24,105 Shares in Oracle Corporation $ORCL Acquired by Dupont Capital Management Corp

Dupont Capital Management Corp bought a new position in shares of Oracle Corporation (NYSE:ORCL) in the third quarter, Holdings Channel reports. The fund bought 24,105 shares of the enterprise software provider’s stock, valued at approximately $6,779,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. Winnow Wealth LLC acquired a new position in shares of Oracle in the 2nd quarter worth $28,000. Kilter Group LLC acquired a new position in shares of Oracle in the 2nd quarter valued at $30,000. Darwin Wealth Management LLC increased 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 worth $32,000 after purchasing an additional 65 shares in the last quarter. LGT Financial Advisors LLC purchased a new position in Oracle in the 2nd quarter worth about $33,000. Finally, Legend Financial Advisors Inc. acquired a new stake in Oracle during the 2nd quarter worth about $34,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Transactions at Oracle

In other Oracle news, EVP Maria Smith sold 5,000 shares of the stock in a transaction on Thursday, October 23rd. The shares were sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the transaction, the executive vice president directly owned 47,083 shares of the company’s stock, valued at $13,212,431.46. This represents a 9.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Mark Hura sold 15,000 shares of the firm’s 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 owned 234,077 shares in the company, 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 a total of 146,346 shares of company stock valued at $39,082,996 in the last three months. 40.90% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on ORCL. William Blair reissued an “outperform” rating on shares of Oracle in a research report on Friday, October 17th. Berenberg Bank lifted their price objective on shares of Oracle from $202.00 to $306.00 and gave the stock a “hold” rating in a research report on Monday, September 15th. Evercore ISI boosted their target price on shares of Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. TD Cowen decreased their target price on Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. Finally, Redburn Partners set a $175.00 price target on Oracle in a research report on Thursday, September 25th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $307.72.

Oracle Stock Up 0.4%

ORCL opened at $195.75 on Friday. The company has a market capitalization of $562.42 billion, a PE ratio of 36.80, a price-to-earnings-growth ratio of 1.75 and a beta of 1.66. 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 Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The business has a 50-day moving average of $216.18 and a 200-day moving average of $242.42.

Oracle (NYSE:ORCL) last released 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. The firm had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The firm’s revenue was up 14.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.47 earnings per share. Equities research analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Mizuho reaffirmed an Outperform rating and a $400 price target for ORCL, calling fiscal Q2 results “mixed” but keeping conviction in Oracle’s AI and cloud position — a vote of confidence that can support the stock. Mizuho Reaffirms Oracle Outperform
• Positive Sentiment: Zacks Research raised its Q3 FY2027 EPS estimate for Oracle (from $1.56 to $1.63), nudging consensus higher and implying analysts may be adjusting models upward after Oracle’s recent EPS beat — a technical positive for price targets and sentiment. Zacks Raises Q3 FY2027 EPS Estimate
• Positive Sentiment: Long-form coverage (The Motley Fool) frames Oracle as the “poster child” AI stock of 2025 and highlights why its AI momentum could continue into 2026 — reinforcing the growth narrative that helped the stock earlier. Why Oracle Was the Poster Child AI Stock of 2025
• Positive Sentiment: MarketBeat analysis argues Oracle’s large datacenter buildout, multicloud positioning and rising coverage make it a long-term AI/infra play — a bullish thematic note that can attract longer-horizon buyers. Oracle: A Hard Pass—or a Hard-to-Pass Opportunity?
• Neutral Sentiment: Kalkine reports regulatory ownership filings and institutional ownership changes for ORCL — normal disclosure activity; can influence short-term flows but not a directional catalyst by itself. Regulatory Ownership Filings
• Neutral Sentiment: Blockonomi piece on DeFi liquidations notes that reliable oracle price feeds are critical — a reminder that Oracle’s name and technology are important to broader market infrastructure, but not a direct corporate catalyst. DeFi Liquidations: Oracle Price Feed Role
• Neutral Sentiment: Yahoo/other pieces debating ORCL’s 5-year outlook (moonshot vs crash) and broader analyst commentary are mixed — useful for framing risk/reward but not immediate drivers. Oracle Stock in 5 Years
• Neutral Sentiment: Coverage referencing Warren Buffett’s retirement (Berkshire piece) mentions “Oracle of Omaha” as context but is not material to ORCL fundamentals. Berkshire/Huff on Buffett Retirement
• Negative Sentiment: A Market Domination interview flags Oracle’s dependency on OpenAI as a concentration risk — if that relationship weakens or OpenAI shifts strategy, it could hurt demand for dedicated Oracle services and capex monetization. Why OpenAI could be a ‘major risk’ to Oracle

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.