Penserra Capital Management LLC Reduces Stock Position in Oracle Corporation $ORCL

Penserra Capital Management LLC cut its holdings in Oracle Corporation (NYSE:ORCL) by 5.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 277,664 shares of the enterprise software provider’s stock after selling 16,197 shares during the quarter. Oracle makes up approximately 0.9% of Penserra Capital Management LLC’s holdings, making the stock its 17th largest holding. Penserra Capital Management LLC’s holdings in Oracle were worth $78,087,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Norges Bank bought a new stake in shares of Oracle during the 2nd quarter valued at about $4,275,378,000. Jennison Associates LLC lifted its holdings in Oracle by 2,062.4% in 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 buying an additional 8,800,546 shares during the period. Vanguard Group Inc. lifted its holdings in Oracle by 2.1% in the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after buying an additional 3,353,461 shares during the period. Invesco Ltd. boosted its position in Oracle by 42.1% during 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 acquiring an additional 2,619,722 shares in the last quarter. Finally, Laurel Wealth Advisors LLC grew its holdings in shares of Oracle by 21,239.6% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,729,145 shares of the enterprise software provider’s stock worth $378,043,000 after acquiring an additional 1,721,042 shares during the period. Institutional investors own 42.44% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Financing clarity relieved some credit concerns: Oracle’s plan to raise up to $45–50B to fund its AI/data-center expansion has been framed by some banks as a clearing event that reduces immediate credit-risk uncertainty; 5-year CDS levels fell sharply and some analysts see the plan as buy-side relief. CNBC: Oracle’s credit default swaps are plummeting after financing plans
• Positive Sentiment: Investor demand for bonds looks strong — the company’s bond offering drew heavy demand, signaling fixed‑income investors are willing to fund Oracle’s buildout, which supports execution of the AI-capacity strategy. TipRanks: $25B bond offering attracts heavy demand
• Neutral Sentiment: Strategic rationale — large capex is validating long-term AI infrastructure positioning: coverage arguing Oracle’s $50B program (including power solutions such as SMRs) elevates OCI from a commodity play to a strategic infrastructure provider, supporting a longer-term growth thesis even as near-term execution risk rises. MarketBeat: The Atomic Pivot: AI’s $50 Billion Power Move
• Neutral Sentiment: Analysts remain mixed but not uniformly negative — some firms (e.g., Barclays) reiterated Overweight, citing financing clarity and long-term upside, while others are re‑rating/adjusting models to account for capital mix. InsiderMonkey: Barclays reiterates Overweight
• Negative Sentiment: Dilution and debt concerns persist — some investors fear the scale and mix (debt vs. equity) of the $45–50B raise could dilute equity or increase leverage; that uncertainty has pressured the stock. Reuters: Shares fall as investors assess up to $50B plan
• Negative Sentiment: Market reaction to corporate commentary and OpenAI ties—Oracle’s public reassurances about OpenAI and related customer exposure failed to fully calm investors and may have triggered short-term selling. Fortune: Oracle defused ‘the key risk’, but market isn’t buying it
• Negative Sentiment: Legal and workforce risk: a Pomerantz investor probe and reports that Oracle may cut up to ~30,000 roles add headline risk and uncertainty around execution/costs. GlobeNewswire: Pomerantz investigates Oracle Yahoo: Oracle may slash up to 30,000 jobs

Insider Activity

In related news, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the sale, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Mark Hura sold 15,000 shares of the 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 sale, the insider directly owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 62,223 shares of company stock worth $12,136,764 over the last ninety days. Company insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the company. JMP Securities reissued a “market outperform” rating and set a $342.00 price objective on shares of Oracle in a research report on Friday, October 17th. Wells Fargo & Company started coverage on shares of Oracle in a research report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price target for the company. DA Davidson cut their price objective on shares of Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. Stephens raised their target price on shares of Oracle from $208.00 to $331.00 and gave the company an “equal weight” rating in a research note on Friday, October 17th. Finally, Guggenheim reissued a “buy” rating and issued a $400.00 price target on shares of Oracle in a research report on Thursday, December 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $297.89.

Oracle Price Performance

Shares of ORCL opened at $154.65 on Wednesday. The firm has a fifty day simple moving average of $192.48 and a two-hundred day simple moving average of $236.15. The firm has a market cap of $444.33 billion, a PE ratio of 29.07, a P/E/G ratio of 1.40 and a beta of 1.64. 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 Corporation has a 1-year low of $118.86 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. The company 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%.Oracle’s revenue for the quarter was up 14.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.47 earnings per share. On average, equities analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid a dividend of $0.50 per share. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle’s payout ratio is 37.59%.

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.