Krilogy Financial LLC Boosts Holdings in Oracle Corporation $ORCL

Krilogy Financial LLC raised its holdings in shares of Oracle Corporation (NYSE:ORCL) by 44.1% in the third quarter, Holdings Channel reports. The institutional investor owned 17,408 shares of the enterprise software provider’s stock after acquiring an additional 5,330 shares during the period. Krilogy Financial LLC’s holdings in Oracle were worth $4,896,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the business. Kampmann Melissa S. lifted its position in Oracle by 0.3% during the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after purchasing an additional 35 shares in the last quarter. McLean Asset Management Corp increased its holdings in Oracle by 0.7% in the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after acquiring an additional 36 shares in the last quarter. Mine & Arao Wealth Creation & Management LLC. raised its stake in Oracle by 0.7% during the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after acquiring an additional 36 shares during the period. Voisard Asset Management Group Inc. lifted its holdings in Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock valued at $317,000 after purchasing an additional 37 shares in the last quarter. Finally, Avion Wealth boosted its position in shares of Oracle by 16.6% in the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after purchasing an additional 37 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

Oracle stock opened at $159.78 on Wednesday. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The firm’s fifty day moving average is $187.05 and its 200 day moving average is $232.85. The company has a market cap of $459.07 billion, a price-to-earnings ratio of 30.03, a PEG ratio of 1.37 and a beta of 1.64.

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

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

Insider Buying and Selling

In other news, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the transaction, the director owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Mark Hura sold 15,000 shares of the firm’s stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the sale, the insider owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. This represents a 6.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 62,223 shares of company stock worth $12,136,764 in the last 90 days. Company insiders own 40.90% of the company’s stock.

Wall Street Analysts Forecast Growth

ORCL has been the topic of a number of analyst reports. Robert W. Baird lowered their target price on shares of Oracle from $365.00 to $315.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 18th. JPMorgan Chase & Co. cut their price objective on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. Stifel Nicolaus dropped their target price on shares of Oracle from $350.00 to $275.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. Jefferies Financial Group reaffirmed a “buy” rating and set a $400.00 target price on shares of Oracle in a research note on Monday, January 5th. Finally, Morgan Stanley decreased their price target on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a research note on Friday, January 23rd. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $292.43.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: DA Davidson upgraded ORCL to a “Buy” with a $180 price target, citing upside from Oracle’s cloud/AI exposure (including ties to OpenAI/TikTok deals) — the upgrade sparked a near-double-digit jump in trading. DA Davidson Upgrade
• Positive Sentiment: Oracle unveiled new role- and supply‑chain AI agents embedded in Fusion Cloud Applications, reinforcing its product-led narrative for AI monetization and cloud revenue expansion. Oracle AI Agents (PR Newswire)
• Positive Sentiment: Market headlines and other buy-side notes (coverage roundup) amplified the upgrade effect, with several outlets reporting ORCL trading ~9–10% higher after the analyst calls. ORCL Trading Higher
• Neutral Sentiment: Sector commentary notes a broader software rebound and opportunistic buying in beaten-down names; this macro context helped magnify ORCL’s bounce. Sector Update
• Neutral Sentiment: Short interest climbed in January (roughly a 19.5% rise in reported short positions), which can both accelerate rallies on buy-side flow and add volatility on any reversals.
• Negative Sentiment: Melius Research downgraded ORCL from Buy to Hold, flagging doubts about AI monetization and questioning near-term upside — a counterpoint to DA Davidson’s bullish view. Melius Downgrade
• Negative Sentiment: Multiple law firms filed or publicized securities‑fraud class actions tied to Oracle disclosures from mid‑2025 to late‑2025, creating legal overhang and potential litigation risk. Kessler Topaz Lawsuit Notice
• Negative Sentiment: High-profile commentary (e.g., Jim Cramer) and coverage on big‑tech debt highlight investor concerns about Oracle’s leverage and recent capital allocation; balance‑sheet worries could cap multiple expansion despite product momentum. Jim Cramer on Balance Sheet

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.