Oracle Corporation $ORCL is Sherman Asset Management Inc.’s 6th Largest Position

Sherman Asset Management Inc. raised its position in Oracle Corporation (NYSE:ORCL) by 1,239.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,065 shares of the enterprise software provider’s stock after purchasing an additional 13,940 shares during the quarter. Oracle accounts for approximately 3.7% of Sherman Asset Management Inc.’s portfolio, making the stock its 6th largest position. Sherman Asset Management Inc.’s holdings in Oracle were worth $4,237,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. boosted its holdings in Oracle by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock valued at $35,916,290,000 after acquiring an additional 3,353,461 shares during the period. State Street Corp lifted its position in shares of Oracle by 1.7% during the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock worth $16,060,427,000 after purchasing an additional 1,252,723 shares in the last quarter. Norges Bank purchased a new position in shares of Oracle in the second quarter valued at approximately $4,275,378,000. Bank of New York Mellon Corp grew its holdings in shares of Oracle by 0.8% in the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock valued at $3,357,572,000 after purchasing an additional 98,693 shares in the last quarter. Finally, Legal & General Group Plc grew its stake in shares of Oracle by 1.3% in the second quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock worth $2,473,838,000 after acquiring an additional 147,367 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Key Oracle News

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

Analysts Set New Price Targets

ORCL has been the subject of a number of recent research reports. Jefferies Financial Group reiterated a “buy” rating and issued a $400.00 price target on shares of Oracle in a research note on Monday, January 5th. Sanford C. Bernstein lowered their price objective on Oracle from $364.00 to $339.00 and set an “outperform” rating for the company in a research report on Thursday, December 11th. Stifel Nicolaus dropped their price objective on Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. William Blair restated an “outperform” rating on shares of Oracle in a research note on Friday, October 17th. Finally, Evercore increased their price target on shares of Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $299.17.

Insider Buying and Selling

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the transaction, the director owned 25,596 shares in the company, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Mark Hura sold 15,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the sale, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This represents a 6.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 62,223 shares of company stock valued at $12,136,764 in the last ninety days. Company insiders own 40.90% of the company’s stock.

Oracle Price Performance

Shares of NYSE:ORCL opened at $143.11 on Friday. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The stock has a market capitalization of $411.17 billion, a price-to-earnings ratio of 26.90, a PEG ratio of 1.19 and a beta of 1.64. The company has a 50-day simple moving average of $188.76 and a 200-day simple moving average of $234.14. 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 issued its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.64 by $0.62. The firm had revenue of $16.06 billion for 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%.The firm’s revenue for the quarter was up 14.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.47 EPS. On average, analysts predict 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 paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio is 37.59%.

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.