Steigerwald Gordon & Koch Inc. Grows Stake in Oracle Corporation $ORCL

Steigerwald Gordon & Koch Inc. lifted its position in Oracle Corporation (NYSE:ORCL) by 9.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 81,536 shares of the enterprise software provider’s stock after purchasing an additional 7,006 shares during the quarter. Oracle comprises approximately 2.2% of Steigerwald Gordon & Koch Inc.’s portfolio, making the stock its 18th largest holding. Steigerwald Gordon & Koch Inc.’s holdings in Oracle were worth $22,931,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Ferguson Wellman Capital Management Inc. grew its position in Oracle by 5.1% during the third quarter. Ferguson Wellman Capital Management Inc. now owns 8,069 shares of the enterprise software provider’s stock worth $2,269,000 after buying an additional 395 shares in the last quarter. Lee Kelleher Wealth Management bought a new stake in shares of Oracle during the 3rd quarter valued at about $201,000. tru Independence LLC grew its holdings in shares of Oracle by 5.3% during the third quarter. tru Independence LLC now owns 1,251 shares of the enterprise software provider’s stock worth $352,000 after purchasing an additional 63 shares in the last quarter. Kingswood Wealth Advisors LLC increased its position in shares of Oracle by 10.6% in the third quarter. Kingswood Wealth Advisors LLC now owns 18,849 shares of the enterprise software provider’s stock worth $5,301,000 after purchasing an additional 1,806 shares during the last quarter. Finally, Strategic Planning Group LLC raised its stake in Oracle by 5.2% in the third quarter. Strategic Planning Group LLC now owns 31,319 shares of the enterprise software provider’s stock valued at $8,808,000 after purchasing an additional 1,556 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Robert W. Baird cut their price target on shares of Oracle from $365.00 to $315.00 and set an “outperform” rating for the company in a research note on Tuesday, November 18th. Redburn Partners set a $175.00 target price on shares of Oracle in a research report on Thursday, September 25th. Bank of America reduced their target price on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. HSBC reiterated a “buy” rating and issued a $382.00 price objective on shares of Oracle in a report on Wednesday, November 26th. Finally, Royal Bank Of Canada decreased their price objective on Oracle from $250.00 to $195.00 and set a “sector perform” rating on the stock in a report on Monday. Three 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 given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $304.94.

Insider Activity at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $192.52, for a total value of $1,925,200.00. Following the sale, the chief executive officer owned 144,030 shares of the company’s stock, valued at $27,728,655.60. This trade represents a 6.49% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the transaction, the insider owned 234,077 shares in the company, valued at $46,087,420.53. The trade was a 6.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 126,588 shares of company stock worth $33,155,596 over the last ninety days. Insiders own 40.90% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Evercore ISI reaffirmed an Outperform rating and a $275 price target, citing large multi‑year data‑center leases (reported as roughly $1.2B/month) and multicloud AI demand — a vote of confidence in Oracle’s backlog-to-revenue path. Evercore ISI Reaffirms Outperform on Oracle (ORCL)
• Positive Sentiment: Oracle reported a Q3 EPS beat ($2.26 vs. $1.64 est.), revenue up ~14% y/y and a record backlog — signals that contract wins and capacity expansion could drive cloud revenue growth later in 2026. Here’s What Lifted Oracle (ORCL) in Q3
• Positive Sentiment: MarketBeat highlights Oracle as a second‑half growth play: cloud infrastructure momentum and backlog conversion could reaccelerate revenue later in 2026, supporting a consensus price target well above current levels. 3 Tech Stocks Positioned for the Next Leg of the Bull Market (ORCL)
• Positive Sentiment: Oracle is part of the investor group in the ByteDance/TikTok U.S. JV — a strategic tie that could deliver longer‑term commercial or technology opportunities (brand/profile benefit). TikTok picked by FIFA as video content partner at 2026 World Cup
• Neutral Sentiment: Analysts maintain a mix of ratings: the street consensus remains mildly positive (Moderate Buy), but price targets vary widely — signaling disagreement on timing of cloud revenue conversion. Oracle Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Broader market pieces (e.g., inclusion in lists of tech names for the next bull leg) create thematic interest in ORCL as an AI/cloud infrastructure play rather than a pure software legacy stock. 74% of the $317B Portfolio… (Buffett/2026)
• Negative Sentiment: RBC cut its price target to $195 (from $250) — a nearer-term downgrade that highlights investor impatience around 2026 turning points and valuation risk while Oracle spends heavily on data centers. RBC Lowers Oracle PT to $195
• Negative Sentiment: Multiple analyst pieces flag Oracle’s debt‑funded, $50B+ capex plan and negative free cash flow as key risks — if contract rollouts or lease monetization slow, investor confidence could erode. Should You Hold Oracle Despite Debt-Fueled AI Data Center Bet? (Zacks)
• Negative Sentiment: High‑profile skeptics (Jim Cramer) have publicly questioned Oracle’s business model and debt load, adding headline risk and fueling short‑term volatility. Jim Cramer on Oracle: “I’m Not Really Sure About Their Business Model”

Oracle Trading Up 4.8%

NYSE ORCL opened at $198.75 on Friday. The firm has a market cap of $571.03 billion, a PE ratio of 37.36, a price-to-earnings-growth ratio of 1.68 and a beta of 1.65. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The stock has a 50-day moving average of $208.40 and a 200-day moving average of $241.90. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same period last year, the company earned $1.47 EPS. Oracle’s revenue for the quarter was up 14.2% compared to the same quarter last year. As a group, sell-side analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

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

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.