Stokes Capital Advisors LLC Sells 7,883 Shares of Oracle Corporation $ORCL

Stokes Capital Advisors LLC trimmed its holdings in Oracle Corporation (NYSE:ORCL) by 17.9% in the 3rd quarter, Holdings Channel reports. The fund owned 36,131 shares of the enterprise software provider’s stock after selling 7,883 shares during the quarter. Oracle accounts for about 2.4% of Stokes Capital Advisors LLC’s investment portfolio, making the stock its 14th biggest position. Stokes Capital Advisors LLC’s holdings in Oracle were worth $10,161,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC boosted its position in shares of Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC raised 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 valued at $903,000 after buying an additional 404 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in Oracle by 2.5% in the first quarter. Price T Rowe Associates Inc. MD now owns 7,128,739 shares of the enterprise software provider’s stock worth $996,670,000 after acquiring an additional 171,095 shares in the last quarter. Summit Financial LLC grew its stake in shares of Oracle by 9.6% in the first quarter. Summit Financial LLC now owns 40,372 shares of the enterprise software provider’s stock worth $5,644,000 after acquiring an additional 3,531 shares during the last quarter. Finally, Barnes Wealth Management Group Inc increased its holdings in shares of Oracle by 4.5% during the first quarter. Barnes Wealth Management Group Inc now owns 2,069 shares of the enterprise software provider’s stock valued at $289,000 after acquiring an additional 90 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Insider Activity

In related news, EVP Stuart Levey sold 19,758 shares of the business’s stock in a transaction that occurred on Friday, October 10th. The shares were sold at an average price of $300.00, for a total transaction of $5,927,400.00. Following the completion of the sale, the executive vice president directly owned 18,429 shares in the company, valued at approximately $5,528,700. The trade was a 51.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Jeffrey Berg sold 49,365 shares of the stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the completion of the transaction, the director owned 151,999 shares in the company, valued at $43,018,756.98. The trade was a 24.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 155,190 shares of company stock worth $45,279,001. Company insiders own 40.90% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle named as a managing investor in the U.S. TikTok joint venture — Oracle will host U.S. user data and provide cloud services for the new entity, removing a major regulatory overhang and creating a clear infrastructure contract opportunity. Oracle stock jumps 5% as cloud provider joins investor group to run TikTok’s U.S. business
• Positive Sentiment: Technical/order-flow bullishness: traders flagged a Power Inflow / institutional order‑flow signal that coincided with intraday buying, drawing momentum traders into the name. Oracle Shares Rise Over 2% After Key Trading Signal
• Positive Sentiment: Regulatory/utility approvals for the Michigan data center project remain in place — Michigan regulators approved power requests tied to the Oracle/OpenAI campus, supporting the company’s AI‑infrastructure roadmap. Oracle and OpenAI Win Michigan Approval to Power New Data Center
• Neutral Sentiment: ETF and sector flow context — analysts note the TikTok deal is more of an infrastructure/cloud story than a social‑media call, shifting some ETF and institutional flows toward cloud/data‑center exposures. TikTok’s US Deal Puts Oracle In Focus — Here’s Where ETFs Stand
• Neutral Sentiment: Broader market lift — S&P 500 and Nasdaq gains this week helped amplify ORCL’s move as tech regained traction. S&P 500, Nasdaq Manage Weekly Wins As Oracle Lifts Tech
• Negative Sentiment: Data‑center financing and leverage risk remain a clear headwind — reports that a funding partner (Blue Owl) backed away from a $10B Michigan project and other financing questions have focused investors on Oracle’s rising debt and negative free cash flow. Funding stalls for Oracle’s Michigan datacenter as Blue Owl bows out: Financial Times
• Negative Sentiment: Analyst/market skepticism on the balance sheet and recent cloud revenue softness — commentators and some influential investors have flagged heavy debt levels and execution risk around AI buildouts, which could keep volatility elevated and prompt further downgrades. Jim Cramer on Oracle: “Their Balance Sheet’s Not That Good”

Analysts Set New Price Targets

A number of brokerages recently issued reports on ORCL. Robert W. Baird dropped their price target on shares of Oracle from $365.00 to $315.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 18th. JPMorgan Chase & Co. dropped their target price on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating on the stock in a research note on Thursday, December 11th. Rothschild Redb raised shares of Oracle to a “strong sell” rating in a research report on Thursday, September 25th. Melius Research upped their price objective on Oracle from $270.00 to $370.00 and gave the company a “buy” rating in a research report on Wednesday, September 10th. Finally, HSBC reiterated a “buy” rating and set a $382.00 target price on shares of Oracle in a research note on Wednesday, November 26th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $307.72.

Oracle Trading Up 6.9%

NYSE:ORCL opened at $192.41 on Friday. The company has a market cap of $552.83 billion, a PE ratio of 36.17, a price-to-earnings-growth ratio of 1.63 and a beta of 1.66. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The company has a 50 day simple moving average of $234.97 and a two-hundred day simple moving average of $241.56. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72.

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

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, January 9th. Oracle’s payout ratio is currently 37.59%.

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.