Camden National Bank Sells 3,251 Shares of Oracle Corporation $ORCL

Camden National Bank reduced its holdings in shares of Oracle Corporation (NYSE:ORCL) by 3.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 84,893 shares of the enterprise software provider’s stock after selling 3,251 shares during the period. Oracle accounts for approximately 3.3% of Camden National Bank’s investment portfolio, making the stock its 2nd biggest holding. Camden National Bank’s holdings in Oracle were worth $23,875,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in the business. Brighton Jones LLC grew its position in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after buying an additional 100,494 shares during the period. Revolve Wealth Partners LLC boosted its stake in Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after acquiring an additional 404 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after purchasing an additional 768 shares during the period. WCM Investment Management LLC bought a new stake in Oracle in the second quarter valued at $231,000. Finally, Consilio Wealth Advisors LLC increased its stake in Oracle by 3.5% in the second quarter. Consilio Wealth Advisors LLC now owns 3,282 shares of the enterprise software provider’s stock valued at $690,000 after purchasing an additional 112 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. Stifel Nicolaus reduced their target price on Oracle from $350.00 to $275.00 and set a “buy” rating for the company in a research note on Thursday, December 11th. Morgan Stanley reduced their price objective on Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a research note on Friday, January 23rd. JMP Securities restated a “market outperform” rating and set a $342.00 price objective on shares of Oracle in a report on Friday, October 17th. JPMorgan Chase & Co. cut their target price on Oracle from $270.00 to $230.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. Finally, William Blair reissued an “outperform” rating on shares of Oracle in a research report on Friday, October 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and an average price target of $292.43.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle won an $88 million U.S. Air Force task order for Oracle Cloud Infrastructure to support the Air Force Cloud One program through 2028 — a material, mission‑critical cloud contract that supports ORCL’s OCI revenue trajectory. U.S. Department of the Air Force Accelerates Cloud Modernization with Oracle
• Positive Sentiment: Oracle added several customer wins and product rollouts (City of Atlanta selects Oracle Permitting & Licensing; ReGrow Israel picks Oracle Agriculture Data Intelligence; Oracle Health Clinical AI Agent expands to the UK) — these wins reinforce recurring SaaS/OCI demand and demonstrate traction for Oracle’s AI‑enabled offerings. The City of Atlanta Modernizes Constituent Services and Unlocks AI-Driven Innovation with Oracle
• Positive Sentiment: Market interest is also being propped up by product momentum around AI agents for Fusion Apps and positive analyst notes/upgrades that have previously sparked rallies. Oracle Unveils AI Agents for Fusion Apps
• Neutral Sentiment: Scotiabank trimmed FY2026/FY2027 EPS forecasts slightly — small estimate moves that leave the firm constructive (Sector Outperform) but signal analysts are recalibrating near‑term expectations. Scotiabank Lowers FY2026/FY2027 EPS Estimates for Oracle
• Negative Sentiment: Legal overhang: multiple law firms have filed or are soliciting plaintiffs for securities‑class actions covering June–December 2025 — this increases litigation risk and could pressure the stock if suits progress. STOCK NEWS: Oracle Corporation Sued for Securities Fraud after 11% Stock Drop
• Negative Sentiment: Insider selling & sentiment risk: CEO Clayton Magouyrk disclosed a ~10,000‑share sale this week; while often personal, it can be read negatively alongside analyst caution and rising short interest. SEC Form 4 — Clayton M. Magouyrk sale

Oracle Trading Up 2.4%

Shares of Oracle stock opened at $160.19 on Friday. The company has a market capitalization of $460.24 billion, a P/E ratio of 30.11, a price-to-earnings-growth ratio of 1.37 and a beta of 1.64. The stock has a fifty day simple moving average of $183.73 and a 200 day simple moving average of $231.18. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28.

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

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio is presently 37.59%.

Insider Activity

In related news, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction 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 owned 33,638 shares in the company, valued at $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 72,223 shares of company stock worth $13,689,064. Corporate insiders own 40.90% of the company’s stock.

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.