EFG Asset Management North America Corp. Makes New Investment in Oracle Corporation $ORCL

EFG Asset Management North America Corp. purchased a new stake in Oracle Corporation (NYSE:ORCL) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 14,797 shares of the enterprise software provider’s stock, valued at approximately $4,159,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Kampmann Melissa S. lifted its position in shares of Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after purchasing an additional 35 shares during the last quarter. McLean Asset Management Corp lifted its holdings in Oracle by 0.7% during the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after buying an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. lifted its holdings in Oracle by 0.7% during the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after buying an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. boosted its position in shares of Oracle by 3.4% during the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after acquiring an additional 37 shares in the last quarter. Finally, Avion Wealth increased its holdings in shares of Oracle by 16.6% in the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock valued at $73,000 after acquiring an additional 37 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Trading Up 2.8%

NYSE ORCL opened at $182.06 on Tuesday. The firm’s fifty day moving average is $197.60 and its two-hundred day moving average is $239.20. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. 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 firm has a market cap of $523.07 billion, a PE ratio of 34.22, a P/E/G ratio of 1.56 and a beta of 1.65.

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 analysts’ consensus estimates of $1.64 by $0.62. The firm had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business’s revenue was up 14.2% on a year-over-year basis. During the same quarter last year, the company posted $1.47 earnings per share. Analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were issued a $0.50 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Oracle’s payout ratio is presently 37.59%.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $375.00 price target on shares of Oracle in a report on Wednesday, November 26th. Stephens upped their target price on shares of Oracle from $208.00 to $331.00 and gave the company an “equal weight” rating in a report on Friday, October 17th. Guggenheim reaffirmed a “buy” rating and issued a $400.00 target price on shares of Oracle in a research report on Thursday, December 11th. William Blair reissued an “outperform” rating on shares of Oracle in a research report on Friday, October 17th. Finally, HSBC reaffirmed a “buy” rating and set a $382.00 price objective on shares of Oracle in a report on Wednesday, November 26th. Three research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Oracle has an average rating of “Moderate Buy” and a consensus target price of $300.46.

Insider Buying and Selling

In other Oracle news, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were 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. The trade was 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 company’s stock in a transaction 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 transaction, the director owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 62,223 shares of company stock worth $12,136,764. 40.90% of the stock is currently owned by company insiders.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Deal closed — Oracle’s stake in the U.S. TikTok JV is official, a visible consumer-business entry that traders are treating as a strategic growth catalyst. Oracle shares rise after TikTok deal finalized
• Positive Sentiment: Analyst support — Guggenheim reiterated a Buy on ORCL and keeps it as a top software idea, which supports upside expectations and helps investor confidence. Guggenheim Reiterates Buy on Oracle (ORCL), Keeps Stock as Software ‘Best Idea
• Positive Sentiment: OpenAI infrastructure tailwind — Oracle increased job forecasts for the New Mexico data center tied to its OpenAI work, reinforcing the company’s positioning in AI infrastructure and indirect revenue upside. Oracle Boosts Data Center Job Forecast After Local Opposition
• Positive Sentiment: Large AI backlog — Coverage highlights Oracle’s massive revenue backlog ahead of FY2026, supporting multi-year revenue visibility tied to cloud and AI projects. The AI Stock With a Monster Revenue Backlog Heading Into 2026
• Neutral Sentiment: User risk for TikTok — Sensor Tower data shows U.S. TikTok uninstalls jumped ~150% after the JV news; this raises short-term uncertainty about user retention and the value of the stake until monetization clarity emerges. TikTok uninstalls are up 150% following U.S. joint venture
• Neutral Sentiment: New commercial wins — A PR release notes a Voisin Consulting win for Oracle’s Argus safety platform; small-but-positive commercial traction in life sciences but unlikely to move the stock materially on its own. Voisin Consulting to Advance Pharmacovigilance Capabilities with Oracle
• Neutral Sentiment: FedRAMP opportunity — Coverage notes Oracle’s push for FedRAMP certification for Primavera Cloud could open federal contracts; promising but dependent on certification and wins. Can Oracle’s FedRAMP Push Unlock Federal Cloud Opportunities?
• Negative Sentiment: Sentiment drag from AI fears — Commentary says AI “bubble” fears have materially discounted options and weighed on ORCL earlier this year, keeping volatility and downside risk elevated. Options Corner: AI Bubble Fears Have Sharply Discounted Oracle Stock
• Negative Sentiment: Legal risk — Notice from Rosen law firms points to a securities class-action over Oracle’s senior notes offering, a potential overhang if litigation progresses. ROSEN…Encourages Oracle Corporation Investors to Secure Counsel in Securities Class Action – ORCL

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.