Bellwether Advisors LLC Boosts Position in Oracle Corporation $ORCL

Bellwether Advisors LLC raised its holdings in shares of Oracle Corporation (NYSE:ORCL) by 300.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,195 shares of the enterprise software provider’s stock after buying an additional 12,897 shares during the period. Oracle comprises 0.8% of Bellwether Advisors LLC’s investment portfolio, making the stock its 28th largest position. Bellwether Advisors LLC’s holdings in Oracle were worth $4,836,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Swiss National Bank boosted its holdings in Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock valued at $1,113,526,000 after purchasing an additional 360,000 shares during the last quarter. Patton Fund Management Inc. raised its position in shares of Oracle by 626.1% in the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after purchasing an additional 9,948 shares in the last quarter. Soltis Investment Advisors LLC boosted its stake in shares of Oracle by 4.8% during the 2nd quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock valued at $7,201,000 after buying an additional 1,515 shares during the last quarter. Ironwood Investment Counsel LLC grew its position in shares of Oracle by 45.3% during the second quarter. Ironwood Investment Counsel LLC now owns 3,723 shares of the enterprise software provider’s stock worth $814,000 after buying an additional 1,161 shares in the last quarter. Finally, Meeder Advisory Services Inc. increased its stake in shares of Oracle by 8.4% in the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock worth $11,516,000 after buying an additional 3,184 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the stock. Barclays reissued an “overweight” rating on shares of Oracle in a research report on Monday, February 2nd. Royal Bank Of Canada restated a “sector perform” rating on shares of Oracle in a research note on Monday, February 2nd. Cantor Fitzgerald decreased their target price on Oracle from $400.00 to $320.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. HSBC reissued a “buy” rating and set a $382.00 price target on shares of Oracle in a research report on Wednesday, November 26th. Finally, The Goldman Sachs Group raised shares of Oracle to a “strong-buy” rating in a report on Monday, January 12th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $287.94.

Insider Transactions at Oracle

In other news, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction 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 transaction, the director directly owned 25,596 shares in the company, valued at approximately $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 can be accessed through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the company’s 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 of the company’s stock, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,223 shares of company stock valued at $13,689,064 in the last quarter. Company insiders own 40.90% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI backlog and cloud growth boost revenue visibility — reports show Oracle’s AI backlog surged, cloud revenue up ~34% y/y and roughly $4B in new AI deals that underpin fiscal‑2027 growth expectations, supporting longer‑term revenue trajectories. Article Title
• Positive Sentiment: Industry recognition for Financial Services unit — Oracle Financial Services ranked top vendor in the 2026 Chartis RiskTech100 report (leadership in AI and risk/AML categories), reinforcing competitive strength in regulated verticals. Article Title
• Positive Sentiment: Commercial momentum: F1/AI partnership — Oracle’s expanded work with Oracle Red Bull Racing to deliver cloud and AI solutions highlights enterprise demand and brand positioning in high‑visibility AI deployments. Article Title
• Neutral Sentiment: Earnings date set (catalyst) — Oracle will report Q3 FY2026 results on March 10 after the close and host a 4:00 p.m. webcast; results and commentary on AI deal conversion and capital spending will likely drive short‑term moves. Article Title
• Neutral Sentiment: Data center demand visible but financed off‑balance — Applied Digital is marketing $2.15B of junk bonds to fund a 200MW facility leased to Oracle, showing demand for Oracle compute capacity but adding no direct Oracle capex visibility. Article Title
• Negative Sentiment: Widespread securities‑fraud lawsuits — Multiple firms have filed/class notices alleging Oracle misled investors about AI data‑center capabilities and capex plans (class period June 12–Dec 16, 2025) and are soliciting lead plaintiffs before an April 6 deadline; this legal overhang increases litigation risk, potential settlements and short‑term selling pressure. Article Title
• Negative Sentiment: Competitive/contract risks: Java and support alternatives — Azul’s win (customer cut Java licensing from Oracle) and third‑party support wins (Rimini Street) highlight pockets of revenue pressure from customers reducing Oracle licensing/support spend. Article Title

Oracle Price Performance

NYSE ORCL opened at $148.99 on Wednesday. The company has a 50-day moving average price of $172.36 and a two-hundred day moving average price of $222.44. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The stock has a market cap of $428.07 billion, a price-to-earnings ratio of 28.01, a price-to-earnings-growth ratio of 1.31 and a beta of 1.66. 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 (NYSE:ORCL) last issued its quarterly earnings data 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. The business had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The company’s revenue was up 14.2% on a year-over-year basis. During the same period in the previous year, the business earned $1.47 earnings per share. Analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 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.