Trivest Advisors Ltd Has $149.22 Million Position in Oracle Corporation $ORCL

Trivest Advisors Ltd lessened its holdings in Oracle Corporation (NYSE:ORCL) by 23.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 530,562 shares of the enterprise software provider’s stock after selling 159,438 shares during the period. Oracle comprises 4.8% of Trivest Advisors Ltd’s holdings, making the stock its 9th biggest position. Trivest Advisors Ltd’s holdings in Oracle were worth $149,215,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of ORCL. Norges Bank bought a new position in shares of Oracle in the 2nd quarter worth $4,275,378,000. Jennison Associates LLC grew its stake in Oracle by 2,062.4% in the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock valued at $2,595,072,000 after purchasing an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. raised its holdings in Oracle by 2.8% in the third 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 in the last quarter. Invesco Ltd. lifted its position in shares of Oracle by 42.1% during 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 buying an additional 2,619,722 shares during the last quarter. Finally, Laurel Wealth Advisors LLC boosted its holdings in shares of Oracle by 21,239.6% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,729,145 shares of the enterprise software provider’s stock valued at $378,043,000 after buying an additional 1,721,042 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms recently commented on ORCL. BMO Capital Markets reduced their price objective on shares of Oracle from $270.00 to $205.00 and set an “outperform” rating for the company in a research note on Wednesday, February 4th. Piper Sandler lowered their target price on shares of Oracle from $290.00 to $240.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Robert W. Baird reduced their price target on Oracle from $365.00 to $315.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 18th. HSBC reissued a “buy” rating and issued a $382.00 price objective on shares of Oracle in a research report on Wednesday, November 26th. Finally, Morgan Stanley reduced their target price on Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a research report on Friday, January 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $290.97.

Insider Buying and Selling at Oracle

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total value of $437,064.03. Following the sale, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Mark Hura sold 15,000 shares of the stock in a transaction dated 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 sale, the insider directly owned 234,077 shares in the company, valued at $46,087,420.53. This represents a 6.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 72,223 shares of company stock valued at $13,689,064 over the last quarter. Insiders own 40.90% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is winning cloud deals that validate its AI infrastructure strategy — the Centers for Medicare & Medicaid Services selected Oracle Cloud Infrastructure for a modernization project, a concrete commercial win that supports OCI revenue momentum. Oracle Cloud Infrastructure Gains Momentum With CMS Selection
• Neutral Sentiment: Some software peers (e.g., RingCentral, Five9) are rallying on better-than-expected results, showing mixed sentiment across AI-exposed software names — this helps explain sector rotation but doesn’t remove Oracle‑specific concerns. Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
• Negative Sentiment: Multiple law firms have launched or are soliciting plaintiffs for securities‑fraud class actions covering the June–Dec 2025 period; proliferation of suits raises legal and reputational risk and increases uncertainty for shareholders. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit
• Negative Sentiment: Market commentary ties today’s sell‑off to Nvidia/OpenAI funding dynamics: traders are treating Oracle as a proxy for OpenAI’s ability to raise capital and for Oracle’s ability to support contracted AI workloads — funding clarity is needed to calm sentiment. Here’s Why Oracle Stock Slumped Today (Hint: It’s Nvidia Related, But Not How You Might Think)
• Negative Sentiment: Analyst/social‑media threads flag heavy AI capex (estimates of up to ~$50B), higher debt issuance and insider selling — financing/dilution worries and rising short interest are pressuring the stock. Oracle Stock (ORCL) Opinions on Q2 Earnings and AI Capex Plans
• Negative Sentiment: Intraday commentary and trade reports note a sharp slide in ORCL versus broader indexes today — momentum selling and higher volume amplify the move until the market gets clearer answers on funding, capex pacing and legal exposure. Why Are Oracle Shares Sliding On Friday?

Oracle Stock Performance

Shares of ORCL opened at $148.00 on Friday. 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 of $178.15 and a two-hundred day moving average of $227.68. The stock has a market cap of $425.23 billion, a P/E ratio of 27.82, a P/E/G ratio of 1.29 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 announced 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. The firm had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company’s revenue for the quarter was up 14.2% compared to the same quarter last year. During the same period last year, the business posted $1.47 earnings per share. As a group, research analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date was Friday, January 9th. Oracle’s payout ratio is presently 37.59%.

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.