Oracle Corporation $ORCL Shares Acquired by Root Financial Partners LLC

Root Financial Partners LLC increased its holdings in Oracle Corporation (NYSE:ORCL) by 73.3% in the third quarter, Holdings Channel.com reports. The firm owned 13,195 shares of the enterprise software provider’s stock after purchasing an additional 5,581 shares during the period. Root Financial Partners LLC’s holdings in Oracle were worth $3,711,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in ORCL. Norges Bank acquired a new position in shares of Oracle during the 2nd quarter valued at about $4,275,378,000. Vanguard Group Inc. boosted its position in shares of Oracle by 2.1% in 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 acquiring an additional 3,353,461 shares during the last quarter. Invesco Ltd. grew its holdings in Oracle by 42.1% in the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after purchasing an additional 2,619,722 shares during the period. Laurel Wealth Advisors LLC increased its position in Oracle by 21,239.6% during the second quarter. Laurel Wealth Advisors LLC now owns 1,729,145 shares of the enterprise software provider’s stock worth $378,043,000 after purchasing an additional 1,721,042 shares during the last quarter. Finally, Ensign Peak Advisors Inc increased its position in Oracle by 101.9% during the second quarter. Ensign Peak Advisors Inc now owns 3,064,721 shares of the enterprise software provider’s stock worth $670,040,000 after purchasing an additional 1,547,150 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Price Performance

ORCL stock opened at $191.27 on Tuesday. The firm has a market cap of $549.54 billion, a P/E ratio of 35.95, a price-to-earnings-growth ratio of 1.68 and a beta of 1.65. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. 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 $202.25 and a 200-day simple moving average of $241.21.

Oracle (NYSE:ORCL) last issued its quarterly earnings data 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 company 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%. Oracle’s revenue for the quarter was up 14.2% on a year-over-year basis. During the same quarter last year, the company earned $1.47 earnings per share. On average, equities analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Friday, January 9th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.0%. Oracle’s payout ratio is 37.59%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst upgrades and bullish notes point to sizable upside from cloud growth, AI adoption and data-center expansion; Goldman and other firms have added support and raised targets, bolstering the buy case. Oracle (ORCL) Gains Analyst Support
• Positive Sentiment: Bull-case writeups highlight Oracle’s accelerating shift from on-prem software to cloud and AI services — a narrative that supports a higher multiple if growth continues. Oracle Corporation (ORCL): A Bull Case Theory
• Positive Sentiment: Upcoming dividend payment (Jan. 23) is a small near-term cash return to shareholders and a positive for income-focused investors. Oracle to pay dividends on January 23
• Neutral Sentiment: Features on long-term returns and retrospectives (e.g., 5‑year performance) provide context for investors but are unlikely to move the stock materially by themselves. If You Invested $100 In Oracle Stock 5 Years Ago
• Neutral Sentiment: Comparisons with other OpenAI/cloud partners (Microsoft vs Oracle) frame the competitive landscape; useful for positioning but mixed for immediate price action. Microsoft vs. Oracle: Which OpenAI Partner Is a Better Buy
• Negative Sentiment: Bondholders filed a lawsuit related to AI-linked debt losses, creating legal and reputational risk and pressuring the stock in the short term. Bondholders Are Suing Oracle for Its AI Losses
• Negative Sentiment: Critics flag valuation and debt concerns tied to Oracle’s debt-funded AI investments and the OpenAI cloud deal — these raise dilution/financial risk questions and could cap the multiple. Oracle (ORCL) Valuation Check As Debt Funded AI Push Draws Scrutiny
• Negative Sentiment: Bearish pieces warn of an AI bubble risk and label Oracle a potential value trap; coupled with insider selling (EVP sold ~$6.8M), these items add downward pressure from sentiment and governance angles. Oracle: Sell Before The AI Bubble Bursts Insider Selling: Oracle EVP Sells $6,821,150

Analysts Set New Price Targets

Several brokerages have recently issued reports on ORCL. The Goldman Sachs Group raised shares of Oracle to a “strong-buy” rating in a research note on Monday, January 12th. Stephens lifted their target price on Oracle from $208.00 to $331.00 and gave the company an “equal weight” rating in a report on Friday, October 17th. Jefferies Financial Group reissued a “buy” rating and set a $400.00 price target on shares of Oracle in a research report on Monday, January 5th. Barclays set a $310.00 price objective on Oracle in a report on Thursday, December 11th. Finally, Sanford C. Bernstein decreased their target price on Oracle from $364.00 to $339.00 and set an “outperform” rating for the company in a report on Thursday, December 11th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and an average price target of $305.50.

Insider Transactions at Oracle

In other Oracle news, EVP Maria Smith sold 5,000 shares of the company’s stock in a transaction dated Thursday, October 23rd. The shares were sold at an average price of $280.62, for a total value of $1,403,100.00. Following the completion of the transaction, the executive vice president directly owned 47,083 shares of the company’s stock, valued at $13,212,431.46. This represents a 9.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Jeffrey Berg sold 49,365 shares of the firm’s stock in a transaction dated Tuesday, October 28th. The shares were 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 of the company’s stock, valued at $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 116,588 shares of company stock worth $27,511,146 over the last three months. 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.