Wesbanco Bank Inc. Raises Stake in Oracle Corporation $ORCL

Wesbanco Bank Inc. lifted its position in shares of Oracle Corporation (NYSE:ORCL) by 5.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 88,214 shares of the enterprise software provider’s stock after buying an additional 4,348 shares during the period. Wesbanco Bank Inc.’s holdings in Oracle were worth $24,809,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ORCL. Darwin Wealth Management LLC lifted its position in Oracle by 130.0% during the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 65 shares during the period. Winnow Wealth LLC purchased a new position in shares of Oracle in the 2nd quarter worth $28,000. Financial Consulate Inc. acquired a new position in Oracle in the third quarter valued at $37,000. Corundum Trust Company INC purchased a new stake in Oracle during the third quarter valued at about $39,000. Finally, Collier Financial acquired a new stake in Oracle during the third quarter worth about $38,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle News Roundup

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

Insiders Place Their Bets

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction that occurred 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 owned 25,596 shares in the company, valued at $5,032,429.56. This trade represents a 7.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle 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 sale, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 62,223 shares of company stock worth $12,136,764. Company insiders own 40.90% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. Melius Research set a $160.00 price objective on Oracle in a research note on Monday. Citizens Jmp reduced their price target on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a research report on Thursday, February 5th. Cantor Fitzgerald decreased their price objective on shares of Oracle from $400.00 to $320.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. The Goldman Sachs Group raised shares of Oracle to a “strong-buy” rating in a research note on Monday, January 12th. Finally, Morgan Stanley decreased their price target on shares of 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 research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $292.43.

Oracle Price Performance

Shares of ORCL stock opened at $156.94 on Tuesday. The company has a market capitalization of $450.91 billion, a PE ratio of 29.50, a price-to-earnings-growth ratio of 1.25 and a beta of 1.64. The firm has a fifty day simple moving average of $187.88 and a 200-day simple moving average of $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 Corporation has a twelve month low of $118.86 and a twelve month high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. During the same quarter in the previous year, the firm posted $1.47 EPS. The firm’s quarterly revenue was up 14.2% on a year-over-year basis. Equities research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm 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. The ex-dividend date was Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle’s payout ratio is 37.59%.

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.