Fiscal Wisdom Wealth Management LLC Invests $1.52 Million in Oracle Corporation $ORCL

Fiscal Wisdom Wealth Management LLC acquired a new position in shares of Oracle Corporation (NYSE:ORCL) in the third quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 5,579 shares of the enterprise software provider’s stock, valued at approximately $1,521,000. Oracle comprises approximately 1.4% of Fiscal Wisdom Wealth Management LLC’s investment portfolio, making the stock its 14th biggest position.

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

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Articles arguing Oracle’s recent pullback makes the stock more attractively valued, which can draw value-oriented buyers and support upside. Is Oracle (ORCL) Now Priced Attractive After Recent Share Price Weakness?
• Positive Sentiment: Oracle won an $88 million firm‑fixed price task order from the U.S. Department of the Air Force — a concrete revenue/contract win that supports near‑term government-cloud demand. The United States Department of the Air Force Awards Oracle Corporation (ORCL) $88 Million Firm-fixed Price Task Order
• Positive Sentiment: Pieces highlighting Oracle’s “upside potential” and federal wins that could restore investor confidence and justify analysts’ positive EPS revisions. Oracle Corp (ORCL)’s Upside Potential: Federal Wins and Market Confidence
• Neutral Sentiment: Industry comparison pieces note Oracle is cheaper than some peers but also faces competitive pressure from cloud/A I leaders — useful context for positioning risk vs. reward. Can Oracle Stock Outpace The Giants?
• Negative Sentiment: Multiple law firms have filed or issued notices about securities‑fraud class actions tied to last year’s share drop; rising litigation risk can increase legal costs, management distraction and investor uncertainty. $ORCL Fraud Allegations: Oracle Corporation 11% Stock Drop Triggers Securities Fraud Class Action
• Negative Sentiment: Macro/sector warning from a Vanguard economist about a $400B+ borrowing binge by hyperscalers to fund AI capex; Oracle’s large capital raise and data‑center push are cited as part of broader hidden risks — this raises financing and execution concerns for heavy capex players. Vanguard Economist Warns Big Tech’s $400B Debt Binge Carries ‘Hidden Risks’
• Negative Sentiment: Coverage highlighting that Oracle shares have slipped amid investor concerns over debt‑funded AI/data‑center expansion and weaker software revenue trends — supports cautious sentiment and explains intraday selling pressure on some sessions. Oracle Corporation (ORCL) Slips Amid Concerns Over Debt-Fueled AI Data Center Expansion

Oracle Stock Performance

Shares of ORCL stock opened at $156.26 on Thursday. The company has a market cap of $448.95 billion, a P/E ratio of 29.37, a PEG ratio of 1.35 and a beta of 1.64. The firm has a fifty day moving average price of $179.82 and a 200 day moving average price of $229.10. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. The company had revenue of $16.06 billion for 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%.Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. During the same period last year, the firm earned $1.47 earnings per share. Sell-side analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid a dividend of $0.50 per share. 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 presently 37.59%.

Insiders Place Their Bets

In other news, insider Mark Hura sold 15,000 shares of the company’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the transaction, the insider owned 234,077 shares in the company, valued at approximately $46,087,420.53. This represents a 6.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 72,223 shares of company stock valued at $13,689,064. 40.90% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on ORCL. Melius Research set a $160.00 target price on Oracle in a report on Monday, February 9th. Scotiabank lowered their price objective on shares of Oracle from $260.00 to $220.00 and set a “sector outperform” rating for the company in a research note on Tuesday, February 3rd. JPMorgan Chase & Co. cut their target price on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating on the stock in a research note on Thursday, December 11th. BMO Capital Markets decreased their price target on shares of Oracle from $270.00 to $205.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Finally, DA Davidson upgraded shares of Oracle from a “neutral” rating to a “buy” rating and set a $180.00 price target for the company in a research note on Monday, February 9th. Three analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Oracle presently has an average rating of “Moderate Buy” and an average target price of $290.97.

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.