Oracle Corporation $ORCL Shares Acquired by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC increased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 17.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 69,222 shares of the enterprise software provider’s stock after purchasing an additional 10,407 shares during the quarter. Axxcess Wealth Management LLC’s holdings in Oracle were worth $19,468,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Vanguard Group Inc. boosted its position in shares of Oracle by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock worth $47,518,451,000 after purchasing an additional 4,681,626 shares during the period. State Street Corp lifted its stake 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 purchasing an additional 1,252,723 shares in the last quarter. Norges Bank purchased a new position in shares of Oracle during the second quarter worth $4,275,378,000. Bank of New York Mellon Corp boosted its position in shares of Oracle by 0.8% during the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock worth $3,357,572,000 after buying an additional 98,693 shares during the period. Finally, Legal & General Group Plc grew its stake in shares of Oracle by 1.3% in the second 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 buying an additional 147,367 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. HSBC reissued a “buy” rating and set a $382.00 target price on shares of Oracle in a research note on Wednesday, November 26th. BMO Capital Markets reduced their price target on shares of Oracle from $270.00 to $205.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. Mizuho set a $400.00 price objective on shares of Oracle in a report on Monday, December 15th. Scotiabank reduced their target price on shares of Oracle from $260.00 to $220.00 and set a “sector outperform” rating on the stock in a report on Tuesday, February 3rd. Finally, Jefferies Financial Group restated a “buy” rating and issued a $400.00 price target on shares of Oracle in a research note on Monday, January 5th. Three analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Oracle has an average rating of “Moderate Buy” and an average price target of $290.97.

Insider Transactions at Oracle

In related news, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction 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 owned 25,596 shares in the company, valued at $5,032,429.56. This represents a 7.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was 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 in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 72,223 shares of company stock worth $13,689,064. 40.90% of the stock is currently owned by corporate insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle landed a U.S. Department of the Air Force task order (adds near-term revenue, validates public‑sector cloud traction). The United States Department of the Air Force Awards Oracle Corporation (ORCL) $88 Million Firm-fixed Price Task Order
• Positive Sentiment: Analyst and media pieces argue the sell‑off may be a buying opportunity given lower relative valuation, large AI/backlog runway and strong analyst targets — a bullish narrative that could support a rebound if results/guidance meet expectations. Is Oracle a Once-in-a-Decade Buying Opportunity Right Now?
• Neutral Sentiment: Industry comparisons highlight that peers like Salesforce may show stronger near-term AI-driven margin expansion, underlining why some investors prefer CRM exposure over Oracle right now. Salesforce vs. Oracle: Which Cloud Software Stock Is the Better Bet?
• Neutral Sentiment: Coverage notes a tension between Oracle’s AI/cloud wins and the legal/debt narrative — the Air Force win vs. the accelerating class‑action headlines exemplify that mixed signal to markets. Oracle Lawsuits And Air Force Win Pull AI Cloud Story In Tension
• Negative Sentiment: Multiple law firms have filed or issued reminders about securities‑fraud class actions alleging misstatements tied to Oracle’s stock moves (class period cited broadly as June 12–Dec 16, 2025); lead‑plaintiff deadlines and ongoing litigation increase headline risk and selling pressure. NYSE: ORCL: Kessler Topaz Meltzer & Check, LLP Files a Securities Class Action Lawsuit Against Oracle Corporation (ORCL)
• Negative Sentiment: Investor concerns persist about heavy, debt‑funded capital spending for AI/data centers and the timing/ROI on those investments — a macro/structural worry that can keep volatility elevated until guidance and cash‑flow clarity arrive. Oracle’s Emotion-Driven Sell-Off Sets Up Generational Opportunity

Oracle Price Performance

Shares of NYSE:ORCL opened at $153.94 on Wednesday. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The firm has a market capitalization of $442.29 billion, a P/E ratio of 28.94, a P/E/G ratio of 1.40 and a beta of 1.64. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The company’s fifty day moving average price is $181.17 and its 200 day moving average price is $229.62.

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, topping 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 for the quarter, compared to analyst estimates of $16.19 billion. During the same quarter last year, the company posted $1.47 earnings per share. The business’s quarterly revenue was up 14.2% compared to the same quarter last year. As a group, sell-side analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is currently 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.