Concentrum Wealth Management Has $3.36 Million Position in Oracle Corporation $ORCL

Concentrum Wealth Management raised its stake in shares of Oracle Corporation (NYSE:ORCL) by 47.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,936 shares of the enterprise software provider’s stock after acquiring an additional 3,824 shares during the quarter. Oracle makes up 1.3% of Concentrum Wealth Management’s portfolio, making the stock its 20th largest holding. Concentrum Wealth Management’s holdings in Oracle were worth $3,357,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. Kampmann Melissa S. boosted its position in Oracle by 0.3% in the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after buying an additional 35 shares in the last quarter. McLean Asset Management Corp raised its stake in shares of Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock valued at $1,551,000 after acquiring an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. boosted its holdings in shares of Oracle by 0.7% in the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after acquiring an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. boosted its holdings in shares of Oracle by 3.4% in the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after acquiring an additional 37 shares in the last quarter. Finally, Avion Wealth grew its position in Oracle by 16.6% during the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after acquiring an additional 37 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is winning cloud deals that validate its AI infrastructure strategy — the Centers for Medicare & Medicaid Services selected Oracle Cloud Infrastructure for a modernization project, a concrete commercial win that supports OCI revenue momentum. Oracle Cloud Infrastructure Gains Momentum With CMS Selection
• Neutral Sentiment: Some software peers (e.g., RingCentral, Five9) are rallying on better-than-expected results, showing mixed sentiment across AI-exposed software names — this helps explain sector rotation but doesn’t remove Oracle‑specific concerns. Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
• Negative Sentiment: Multiple law firms have launched or are soliciting plaintiffs for securities‑fraud class actions covering the June–Dec 2025 period; proliferation of suits raises legal and reputational risk and increases uncertainty for shareholders. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit
• Negative Sentiment: Market commentary ties today’s sell‑off to Nvidia/OpenAI funding dynamics: traders are treating Oracle as a proxy for OpenAI’s ability to raise capital and for Oracle’s ability to support contracted AI workloads — funding clarity is needed to calm sentiment. Here’s Why Oracle Stock Slumped Today (Hint: It’s Nvidia Related, But Not How You Might Think)
• Negative Sentiment: Analyst/social‑media threads flag heavy AI capex (estimates of up to ~$50B), higher debt issuance and insider selling — financing/dilution worries and rising short interest are pressuring the stock. Oracle Stock (ORCL) Opinions on Q2 Earnings and AI Capex Plans
• Negative Sentiment: Intraday commentary and trade reports note a sharp slide in ORCL versus broader indexes today — momentum selling and higher volume amplify the move until the market gets clearer answers on funding, capex pacing and legal exposure. Why Are Oracle Shares Sliding On Friday?

Oracle Price Performance

ORCL opened at $148.00 on Monday. The company has a fifty day moving average price of $178.15 and a two-hundred day moving average price of $227.47. The firm has a market capitalization of $425.23 billion, a PE ratio of 27.82, a P/E/G ratio of 1.29 and a beta of 1.64. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91.

Oracle (NYSE:ORCL) last posted 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 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 analyst estimates of $16.19 billion. During the same period last year, the company earned $1.47 EPS. The firm’s revenue was up 14.2% on a year-over-year basis. As a group, analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were paid a $0.50 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle’s dividend payout ratio is 37.59%.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. Scotiabank cut their price objective on Oracle from $260.00 to $220.00 and set a “sector outperform” rating for the company in a research report on Tuesday, February 3rd. Citizens Jmp lowered 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. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $375.00 price target on shares of Oracle in a report on Wednesday, November 26th. UBS Group reiterated a “buy” rating on shares of Oracle in a research report on Monday, February 2nd. Finally, Citigroup reissued a “market outperform” rating on shares of Oracle in a report on Wednesday, December 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $290.97.

Insider Activity

In related news, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction that occurred 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 sale, the director directly 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 legal filing with the SEC, which is available at this link. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 24th. The shares were 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 of the company’s stock, 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. Over the last 90 days, insiders have sold 72,223 shares of company stock valued at $13,689,064. 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.