Glenview Trust Co Decreases Position in Oracle Corporation $ORCL

Glenview Trust Co decreased its position in Oracle Corporation (NYSE:ORCL) by 2.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 289,521 shares of the enterprise software provider’s stock after selling 6,327 shares during the period. Oracle comprises approximately 1.3% of Glenview Trust Co’s portfolio, making the stock its 21st biggest holding. Glenview Trust Co’s holdings in Oracle were worth $81,425,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Swiss National Bank lifted its stake in shares of Oracle by 7.6% in the 2nd 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 period. Patton Fund Management Inc. grew its stake in shares of Oracle by 626.1% during the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after purchasing an additional 9,948 shares during the period. Soltis Investment Advisors LLC increased its holdings in Oracle by 4.8% in the second quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock valued at $7,201,000 after purchasing an additional 1,515 shares during the last quarter. Ironwood Investment Counsel LLC lifted its stake in Oracle by 45.3% in the second quarter. Ironwood Investment Counsel LLC now owns 3,723 shares of the enterprise software provider’s stock valued at $814,000 after buying an additional 1,161 shares during the period. Finally, Alexis Investment Partners LLC lifted its stake in Oracle by 38.0% in the second quarter. Alexis Investment Partners LLC now owns 4,540 shares of the enterprise software provider’s stock valued at $954,000 after buying an additional 1,249 shares during the period. 42.44% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, insider Mark Hura sold 15,000 shares of the 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 transaction, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This represents a 6.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction dated 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 owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 72,223 shares of company stock valued at $13,689,064 over the last 90 days. 40.90% of the stock is owned by insiders.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Heavy intraday buying after a sector rotation and renewed AI optimism pushed Oracle higher, as tech names diverged and investors bought the dip. Oracle Surges 12% While Apple, Amazon Tumble in Choppy Tech Week
• Positive Sentiment: Marketbeat highlights a very large backlog (reported >$520B) and argues Oracle’s debt is financing data‑center capacity that should drive multiyear revenue and service growth — a narrative that supports significant upside if execution and guidance hold. Oracle’s Emotion-Driven Sell-Off Sets Up Generational Opportunity
• Positive Sentiment: Contract wins in the public sector (notably coverage of an Air Force win) reinforce Oracle’s AI cloud story and provide tangible demand for OCI, giving investors a near‑term revenue catalyst. Oracle Lawsuits And Air Force Win Pull AI Cloud Story In Tension
• Neutral Sentiment: Several analyst and sector pieces frame Oracle as a value opportunity amid a broader software selloff; consensus remains cautiously bullish but analysts are split, making the story one of opportunity rather than a clear near‑term trigger. 5 Software Stocks That Look Too Cheap to Ignore
• Neutral Sentiment: Some prominent investors urge caution — signaling that while long‑term thesis remains intact for some, near‑term timing is debated. ‘Not Just Yet,’ Says Top Investor About Oracle Stock
• Negative Sentiment: Multiple law firms have filed or announced securities‑fraud class actions alleging misleading disclosures about AI spending and related risks for the June–Dec 2025 period; legal uncertainty could pressure the stock, increase litigation costs, and distract management. Kessler Topaz Meltzer & Check LLP Files Securities Fraud Class Action Bronstein, Gewirtz & Grossman Announces Class Action BFA Law Announces Potential Class Action & Deadline
• Negative Sentiment: At least one sell‑side note (Scotiabank) expresses a pessimistic view on FY2026 earnings — adding to near‑term downside risk if guidance or results disappoint. Scotiabank Has Pessimistic View of Oracle FY2026 Earnings

Oracle Stock Performance

Shares of ORCL opened at $160.19 on Tuesday. The company has a market cap of $460.24 billion, a PE ratio of 30.11, a price-to-earnings-growth ratio of 1.40 and a beta of 1.64. The firm has a 50-day moving average of $182.52 and a 200-day moving average of $230.25. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. 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 (NYSE:ORCL) last issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) 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 company had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. During the same period in the prior year, the firm earned $1.47 EPS. Oracle’s quarterly revenue was up 14.2% compared to the same quarter last year. As a group, equities analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.2%. Oracle’s payout ratio is presently 37.59%.

Analysts Set New Price Targets

A number of brokerages have recently commented on ORCL. Royal Bank Of Canada reaffirmed a “sector perform” rating on shares of Oracle in a research note on Monday, February 2nd. Erste Group Bank lowered Oracle from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Wells Fargo & Company assumed coverage on Oracle in a research report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price target for the company. Melius Research set a $160.00 price target on shares of Oracle in a research note on Monday, February 9th. Finally, BMO Capital Markets cut their price objective on shares of Oracle from $270.00 to $205.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $292.43.

Oracle Company 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.