Liberty Wealth Management LLC Sells 8,805 Shares of Oracle Corporation $ORCL

Liberty Wealth Management LLC decreased its position in Oracle Corporation (NYSE:ORCL) by 25.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 25,350 shares of the enterprise software provider’s stock after selling 8,805 shares during the quarter. Oracle makes up 1.0% of Liberty Wealth Management LLC’s portfolio, making the stock its 28th biggest holding. Liberty Wealth Management LLC’s holdings in Oracle were worth $7,130,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of ORCL. Kampmann Melissa S. boosted its holdings in shares of Oracle by 0.3% in the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after buying an additional 35 shares during the last quarter. McLean Asset Management Corp raised its position in Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after acquiring an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. boosted its stake in shares of Oracle by 0.7% during the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after acquiring an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. grew its position in shares of Oracle by 3.4% during the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock valued at $317,000 after acquiring an additional 37 shares during the period. Finally, Avion Wealth increased its stake in shares of Oracle by 16.6% in the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after purchasing an additional 37 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle secured a ~15% stake and “Trusted Technology Partner” role in the newly spun‑off U.S. TikTok joint venture, which effectively locks TikTok as a large, long‑term tenant for Oracle Cloud Infrastructure (OCI) and helps justify Oracle’s big data‑center buildouts. This deal is being framed as an infrastructure revenue win rather than a consumer pivot. Oracle’s TikTok Win Isn’t Social Media—It’s a Cloud Power Move
• Neutral Sentiment: Options activity shows sizable bullish bets (whale positions) in Oracle, signaling some traders expect upside or are using derivatives for directional/speculative exposure — this can amplify moves but is not fundamental. This Is What Whales Are Betting On Oracle
• Negative Sentiment: Multiple law firms (Rosen, others) have publicized or filed class actions tied to Oracle’s senior‑note offerings and disclosures about debt used to fund AI/data‑center projects — this litigation creates headline risk and could pressure the stock if claims advance. ROSEN, TOP-RANKED INVESTOR RIGHTS COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel in Securities Class Action – ORCL
• Negative Sentiment: Morgan Stanley flagged that Oracle’s aggressive AI‑infrastructure buildout could create downside risk to EPS targets if spending and revenue cadence diverge from analyst expectations — a reminder that capital intensity and execution timing matter for near‑term earnings. Morgan Stanley finds Oracle’s AI infrastructure buildout creates risk for EPS targets
• Negative Sentiment: High‑profile short/skeptical investors (reported Michael Burry position) and reports that Wall Street showed diminished appetite for some Stargate‑related debt deals have amplified concerns about Oracle’s funding model and liquidity, adding selling pressure. Michael Burry Bets Against Oracle — Should You Sell ORCL Stock Now? • Wall Street is losing its appetite for Oracle’s data center debt

Insider Activity

In other news, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the sale, the insider directly 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 sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $192.52, for a total value of $1,925,200.00. Following the completion of the sale, the chief executive officer owned 144,030 shares in the company, valued at $27,728,655.60. This represents a 6.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 111,588 shares of company stock valued at $26,108,046. 40.90% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on ORCL shares. William Blair reiterated an “outperform” rating on shares of Oracle in a research report on Friday, October 17th. TD Cowen lowered their price objective on Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Royal Bank Of Canada cut their price objective on Oracle from $250.00 to $195.00 and set a “sector perform” rating for the company in a research note on Monday, January 5th. Mizuho set a $400.00 target price on shares of Oracle in a report on Monday, December 15th. Finally, Oppenheimer reiterated a “market perform” rating on shares of Oracle in a research report on Thursday, December 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $300.46.

Oracle Trading Down 0.6%

Shares of ORCL opened at $177.12 on Monday. The firm has a market cap of $508.88 billion, a P/E ratio of 33.29, a price-to-earnings-growth ratio of 1.56 and a beta of 1.65. 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 1 year low of $118.86 and a 1 year high of $345.72. The company has a 50 day simple moving average of $198.36 and a two-hundred day simple moving average of $239.58.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. The firm had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. Oracle’s revenue for the quarter was up 14.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.47 earnings per share. On average, equities analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were given a dividend of $0.50 per share. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Oracle’s dividend payout ratio (DPR) is presently 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.