223 shares of company stock worth $12,136,764 over the last ninety days. 40.90% of the stock is owned by insiders.

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.