Bailard Inc. Boosts Stake in Oracle Corporation $ORCL

Bailard Inc. increased its stake in Oracle Corporation (NYSE:ORCL) by 3.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 83,991 shares of the enterprise software provider’s stock after acquiring an additional 3,009 shares during the period. Bailard Inc.’s holdings in Oracle were worth $23,622,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Stiles Financial Services Inc purchased a new position in shares of Oracle in the 3rd quarter worth about $301,000. Tranquility Partners LLC lifted its position in Oracle by 174.9% in the 3rd quarter. Tranquility Partners LLC now owns 3,436 shares of the enterprise software provider’s stock worth $966,000 after buying an additional 2,186 shares during the last quarter. Rakuten Investment Management Inc. bought a new stake in Oracle in the 3rd quarter worth approximately $2,675,000. Brandywine Oak Private Wealth LLC boosted its stake in Oracle by 7.6% in the third quarter. Brandywine Oak Private Wealth LLC now owns 1,639 shares of the enterprise software provider’s stock worth $461,000 after buying an additional 116 shares in the last quarter. Finally, Samalin Investment Counsel LLC grew its position in Oracle by 4.7% during the third quarter. Samalin Investment Counsel LLC now owns 3,317 shares of the enterprise software provider’s stock valued at $933,000 after acquiring an additional 149 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on ORCL. DA Davidson lowered their price objective on shares of Oracle from $200.00 to $180.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. Rothschild & Co Redburn began coverage on shares of Oracle in a report on Thursday, September 25th. They set a “sell” rating and a $175.00 target price on the stock. Stephens boosted their price target on shares of Oracle from $208.00 to $331.00 and gave the stock an “equal weight” rating in a research note on Friday, October 17th. Citigroup restated a “market outperform” rating on shares of Oracle in a research report on Wednesday, December 17th. Finally, Rothschild Redb raised Oracle to a “strong sell” rating in a research note on Thursday, September 25th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and a consensus target price of $305.50.

Oracle Trading Down 5.9%

NYSE:ORCL opened at $179.83 on Wednesday. The firm has a market capitalization of $516.67 billion, a P/E ratio of 33.80, a PEG ratio of 1.68 and a beta of 1.65. 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. The company’s 50-day simple moving average is $201.12 and its 200 day simple moving average is $240.80.

Oracle (NYSE:ORCL) last announced its 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 the consensus estimate of $16.19 billion. During the same quarter last year, the firm earned $1.47 earnings per share. The business’s revenue for the quarter was up 14.2% on a year-over-year basis. As a group, analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s payout ratio is 37.59%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Guggenheim argues fears about Oracle’s AI‑funded debt and OpenAI concentration are overblown and says the company could be a big winner over the next decade, supporting a constructive long‑term view. Oracle’s stock could be a big winner for the next decade, according to this analyst. Here’s why.
• Positive Sentiment: Seeking Alpha publishes a “buy the dip” thesis, pointing to backlog diversification, strong cloud growth and durable AI demand as reasons Oracle can recover from short‑term weakness. Oracle: ‘Buy’ The Dip As Backlog Diversification Continues
• Positive Sentiment: Analyst coverage is generally noting accelerating cloud adoption, AI integration and data‑center expansion, which underpins earnings upside and supports the bull case. Oracle (ORCL) Gains Analyst Support with Cloud Growth, AI Adoption, and Data Center Expansion
• Neutral Sentiment: Oracle will pay its quarterly dividend on Jan. 23, providing a modest income floor that some investors view as supportive amid volatility. Oracle to pay dividends on January 23; Here’s how much 100 ORCL shares will earn
• Neutral Sentiment: Longer‑term performance pieces (retrospectives) show solid multi‑year returns, but they are unlikely to move near‑term prices compared with litigation and debt headlines. If You Invested $100 In Oracle Stock 5 Years Ago, You Would Have This Much Today
• Negative Sentiment: Bondholders filed a lawsuit tied to AI‑related debt, triggering concern that Oracle’s debt‑funded AI strategy could lead to losses or higher financing scrutiny — a headline driver of today’s selling pressure. Bondholders Are Suing Oracle for Its AI Losses. Is There a Case to Keep Buying ORCL Stock and Waiting for AI to Pay Off?
• Negative Sentiment: Coverage highlights valuation and leverage concerns as Oracle spent heavily on AI infrastructure and secured cloud deals (notably with OpenAI), prompting investor worry about concentration risk and balance‑sheet strain. Oracle (ORCL) Valuation Check As Debt Funded AI Push And OpenAI Cloud Deal Draw Scrutiny
• Negative Sentiment: Contrarian pieces warn of an AI valuation bubble and urge caution/selling, adding to bearish sentiment in the market. Oracle: Sell Before The AI Bubble Bursts
• Negative Sentiment: Recent insider selling by an EVP and technicals showing the share price below both the 50‑day and 200‑day moving averages, plus a high debt/equity ratio, amplify near‑term downside risk and investor caution. Insider Selling: Oracle (NYSE:ORCL) EVP Sells $6,821,150.00 in Stock

Insider Transactions at Oracle

In related news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the sale, the chief executive officer owned 144,030 shares of the company’s stock, valued at approximately $27,728,655.60. This represents a 6.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 116,588 shares of company stock valued at $27,511,146. 40.90% of the stock is currently owned by corporate insiders.

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.