Worth Asset Management LLC Buys Shares of 6,446 Oracle Corporation $ORCL

Worth Asset Management LLC acquired a new stake in shares of Oracle Corporation (NYSE:ORCL) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 6,446 shares of the enterprise software provider’s stock, valued at approximately $1,813,000. Oracle makes up about 0.8% of Worth Asset Management LLC’s portfolio, making the stock its 26th biggest position.

A number of other hedge funds have also made changes to their positions in the stock. Perigon Wealth Management LLC grew its position in Oracle by 22.2% during the third quarter. Perigon Wealth Management LLC now owns 34,473 shares of the enterprise software provider’s stock worth $9,695,000 after buying an additional 6,271 shares in the last quarter. Parisi Gray Wealth Management increased its holdings in Oracle by 14.2% during the 3rd quarter. Parisi Gray Wealth Management now owns 14,473 shares of the enterprise software provider’s stock valued at $4,070,000 after purchasing an additional 1,798 shares in the last quarter. Sandbox Financial Partners LLC acquired a new stake in shares of Oracle in the third quarter valued at $274,000. Rede Wealth LLC acquired a new position in shares of Oracle during the third quarter worth approximately $736,000. Finally, BankPlus Trust Department boosted its position in Oracle by 4.6% in the 3rd quarter. BankPlus Trust Department now owns 3,994 shares of the enterprise software provider’s stock valued at $1,123,000 after buying an additional 175 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Down 1.4%

Shares of NYSE:ORCL opened at $195.28 on Tuesday. 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 Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The firm has a market capitalization of $561.06 billion, a P/E ratio of 36.71, a P/E/G ratio of 1.77 and a beta of 1.66. The stock has a 50 day moving average price of $222.75 and a 200-day moving average price of $243.32.

Oracle (NYSE:ORCL) last released 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 firm had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company’s quarterly revenue was up 14.2% on a year-over-year basis. During the same period in the prior year, the firm posted $1.47 earnings per share. As a group, equities research analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Friday, January 9th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s dividend payout ratio (DPR) is currently 37.59%.

Insider Buying and Selling at Oracle

In related news, insider Mark Hura sold 15,000 shares of the stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the sale, the insider owned 234,077 shares in the company, valued at approximately $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $192.52, for a total value of $1,925,200.00. Following the completion of the transaction, the chief executive officer directly owned 144,030 shares in the company, valued at approximately $27,728,655.60. This represents a 6.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 146,346 shares of company stock valued at $39,082,996 in the last ninety days. 40.90% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on ORCL. Rothschild Redb raised Oracle to a “strong sell” rating in a research report on Thursday, September 25th. The Goldman Sachs Group dropped their target price on Oracle from $320.00 to $220.00 and set a “neutral” rating on the stock in a report on Friday, December 12th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $375.00 price objective on shares of Oracle in a research note on Wednesday, November 26th. DA Davidson reduced their price objective on shares of Oracle from $200.00 to $180.00 and set a “neutral” rating for the company in a research report on Thursday, December 11th. Finally, JPMorgan Chase & Co. lowered their price target on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. Three investment 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 issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $307.72.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: MarketBeat includes Oracle among “5 Stocks Set to Start Strong in January,” citing its full‑stack AI and OCI/data‑center positioning as a potential catalyst as capacity comes online. 5 Stocks Set to Start Strong in January and Lead Through 2026
• Positive Sentiment: Macro backdrop: MarketBeat argues Q4 earnings season could lift S&P 500 tech names (including ORCL) if AI spending drives beats and stronger guidance — a potential near‑term demand catalyst. Why Q4 Earnings Season Could Be a Bullish Catalyst for S&P 500 Stocks
• Positive Sentiment: Analyst/institutional support: Several firms maintain buy ratings and high price targets; large funds (Price T. Rowe, UBS AM, FMR, Norges, etc.) increased positions in recent quarters — signals of conviction from big investors. Oracle Corporation Stock (ORCL) Opinions on AI Investment Concerns
• Positive Sentiment: Phillip Securities raised its 2026 capex view to $50B, framing higher spending as confidence in OCI and full‑stack AI leadership — bullish if capex translates into market share and revenue growth. Phillip Securities Raises Oracle 2026 Capex Forecast to $50B
• Neutral Sentiment: Public‑sector opportunity: Oracle executives say governments are shifting to agentic AI and need data organization first — a steady channel but longer‑tailed revenue visibility. AI Infrastructure Providers Look to Agentic Solutions for Government in 2026
• Neutral Sentiment: Credit signal: Analysts and articles note Oracle bonds yield ~7% — meaningful for credit‑sensitive investors as it implies higher perceived financing risk even if not an immediate equity catalyst. A Look At The 7% Yield From Oracle Bonds
• Neutral Sentiment: Analysis/longer‑term view: Seeking Alpha piece says “comeback is real” but flags execution uncertainty — reinforces mixed investor views on upside vs. execution risk. Oracle’s Comeback Is Real, But Greatness Is Still Uncertain
• Negative Sentiment: Insider selling: EVP Mark Hura sold 15,000 shares at about $196.89 (Dec. 24) — a disclosed SEC Form 4 that can increase short‑term investor caution. SEC Form 4
• Negative Sentiment: Balance‑sheet & execution worries: Coverage (Yahoo/InsiderMonkey/Quiver) highlights that aggressive AI capex and reported data‑center delays are stretching Oracle’s balance sheet and fueling the stock’s recent sharp pullback. Oracle Under Pressure as AI Commitments Stretch the Balance Sheet
• Negative Sentiment: Sentiment amplification: Social‑media chatter and commentators (including Jim Cramer coverage) note ORCL’s steep drop from September highs and warn of near‑term volatility while execution questions persist. Jim Cramer Discusses OpenAI & Oracle (ORCL)

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.