Smith Chas P & Associates PA Cpas Trims Position in Oracle Corporation $ORCL

Smith Chas P & Associates PA Cpas cut its stake in Oracle Corporation (NYSE:ORCL) by 13.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 25,811 shares of the enterprise software provider’s stock after selling 3,943 shares during the quarter. Smith Chas P & Associates PA Cpas’ holdings in Oracle were worth $7,259,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Norges Bank bought a new stake in Oracle during the 2nd quarter valued at approximately $4,275,378,000. Jennison Associates LLC raised its position in shares of Oracle by 2,062.4% in the 3rd quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock worth $2,595,072,000 after acquiring an additional 8,800,546 shares in the last quarter. Vanguard Group Inc. lifted its stake in shares of Oracle by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock valued at $47,518,451,000 after purchasing an additional 4,681,626 shares during the period. American Century Companies Inc. boosted its position in shares of Oracle by 333.7% during the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock valued at $1,473,137,000 after purchasing an additional 4,030,382 shares in the last quarter. Finally, Invesco Ltd. grew its stake in Oracle by 42.1% in the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock worth $1,932,507,000 after purchasing an additional 2,619,722 shares during the period. Institutional investors own 42.44% of the company’s stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI backlog and cloud momentum: Analysts highlight a surge in Oracle’s AI backlog and strong cloud growth (cloud +34% y/y) with roughly $4B of new AI deals that improve revenue visibility into fiscal 2027. Article Link
• Positive Sentiment: Industry recognition: Oracle Financial Services placed highly in the 2026 Chartis RiskTech100 report (top vendor, multiple AI/risk awards), reinforcing strength in risk and compliance products that can drive steady enterprise demand. Article Link
• Neutral Sentiment: Earnings date set — catalyst next week: Oracle will report Q3 FY2026 results after the close on March 10 and host a 4:00 p.m. webcast — a likely near‑term volatility point as investors re‑price guidance and AI deal cadence. Article Link
• Neutral Sentiment: Data‑center financing and project progress: Applied Digital is marketing $2.15B of bonds for a 200MW facility leased to Oracle and Oracle is pursuing permits for its Project Jupiter AI campus — both validate demand but also underline capital intensity and permitting risks. Article Link Project Article
• Negative Sentiment: Widespread securities‑fraud filings and law‑firm notices: Multiple firms (Kessler Topaz, Rosen, Pomerantz, Schall, Bernstein, etc.) have filed or solicited lead‑plaintiff claims alleging misstatements about Oracle’s AI infrastructure and capex — a cluster of suits that increases legal uncertainty and could pressure the stock until resolved. Lead‑plaintiff deadline April 6, 2026. Article Link
• Negative Sentiment: Investor concern over leverage and cash flow: Commentary points to rising debt and cash‑flow strain tied to heavy AI/data‑center spending, which contributed to recent downside price pressure. Article Link

Insider Transactions at Oracle

In related news, 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 completion of the sale, the executive vice president owned 33,638 shares of the company’s stock, valued at $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. 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 company’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the sale, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. The trade was a 6.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 72,223 shares of company stock valued at $13,689,064. Corporate insiders own 40.90% of the company’s stock.

Oracle Stock Performance

ORCL stock opened at $148.99 on Wednesday. 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 Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The stock has a market capitalization of $428.07 billion, a PE ratio of 28.01, a price-to-earnings-growth ratio of 1.31 and a beta of 1.66. The stock’s 50 day simple moving average is $172.36 and its 200 day simple moving average is $222.44.

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 analysts’ consensus estimates of $1.64 by $0.62. The business had revenue of $16.06 billion during 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%.Oracle’s revenue was up 14.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.47 EPS. As a group, research analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were issued a $0.50 dividend. The ex-dividend date was Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle’s dividend payout ratio (DPR) is currently 37.59%.

Wall Street Analyst Weigh In

Several equities analysts have commented on the company. Robert W. Baird lowered their price objective on Oracle from $365.00 to $315.00 and set an “outperform” rating for the company in a research report on Tuesday, November 18th. TD Cowen lowered their price target on shares of Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. UBS Group restated a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $375.00 target price on shares of Oracle in a research note on Wednesday, November 26th. Finally, Bank of America dropped their price target on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $287.94.

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.