Private Trust Co. NA Has $8.89 Million Stock Holdings in Oracle Corporation $ORCL

Private Trust Co. NA boosted its position in Oracle Corporation (NYSE:ORCL) by 11.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 31,623 shares of the enterprise software provider’s stock after acquiring an additional 3,287 shares during the period. Oracle accounts for 0.8% of Private Trust Co. NA’s portfolio, making the stock its 16th largest position. Private Trust Co. NA’s holdings in Oracle were worth $8,894,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Oracle during the 2nd quarter worth approximately $4,275,378,000. Vanguard Group Inc. boosted its stake in Oracle by 2.1% in the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock valued at $35,916,290,000 after acquiring an additional 3,353,461 shares during the last quarter. Kingstone Capital Partners Texas LLC acquired a new stake in Oracle during the 2nd quarter worth $731,512,000. Invesco Ltd. raised its position in shares of Oracle by 42.1% during the 2nd quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after acquiring an additional 2,619,722 shares during the last quarter. Finally, Assenagon Asset Management S.A. lifted its stake in shares of Oracle by 840.7% in the 2nd quarter. Assenagon Asset Management S.A. now owns 2,119,473 shares of the enterprise software provider’s stock valued at $463,380,000 after purchasing an additional 1,894,157 shares during the period. 42.44% of the stock is owned by institutional investors.

Key Stores Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: TikTok JV seen as a high‑profile validation of Oracle’s sovereign‑cloud strategy — the deal could serve as a showcase customer for OCI security and drive new regulated‑industry sales. Oracle Part of the JV to Acquire Stake in TikTok (MSN)
• Positive Sentiment: Analyst bullishness — Dan Ives and others argue Oracle’s cloud/data‑center conversion and AI positioning could re‑rate the stock into 2026 (targets like $250 cited). Will Oracle Stock Hit $250 in 2026? (Yahoo)
• Positive Sentiment: Operational wins on AI/data centers — coverage highlights OCI GPU growth, data‑center expansion and sovereign‑cloud partnerships as turning Oracle into an AI infrastructure utility. Forget The Chips: Oracle Wins Phase 2 of AI (MarketBeat)
• Neutral Sentiment: China urges lawful, balanced solutions on the TikTok hand‑over — a diplomatic tone that reduces headline risk but leaves regulatory/legal timing unclear. China Says It Hopes Firms Seek Lawful, Balanced Solutions Over TikTok Deal (Reuters)
• Neutral Sentiment: Analyst/market notes remain constructive amid OCI confusion — some boutiques see opportunity but acknowledge mixed short‑term sentiment. Citizens Stays Constructive on Oracle (MSN)
• Negative Sentiment: Insider selling: CEO Clayton Magouyrk and director Naomi Seligman disclosed recent sales (~10,000 and 2,223 shares), which can amplify short‑term selling pressure and signal liquidity needs. CEO Form 4 (SEC) Naomi Seligman Sale (InsiderTrades)
• Negative Sentiment: Reports the TikTok JV may give Oracle less commercial control than hoped have pressured sentiment — weaker upside from the deal would reduce the “proof‑point” value investors expect. Oracle Stock Slides After Reports of Limited Control in TikTok Deal (Benzinga)
• Negative Sentiment: Macro/valuation worries — commentators flag AI “bubble” concerns and Oracle’s leverage from heavy data‑center spending, which raises downside risk if growth misses. How Oracle Went From AI Darling to Being the Face of Bubble Fears (TipRanks)

Oracle Stock Performance

Shares of ORCL opened at $197.24 on Friday. The firm has a market cap of $566.70 billion, a P/E ratio of 37.08, a PEG ratio of 1.77 and a beta of 1.66. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The firm’s 50 day moving average price is $226.27 and its two-hundred day moving average price is $242.29.

Oracle (NYSE:ORCL) last issued its quarterly earnings data 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 analyst estimates of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The firm’s quarterly revenue was up 14.2% on a year-over-year basis. During the same period last year, the business posted $1.47 earnings per share. On average, analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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

Insider Buying and Selling at Oracle

In other Oracle news, Director Jeffrey Berg sold 49,365 shares of the company’s 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 of the company’s stock, valued at $43,018,756.98. This represents a 24.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Clayton M. Magouyrk sold 40,000 shares of the firm’s stock in a transaction that occurred on Tuesday, October 21st. The stock was sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the transaction, the chief executive officer directly owned 154,030 shares of the company’s stock, valued at $42,610,859.20. This represents a 20.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 131,346 shares of company stock valued at $36,129,646 in the last 90 days. 40.90% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

ORCL has been the subject of a number of analyst reports. JPMorgan Chase & Co. decreased their price objective on Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. The Goldman Sachs Group lowered their price target on Oracle from $320.00 to $220.00 and set a “neutral” rating for the company in a research note on Friday, December 12th. Erste Group Bank downgraded shares of Oracle from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. TD Cowen decreased their price objective on shares of Oracle from $400.00 to $350.00 and set a “buy” rating for the company in a report on Thursday, December 11th. Finally, Morgan Stanley increased their target price on shares of Oracle from $246.00 to $320.00 and gave the stock an “equal weight” rating in a report on Tuesday, September 23rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $307.72.

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.