Stonebridge Financial Group LLC Has $3.47 Million Position in Oracle Corporation $ORCL

Stonebridge Financial Group LLC lifted its holdings in Oracle Corporation (NYSE:ORCL) by 518.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 12,323 shares of the enterprise software provider’s stock after purchasing an additional 10,329 shares during the period. Stonebridge Financial Group LLC’s holdings in Oracle were worth $3,466,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its holdings in shares of Oracle by 2.1% during the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after buying an additional 3,353,461 shares during the last quarter. State Street Corp increased its position in Oracle by 1.7% during 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 acquiring an additional 1,252,723 shares during the period. Norges Bank acquired a new position in Oracle during the 2nd quarter valued at $4,275,378,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Oracle by 0.4% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 13,884,524 shares of the enterprise software provider’s stock valued at $1,941,195,000 after purchasing an additional 59,164 shares during the last quarter. Finally, Legal & General Group Plc boosted its holdings in 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 valued at $2,473,838,000 after purchasing an additional 147,367 shares during the period. Institutional investors own 42.44% of the company’s stock.

Key Oracle News

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 ORCL opened at $194.87 on Friday. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The stock has a market cap of $559.89 billion, a PE ratio of 36.63, a PEG ratio of 1.75 and a beta of 1.65. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The stock has a 50 day simple moving average of $217.93 and a 200-day simple moving average of $242.52.

Oracle (NYSE:ORCL) last announced 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. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The firm had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. During the same period in the prior year, the business posted $1.47 earnings per share. The business’s revenue was up 14.2% compared to the same quarter last year. On average, sell-side analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Investors 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 dividend on an annualized basis and a dividend yield of 1.0%. Oracle’s dividend payout ratio (DPR) is 37.59%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on ORCL shares. JMP Securities reaffirmed a “market outperform” rating and set a $342.00 price objective on shares of Oracle in a research report on Friday, October 17th. Cantor Fitzgerald lowered their price target on Oracle from $400.00 to $320.00 and set an “overweight” rating on the stock in a research note on Thursday, December 11th. Cowen reiterated a “buy” rating on shares of Oracle in a research report on Thursday, December 4th. Scotiabank decreased their price objective on Oracle from $360.00 to $260.00 and set a “sector outperform” rating on the stock in a report on Thursday, December 11th. Finally, JPMorgan Chase & Co. cut their target price on Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $307.72.

Insider Activity

In other news, EVP Stuart Levey sold 19,758 shares of Oracle stock in a transaction that occurred on Friday, October 10th. The shares were sold at an average price of $300.00, for a total value of $5,927,400.00. Following the completion of the transaction, the executive vice president owned 18,429 shares in the company, valued at approximately $5,528,700. The trade was a 51.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Jeffrey Berg sold 49,365 shares of the stock in a transaction that occurred 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 sale, the director owned 151,999 shares in the company, valued at approximately $43,018,756.98. This trade represents a 24.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 146,346 shares of company stock worth $39,082,996 over the last ninety days. Corporate insiders own 40.90% of the company’s stock.

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.