Steigerwald Gordon & Koch Inc. Acquires 7,006 Shares of Oracle Corporation $ORCL

Steigerwald Gordon & Koch Inc. boosted its stake in Oracle Corporation (NYSE:ORCL) by 9.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 81,536 shares of the enterprise software provider’s stock after acquiring an additional 7,006 shares during the period. Oracle accounts for approximately 2.2% of Steigerwald Gordon & Koch Inc.’s holdings, making the stock its 18th biggest holding. Steigerwald Gordon & Koch Inc.’s holdings in Oracle were worth $22,931,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Norges Bank bought a new stake in shares of Oracle during the 2nd quarter valued at about $4,275,378,000. Vanguard Group Inc. boosted its position in Oracle by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock valued at $35,916,290,000 after acquiring an additional 3,353,461 shares in the last quarter. Kingstone Capital Partners Texas LLC bought a new stake in Oracle during the 2nd quarter valued at approximately $731,512,000. Invesco Ltd. grew its holdings in shares of Oracle by 42.1% during the 2nd quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock worth $1,932,507,000 after acquiring an additional 2,619,722 shares during the period. Finally, Assenagon Asset Management S.A. raised its position in shares of 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 in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Stock Up 4.8%

Shares of Oracle stock opened at $198.75 on Friday. The company has a 50-day simple moving average of $208.40 and a two-hundred day simple moving average of $241.90. The stock has a market capitalization of $571.03 billion, a PE ratio of 37.36, a price-to-earnings-growth ratio of 1.68 and a beta of 1.65. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. 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 (NYSE:ORCL) last announced its quarterly earnings results 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 company had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. During the same quarter last year, the firm earned $1.47 earnings per share. The firm’s quarterly revenue was up 14.2% compared to the same quarter last year. On average, analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared 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. The ex-dividend date is Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. Oracle’s payout ratio is currently 37.59%.

Insider Transactions at Oracle

In other Oracle news, EVP Maria Smith sold 5,000 shares of the company’s stock in a transaction dated 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 owned 47,083 shares in the company, valued at approximately $13,212,431.46. This represents a 9.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jeffrey Berg sold 49,365 shares of Oracle 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 completion of the sale, the director owned 151,999 shares of the company’s stock, valued at $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 126,588 shares of company stock valued at $33,155,596. Insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on ORCL shares. Redburn Partners set a $175.00 price target on Oracle in a research note on Thursday, September 25th. JMP Securities reaffirmed a “market outperform” rating and issued a $342.00 target price on shares of Oracle in a research report on Friday, October 17th. DA Davidson decreased their price target on shares of Oracle from $200.00 to $180.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. William Blair reissued an “outperform” rating on shares of Oracle in a research note on Friday, October 17th. Finally, Citigroup restated a “market outperform” rating on shares of Oracle in a report on Wednesday, December 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $304.94.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Evercore ISI reaffirmed an Outperform rating and a $275 price target, citing large multi‑year data‑center leases (reported as roughly $1.2B/month) and multicloud AI demand — a vote of confidence in Oracle’s backlog-to-revenue path. Evercore ISI Reaffirms Outperform on Oracle (ORCL)
• Positive Sentiment: Oracle reported a Q3 EPS beat ($2.26 vs. $1.64 est.), revenue up ~14% y/y and a record backlog — signals that contract wins and capacity expansion could drive cloud revenue growth later in 2026. Here’s What Lifted Oracle (ORCL) in Q3
• Positive Sentiment: MarketBeat highlights Oracle as a second‑half growth play: cloud infrastructure momentum and backlog conversion could reaccelerate revenue later in 2026, supporting a consensus price target well above current levels. 3 Tech Stocks Positioned for the Next Leg of the Bull Market (ORCL)
• Positive Sentiment: Oracle is part of the investor group in the ByteDance/TikTok U.S. JV — a strategic tie that could deliver longer‑term commercial or technology opportunities (brand/profile benefit). TikTok picked by FIFA as video content partner at 2026 World Cup
• Neutral Sentiment: Analysts maintain a mix of ratings: the street consensus remains mildly positive (Moderate Buy), but price targets vary widely — signaling disagreement on timing of cloud revenue conversion. Oracle Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Broader market pieces (e.g., inclusion in lists of tech names for the next bull leg) create thematic interest in ORCL as an AI/cloud infrastructure play rather than a pure software legacy stock. 74% of the $317B Portfolio… (Buffett/2026)
• Negative Sentiment: RBC cut its price target to $195 (from $250) — a nearer-term downgrade that highlights investor impatience around 2026 turning points and valuation risk while Oracle spends heavily on data centers. RBC Lowers Oracle PT to $195
• Negative Sentiment: Multiple analyst pieces flag Oracle’s debt‑funded, $50B+ capex plan and negative free cash flow as key risks — if contract rollouts or lease monetization slow, investor confidence could erode. Should You Hold Oracle Despite Debt-Fueled AI Data Center Bet? (Zacks)
• Negative Sentiment: High‑profile skeptics (Jim Cramer) have publicly questioned Oracle’s business model and debt load, adding headline risk and fueling short‑term volatility. Jim Cramer on Oracle: “I’m Not Really Sure About Their Business Model”

Oracle 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.