Applied Finance Capital Management LLC Cuts Stock Holdings in Oracle Corporation $ORCL

Applied Finance Capital Management LLC lowered its stake in Oracle Corporation (NYSE:ORCL) by 31.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 159,791 shares of the enterprise software provider’s stock after selling 73,544 shares during the period. Oracle makes up approximately 3.2% of Applied Finance Capital Management LLC’s holdings, making the stock its 4th biggest position. Applied Finance Capital Management LLC’s holdings in Oracle were worth $44,941,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in ORCL. Kampmann Melissa S. grew its stake in Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after buying an additional 35 shares during the last quarter. McLean Asset Management Corp boosted its holdings in Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock valued at $1,551,000 after acquiring an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. grew its position in shares of Oracle by 0.7% in the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock valued at $1,485,000 after purchasing an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. increased its stake in shares of Oracle by 3.4% in the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after purchasing an additional 37 shares during the period. Finally, Avion Wealth increased its stake in shares of Oracle by 16.6% in the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after purchasing an additional 37 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity

In related news, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction 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 completion of the sale, the director directly owned 25,596 shares of the company’s stock, valued at $5,032,429.56. This trade represents a 7.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on 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 directly owned 144,030 shares in the company, valued at approximately $27,728,655.60. This represents a 6.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 62,223 shares of company stock worth $12,136,764. Corporate insiders own 40.90% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: DA Davidson upgraded ORCL to a Buy (Gil Luria), and several outlets point to that upgrade as the immediate catalyst for the rally. Oracle Heads Toward Key Resistance Levels After Analyst Upgrade. Should You Buy ORCL Stock Here?
• Positive Sentiment: Reports that Oracle’s large bond sale was heavily oversubscribed have eased short-term funding worries and supported confidence in its AI-infrastructure spending plan. Oracle: This Capitulation Has Gone Too Far
• Positive Sentiment: Broader AI-driven tech strength lifted major indices and helped ORCL rebound as investors rotate back into AI infrastructure names. Stock Market Today, Feb. 9: Oracle Climbs on AI Optimism Despite Software Sector Weakness
• Positive Sentiment: Customer wins for Oracle Cloud Infrastructure (OCI) — e.g., a multi‑hospital EHR migration and an Oracle Health AI pilot — reinforce the revenue/AI adoption narrative. Transform Shared Service Organization Improves EHR Performance and Drives AI Adoption with Oracle Cloud Infrastructure
• Neutral Sentiment: Analyst interviews and media segments (DA Davidson’s Gil Luria, Yahoo Finance) provide bullish context on Oracle’s OpenAI/OpenAI-related exposure but are commentary rather than new company disclosures. Why this analyst is bullish on OpenAI and Oracle
• Neutral Sentiment: Several market-watch and “buy-the-dip” pieces highlight ORCL as a contrarian pick; useful for sentiment but not immediate fundamentals. 3 Contrarian “Buy the Dip” Picks—and One Area to Avoid (ORCL)
• Negative Sentiment: Multiple class-action notices (stock purchase window and senior‑note offerings) introduce litigation risk and potential distractions for management. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Lawsuit
• Negative Sentiment: Critics continue to flag Oracle’s elevated leverage and heavy AI capex as balance-sheet risks; these concerns have pressured the stock in recent sessions. How Low Can Oracle Stock Go?
• Negative Sentiment: Some firms have trimmed price targets or ratings recently, reflecting uncertainty about near-term returns and the pace of Oracle’s AI investments. Oracle stock: Bernstein looks at the financial impact of the capital raise

Oracle Stock Up 9.9%

NYSE ORCL opened at $156.94 on Tuesday. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a market capitalization of $450.91 billion, a price-to-earnings ratio of 29.50, a PEG ratio of 1.25 and a beta of 1.64. The stock’s 50 day moving average is $187.88 and its two-hundred day moving average is $233.45. 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 (NYSE:ORCL) last posted its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping the consensus estimate of $1.64 by $0.62. The business had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.During the same quarter last year, the company earned $1.47 EPS. Oracle’s revenue was up 14.2% on a year-over-year basis. Equities analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio is currently 37.59%.

Analyst Ratings Changes

A number of analysts have issued reports on the company. Citigroup reaffirmed a “market outperform” rating on shares of Oracle in a report on Wednesday, December 17th. TD Cowen reduced their price objective on Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. Deutsche Bank Aktiengesellschaft reaffirmed 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 shares of Oracle in a report on Monday, December 15th. Finally, Oppenheimer restated a “market perform” rating on shares of Oracle in a report on Thursday, December 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $292.43.

Oracle Company 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.