Stoneridge Investment Partners LLC Makes New Investment in Oracle Corporation $ORCL

Stoneridge Investment Partners LLC bought a new stake in shares of Oracle Corporation (NYSE:ORCL) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 4,062 shares of the enterprise software provider’s stock, valued at approximately $1,142,000.

Other large investors also recently bought and sold shares of the company. Kampmann Melissa S. grew its stake in shares of Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after buying an additional 35 shares in the last quarter. McLean Asset Management Corp lifted its holdings in shares of Oracle by 0.7% in the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock valued at $1,551,000 after acquiring an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. grew its position in Oracle by 0.7% in the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after acquiring an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. increased its stake in Oracle by 3.4% during the third 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 during the last quarter. Finally, Avion Wealth increased its stake in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after acquiring an additional 37 shares during the last quarter. 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: Oracle secured a ~15% stake and “Trusted Technology Partner” role in the newly spun‑off U.S. TikTok joint venture, which effectively locks TikTok as a large, long‑term tenant for Oracle Cloud Infrastructure (OCI) and helps justify Oracle’s big data‑center buildouts. This deal is being framed as an infrastructure revenue win rather than a consumer pivot. Oracle’s TikTok Win Isn’t Social Media—It’s a Cloud Power Move
• Neutral Sentiment: Options activity shows sizable bullish bets (whale positions) in Oracle, signaling some traders expect upside or are using derivatives for directional/speculative exposure — this can amplify moves but is not fundamental. This Is What Whales Are Betting On Oracle
• Negative Sentiment: Multiple law firms (Rosen, others) have publicized or filed class actions tied to Oracle’s senior‑note offerings and disclosures about debt used to fund AI/data‑center projects — this litigation creates headline risk and could pressure the stock if claims advance. ROSEN, TOP-RANKED INVESTOR RIGHTS COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel in Securities Class Action – ORCL
• Negative Sentiment: Morgan Stanley flagged that Oracle’s aggressive AI‑infrastructure buildout could create downside risk to EPS targets if spending and revenue cadence diverge from analyst expectations — a reminder that capital intensity and execution timing matter for near‑term earnings. Morgan Stanley finds Oracle’s AI infrastructure buildout creates risk for EPS targets
• Negative Sentiment: High‑profile short/skeptical investors (reported Michael Burry position) and reports that Wall Street showed diminished appetite for some Stargate‑related debt deals have amplified concerns about Oracle’s funding model and liquidity, adding selling pressure. Michael Burry Bets Against Oracle — Should You Sell ORCL Stock Now? • Wall Street is losing its appetite for Oracle’s data center debt

Insider Activity at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction on Friday, December 19th. The stock was sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the completion of the sale, the chief executive officer directly owned 144,030 shares of the company’s stock, valued at $27,728,655.60. The trade was a 6.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Mark Hura sold 15,000 shares of the stock in a transaction on Wednesday, December 24th. The stock was 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 in the company, 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. Insiders sold a total of 111,588 shares of company stock worth $26,108,046 over the last three months. Corporate insiders own 40.90% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on ORCL shares. Citigroup reiterated a “market outperform” rating on shares of Oracle in a report on Wednesday, December 17th. Piper Sandler dropped their price objective on shares of Oracle from $380.00 to $290.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Jefferies Financial Group reiterated a “buy” rating and set a $400.00 price objective on shares of Oracle in a research report on Monday, January 5th. Oppenheimer restated a “market perform” rating on shares of Oracle in a report on Thursday, December 11th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $375.00 price target on shares of Oracle in a research note 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 given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $300.46.

Oracle Trading Down 0.6%

ORCL stock opened at $177.12 on Friday. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The firm’s 50-day moving average is $198.36 and its 200 day moving average is $239.55. The company has a market capitalization of $508.88 billion, a PE ratio of 33.29, a P/E/G ratio of 1.56 and a beta of 1.65. 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 (NYSE:ORCL) last issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. The business had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The company’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 firm earned $1.47 EPS. On average, research analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

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

Oracle 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.