Advisors Asset Management Inc. Sells 5,111 Shares of Oracle Corporation $ORCL

Advisors Asset Management Inc. trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL) by 3.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 128,359 shares of the enterprise software provider’s stock after selling 5,111 shares during the period. Oracle accounts for about 0.6% of Advisors Asset Management Inc.’s investment portfolio, making the stock its 16th biggest holding. Advisors Asset Management Inc.’s holdings in Oracle were worth $36,100,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ORCL. Norges Bank acquired a new stake in shares of Oracle during the second quarter worth $4,275,378,000. Jennison Associates LLC boosted its holdings in Oracle by 2,062.4% during the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock worth $2,595,072,000 after buying an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. grew its position in shares of Oracle by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after buying an additional 3,353,461 shares during the period. Invesco Ltd. increased its stake in shares of Oracle by 42.1% in the 2nd quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after acquiring an additional 2,619,722 shares during the last quarter. Finally, Laurel Wealth Advisors LLC raised its position in shares of Oracle by 21,239.6% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,729,145 shares of the enterprise software provider’s stock valued at $378,043,000 after acquiring an additional 1,721,042 shares during the period. 42.44% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the 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 sale, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the transaction, the insider owned 234,077 shares in the company, valued at $46,087,420.53. This represents a 6.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 62,223 shares of company stock worth $12,136,764. 40.90% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the stock. The Goldman Sachs Group upgraded shares of Oracle to a “strong-buy” rating in a report on Monday, January 12th. Scotiabank decreased their price target on shares of Oracle from $260.00 to $220.00 and set a “sector outperform” rating for the company in a report on Tuesday, February 3rd. Oppenheimer restated a “market perform” rating on shares of Oracle in a research report on Thursday, December 11th. Melius Research set a $160.00 target price on Oracle in a report on Monday. Finally, DA Davidson raised Oracle from a “neutral” rating to a “buy” rating and set a $180.00 target price for the company in a research note on Monday. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Oracle presently has an average rating of “Moderate Buy” and a consensus price target of $292.43.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: D.A. Davidson’s upgrade to Buy (with a $180 target) and follow‑on analyst coverage helped spark the recent rally and renewed buying interest; some ETFs with heavy ORCL exposure are positioned to capture the move. Oracle Stock Soars As Analyst Says It’s Time To Buy
• Positive Sentiment: Oracle announced new role‑based AI agents and supply‑chain/manufacturing enhancements embedded in Oracle Fusion Cloud Applications at Oracle AI World — product traction that supports cloud/AI revenue growth and upsell to enterprise customers. Oracle AI Agents Help Supply Chain Leaders Boost Efficiency and Strengthen Resiliency
• Positive Sentiment: Renewed optimism around OpenAI and a possible “revamp” of its plans is lifting AI‑linked names (including Oracle as an AI infrastructure supplier), which is helping sentiment and liquidity into ORCL shares. AI Giant OpenAI Is Getting a Lift Lately. So Are Stocks Linked to It.
• Neutral Sentiment: Short interest rose ~19.5% in January (to ~34.8M shares), but only ~2% of float is short and the days‑to‑cover is low (~1.2 days) — notable for positioning but not an acute squeeze risk today.
• Neutral Sentiment: Macro/sector commentary from strategists suggests recent software weakness created a buying opportunity for higher‑quality names — a market‑level tailwind if sentiment broadens. AI disruption fears create buying chance in US software stocks, strategists say
• Negative Sentiment: Multiple securities‑fraud class actions and investor notices have been filed or solicited (Kessler Topaz, Bernstein Liebhard, Robbins Geller, Rosen, etc.) covering June–Dec 2025 — ongoing litigation risk that can increase legal costs, management distraction, and uncertainty. Kessler Topaz Meltzer & Check Files Securities Class Action
• Negative Sentiment: Public criticism of Oracle’s capital deployment and leverage (notably from media/TV commentators) and analyst notes flagging capital‑raise impact keep balance‑sheet concerns in focus; monitor debt metrics and FCF guidance closely. Jim Cramer on Oracle: “I Don’t Like What They’re Doing to Their Balance Sheet”
• Negative Sentiment: Short sellers and sector rotation have pressured software names recently; articles note traders profited from the selloff — a reminder downside can re‑assert if AI‑funding or capital‑markets sentiment shifts. Short Sellers Are Making Bank on Oracle Stock

Oracle Trading Up 2.0%

Oracle stock opened at $159.78 on Wednesday. The company has a market cap of $459.07 billion, a price-to-earnings ratio of 30.03, a P/E/G ratio of 1.37 and a beta of 1.64. The firm has a 50-day moving average of $187.05 and a 200-day moving average of $232.85. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72.

Oracle (NYSE:ORCL) last released its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business 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 business earned $1.47 earnings per share. Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. On average, equities analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were paid 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 is currently 37.59%.

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.