Oppenheimer & Co. Inc. Has $20.87 Million Holdings in Oracle Corporation $ORCL

Oppenheimer & Co. Inc. raised its stake in shares of Oracle Corporation (NYSE:ORCL) by 6.5% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 74,212 shares of the enterprise software provider’s stock after purchasing an additional 4,519 shares during the period. Oppenheimer & Co. Inc.’s holdings in Oracle were worth $20,871,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Linden Thomas Advisory Services LLC grew its holdings in Oracle by 2.1% during the third quarter. Linden Thomas Advisory Services LLC now owns 19,943 shares of the enterprise software provider’s stock worth $5,609,000 after buying an additional 415 shares in the last quarter. Western Wealth Management LLC boosted its holdings in Oracle by 6.3% during the 3rd quarter. Western Wealth Management LLC now owns 13,803 shares of the enterprise software provider’s stock worth $3,882,000 after acquiring an additional 818 shares during the last quarter. D.B. Root & Company LLC grew its stake in shares of Oracle by 82.9% in the 3rd quarter. D.B. Root & Company LLC now owns 2,019 shares of the enterprise software provider’s stock worth $568,000 after acquiring an additional 915 shares in the last quarter. Legacy Financial Strategies LLC purchased a new stake in shares of Oracle in the third quarter valued at about $385,000. Finally, Francis Financial Inc. bought a new position in shares of Oracle during the third quarter valued at about $288,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the transaction, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. This trade represents a 50.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total transaction of $437,064.03. Following the transaction, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 62,223 shares of company stock valued at $12,136,764 in the last three months. Corporate insiders own 40.90% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $375.00 target price on shares of Oracle in a research report on Wednesday, November 26th. Mizuho set a $400.00 price target on Oracle in a research report on Monday, December 15th. Royal Bank Of Canada reissued a “sector perform” rating on shares of Oracle in a research report on Monday, February 2nd. JPMorgan Chase & Co. reduced their price objective on Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. Finally, JMP Securities reiterated a “market outperform” rating and set a $342.00 target price on shares of Oracle in a research note on Friday, October 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $299.17.

Oracle Stock Up 4.9%

ORCL stock opened at $143.11 on Monday. The company’s 50 day moving average is $188.76 and its 200 day moving average is $234.05. The stock has a market cap of $411.17 billion, a price-to-earnings ratio of 26.90, a price-to-earnings-growth ratio of 1.25 and a beta of 1.64. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating the consensus estimate of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The firm had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same period in the prior year, the company earned $1.47 EPS. The company’s revenue was up 14.2% on a year-over-year basis. Sell-side analysts predict that Oracle Corporation will post 5 EPS for the current fiscal 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 paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio is presently 37.59%.

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

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.