Trek Financial LLC Trims Position in Oracle Corporation $ORCL

Trek Financial LLC decreased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 56.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 11,815 shares of the enterprise software provider’s stock after selling 15,258 shares during the period. Trek Financial LLC’s holdings in Oracle were worth $3,323,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Acorn Wealth Advisors LLC lifted its position in Oracle by 10.4% during the 3rd quarter. Acorn Wealth Advisors LLC now owns 1,544 shares of the enterprise software provider’s stock worth $434,000 after acquiring an additional 146 shares during the period. Virtue Capital Management LLC lifted its holdings in shares of Oracle by 16.0% during the third quarter. Virtue Capital Management LLC now owns 6,437 shares of the enterprise software provider’s stock worth $1,810,000 after purchasing an additional 887 shares during the period. Peachtree Investment Partners LLC purchased a new position in Oracle in the 3rd quarter valued at $366,000. Modera Wealth Management LLC increased its stake in Oracle by 1.1% in the 3rd quarter. Modera Wealth Management LLC now owns 101,190 shares of the enterprise software provider’s stock valued at $28,459,000 after buying an additional 1,113 shares during the period. Finally, PFG Investments LLC raised its position in Oracle by 2.9% during the 3rd quarter. PFG Investments LLC now owns 39,382 shares of the enterprise software provider’s stock worth $11,076,000 after buying an additional 1,092 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on ORCL shares. Wells Fargo & Company began coverage on shares of Oracle in a research note on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price target on the stock. Piper Sandler dropped their target price on Oracle from $380.00 to $290.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Barclays set a $310.00 price target on Oracle in a report on Thursday, December 11th. Bank of America decreased their price target on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Finally, Scotiabank cut their price objective on Oracle from $360.00 to $260.00 and set a “sector outperform” rating for the company in a research report on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $300.46.

Oracle Stock Down 0.6%

Oracle stock opened at $177.12 on Friday. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The firm has a market capitalization of $508.88 billion, a price-to-earnings ratio of 33.29, a price-to-earnings-growth ratio of 1.56 and a beta of 1.65. The stock’s fifty day moving average is $198.36 and its two-hundred day moving average is $239.55. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping the consensus estimate of $1.64 by $0.62. The business 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 business’s revenue for the quarter was up 14.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.47 EPS. Analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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

Oracle News Roundup

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 Buying and Selling at Oracle

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the transaction, the executive vice president owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the transaction, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 111,588 shares of company stock worth $26,108,046. 40.90% of the stock is currently owned by insiders.

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.