Wealth Alliance Advisory Group LLC Has $5.09 Million Stock Position in Oracle Corporation $ORCL

Wealth Alliance Advisory Group LLC cut its stake in Oracle Corporation (NYSE:ORCL) by 13.4% in the third quarter, HoldingsChannel reports. The institutional investor owned 18,111 shares of the enterprise software provider’s stock after selling 2,791 shares during the quarter. Oracle makes up about 0.9% of Wealth Alliance Advisory Group LLC’s holdings, making the stock its 26th biggest holding. Wealth Alliance Advisory Group LLC’s holdings in Oracle were worth $5,094,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also bought and sold shares of ORCL. Revolve Wealth Partners LLC raised its stake in Oracle by 6.1% during the third quarter. Revolve Wealth Partners LLC now owns 6,048 shares of the enterprise software provider’s stock worth $1,701,000 after acquiring an additional 347 shares in the last quarter. Voisard Asset Management Group Inc. grew its holdings in shares of Oracle by 3.4% in the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after purchasing an additional 37 shares during the last quarter. Welch Group LLC grew its holdings in shares of Oracle by 2.3% in the 3rd quarter. Welch Group LLC now owns 67,411 shares of the enterprise software provider’s stock worth $18,959,000 after purchasing an additional 1,526 shares during the last quarter. True North Advisors LLC increased its position in shares of Oracle by 17.2% during the 3rd quarter. True North Advisors LLC now owns 9,415 shares of the enterprise software provider’s stock worth $2,648,000 after purchasing an additional 1,381 shares in the last quarter. Finally, Fourpath Capital Management LLC bought a new position in Oracle during the 3rd quarter valued at about $264,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity at Oracle

In related news, Director Jeffrey Berg sold 49,365 shares of the stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total value of $13,971,282.30. Following the transaction, the director directly owned 151,999 shares in the company, valued at $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Clayton M. Magouyrk sold 40,000 shares of the firm’s stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the completion of the transaction, the chief executive officer directly owned 154,030 shares in the company, valued at approximately $42,610,859.20. The trade was a 20.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 133,568 shares of company stock worth $36,771,604. Insiders own 40.90% of the company’s stock.

Oracle Stock Performance

ORCL stock opened at $197.24 on Thursday. The company has a 50 day moving average price of $228.57 and a 200 day moving average price of $242.60. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The stock has a market capitalization of $566.70 billion, a PE ratio of 37.08, a price-to-earnings-growth ratio of 1.76 and a beta of 1.66.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. The firm had revenue of $16.06 billion for 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%.The business’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same period last year, the company earned $1.47 EPS. Analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

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

Analyst Upgrades and Downgrades

Several analysts have weighed in on ORCL shares. Stephens upped their price objective on shares of Oracle from $208.00 to $331.00 and gave the stock an “equal weight” rating in a research note on Friday, October 17th. Robert W. Baird reduced their target price on Oracle from $365.00 to $315.00 and set an “outperform” rating on the stock in a report on Tuesday, November 18th. JMP Securities restated a “market outperform” rating and set a $342.00 price target on shares of Oracle in a research report on Friday, October 17th. BNP Paribas set a $377.00 price target on Oracle in a report on Wednesday, September 10th. Finally, Piper Sandler cut their price objective on Oracle from $380.00 to $290.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $307.72.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: High‑visibility TikTok JV could validate Oracle’s sovereign‑cloud strategy and drive new commercial wins for OCI; the market is treating the deal as a proof point for secure cloud hosting. Read More.
• Positive Sentiment: Sell‑side bulls (e.g., Dan Ives) see accelerating cloud and data‑center conversion that could re‑rate ORCL into 2026 — this analyst momentum helps underpin investor optimism. Read More.
• Positive Sentiment: Coverage highlights Oracle’s AI positioning and OCI/data‑center expansion (sovereign cloud, GPU access, rising remaining performance obligations) as durable revenue drivers rather than a chip‑only story. Read More.
• Neutral Sentiment: China’s commerce ministry urged “lawful, balanced” solutions for the TikTok hand‑over — a diplomatically cautious stance that could slow or reshape the JV terms but is not an outright blocker. Read More.
• Neutral Sentiment: Some brokers remain constructive on OCI despite investor confusion over the TikTok JV and execution timing — that mixed messaging keeps trading choppy but supports longer‑term demand expectations. Read More.
• Negative Sentiment: Reports that the new U.S. investors in the TikTok JV may have limited control have dented hopes for outsized commercial upside from the deal, pressuring sentiment. Read More.
• Negative Sentiment: Notable insider selling — CEO and board sales disclosed in filings — add to concern about timing for big personal liquidity events and amplify downside risk in a volatile name. Read More.
• Negative Sentiment: Execution/financing questions persist (e.g., Michigan data‑center financing reports) and macro chatter about an AI valuation bubble and Oracle’s leverage raise the risk that momentum could reverse if growth or funding signals disappoint. Read More.

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.