Alps Advisors Inc. Has $5.86 Million Stock Position in Oracle Corporation $ORCL

Alps Advisors Inc. cut its holdings in shares of Oracle Corporation (NYSE:ORCL) by 57.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 20,846 shares of the enterprise software provider’s stock after selling 28,106 shares during the period. Alps Advisors Inc.’s holdings in Oracle were worth $5,863,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of the business. Norges Bank acquired a new stake in shares of Oracle during the second quarter worth $4,275,378,000. Jennison Associates LLC boosted its holdings in Oracle by 2,062.4% during the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock worth $2,595,072,000 after buying an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. grew its position in shares of Oracle by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after buying an additional 3,353,461 shares during the period. Invesco Ltd. increased its stake in shares of Oracle by 42.1% in the 2nd quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after acquiring an additional 2,619,722 shares during the last quarter. Finally, Laurel Wealth Advisors LLC raised its position in shares of Oracle by 21,239.6% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,729,145 shares of the enterprise software provider’s stock valued at $378,043,000 after acquiring an additional 1,721,042 shares during the period. Institutional investors own 42.44% of the company’s stock.

Insider Buying and Selling

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $192.52, for a total value of $1,925,200.00. Following the completion of the transaction, the chief executive officer owned 144,030 shares in the company, valued at $27,728,655.60. This trade represents a 6.49% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Mark Hura sold 15,000 shares of the company’s stock in a transaction dated 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. The trade was a 6.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 62,223 shares of company stock worth $12,136,764 over the last 90 days. 40.90% of the stock is currently owned by insiders.

Oracle Trading Up 4.9%

NYSE:ORCL opened at $143.11 on Monday. The company has a market cap of $411.17 billion, a P/E ratio of 26.90, a price-to-earnings-growth ratio of 1.25 and a beta of 1.64. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The business has a 50 day moving average price of $188.76 and a two-hundred day moving average price of $234.05. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28.

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 company had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. During the same period last year, the company earned $1.47 earnings per share. The firm’s revenue was up 14.2% compared to the same quarter last year. As a group, analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.4%. Oracle’s payout ratio is 37.59%.

Key Stories Impacting 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

Analyst Ratings Changes

Several equities research analysts have commented on the stock. The Goldman Sachs Group raised shares of Oracle to a “strong-buy” rating in a research note on Monday, January 12th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $375.00 price objective on shares of Oracle in a research report on Wednesday, November 26th. HSBC reiterated a “buy” rating and set a $382.00 target price on shares of Oracle in a report on Wednesday, November 26th. Robert W. Baird dropped their price target on Oracle from $365.00 to $315.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 18th. Finally, Morgan Stanley decreased their price objective on Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a research report on Friday, January 23rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and a consensus price target of $299.17.

Oracle Profile

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.