Winslow Asset Management Inc. Has $31.51 Million Stock Position in Oracle Corporation $ORCL

Winslow Asset Management Inc. trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL) by 10.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 112,028 shares of the enterprise software provider’s stock after selling 12,618 shares during the period. Oracle makes up approximately 5.9% of Winslow Asset Management Inc.’s investment portfolio, making the stock its 2nd largest holding. Winslow Asset Management Inc.’s holdings in Oracle were worth $31,507,000 as of its most recent filing with the SEC.

Several other institutional investors have also bought and sold shares of the stock. Compagnie Lombard Odier SCmA grew its position in Oracle by 75.6% in the 3rd quarter. Compagnie Lombard Odier SCmA now owns 73,246 shares of the enterprise software provider’s stock valued at $20,600,000 after buying an additional 31,536 shares in the last quarter. Wesbanco Bank Inc. lifted its stake in shares of Oracle by 5.2% in the 3rd quarter. Wesbanco Bank Inc. now owns 88,214 shares of the enterprise software provider’s stock worth $24,809,000 after acquiring an additional 4,348 shares during the period. BridgePort Financial Solutions LLC bought a new position in shares of Oracle in the third quarter valued at approximately $281,000. Midwest Trust Co increased its stake in shares of Oracle by 7.2% during the third quarter. Midwest Trust Co now owns 29,375 shares of the enterprise software provider’s stock valued at $8,261,000 after acquiring an additional 1,970 shares during the period. Finally, Rockland Trust Co. raised its holdings in Oracle by 15.6% during the third quarter. Rockland Trust Co. now owns 89,429 shares of the enterprise software provider’s stock worth $25,151,000 after purchasing an additional 12,075 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Erste Group Bank lowered Oracle from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Citizens Jmp decreased their target price on Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research note on Thursday, February 5th. Scotiabank dropped their price target on shares of Oracle from $260.00 to $220.00 and set a “sector outperform” rating on the stock in a research report on Tuesday, February 3rd. JMP Securities reissued a “market outperform” rating and issued a $342.00 price target on shares of Oracle in a report on Friday, October 17th. Finally, William Blair reaffirmed an “outperform” rating on shares of Oracle in a research note on Friday, October 17th. Three equities research 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 issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $292.43.

Oracle Price Performance

NYSE ORCL opened at $156.94 on Tuesday. 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. The company has a market cap of $450.91 billion, a PE ratio of 29.50, a PEG ratio of 1.25 and a beta of 1.64. The stock’s 50-day moving average price is $187.88 and its two-hundred day moving average price is $233.45.

Oracle (NYSE:ORCL) last announced 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. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The company had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same period last year, the company posted $1.47 earnings per share. The business’s revenue for the quarter was up 14.2% on a year-over-year basis. On average, analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were issued a $0.50 dividend. 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 is presently 37.59%.

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 related news, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction dated 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 transaction, the chief executive officer directly owned 144,030 shares in the company, valued at approximately $27,728,655.60. This trade represents a 6.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 62,223 shares of company stock worth $12,136,764 over the last three months. Company insiders own 40.90% of the company’s stock.

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.