Shum Financial Group Inc. Invests $1.53 Million in Oracle Corporation $ORCL

Shum Financial Group Inc. bought a new stake in Oracle Corporation (NYSE:ORCL) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 5,431 shares of the enterprise software provider’s stock, valued at approximately $1,527,000. Oracle comprises about 1.1% of Shum Financial Group Inc.’s holdings, making the stock its 25th biggest holding.

Other large investors have also recently bought and sold shares of the company. Darwin Wealth Management LLC lifted its position in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 65 shares in the last quarter. Winnow Wealth LLC bought a new position in Oracle in the second quarter valued at $28,000. Kilter Group LLC acquired a new stake in Oracle in the 2nd quarter valued at $30,000. LGT Financial Advisors LLC bought a new stake in Oracle during the 2nd quarter worth about $33,000. Finally, Legend Financial Advisors Inc. acquired a new position in shares of Oracle during the 2nd quarter worth about $34,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity at Oracle

In related news, Director Jeffrey Berg sold 49,365 shares of the business’s stock in a transaction on Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total value of $13,971,282.30. Following the completion of the sale, the director directly owned 151,999 shares in the company, valued at $43,018,756.98. The trade was a 24.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Mark Hura sold 15,000 shares of the stock in a transaction on 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 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 position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 146,346 shares of company stock valued at $39,082,996. Insiders own 40.90% of the company’s stock.

Wall Street Analysts Forecast Growth

ORCL has been the topic of a number of recent research reports. Rothschild & Co Redburn assumed coverage on Oracle in a research report on Thursday, September 25th. They issued a “sell” rating and a $175.00 target price on the stock. Robert W. Baird decreased their price target on Oracle from $365.00 to $315.00 and set an “outperform” rating for the company in a research note on Tuesday, November 18th. Baird R W upgraded Oracle to a “strong-buy” rating in a research note on Wednesday, October 8th. Sanford C. Bernstein decreased their target price on shares of Oracle from $364.00 to $339.00 and set an “outperform” rating for the company in a research note on Thursday, December 11th. Finally, JMP Securities restated a “market outperform” rating and set a $342.00 target price on shares of Oracle in a report on Friday, October 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $307.72.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Zacks Research raised its Q3 2027 EPS estimate for Oracle to $1.63 from $1.56, signaling modest upward revisions to near‑term profitability expectations and supporting the company’s recent earnings momentum. Zacks Research estimate raise / MarketBeat summary
• Neutral Sentiment: Filings show recent institutional ownership changes in ORCL — activity by large holders can amplify moves (buying would be supportive, selling would increase downside). Monitor 13F and institutional filing details for direction. Oracle (NYSE:ORCL) Institutional Ownership Changes Filed Recent Filings
• Neutral Sentiment: Longer‑term commentary (The Motley Fool) frames Oracle as a high‑upside / high‑risk AI infrastructure bet: the OpenAI relationship could produce large revenue upside — but it’s conditional on continued execution and contract stability. This keeps stock volatility elevated. Oracle Stock in 5 Years: Moonshot or Crash Landing?
• Neutral Sentiment: Broader market tone remains cautious (U.S. futures drifting lower), which can weigh on large‑cap tech names like Oracle even when company fundamentals look solid. U.S. Stock Futures in Red to Close an Impressive 2025
• Negative Sentiment: Analysts and investors are flagging Oracle’s concentration risk tied to OpenAI — a high‑profile supplier/customer relationship that could become a liability if terms change, competition intensifies, or OpenAI shifts providers. That concern is likely the primary driver of today’s downside. Why OpenAI could be a ‘major risk’ to Oracle

Oracle Trading Down 1.2%

Shares of Oracle stock opened at $194.87 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 has a fifty day simple moving average of $217.93 and a two-hundred day simple moving average of $242.52. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The company has a market capitalization of $559.89 billion, a price-to-earnings ratio of 36.63, a P/E/G ratio of 1.75 and a beta of 1.65.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating the consensus estimate of $1.64 by $0.62. The firm had revenue of $16.06 billion for 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 quarterly revenue was up 14.2% on a year-over-year basis. During the same period in the previous year, the company earned $1.47 earnings per share. Research analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be given a dividend of $0.50 per share. The ex-dividend date is Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.0%. Oracle’s dividend payout ratio (DPR) is 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.