Zevenbergen Capital Investments LLC Lowers Stock Holdings in Oracle Corporation $ORCL

Zevenbergen Capital Investments LLC reduced its position in Oracle Corporation (NYSE:ORCL) by 3.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 157,485 shares of the enterprise software provider’s stock after selling 6,425 shares during the quarter. Zevenbergen Capital Investments LLC’s holdings in Oracle were worth $44,291,000 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 ORCL. Norges Bank bought a new position in Oracle in the 2nd quarter valued at $4,275,378,000. Vanguard Group Inc. raised its position in shares of 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 in the last quarter. Kingstone Capital Partners Texas LLC bought a new stake in Oracle during the second quarter valued at $731,512,000. Invesco Ltd. grew its position in Oracle by 42.1% during the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock worth $1,932,507,000 after buying an additional 2,619,722 shares in the last quarter. Finally, Assenagon Asset Management S.A. increased its stake in Oracle by 840.7% in the 2nd quarter. Assenagon Asset Management S.A. now owns 2,119,473 shares of the enterprise software provider’s stock worth $463,380,000 after acquiring an additional 1,894,157 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle named as a managing investor in the U.S. TikTok joint venture — Oracle will host U.S. user data and provide cloud services for the new entity, removing a major regulatory overhang and creating a clear infrastructure contract opportunity. Oracle stock jumps 5% as cloud provider joins investor group to run TikTok’s U.S. business
• Positive Sentiment: Technical/order-flow bullishness: traders flagged a Power Inflow / institutional order‑flow signal that coincided with intraday buying, drawing momentum traders into the name. Oracle Shares Rise Over 2% After Key Trading Signal
• Positive Sentiment: Regulatory/utility approvals for the Michigan data center project remain in place — Michigan regulators approved power requests tied to the Oracle/OpenAI campus, supporting the company’s AI‑infrastructure roadmap. Oracle and OpenAI Win Michigan Approval to Power New Data Center
• Neutral Sentiment: ETF and sector flow context — analysts note the TikTok deal is more of an infrastructure/cloud story than a social‑media call, shifting some ETF and institutional flows toward cloud/data‑center exposures. TikTok’s US Deal Puts Oracle In Focus — Here’s Where ETFs Stand
• Neutral Sentiment: Broader market lift — S&P 500 and Nasdaq gains this week helped amplify ORCL’s move as tech regained traction. S&P 500, Nasdaq Manage Weekly Wins As Oracle Lifts Tech
• Negative Sentiment: Data‑center financing and leverage risk remain a clear headwind — reports that a funding partner (Blue Owl) backed away from a $10B Michigan project and other financing questions have focused investors on Oracle’s rising debt and negative free cash flow. Funding stalls for Oracle’s Michigan datacenter as Blue Owl bows out: Financial Times
• Negative Sentiment: Analyst/market skepticism on the balance sheet and recent cloud revenue softness — commentators and some influential investors have flagged heavy debt levels and execution risk around AI buildouts, which could keep volatility elevated and prompt further downgrades. Jim Cramer on Oracle: “Their Balance Sheet’s Not That Good”

Insider Activity at Oracle

In related news, Director Jeffrey Berg sold 49,365 shares of the firm’s stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the transaction, the director directly owned 151,999 shares in the company, valued at $43,018,756.98. This trade represents a 24.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Stuart Levey sold 19,758 shares of Oracle stock in a transaction that occurred on Friday, October 10th. The stock was sold at an average price of $300.00, for a total value of $5,927,400.00. Following the completion of the transaction, the executive vice president directly owned 18,429 shares in the company, valued at $5,528,700. This trade represents a 51.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 155,190 shares of company stock worth $45,279,001 over the last three months. Corporate insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on ORCL. DA Davidson dropped their price target on Oracle from $200.00 to $180.00 and set a “neutral” rating for the company in a research report on Thursday, December 11th. KeyCorp dropped their target price on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. Scotiabank cut their price target on shares of Oracle from $360.00 to $260.00 and set a “sector outperform” rating for the company in a research note on Thursday, December 11th. Sanford C. Bernstein lowered their price objective on shares of Oracle from $364.00 to $339.00 and set an “outperform” rating on the stock in a research report on Thursday, December 11th. Finally, Cowen reaffirmed a “buy” rating on shares of Oracle in a report on Thursday, December 4th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $307.72.

Oracle Trading Up 6.9%

Shares of ORCL opened at $192.41 on Friday. 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 fifty-two week low of $118.86 and a fifty-two week high of $345.72. The firm has a 50 day moving average price of $234.97 and a 200-day moving average price of $242.06. The firm has a market cap of $552.83 billion, a price-to-earnings ratio of 36.17, a PEG ratio of 1.73 and a beta of 1.66.

Oracle (NYSE:ORCL) last issued its earnings results 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. The company had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The firm’s revenue was up 14.2% compared to the same quarter last year. During the same quarter last year, the company earned $1.47 EPS. As a group, equities research analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. 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.