Arete Wealth Advisors LLC Takes Position in Oracle Corporation $ORCL

Arete Wealth Advisors LLC purchased a new stake in Oracle Corporation (NYSE:ORCL) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 7,232 shares of the enterprise software provider’s stock, valued at approximately $2,018,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of ORCL. Norges Bank purchased a new stake in Oracle in the second quarter valued at about $4,275,378,000. Jennison Associates LLC grew its stake in shares of 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 acquiring an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of Oracle by 2.8% during the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock valued at $47,518,451,000 after acquiring an additional 4,681,626 shares in the last quarter. American Century Companies Inc. raised its position in shares of Oracle by 333.7% in the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock valued at $1,473,137,000 after purchasing an additional 4,030,382 shares during the last quarter. Finally, Invesco Ltd. raised its position 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 purchasing an additional 2,619,722 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle Stock Down 3.5%

Shares of ORCL opened at $145.09 on Monday. The company’s 50-day moving average price is $174.27 and its 200 day moving average price is $223.81. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The firm has a market cap of $416.87 billion, a P/E ratio of 27.27, a price-to-earnings-growth ratio of 1.27 and a beta of 1.66.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The business had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same period last year, the business earned $1.47 earnings per share. The business’s revenue for the quarter was up 14.2% on a year-over-year basis. On average, sell-side analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The company 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 dividend on an annualized basis and a yield of 1.4%. Oracle’s payout ratio is currently 37.59%.

Insider Activity

In other Oracle news, insider Mark Hura sold 15,000 shares of Oracle 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 completion of the sale, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. The trade was a 6.02% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, 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 sale, the director directly owned 25,596 shares in the company, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 72,223 shares of company stock worth $13,689,064. Insiders own 40.90% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oppenheimer upgraded ORCL to Outperform and set a $185 price target, citing strong long‑term EPS growth potential as Oracle’s cloud and AI investments start to show returns. Oppenheimer Raises Oracle (ORCL) to Outperform, Sees Strong Long-Term EPS Growth
• Positive Sentiment: Oracle extended and expanded its title partnership with Oracle Red Bull Racing in a multi‑year deal that spotlights Oracle Cloud and AI use cases (brand visibility and commercial validation of OCI for high‑performance AI workloads). Oracle Red Bull Racing Deal Puts AI Cloud Story In Spotlight
• Neutral Sentiment: Brokerage coverage remains generally constructive — consensus across analysts is around a “Moderate Buy,” reflecting mixed but overall cautious optimism. Oracle Corporation (NYSE:ORCL) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Negative Sentiment: Multiple law firms have filed or announced securities‑class‑action notices covering purchases from June 12, 2025 to December 16, 2025; investors face an April 6, 2026 deadline to seek lead‑plaintiff status — a legal overhang increasing litigation risk and potential costs. ROSEN, TOP RANKED GLOBAL INVESTOR COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
• Negative Sentiment: Additional firms (Kessler Topaz, Pomerantz, Gross, Robbins, Bronstein, etc.) have issued similar notices and filings, compounding the headline risk and keeping downside pressure on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026 Deadline
• Negative Sentiment: Analyst/commentary pieces flag risks from aggressive AI capex and overinvestment — headlines calling out “red flags” on spending and that results must show the spending is paying off could keep earnings‑growth expectations under scrutiny. 3 Red Flags Investors Should Consider Before Buying Oracle Stock

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on ORCL shares. Stifel Nicolaus dropped their target price on Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Sanford C. Bernstein set a $313.00 target price on Oracle in a research report on Monday, February 9th. TD Cowen cut their price target on Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a research note on Thursday, December 11th. Wells Fargo & Company started coverage on Oracle in a research report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price target on the stock. Finally, Robert W. Baird cut their price objective on Oracle from $365.00 to $315.00 and set an “outperform” rating for the company in a research note on Tuesday, November 18th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and a consensus target price of $287.94.

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.