AE Wealth Management LLC Grows Stock Holdings in Oracle Corporation $ORCL

AE Wealth Management LLC grew its holdings in Oracle Corporation (NYSE:ORCL) by 7.3% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 204,331 shares of the enterprise software provider’s stock after buying an additional 13,844 shares during the period. AE Wealth Management LLC’s holdings in Oracle were worth $57,466,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the business. Winnow Wealth LLC purchased a new stake in Oracle during the second quarter valued at approximately $28,000. Kilter Group LLC bought a new position in shares of Oracle during the 2nd quarter valued at approximately $30,000. Darwin Wealth Management LLC lifted its position in Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 65 shares during the last quarter. LGT Financial Advisors LLC purchased a new position in Oracle during the second quarter worth $33,000. Finally, Financial Consulate Inc. purchased a new position in Oracle during the third quarter worth $37,000. 42.44% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Oracle

In other news, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the sale, the insider owned 234,077 shares in the company, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, 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 transaction of $437,064.03. Following the transaction, the director owned 25,596 shares in the company, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 62,223 shares of company stock worth $12,136,764. Company insiders own 40.90% of the company’s stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI infrastructure tailwind — coverage highlights Oracle’s high-performance computing cost advantage and market-share gains in AI infrastructure, supporting the long-term growth story. The AI Infrastructure Stock That’s Stealing Market Share in 2026
• Positive Sentiment: New business win — Alrajhi Medicine selected Oracle Health Foundation EHR and Fusion Cloud, a concrete enterprise win that supports recurring cloud/healthcare revenue expansion. Alrajhi Medicine to Digitize its Healthcare Operations with Oracle
• Positive Sentiment: CapEx ramp backing AI growth — Analysts note Oracle is ramping cloud CapEx toward ~$50B to build GPU-rich data centers aimed at accelerating revenue growth from FY2027 onward. This supports the long-term AI revenue thesis (but increases near-term financing needs). The Zacks Analyst Blog Oracle’s, Amazon and Alphabet
• Neutral Sentiment: Analyst/coverage attention — Zacks includes Oracle among names tied to AI and VMware integration in its research picks; supportive but not an immediate catalyst. The Zacks Analyst Blog Broadcom, Oracle, Mastercard, Geospace and Gencor
• Negative Sentiment: Operational outage — A weather-related power outage at an Oracle data center disrupted U.S. TikTok users, raising short-term reliability and reputational concerns (repeated coverage). Oracle says outage at data center causes issues faced by US TikTok users
• Negative Sentiment: Credit-market stress — Credit default swaps on Oracle have surged to levels not seen since the COVID era, signaling investor unease about the company’s rising debt load to fund cloud/GPU expansion. Chamath Palihapitiya’s Nervous ‘Gulp’ A Sign Of Things To Come? Oracle’s Credit Default Swaps Surge Past COVID-19 Levels
• Negative Sentiment: Legal/SEC risk — Multiple investor law firms (Rosen, Pomerantz) have filed/investigated class actions tied to Oracle’s senior note offering documents, adding legal exposure and headline risk. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Lawsuit
• Negative Sentiment: Analyst cut & execution concerns — At least one analyst sharply cut its price target and investor letters/notes (Polen) flagged execution risks, amplifying near-term selling pressure. Why 1 Analyst Just Slashed Their Price Target on Oracle Stock by More than 30%
• Negative Sentiment: Market reaction summary — Zacks notes the stock fell more than the market in the latest session, reflecting a combination of the above operational, credit and legal headlines. Here’s Why Oracle (ORCL) Fell More Than Broader Market

Analysts Set New Price Targets

ORCL has been the subject of several analyst reports. TD Cowen lowered their target price on shares of Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a report on Thursday, December 11th. KeyCorp decreased their price objective on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Cantor Fitzgerald dropped 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. DA Davidson reduced their price target on Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. Finally, Sanford C. Bernstein decreased their price target on Oracle from $364.00 to $339.00 and set an “outperform” rating for the company in a research note on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $300.46.

Oracle Stock Down 1.2%

Shares of NYSE:ORCL opened at $172.89 on Thursday. The business’s 50 day moving average is $195.63 and its 200 day moving average is $238.35. The stock has a market cap of $496.72 billion, a P/E ratio of 32.50, a price-to-earnings-growth ratio of 1.54 and a beta of 1.65. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28.

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

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.2%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio 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.