J.Safra Asset Management Corp Acquires 4,422 Shares of Oracle Corporation $ORCL

J.Safra Asset Management Corp raised its holdings in Oracle Corporation (NYSE:ORCL) by 57.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,158 shares of the enterprise software provider’s stock after buying an additional 4,422 shares during the period. J.Safra Asset Management Corp’s holdings in Oracle were worth $3,419,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Norges Bank bought a new position in Oracle in the 2nd quarter valued at about $4,275,378,000. Vanguard Group Inc. lifted its holdings 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 valued at $35,916,290,000 after purchasing an additional 3,353,461 shares in the last quarter. Kingstone Capital Partners Texas LLC purchased a new position in shares of Oracle during the second quarter valued at approximately $731,512,000. Invesco Ltd. grew its holdings 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. grew its holdings in Oracle by 840.7% during the second quarter. Assenagon Asset Management S.A. now owns 2,119,473 shares of the enterprise software provider’s stock worth $463,380,000 after buying an additional 1,894,157 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Insider Buying and Selling at Oracle

In other Oracle news, Director Jeffrey Berg sold 49,365 shares of the stock in a transaction 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 sale, the director owned 151,999 shares in the company, valued at $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’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 of the company’s stock, valued at $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 161,588 shares of company stock worth $39,976,746. Company insiders own 40.90% of the company’s stock.

Oracle Trading Up 0.7%

NYSE:ORCL opened at $191.27 on Friday. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The stock has a market capitalization of $549.54 billion, a PE ratio of 35.95, a price-to-earnings-growth ratio of 1.68 and a beta of 1.65. The firm’s 50 day moving average is $203.24 and its 200 day moving average is $241.46. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.64 by $0.62. The firm had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business’s revenue was up 14.2% on a year-over-year basis. During the same period in the previous year, the company posted $1.47 earnings per share. Sell-side analysts expect that Oracle Corporation will post 5 earnings per share for the current 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 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Friday, January 9th. Oracle’s payout ratio is currently 37.59%.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the stock. KeyCorp cut their price objective on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a report on Thursday, December 11th. Citigroup restated a “market outperform” rating on shares of Oracle in a report on Wednesday, December 17th. William Blair reiterated an “outperform” rating on shares of Oracle in a research note on Friday, October 17th. BMO Capital Markets dropped their target price on shares of Oracle from $355.00 to $270.00 and set an “outperform” rating on the stock in a research report on Thursday, December 11th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Monday, January 5th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $305.50.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s reported RPO (remaining performance obligations) surge gives multi-year revenue visibility and supports the company’s AI/cloud revenue outlook, bolstering the long-term growth case. RPO expansion article
• Neutral Sentiment: EVP Douglas Kehring sold 35,000 shares (~$6.8M) at about $194.89; while large insider sales can raise questions, the filing shows he still holds shares—context matters (planned diversification vs. signal). SEC Form 4
• Negative Sentiment: Multiple lawsuits and investor notices have emerged alleging losses tied to Oracle’s AI buildout and bond issuance; class-action and bondholder suits increase legal risk and could pressure sentiment and costs. Bondholder suit
• Negative Sentiment: Debt-market concerns: analysts and reports flag large planned debt raises to fund AI/hyperscale expansion, and bond-market stress has been reported — this raises refinancing and credit-risk questions for investors. Debt risk article
• Negative Sentiment: High-profile short activity and activist/hedge attention: reports note Michael Burry has taken a bearish position, which can amplify downside pressure and volatility. Burry short article
• Negative Sentiment: Operational/headquarters execution concerns: reports say Oracle is struggling to staff its new Nashville “world HQ,” which fuels investor concern around execution and the company’s ability to scale operations. HQ hiring troubles
• Neutral Sentiment: Competitive context: AWS is reaccelerating and pulling ahead in scale and AI infrastructure, a reminder investors should weigh ORCL’s execution vs. larger cloud peers. Cloud comparison

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.