Oracle Corporation $ORCL Stock Position Reduced by Crestwood Advisors Group LLC

Crestwood Advisors Group LLC trimmed its position in Oracle Corporation (NYSE:ORCL) by 5.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 182,011 shares of the enterprise software provider’s stock after selling 10,175 shares during the quarter. Crestwood Advisors Group LLC’s holdings in Oracle were worth $51,189,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Winnow Wealth LLC bought a new position in shares of Oracle in the 2nd quarter worth about $28,000. Kilter Group LLC acquired a new stake in Oracle during the second quarter worth about $30,000. Darwin Wealth Management LLC lifted its holdings 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 acquiring an additional 65 shares during the last quarter. LGT Financial Advisors LLC acquired a new position in Oracle in the second quarter valued at approximately $33,000. Finally, Financial Consulate Inc. bought a new position in shares of Oracle during the third quarter valued at approximately $37,000. 42.44% of the stock is currently owned by institutional investors.

Key Headlines Impacting Oracle

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

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. Citizens Jmp reduced their price objective on Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research report on Thursday, February 5th. Oppenheimer reaffirmed a “market perform” rating on shares of Oracle in a report on Thursday, December 11th. DA Davidson raised Oracle from a “neutral” rating to a “buy” rating and set a $180.00 price objective for the company in a report on Monday, February 9th. Guggenheim reaffirmed a “buy” rating and set a $400.00 target price on shares of Oracle in a research note on Thursday, December 11th. Finally, Scotiabank decreased their price target on Oracle from $260.00 to $220.00 and set a “sector outperform” rating for the company in a research note on Tuesday, February 3rd. 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 company. Based on data from MarketBeat.com, Oracle presently has an average rating of “Moderate Buy” and an average target price of $292.43.

Insider Activity

In other news, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the transaction, the director directly owned 25,596 shares in the company, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 72,223 shares of company stock worth $13,689,064. 40.90% of the stock is owned by company insiders.

Oracle Trading Up 2.4%

Oracle stock opened at $160.19 on Tuesday. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The firm has a market cap of $460.24 billion, a price-to-earnings ratio of 30.11, a price-to-earnings-growth ratio of 1.40 and a beta of 1.64. The firm’s 50 day moving average price is $182.52 and its two-hundred day moving average price is $230.25.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping 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 firm had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. During the same quarter last year, the business posted $1.47 EPS. The company’s revenue was up 14.2% on a year-over-year basis. On average, research analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were paid a $0.50 dividend. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. 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.