Triglav Investments D.O.O. Reduces Stock Holdings in Oracle Corporation $ORCL

Triglav Investments D.O.O. lessened its stake in shares of Oracle Corporation (NYSE:ORCL) by 11.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 106,850 shares of the enterprise software provider’s stock after selling 13,300 shares during the quarter. Oracle comprises about 2.0% of Triglav Investments D.O.O.’s holdings, making the stock its 13th biggest holding. Triglav Investments D.O.O.’s holdings in Oracle were worth $30,050,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. BI Asset Management Fondsmaeglerselskab A S raised its stake in Oracle by 20.2% during the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 323,834 shares of the enterprise software provider’s stock worth $91,075,000 after acquiring an additional 54,326 shares in the last quarter. SBI Securities Co. Ltd. grew its holdings in shares of Oracle by 129.1% during the third quarter. SBI Securities Co. Ltd. now owns 25,848 shares of the enterprise software provider’s stock worth $7,269,000 after purchasing an additional 14,564 shares during the last quarter. Howe & Rusling Inc. increased its position in shares of Oracle by 10.5% during the third quarter. Howe & Rusling Inc. now owns 6,890 shares of the enterprise software provider’s stock worth $1,938,000 after purchasing an additional 654 shares in the last quarter. Gallacher Capital Management LLC lifted its holdings in shares of Oracle by 4.3% in the 3rd quarter. Gallacher Capital Management LLC now owns 1,423 shares of the enterprise software provider’s stock valued at $400,000 after purchasing an additional 59 shares during the last quarter. Finally, Savant Capital LLC boosted its position in shares of Oracle by 12.9% in the 3rd quarter. Savant Capital LLC now owns 95,458 shares of the enterprise software provider’s stock valued at $26,847,000 after purchasing an additional 10,929 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Down 5.1%

ORCL opened at $146.75 on Thursday. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The stock has a market capitalization of $421.63 billion, a P/E ratio of 27.58, a P/E/G ratio of 1.35 and a beta of 1.64. The business has a 50 day simple moving average of $191.31 and a 200-day simple moving average of $235.52.

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 the consensus estimate of $1.64 by $0.62. The firm had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.Oracle’s revenue was up 14.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.47 earnings per share. On average, equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were issued a dividend of $0.50 per share. 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 1.4%. Oracle’s payout ratio is currently 37.59%.

Insider Activity at Oracle

In related news, insider Mark Hura sold 15,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the sale, the insider owned 234,077 shares in the company, valued at $46,087,420.53. This represents a 6.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’s 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 directly owned 25,596 shares of the company’s stock, valued at $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 62,223 shares of company stock valued at $12,136,764. 40.90% of the stock is owned by corporate insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle Health won a multi-organization pilot in Canada for its Clinical AI Agent, validating commercial traction for Oracle’s healthcare AI products. Multiple Canadian Healthcare Organizations Select Oracle Health Clinical AI Agent
• Positive Sentiment: Oracle’s recent $25B bond offering reportedly attracted heavy demand, indicating strong investor appetite for its debt and suggesting financing channels are open. Oracle Stock (ORCL) Gains as $25B Bond Offering Attracts Heavy Demand
• Positive Sentiment: Some sell-side firms (e.g., Barclays) have reiterated bullish ratings and high price targets, implying analysts still see upside if Oracle executes its AI/data-center strategy. Barclays Reiterates Overweight on Oracle
• Neutral Sentiment: Oracle announced an equity distribution agreement and senior notes issuance to fund its plans — this provides capital but increases near-term financing activity and complexity. Oracle Bolsters Financing with Major Senior Notes Issuance
• Neutral Sentiment: Oracle continues product and go-to-market pushes (AI banking platform, enterprise AI agents) that could drive long-term growth but require heavy near-term capex. Oracle Reimagines Banking for the AI Era
• Neutral Sentiment: Strategic commentary ties Oracle’s massive data-center and power plans to a structural shift (e.g., MarketBeat piece on companies funding power and SMRs); long-term strategic rationale exists but is execution- and timeline-dependent. The Atomic Pivot: AI’s $50 Billion Power Move
• Negative Sentiment: Markets punished Oracle after management outlined plans to raise roughly $45–50B for AI infrastructure (debt and equity), stoking dilution and leverage fears and sparking the recent sell-off. Oracle (ORCL) Is Down 11.6% After Unveiling a US$45–50 Billion AI Infrastructure Capital Plan
• Negative Sentiment: Multiple law firms have filed or are soliciting clients for securities class actions tied to Oracle’s disclosures (senior notes/offering documents and the June–Dec 2025 class period), adding legal risk and headline pressure. Kessler Topaz Files Securities Fraud Class Action Against Oracle
• Negative Sentiment: Reports say banks are exploring selling billions in loans tied to Oracle’s data centers and the company may cut up to 30,000 jobs — both raise execution and integration risks and amplify downside sentiment. Oracle Stock (ORCL) Slips as Banks Explore Selling Its Data Center Loans Oracle May Slash Up to 30,000 Jobs
• Negative Sentiment: Analysts have trimmed price targets (BMO, Scotiabank among them) and commentary highlights investor anxiety about the size/timing of the capital raise and AI execution — contributing to the stock’s decline. Oracle Price Target Lowered at BMO

Analyst Upgrades and Downgrades

Several research analysts have commented on ORCL shares. Weiss Ratings lowered Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. KeyCorp cut their target price on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a report on Thursday, December 11th. HSBC reiterated a “buy” rating and set a $382.00 price target on shares of Oracle in a research note on Wednesday, November 26th. Erste Group Bank lowered shares of Oracle from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Finally, Piper Sandler decreased their target price on shares of Oracle from $290.00 to $240.00 and set an “overweight” rating for the company in a research note on Monday. Three investment 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and an average price target of $296.03.

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.