Telos Capital Management Inc. Trims Position in Oracle Corporation $ORCL

Telos Capital Management Inc. lessened its holdings in shares of Oracle Corporation (NYSE:ORCL) by 20.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 41,722 shares of the enterprise software provider’s stock after selling 10,768 shares during the quarter. Oracle makes up about 1.1% of Telos Capital Management Inc.’s investment portfolio, making the stock its 26th biggest position. Telos Capital Management Inc.’s holdings in Oracle were worth $11,734,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of ORCL. Kampmann Melissa S. grew its stake in Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after purchasing an additional 35 shares in the last quarter. McLean Asset Management Corp lifted its stake in Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after purchasing an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. lifted its position in shares of Oracle by 0.7% in the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after buying an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. boosted its stake in Oracle by 3.4% in the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock valued at $317,000 after acquiring an additional 37 shares during the period. Finally, Avion Wealth boosted its position in Oracle by 16.6% during the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock valued at $73,000 after purchasing an additional 37 shares during the period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on ORCL. Citigroup reiterated a “market outperform” rating on shares of Oracle in a research report on Wednesday, December 17th. Jefferies Financial Group reissued a “buy” rating and set a $400.00 target price on shares of Oracle in a report on Monday, January 5th. Barclays reiterated an “overweight” rating on shares of Oracle in a research report on Monday. JPMorgan Chase & Co. reduced their target price on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. Finally, Morgan Stanley decreased their target price on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a report on Friday, January 23rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $297.89.

Oracle Trading Down 3.4%

Shares of Oracle stock opened at $154.65 on Wednesday. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The stock has a market cap of $444.33 billion, a PE ratio of 29.07, a PEG ratio of 1.40 and a beta of 1.64. The firm has a 50-day moving average of $192.48 and a 200-day moving average of $236.15. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91.

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

Oracle Dividend Announcement

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

Insider Buying and Selling

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total value of $437,064.03. Following the transaction, the director directly owned 25,596 shares of the company’s stock, valued at $5,032,429.56. This trade represents a 7.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 144,030 shares of the company’s stock, valued at $27,728,655.60. The trade was a 6.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 company insiders.

Key Stories Impacting Oracle

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

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.