Compagnie Lombard Odier SCmA Has $20.60 Million Stock Holdings in Oracle Corporation $ORCL

Compagnie Lombard Odier SCmA raised its position in Oracle Corporation (NYSE:ORCL) by 75.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 73,246 shares of the enterprise software provider’s stock after purchasing an additional 31,536 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Oracle were worth $20,600,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC grew its position in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after acquiring an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after purchasing an additional 404 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after purchasing an additional 768 shares in the last quarter. Yarger Wealth Strategies LLC bought a new stake in Oracle in the second quarter worth $285,000. Finally, Almanack Investment Partners LLC. increased its position in Oracle by 3.9% during the second quarter. Almanack Investment Partners LLC. now owns 1,855 shares of the enterprise software provider’s stock worth $406,000 after buying an additional 70 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

More 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

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. William Blair reaffirmed an “outperform” rating on shares of Oracle in a research report on Friday, October 17th. Scotiabank reduced their target price on Oracle from $260.00 to $220.00 and set a “sector outperform” rating for the company in a report on Tuesday, February 3rd. JMP Securities reaffirmed a “market outperform” rating and set a $342.00 target price on shares of Oracle in a research report on Friday, October 17th. HSBC reiterated a “buy” rating and set a $382.00 price target on shares of Oracle in a report on Wednesday, November 26th. Finally, The Goldman Sachs Group upgraded shares of Oracle to a “strong-buy” rating in a research note on Monday, January 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $292.43.

Insider Activity

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction that occurred on Friday, December 19th. The shares were 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 approximately $27,728,655.60. The trade was a 6.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the transaction, the director owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their position. The SEC filing for this sale provides additional information. 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.

Oracle Stock Performance

Shares of NYSE ORCL opened at $156.94 on Tuesday. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The firm 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 company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The business has a fifty day simple moving average of $187.88 and a 200 day simple moving average of $233.45.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating the consensus estimate of $1.64 by $0.62. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The business had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same period in the previous year, the business earned $1.47 EPS. The firm’s revenue was up 14.2% on a year-over-year basis. Sell-side analysts expect that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a dividend of $0.50 per share. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle’s dividend payout ratio (DPR) 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.