Winch Advisory Services LLC Grows Stock Position in Oracle Corporation $ORCL

Winch Advisory Services LLC increased its position in Oracle Corporation (NYSE:ORCL) by 17,320.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 32,227 shares of the enterprise software provider’s stock after purchasing an additional 32,042 shares during the quarter. Oracle accounts for 2.0% of Winch Advisory Services LLC’s portfolio, making the stock its 13th largest position. Winch Advisory Services LLC’s holdings in Oracle were worth $9,064,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in ORCL. Winnow Wealth LLC acquired a new stake in shares of Oracle during the second quarter valued at about $28,000. Kilter Group LLC acquired a new position in shares of Oracle in the second quarter worth about $30,000. Darwin Wealth Management LLC boosted its holdings in Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 65 shares during the last quarter. Financial Consulate Inc. purchased a new position in Oracle in the third quarter valued at about $37,000. Finally, Collier Financial acquired a new stake in Oracle during the 3rd quarter valued at approximately $38,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. This trade represents a 50.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of Oracle 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 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. Over the last 90 days, insiders sold 72,223 shares of company stock valued at $13,689,064. 40.90% of the stock is owned by corporate insiders.

Oracle Price Performance

Shares of NYSE ORCL opened at $152.51 on Thursday. 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 firm has a market capitalization of $438.18 billion, a PE ratio of 28.67, a P/E/G ratio of 1.30 and a beta of 1.66. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The business’s fifty day moving average price is $171.47 and its two-hundred day moving average price is $221.95.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. The business 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 company’s revenue for the quarter was up 14.2% compared to the same quarter last year. During the same quarter last year, the company earned $1.47 EPS. On average, research analysts expect 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. Stockholders of record on Friday, January 9th were given a dividend of $0.50 per share. The ex-dividend date was Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle’s payout ratio is currently 37.59%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Expanded AI & enterprise cloud partnerships — Oracle announced broader enterprise cloud partnerships and a multi‑year expansion with Oracle Red Bull Racing to supply AI and OCI‑driven race strategy and engineering, reinforcing revenue visibility from AI workloads. Oracle Corporation (ORCL) Expands Partnerships and Enterprise Cloud Presence
• Positive Sentiment: Red Bull Racing AI tie‑up highlights AI monetization — the extended Oracle–Red Bull Racing alliance focuses on real‑time decisioning, hybrid powertrain simulation and engineering workloads that showcase Oracle’s AI/cloud stack in a high‑profile use case. Oracle Red Bull Racing Alliance Puts AI Spotlight On Oracle Valuation
• Positive Sentiment: AI backlog and cloud growth — reports show Oracle’s AI backlog and cloud revenue strength (cloud up ~34% y/y, ~$4B in new AI deals), which improves forward revenue visibility and supports fiscal‑2027 growth expectations. Oracle’s AI Backlog Strengthens: Is Sustained Growth Ahead?
• Positive Sentiment: Recognition in risk & AI tech — Oracle Financial Services ranked highly in Chartis RiskTech100 (leadership in AI and risk tech), which supports credibility in regulated‑industry sales. Oracle Financial Services Named a Top Vendor in 2026 Chartis RiskTech 100 Report
• Neutral Sentiment: Financing for partner data center — Applied Digital is seeking debt to fund a 200MW North Dakota facility leased to Oracle; it’s a sign of data‑center demand but also highlights the capital intensity and external financing in the AI infrastructure chain. Applied Digital Seeks $2.15 Billion Junk Bond for Oracle Data Center
• Negative Sentiment: Multiple securities‑fraud class actions — several law firms and a formal complaint allege Oracle misstated its AI data‑center capabilities and capex risks for a defined class period; the legal overhang and potential damages/create distractions are weighing on sentiment. Kessler Topaz Meltzer & Check Files Securities‑Fraud Class Action Against Oracle
• Negative Sentiment: Analyst price‑target cuts and mixed ratings — Citigroup trimmed its PT from $370 to $310 (still a Buy) and RBC cut its PT to $160 (sector perform); those revisions and mixed analyst views are increasing near‑term selling pressure. Benzinga: Citigroup Lowers Oracle Price Target
• Negative Sentiment: Permitting and power concerns for data‑center projects — regulatory and permitting friction (microgrid/air permits, broader data‑center power issues) are drawing scrutiny and have pressured the stock amid questions about timeline and capex execution. CNBC: Trump and AI data center power dilemma

Analysts Set New Price Targets

Several research firms have recently commented on ORCL. Citigroup reduced their target price on Oracle from $370.00 to $310.00 and set a “buy” rating for the company in a research note on Wednesday. Erste Group Bank lowered shares of Oracle from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Morgan Stanley cut their target price on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a research note on Friday, January 23rd. KeyCorp decreased their price target on Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Finally, Citizens Jmp lowered their price objective on Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a report on Thursday, February 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $285.23.

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.