Oak Harvest Investment Services Sells 20,140 Shares of Oracle Corporation $ORCL

Oak Harvest Investment Services decreased its position in shares of Oracle Corporation (NYSE:ORCL) by 38.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 31,877 shares of the enterprise software provider’s stock after selling 20,140 shares during the quarter. Oak Harvest Investment Services’ holdings in Oracle were worth $8,965,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Winnow Wealth LLC purchased a new position in shares of Oracle in the second quarter worth about $28,000. Kilter Group LLC bought a new position in Oracle in the 2nd quarter worth approximately $30,000. Darwin Wealth Management LLC grew its stake in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 65 shares in the last quarter. LGT Financial Advisors LLC bought a new stake in Oracle during the 2nd quarter valued at $33,000. Finally, Legend Financial Advisors Inc. purchased a new stake in shares of Oracle during the second quarter worth $34,000. 42.44% of the stock is currently owned by institutional investors.

Oracle Price Performance

ORCL stock opened at $197.08 on Wednesday. The firm has a 50 day simple moving average of $221.19 and a two-hundred day simple moving average of $243.19. The stock has a market cap of $566.24 billion, a PE ratio of 37.05, a P/E/G ratio of 1.75 and a beta of 1.66. 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 posted its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $16.19 billion. During the same quarter last year, the company posted $1.47 EPS. The business’s quarterly revenue was up 14.2% on a year-over-year basis. On average, analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be given a dividend of $0.50 per share. The ex-dividend date is Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. Oracle’s dividend payout ratio is 37.59%.

Analysts Set New Price Targets

ORCL has been the topic of a number of analyst reports. The Goldman Sachs Group decreased their price objective on Oracle from $320.00 to $220.00 and set a “neutral” rating on the stock in a research note on Friday, December 12th. Melius Research upped their price target on Oracle from $270.00 to $370.00 and gave the company a “buy” rating in a research report on Wednesday, September 10th. Sanford C. Bernstein cut their price objective on shares of Oracle from $364.00 to $339.00 and set an “outperform” rating for the company in a research report on Thursday, December 11th. TD Cowen decreased their target price on shares of Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Finally, Mizuho set a $400.00 target price on shares of Oracle in a research note on Monday, December 15th. 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 company presently has an average rating of “Moderate Buy” and a consensus price target of $307.72.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Market bullishness on AI/data‑center leaders: MarketBeat names Oracle as one of “5 Stocks Set to Start Strong in January,” highlighting Oracle’s full‑stack AI positioning and the potential revenue lift as OCI data centers come online. Read More.
• Positive Sentiment: Broader Q4 earnings optimism for tech: market commentary expects Q4/Q1 earnings season to be a bullish catalyst for AI/tech names (including ORCL), which supports multiple expansion if results and guidance beat. Read More.
• Positive Sentiment: Analyst and fund support: multiple broker price‑target raises and continued institutional buying (per MarketBeat/QuiverQuant summaries) give the stock fundamental and flows support. Read More.
• Neutral Sentiment: Public‑sector AI demand: Oracle execs say governments will shift to agentic AI and data organization, which could be a steady, longer‑dated revenue channel but not an immediate catalyst. Read More.
• Neutral Sentiment: Warner Bros / Paramount proxy drama: FT reports Larry Ellison’s personal guarantee did not sway Warner Bros’ board on a Paramount bid — an investor‑interest item because Ellison is Oracle’s co‑founder, but it has limited direct operational impact on ORCL. Read More.
• Negative Sentiment: Insider selling: Oracle insider Mark Hura sold 15,000 shares (Dec. 24 filing at ~ $196.89), a visible Form 4 that may momentarily weigh sentiment. Read More.
• Negative Sentiment: Balance‑sheet and execution worries: coverage (Yahoo/Seeking Alpha and media commentary) flags aggressive AI commitments, rising capex/debt and data‑center build timing as risks that have pressured the stock recently. Read More.

Insider Activity at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 40,000 shares of Oracle stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the transaction, the chief executive officer directly owned 154,030 shares of the company’s stock, valued at approximately $42,610,859.20. This trade represents a 20.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the sale, the insider owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 146,346 shares of company stock worth $39,082,996 in the last quarter. 40.90% of the stock is owned by company insiders.

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.