Rothschild Investment LLC Reduces Stock Holdings in Oracle Corporation $ORCL

Rothschild Investment LLC lowered its stake in shares of Oracle Corporation (NYSE:ORCL) by 11.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 75,956 shares of the enterprise software provider’s stock after selling 9,782 shares during the quarter. Oracle makes up about 1.2% of Rothschild Investment LLC’s holdings, making the stock its 13th biggest position. Rothschild Investment LLC’s holdings in Oracle were worth $21,362,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Winnow Wealth LLC purchased a new stake in Oracle in the second quarter valued at $28,000. Kilter Group LLC purchased a new position in Oracle during the 2nd quarter worth approximately $30,000. Darwin Wealth Management LLC grew its position in shares of Oracle by 130.0% during the third 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 last quarter. LGT Financial Advisors LLC acquired a new position in shares of Oracle in the 2nd quarter valued at $33,000. Finally, Financial Consulate Inc. acquired a new position in shares of Oracle in the 3rd quarter valued at $37,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity at Oracle

In related news, 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 directly owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. This trade represents a 6.02% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’s 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 transaction, the director owned 25,596 shares in the company, valued at $5,032,429.56. The trade was a 7.99% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 72,223 shares of company stock worth $13,689,064. Company insiders own 40.90% of the company’s stock.

Oracle Price Performance

Shares of NYSE:ORCL opened at $160.19 on Tuesday. 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 business’s fifty day moving average price is $182.52 and its two-hundred day moving average price is $230.25. The stock has a market cap of $460.24 billion, a PE ratio of 30.11, a price-to-earnings-growth ratio of 1.40 and a beta of 1.64. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.64 by $0.62. The company had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The firm’s revenue for the quarter was up 14.2% compared to the same quarter last year. During the same period last year, the company earned $1.47 EPS. On average, analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared 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. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.2%. Oracle’s dividend payout ratio is 37.59%.

Analyst Ratings Changes

A number of analysts recently weighed in on ORCL shares. Wells Fargo & Company assumed coverage on shares of Oracle in a research report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price objective on the stock. JPMorgan Chase & Co. cut their price target on Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. Mizuho set a $400.00 price target on Oracle in a report on Monday, December 15th. Barclays reissued an “overweight” rating on shares of Oracle in a research note on Monday, February 2nd. Finally, Jefferies Financial Group restated a “buy” rating and issued a $400.00 target price on shares of Oracle in a research note on Monday, January 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and a consensus price target of $292.43.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Heavy intraday buying after a sector rotation and renewed AI optimism pushed Oracle higher, as tech names diverged and investors bought the dip. Oracle Surges 12% While Apple, Amazon Tumble in Choppy Tech Week
• Positive Sentiment: Marketbeat highlights a very large backlog (reported >$520B) and argues Oracle’s debt is financing data‑center capacity that should drive multiyear revenue and service growth — a narrative that supports significant upside if execution and guidance hold. Oracle’s Emotion-Driven Sell-Off Sets Up Generational Opportunity
• Positive Sentiment: Contract wins in the public sector (notably coverage of an Air Force win) reinforce Oracle’s AI cloud story and provide tangible demand for OCI, giving investors a near‑term revenue catalyst. Oracle Lawsuits And Air Force Win Pull AI Cloud Story In Tension
• Neutral Sentiment: Several analyst and sector pieces frame Oracle as a value opportunity amid a broader software selloff; consensus remains cautiously bullish but analysts are split, making the story one of opportunity rather than a clear near‑term trigger. 5 Software Stocks That Look Too Cheap to Ignore
• Neutral Sentiment: Some prominent investors urge caution — signaling that while long‑term thesis remains intact for some, near‑term timing is debated. ‘Not Just Yet,’ Says Top Investor About Oracle Stock
• Negative Sentiment: Multiple law firms have filed or announced securities‑fraud class actions alleging misleading disclosures about AI spending and related risks for the June–Dec 2025 period; legal uncertainty could pressure the stock, increase litigation costs, and distract management. Kessler Topaz Meltzer & Check LLP Files Securities Fraud Class Action Bronstein, Gewirtz & Grossman Announces Class Action BFA Law Announces Potential Class Action & Deadline
• Negative Sentiment: At least one sell‑side note (Scotiabank) expresses a pessimistic view on FY2026 earnings — adding to near‑term downside risk if guidance or results disappoint. Scotiabank Has Pessimistic View of Oracle FY2026 Earnings

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.