SVB Wealth LLC Has $15.42 Million Stock Position in Oracle Corporation $ORCL

SVB Wealth LLC decreased its position in Oracle Corporation (NYSE:ORCL) by 8.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 54,825 shares of the enterprise software provider’s stock after selling 5,144 shares during the quarter. Oracle comprises 0.8% of SVB Wealth LLC’s investment portfolio, making the stock its 25th largest holding. SVB Wealth LLC’s holdings in Oracle were worth $15,419,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Winnow Wealth LLC acquired a new stake in shares of Oracle in the second quarter worth about $28,000. Kilter Group LLC bought a new position in shares of Oracle in the 2nd quarter valued at approximately $30,000. Darwin Wealth Management LLC lifted its holdings in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 65 shares during the last quarter. LGT Financial Advisors LLC bought a new stake in Oracle during the second quarter worth approximately $33,000. Finally, Financial Consulate Inc. acquired a new position in Oracle during the third quarter valued at approximately $37,000. Institutional investors own 42.44% of the company’s stock.

Oracle Stock Up 9.9%

Shares of NYSE ORCL opened at $156.94 on Tuesday. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The firm’s 50-day simple moving average is $187.88 and its 200 day simple moving average is $233.45. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The company has a market cap of $450.91 billion, a price-to-earnings ratio of 29.50, a price-to-earnings-growth ratio of 1.25 and a beta of 1.64.

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 business had revenue of $16.06 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.47 earnings per share. On average, research analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders 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 1.3%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s payout ratio is presently 37.59%.

Trending Headlines about Oracle

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

Insider Activity at Oracle

In related news, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The shares were 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 of the company’s stock, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction dated 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 in the company, valued at approximately $46,087,420.53. This represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 62,223 shares of company stock worth $12,136,764. Corporate insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on ORCL shares. Jefferies Financial Group restated a “buy” rating and set a $400.00 price target on shares of Oracle in a report on Monday, January 5th. Mizuho set a $400.00 target price on Oracle in a research note on Monday, December 15th. The Goldman Sachs Group raised Oracle to a “strong-buy” rating in a report on Monday, January 12th. BMO Capital Markets dropped their price target on Oracle from $270.00 to $205.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. Finally, Bank of America reduced their price objective on Oracle from $368.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $292.43.

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.