Griffith & Werner Inc. Makes New $1.33 Million Investment in Oracle Corporation $ORCL

Griffith & Werner Inc. acquired a new stake in Oracle Corporation (NYSE:ORCL) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 4,724 shares of the enterprise software provider’s stock, valued at approximately $1,329,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Winnow Wealth LLC acquired a new position in Oracle during the second quarter worth approximately $28,000. Kilter Group LLC bought a new position in shares of Oracle during the 2nd quarter worth approximately $30,000. Darwin Wealth Management LLC increased its holdings in shares of Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 65 shares during the last quarter. Financial Consulate Inc. acquired a new position in shares of Oracle during the 3rd quarter worth approximately $37,000. Finally, Collier Financial bought a new stake in Oracle in the 3rd quarter valued at $38,000. 42.44% of the stock is owned by institutional investors.

Oracle Trading Down 0.2%

NYSE ORCL opened at $148.99 on Wednesday. The business’s fifty day moving average is $172.36 and its 200 day moving average is $222.44. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The company has a market cap of $428.07 billion, a price-to-earnings ratio of 28.01, a price-to-earnings-growth ratio of 1.31 and a beta of 1.66.

Oracle (NYSE:ORCL) last released its quarterly 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 during the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The company’s revenue for the quarter was up 14.2% on a year-over-year basis. During the same quarter last year, the firm earned $1.47 earnings per share. As a group, sell-side analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI backlog and cloud growth boost revenue visibility — reports show Oracle’s AI backlog surged, cloud revenue up ~34% y/y and roughly $4B in new AI deals that underpin fiscal‑2027 growth expectations, supporting longer‑term revenue trajectories. Article Title
• Positive Sentiment: Industry recognition for Financial Services unit — Oracle Financial Services ranked top vendor in the 2026 Chartis RiskTech100 report (leadership in AI and risk/AML categories), reinforcing competitive strength in regulated verticals. Article Title
• Positive Sentiment: Commercial momentum: F1/AI partnership — Oracle’s expanded work with Oracle Red Bull Racing to deliver cloud and AI solutions highlights enterprise demand and brand positioning in high‑visibility AI deployments. Article Title
• Neutral Sentiment: Earnings date set (catalyst) — Oracle will report Q3 FY2026 results on March 10 after the close and host a 4:00 p.m. webcast; results and commentary on AI deal conversion and capital spending will likely drive short‑term moves. Article Title
• Neutral Sentiment: Data center demand visible but financed off‑balance — Applied Digital is marketing $2.15B of junk bonds to fund a 200MW facility leased to Oracle, showing demand for Oracle compute capacity but adding no direct Oracle capex visibility. Article Title
• Negative Sentiment: Widespread securities‑fraud lawsuits — Multiple firms have filed/class notices alleging Oracle misled investors about AI data‑center capabilities and capex plans (class period June 12–Dec 16, 2025) and are soliciting lead plaintiffs before an April 6 deadline; this legal overhang increases litigation risk, potential settlements and short‑term selling pressure. Article Title
• Negative Sentiment: Competitive/contract risks: Java and support alternatives — Azul’s win (customer cut Java licensing from Oracle) and third‑party support wins (Rimini Street) highlight pockets of revenue pressure from customers reducing Oracle licensing/support spend. Article Title

Insider Activity

In related 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 value of $2,953,350.00. Following the transaction, the insider owned 234,077 shares in the company, valued at $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the sale, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 72,223 shares of company stock valued at $13,689,064. Company insiders own 40.90% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on ORCL shares. Erste Group Bank downgraded shares of Oracle from a “buy” rating to a “hold” rating in a report on Monday, November 10th. KeyCorp reduced their target price on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a report on Thursday, December 11th. JPMorgan Chase & Co. decreased their price target 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. Jefferies Financial Group restated a “buy” rating and set a $400.00 price objective on shares of Oracle in a research report on Monday, January 5th. Finally, Bank of America decreased their target price on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $287.94.

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.