John G Ullman & Associates Inc. Lowers Stake in Oracle Corporation $ORCL

John G Ullman & Associates Inc. cut its holdings in shares of Oracle Corporation (NYSE:ORCL) by 24.4% during the third quarter, Holdings Channel.com reports. The fund owned 15,620 shares of the enterprise software provider’s stock after selling 5,035 shares during the period. John G Ullman & Associates Inc.’s holdings in Oracle were worth $4,393,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the business. Kampmann Melissa S. lifted its position in shares of Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after buying an additional 35 shares in the last quarter. McLean Asset Management Corp raised its position 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 acquiring an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. lifted its holdings in 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 valued at $1,485,000 after purchasing an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. lifted its holdings in Oracle by 3.4% during 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 purchasing an additional 37 shares in the last quarter. Finally, Avion Wealth grew its position in shares of Oracle by 16.6% in the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock valued at $73,000 after purchasing an additional 37 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total transaction of $437,064.03. Following the completion of 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 62,223 shares of company stock valued at $12,136,764 in the last ninety days. 40.90% of the stock is currently owned by company insiders.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle posted a recent quarterly beat (EPS above consensus and ~14% revenue growth) and still shows a large services/backlog that supports cloud growth — a fundamental positive for long-term investors.
• Positive Sentiment: Record bond sale / debt funding helped calm credit markets and could smooth financing for Oracle’s AI center plans. TipRanks: Why Oracle’s Record Bond Sale Clears the Way for More AI Debt
• Positive Sentiment: New commercial wins: multiple Canadian healthcare organizations selected Oracle Health’s Clinical AI Agent for a pilot — evidence of enterprise demand for Oracle’s AI offerings. PR Newswire: Multiple Canadian Healthcare Organizations Select Oracle Health Clinical AI Agent
• Neutral Sentiment: Equity/debt issuance activity: Oracle has multiple financing vehicles active (equity distribution agreement, Series D mandatory convertible preferred, senior notes and planned large equity sale) — this provides capital but timing/structure will determine dilution vs. benefit. TipRanks: Oracle Issues Series D Mandatory Convertible Preferred Stock
• Neutral Sentiment: Analyst views remain mixed: some firms trimmed targets (BMO, Scotiabank, others) while many continue to rate ORCL a buy — the selloff has pushed valuations lower and widened the gap in analyst targets and scenarios.
• Negative Sentiment: Big AI funding plan: Oracle’s announced $45–50 billion AI infrastructure capital plan (equity + debt + other instruments) is the primary driver of the drop — investors worry about dilution from the equity component, incremental leverage and execution/timing risk. Yahoo Finance: Oracle Is Down After Unveiling AI Infrastructure Capital Plan
• Negative Sentiment: Multiple class-action and bondholder lawsuits announced alleging securities issues tied to Oracle disclosures and its debt/offering documents — legal risk can amplify short-term selling and add unknown costs. GlobeNewswire: ORCL Class Action Alert (Robbins LLP) BusinessWire: Howard G. Smith Class Action Notice
• Negative Sentiment: Funding/project risks: reports that banks are trying to offload data-center loans and a Michigan AG request to revisit utility approval for an Oracle/OpenAI data center raise execution and permitting concerns. TipRanks: Banks Explore Selling Data Center Loans Financial Post: Michigan AG Urges Revisit on Data Center Power Plan
• Negative Sentiment: Market positioning and flows: unusually heavy put buying and elevated trading volume show traders are short/hedged and pressure can accelerate declines while sentiment shifts. (Unusual put volume reported intraday.)

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. BMO Capital Markets reduced 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. Guggenheim reissued a “buy” rating and set a $400.00 target price on shares of Oracle in a report on Thursday, December 11th. Sanford C. Bernstein decreased their target price on Oracle from $364.00 to $339.00 and set an “outperform” rating on the stock in a research report on Thursday, December 11th. Piper Sandler lowered their price target on Oracle from $290.00 to $240.00 and set an “overweight” rating on the stock in a research note on Monday. Finally, Mizuho set a $400.00 price target on Oracle in a research report on Monday, December 15th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $295.72.

Oracle Price Performance

NYSE:ORCL opened at $136.37 on Friday. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The stock has a market cap of $391.81 billion, a PE ratio of 25.63, a P/E/G ratio of 1.28 and a beta of 1.64. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The stock has a 50 day moving average price of $189.93 and a 200 day moving average price of $234.83.

Oracle (NYSE:ORCL) last issued its 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. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same period in the prior year, the business earned $1.47 EPS. The firm’s quarterly revenue was up 14.2% on a year-over-year basis. Equities research analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.5%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 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.