NEOS Investment Management LLC Acquires 57,805 Shares of Oracle Corporation $ORCL

NEOS Investment Management LLC raised its holdings in Oracle Corporation (NYSE:ORCL) by 43.2% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 191,472 shares of the enterprise software provider’s stock after acquiring an additional 57,805 shares during the quarter. NEOS Investment Management LLC’s holdings in Oracle were worth $53,850,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Darwin Wealth Management LLC raised its holdings in shares of 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 acquiring an additional 65 shares in the last quarter. Winnow Wealth LLC purchased a new position in Oracle during the 2nd quarter valued at about $28,000. Financial Consulate Inc. bought a new stake in shares of Oracle in the 3rd quarter valued at about $37,000. Corundum Trust Company INC purchased a new stake in shares of Oracle in the 3rd quarter worth approximately $39,000. Finally, Collier Financial bought a new position in shares of Oracle during the third quarter valued at approximately $38,000. 42.44% of the stock is currently owned by institutional investors.

Oracle Stock Up 2.4%

Oracle stock opened at $160.19 on Tuesday. The stock’s fifty day moving average is $182.52 and its two-hundred day moving average is $230.25. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The stock has a market cap of $460.24 billion, a PE ratio of 30.11, a P/E/G ratio of 1.40 and a beta of 1.64.

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

Oracle Announces Dividend

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

Insiders Place Their Bets

In other news, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction dated Thursday, January 15th. The shares were 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. This represents a 50.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Mark Hura sold 15,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of 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. The SEC filing for this sale provides additional information. Insiders have sold 72,223 shares of company stock worth $13,689,064 over the last 90 days. Corporate insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of recent analyst reports. Morgan Stanley lowered their price objective on Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a research report on Friday, January 23rd. Melius Research set a $160.00 price target on Oracle in a research report on Monday, February 9th. Sanford C. Bernstein set a $313.00 target price on Oracle in a report on Monday, February 9th. UBS Group reissued a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Finally, Mizuho set a $400.00 target price on shares of Oracle in a report on Monday, December 15th. 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 company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $292.43.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Federal / public‑sector wins boost credibility for Oracle’s AI/cloud strategy — reports note a meaningful Air Force/public‑sector win that reinforces OCI demand and underpins near‑term revenue visibility, helping lift investor confidence. Oracle Lawsuits And Air Force Win Pull AI Cloud Story In Tension
• Positive Sentiment: Short‑term momentum: Oracle shares jumped sharply amid sector rotation and renewed AI spending optimism — market headlines and flows pushed the stock higher as investors rotated into names exposed to AI infrastructure. Oracle Surges 12% While Apple, Amazon Tumble in Choppy Tech Week
• Positive Sentiment: Longer‑term bull case: Analysis argues the sell‑off is emotion‑driven and cites a large, AI‑driven backlog and data‑center buildout as a multiyear catalyst — this narrative supports buy‑the‑dip flows and analyst upside targets. Oracle’s Emotion-Driven Sell-Off Sets Up Generational Opportunity
• Neutral Sentiment: Relative‑value framing: Oracle appears on lists of software stocks labeled “too cheap to ignore,” which supports bargain‑hunting interest but also highlights elevated volatility and mixed analyst views — useful for longer‑term investors but not an immediate catalyst on its own. 5 Software Stocks That Look Too Cheap to Ignore (ORCL)
• Neutral Sentiment: Valuation and capital‑spend questions remain: Coverage flags large, debt‑funded data‑center investments that raise near‑term valuation questions — this keeps some investors cautious until clearer returns or guidance appear. Oracle (NYSE:ORCL) Valuation Check As Massive AI Data Center Funding Plan Raises New Questions
• Negative Sentiment: Legal risk: Multiple law firms have filed securities‑fraud class actions alleging disclosure problems tied to the June–Dec 2025 period — increased litigation headlines raise potential settlement costs, management distraction and headline risk that can pressure the share price. ORCL Announcement: Kessler Topaz Meltzer & Check, LLP Announces the Firm Has Filed a Securities Fraud Class Action Lawsuit Against Oracle Corporation Bronstein, Gewirtz & Grossman LLC Urges Oracle Investors to Act $ORCL Stock Announcement: Oracle Investors May Have Been Affected by Fraud

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.