WCG Wealth Advisors LLC Sells 10,713 Shares of Oracle Corporation $ORCL

WCG Wealth Advisors LLC reduced its stake in Oracle Corporation (NYSE:ORCL) by 27.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,988 shares of the enterprise software provider’s stock after selling 10,713 shares during the period. WCG Wealth Advisors LLC’s holdings in Oracle were worth $7,871,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of ORCL. Darwin Wealth Management LLC grew 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 period. Winnow Wealth LLC bought a new stake in shares of Oracle during the second quarter valued at approximately $28,000. Financial Consulate Inc. bought a new stake in shares of Oracle during the third quarter valued at approximately $37,000. Corundum Trust Company INC purchased a new stake in Oracle in the third quarter worth $39,000. Finally, Collier Financial purchased a new stake in Oracle in the third quarter worth $38,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer owned 134,030 shares in the company, valued at $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Mark Hura sold 15,000 shares of the company’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 directly owned 234,077 shares in the company, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 72,223 shares of company stock worth $13,689,064. Corporate insiders own 40.90% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and AI/cloud traction — Oracle reported stronger‑than‑expected revenue and record cloud dollar‑adds, and raised longer‑term revenue guidance, underpinning the bull case that AI demand will sustain growth. Oracle capitalizes on AI demand with record Cloud dollar adds
• Positive Sentiment: Analyst upgrades / high conviction calls — Several firms (including JPMorgan) upgraded or reiterated bullish views after the print, and Guggenheim highlighted a potential future free‑cash‑flow “waterfall” scenario. These endorsements support further upside if execution continues. JPMorgan Chase & Co. Upgrades Oracle (NYSE:ORCL) to Overweight
• Neutral Sentiment: TikTok stake and strategic investments — Filings disclosed a ~$2.2B stake in the restructured TikTok US JV (15%); strategic for content/data relationships but capital‑intensive and not an immediate earnings driver. Oracle Reveals $2.2 Billion Investment In TikTok’s US Business
• Neutral Sentiment: AI infrastructure narrative remains a key theme — Multiple strategy pieces argue Oracle is well‑positioned as an AI infrastructure play, but those gains are contingent on durable monetization and margin expansion. Oracle: The AI Darkhorse?
• Negative Sentiment: Rising litigation risk — Multiple law firms have filed/class notices alleging disclosure issues around data‑center capabilities and capex; ongoing suits increase legal uncertainty and could weigh on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz
• Negative Sentiment: Restructuring and extra charges — The WSJ reports Oracle set aside an additional $500M for restructuring and exit costs tied to job cuts as it scales AI infrastructure, a near‑term drag on cash flow. Oracle Allocates Extra $500 Million to Cover Restructuring Costs
• Negative Sentiment: Mixed analyst positioning and price‑target cuts — While some firms raised targets, others (Baird, TD Cowen, Stifel and others) trimmed price targets citing valuation and model updates — adding to short‑term volatility. Baird Lowers PT on Oracle (ORCL)

Oracle Price Performance

Shares of NYSE:ORCL opened at $155.08 on Friday. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a debt-to-equity ratio of 3.19, a current ratio of 1.35 and a quick ratio of 0.91. The business has a fifty day moving average price of $165.74 and a 200-day moving average price of $218.07. The company has a market capitalization of $446.02 billion, a PE ratio of 27.84, a PEG ratio of 1.39 and a beta of 1.66.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 60.00%. The company had revenue of $17.19 billion for the quarter, compared to analysts’ expectations of $16.91 billion. During the same quarter in the previous year, the business posted $1.47 EPS. Oracle’s revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities analysts expect 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, April 24th. Stockholders of record on Thursday, April 9th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Thursday, April 9th. Oracle’s dividend payout ratio is currently 35.91%.

Wall Street Analysts Forecast Growth

Several brokerages have commented on ORCL. Royal Bank Of Canada reissued a “sector perform” rating and set a $160.00 price objective on shares of Oracle in a research report on Wednesday. Deutsche Bank Aktiengesellschaft reduced their target price on shares of Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research report on Monday, March 9th. Mizuho set a $400.00 price target on shares of Oracle in a research report on Monday, December 15th. Cantor Fitzgerald reissued an “overweight” rating and set a $229.00 price objective on shares of Oracle in a research note on Wednesday. Finally, Monness Crespi & Hardt reissued a “hold” rating on shares of Oracle in a research note on Wednesday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $268.06.

Oracle 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.