Valley Wealth Managers Inc. Has $28.13 Million Stock Holdings in Oracle Corporation $ORCL

Valley Wealth Managers Inc. trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL) by 32.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 100,034 shares of the enterprise software provider’s stock after selling 48,762 shares during the quarter. Oracle accounts for about 1.9% of Valley Wealth Managers Inc.’s portfolio, making the stock its 11th largest position. Valley Wealth Managers Inc.’s holdings in Oracle were worth $28,134,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of ORCL. Kampmann Melissa S. raised its holdings in Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after purchasing an additional 35 shares during the last quarter. McLean Asset Management Corp grew its position in shares of Oracle by 0.7% during the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after buying an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. grew its position 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 buying an additional 36 shares during the period. Voisard Asset Management Group Inc. raised its stake in shares of Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after buying an additional 37 shares during the last quarter. Finally, Avion Wealth lifted its holdings in Oracle by 16.6% in the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock valued at $73,000 after buying an additional 37 shares during the period. Institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

ORCL has been the subject of several recent research reports. HSBC reiterated a “buy” rating and set a $382.00 target price on shares of Oracle in a research report on Wednesday, November 26th. Citigroup reiterated a “market outperform” rating on shares of Oracle in a report on Wednesday, December 17th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $375.00 target price on shares of Oracle in a research note on Wednesday, November 26th. Stifel Nicolaus decreased their target price on Oracle from $350.00 to $275.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. Finally, KeyCorp lowered their price target on Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $300.46.

Insider Activity at Oracle

In related news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction dated Friday, December 19th. The shares were 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 directly owned 144,030 shares in the company, valued at $27,728,655.60. This represents a 6.49% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 62,223 shares of company stock valued at $12,136,764. 40.90% of the stock is owned by insiders.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched a generative AI-enabled Life Sciences AI Data Platform that stitches massive de‑identified EHR and commercial data to accelerate R&D and commercialization — a product win that supports recurring cloud/vertical revenue. Oracle Life Sciences AI Data Platform
• Positive Sentiment: Oracle OPERA Cloud was approved by IHG Hotels & Resorts as an approved property‑management system for multiple regions — a commercial reference that can drive hospitality cloud bookings. Oracle Approved by IHG Hotels & Resorts
• Neutral Sentiment: Analysts and outlets note Oracle is ramping cloud capex toward ~ $50B to support GPUs/AI infrastructure — this underpins future growth but also explains rising leverage and near‑term margin/cash‑flow pressure. Zacks: Oracle ramps cloud CapEx
• Negative Sentiment: Multiple outlets report a broad AI-driven sell‑off hitting Oracle as investors pull back over AI market uncertainty and Oracle’s OpenAI ties — a main driver of today’s downside. Oracle Stock Drops by More Than Half Amid AI Concerns
• Negative Sentiment: Credit market stress: reports show Oracle’s credit‑default swaps have surged to post‑2008 highs, signaling investor concern about debt levels used to fund AI data centers. CDS surge coverage
• Negative Sentiment: Regulatory / legal risk: multiple firm notices/advisories say bondholders and shareholders suffering losses tied to Oracle deals are being invited to contact law firms — potential litigation that could distract management or create liabilities. Investigation notice re: bondholders Pomerantz investor alert
• Negative Sentiment: Operational risk: a power outage at an Oracle data center disrupted TikTok U.S. users — an incident that raises reliability and PR concerns as Oracle hosts critical customer infrastructure. Data center outage coverage
• Negative Sentiment: Market commentary: several outlets question whether Oracle’s stock has further to fall given valuation swings, execution scrutiny and the broader tech rotation away from AI overhang. Is Oracle still worth chasing?

Oracle Trading Down 2.2%

NYSE:ORCL opened at $168.98 on Friday. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The business’s 50-day simple moving average is $194.80 and its 200-day simple moving average is $237.87. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The stock has a market capitalization of $485.50 billion, a PE ratio of 31.76, a price-to-earnings-growth ratio of 1.52 and a beta of 1.65.

Oracle (NYSE:ORCL) last announced its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping 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 the consensus estimate of $16.19 billion. During the same period last year, the company posted $1.47 EPS. The business’s quarterly revenue was up 14.2% on a year-over-year basis. Sell-side analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s payout ratio is currently 37.59%.

Oracle Company 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.