Cumberland Partners Ltd Lowers Stock Position in Oracle Corporation $ORCL

Cumberland Partners Ltd cut its stake in shares of Oracle Corporation (NYSE:ORCL) by 52.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,960 shares of the enterprise software provider’s stock after selling 18,735 shares during the quarter. Cumberland Partners Ltd’s holdings in Oracle were worth $4,770,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently made changes to their positions in ORCL. Vanguard Group Inc. lifted its stake in Oracle by 2.8% during the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock worth $47,518,451,000 after purchasing an additional 4,681,626 shares during the last quarter. State Street Corp boosted its stake in Oracle by 1.7% in the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock worth $16,060,427,000 after buying an additional 1,252,723 shares in the last quarter. Norges Bank bought a new position in Oracle during the second quarter valued at approximately $4,275,378,000. Bank of New York Mellon Corp raised its stake in shares of Oracle by 0.8% during the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock worth $3,357,572,000 after acquiring an additional 98,693 shares in the last quarter. Finally, Legal & General Group Plc lifted its holdings in shares of Oracle by 1.3% in the 2nd quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock worth $2,473,838,000 after acquiring an additional 147,367 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: CMS selected Oracle Cloud Infrastructure (OCI) to consolidate and migrate on‑prem workloads as part of its modernization push — a high‑profile federal win that validates OCI for large public‑sector deals and supports recurring cloud revenue expansion. Oracle Cloud Infrastructure Gains Momentum With CMS Selection
• Positive Sentiment: Coverage highlights Oracle’s new public‑sector AI cloud as a strategic differentiator that can enlarge its addressable market in government and regulated industries, reinforcing the growth story for OCI and AI services. How Oracle’s New Public-Sector AI Cloud Wins At Oracle (ORCL) Has Changed Its Investment Story
• Positive Sentiment: The U.S. Air Force awarded Oracle an $88 million firm‑fixed‑price task order, adding a modest but tangible government contract that supports defense/cloud revenue momentum. The United States Department of the Air Force Awards Oracle Corporation (ORCL) $88 Million Firm-fixed Price Task Order
• Neutral Sentiment: Several analyst/opinion pieces debate Oracle’s valuation vs. larger cloud peers — some see it as an attractive, lower‑multiple way to play AI/cloud, while others point to competitive gaps versus Azure/Google Cloud. This keeps sentiment mixed among value and growth investors. Is Oracle (ORCL) Now Priced Attractive After Recent Share Price Weakness?
• Neutral Sentiment: Mentions in broader infrastructure stories (e.g., DTE/OpenAI data‑center coverage) highlight Oracle as a notable customer/partner in large AI campus projects — positive signal for demand, but indirect and more relevant to infrastructure winners than Oracle’s near‑term earnings. DTE’s Stargate Deal Turns Power Into Profits
• Negative Sentiment: Multiple law firms have issued notices and several securities‑class actions were filed alleging disclosures tied to Oracle’s AI/data‑center strategy and share declines (deadline notices and lead‑plaintiff solicitations are widespread). That legal overhang can increase litigation risk, management distraction and potential costs. Kessler Topaz Meltzer & Check, LLP Files a Securities Class Action Lawsuit Against Oracle Corporation (ORCL)
• Negative Sentiment: Analysts and industry commentators warn about hidden risks from a big‑tech borrowing binge to finance AI data centers; coverage cites Oracle’s large debt raise and broader sector leverage concerns that weigh on investor appetite for capital‑intensive AI expansion. Vanguard Economist Warns Big Tech’s $400B Debt Binge Carries ‘Hidden Risks’
• Negative Sentiment: Coverage comparing Microsoft and Oracle underscores Azure’s stronger AI scale/backlog and margin profile — a reminder that competitive pressure may constrain Oracle’s market share gains and margin expansion in the near term. Microsoft vs. Oracle: Which Cloud & AI Giant Has an Edge Right Now?

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. UBS Group reaffirmed a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Citizens Jmp cut their price target on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research report on Thursday, February 5th. Royal Bank Of Canada reiterated a “sector perform” rating on shares of Oracle in a report on Monday, February 2nd. Bank of America lowered their target price on Oracle from $368.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, December 11th. Finally, Morgan Stanley dropped their target price on Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a report on Friday, January 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $290.97.

Oracle Stock Up 1.5%

NYSE ORCL opened at $156.26 on Thursday. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The stock has a market capitalization of $448.95 billion, a PE ratio of 29.37, a PEG ratio of 1.35 and a beta of 1.64. 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 moving average is $179.82 and its 200 day moving average is $229.10.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping the consensus estimate of $1.64 by $0.62. The business had revenue of $16.06 billion during the quarter, compared to analysts’ expectations 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 quarter last year, the business posted $1.47 EPS. Sell-side analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were issued a $0.50 dividend. The ex-dividend date was Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle’s payout ratio is 37.59%.

Insider Activity at Oracle

In other Oracle news, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the transaction, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 72,223 shares of company stock valued at $13,689,064 in the last 90 days. 40.90% of the stock is owned by company insiders.

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.