Concord Asset Management LLC VA Purchases 4,754 Shares of Oracle Corporation $ORCL

Concord Asset Management LLC VA raised its position in Oracle Corporation (NYSE:ORCL) by 199.0% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 7,143 shares of the enterprise software provider’s stock after acquiring an additional 4,754 shares during the period. Concord Asset Management LLC VA’s holdings in Oracle were worth $2,009,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the company. Darwin Wealth Management LLC grew its holdings in shares of 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 buying an additional 65 shares during the last quarter. Winnow Wealth LLC bought a new position in Oracle in the 2nd quarter valued at about $28,000. Financial Consulate Inc. acquired a new position in Oracle during the 3rd quarter valued at about $37,000. Corundum Trust Company INC bought a new stake in Oracle during the 3rd quarter worth approximately $39,000. Finally, Kilter Group LLC purchased a new stake in shares of Oracle in the second quarter worth approximately $30,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Oracle news, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the transaction, the insider owned 234,077 shares of the company’s stock, valued at $46,087,420.53. The trade was a 6.02% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 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 completion of the sale, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 62,223 shares of company stock valued at $12,136,764 in the last ninety days. 40.90% of the stock is owned by company insiders.

Oracle Price Performance

Shares of NYSE:ORCL opened at $143.11 on Friday. The firm has a market capitalization of $411.17 billion, a PE ratio of 26.90, a P/E/G ratio of 1.19 and a beta of 1.64. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The company has a 50-day moving average price of $188.76 and a two-hundred day moving average price of $234.14. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. The company had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. Oracle’s revenue was up 14.2% compared to the same quarter last year. During the same period in the prior year, the company posted $1.47 EPS. Equities 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. Stockholders of record on Friday, January 9th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

Wall Street Analyst Weigh In

ORCL has been the subject of several recent research reports. TD Cowen decreased their price target on Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a report on Thursday, December 11th. BMO Capital Markets reduced their target price on shares of Oracle from $270.00 to $205.00 and set an “outperform” rating for the company in a research note on Wednesday. Morgan Stanley lowered 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. Guggenheim restated a “buy” rating and set a $400.00 price target on shares of Oracle in a report on Thursday, December 11th. Finally, Cantor Fitzgerald reduced their price objective on shares of Oracle from $400.00 to $320.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $299.17.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Record bond sale eases financing risk — Oracle’s large bond issuance has calmed credit markets and could make it easier for tech peers to raise money for AI data centers, reducing near-term liquidity concerns. Why Oracle’s Record Bond Sale Clears the Way for More AI Debt
• Positive Sentiment: BofA says a key risk was defused — Bank of America argued Oracle addressed a major 2026 risk, which supports the case that the company can execute its AI infrastructure plans if markets accept the financing strategy. Oracle defused ‘the key risk going into 2026,’ BofA argues, but the market isn’t buying it
• Neutral Sentiment: Analyst target changes are mixed — Citizens Jmp cut its target to $285 but kept an outperform view; other shops have trimmed targets while many still rate the stock a buy, leaving investor guidance mixed. Oracle Price Target Lowered to $285.00 at Citizens Jmp
• Neutral Sentiment: Additional financing instruments announced — Oracle issued Series D mandatory convertible preferred stock and is pursuing equity offerings to fund AI expansion; financing reduces short-term liquidity risk but raises dilution questions. Oracle Issues Series D Mandatory Convertible Preferred Stock
• Negative Sentiment: Widespread class-action notices — Multiple law firms have filed or invited investors to join securities-fraud class actions tied to Oracle’s AI spending disclosures and related filings for the June–Dec 2025 period, increasing legal and reputational risk. Glancy Prongay Wolke & Rotter LLP Encourages Oracle Shareholders To Inquire About Securities Fraud Class Action
• Negative Sentiment: Capital-raise/dilution fears persist — Social and analyst commentary on a $45–50B AI capital plan and separate equity offerings ($20B common sale) have driven investor concern over dilution and higher leverage. Oracle Stock Opinions on $45-50 Billion AI Capital Raise
• Negative Sentiment: AI-driven tech sell-off and heavy put activity — A broader AI sell-off has hit big tech (FactSet/CNBC coverage), and unusually large purchases of puts on ORCL suggest traders were positioned for further downside. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
• Negative Sentiment: Local regulatory pushback on data center plan — Michigan’s attorney general urged reconsideration of approval to power Oracle/OpenAI data centers, adding permit/regulatory risk to the expansion. Michigan AG Urges Revisit on Oracle Data Center Power Plan

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.