NewEdge Wealth LLC Grows Position in Oracle Corporation $ORCL

NewEdge Wealth LLC grew its stake in Oracle Corporation (NYSE:ORCL) by 75.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 209,831 shares of the enterprise software provider’s stock after buying an additional 90,424 shares during the quarter. Oracle makes up 0.8% of NewEdge Wealth LLC’s portfolio, making the stock its 22nd biggest holding. NewEdge Wealth LLC’s holdings in Oracle were worth $59,013,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Darwin Wealth Management LLC boosted its holdings in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 65 shares during the period. Winnow Wealth LLC bought a new position in shares of Oracle in the second quarter worth about $28,000. Financial Consulate Inc. purchased a new stake in shares of Oracle during the third quarter worth about $37,000. Corundum Trust Company INC purchased a new position in Oracle in the 3rd quarter worth approximately $39,000. Finally, Collier Financial bought a new position in Oracle in the 3rd quarter worth approximately $38,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

ORCL has been the topic of several research 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 report on Tuesday, November 18th. Mizuho set a $400.00 price target on shares of Oracle in a research note on Monday, December 15th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $375.00 price objective on shares of Oracle in a report on Wednesday, November 26th. Oppenheimer reaffirmed a “market perform” rating on shares of Oracle in a report on Thursday, December 11th. Finally, Cantor Fitzgerald decreased their target price on Oracle from $400.00 to $320.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $290.97.

Oracle Trading Up 1.5%

Shares of ORCL stock opened at $156.26 on Thursday. The company has a market cap of $448.95 billion, a PE ratio of 29.37, a price-to-earnings-growth ratio of 1.35 and a beta of 1.64. 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’s 50 day simple moving average is $179.82 and its two-hundred day simple moving average is $229.10. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72.

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

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle’s payout ratio is currently 37.59%.

Insider Activity

In related news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the transaction, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the completion of the sale, the director directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 72,223 shares of company stock valued at $13,689,064 in the last quarter. 40.90% of the stock is currently owned by company insiders.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: CMS selected Oracle Cloud Infrastructure (OCI) to consolidate and migrate on‑prem workloads as part of its modernization push — a high‑profile federal win that validates OCI for large public‑sector deals and supports recurring cloud revenue expansion. Oracle Cloud Infrastructure Gains Momentum With CMS Selection
• Positive Sentiment: Coverage highlights Oracle’s new public‑sector AI cloud as a strategic differentiator that can enlarge its addressable market in government and regulated industries, reinforcing the growth story for OCI and AI services. How Oracle’s New Public-Sector AI Cloud Wins At Oracle (ORCL) Has Changed Its Investment Story
• Positive Sentiment: The U.S. Air Force awarded Oracle an $88 million firm‑fixed‑price task order, adding a modest but tangible government contract that supports defense/cloud revenue momentum. The United States Department of the Air Force Awards Oracle Corporation (ORCL) $88 Million Firm-fixed Price Task Order
• Neutral Sentiment: Several analyst/opinion pieces debate Oracle’s valuation vs. larger cloud peers — some see it as an attractive, lower‑multiple way to play AI/cloud, while others point to competitive gaps versus Azure/Google Cloud. This keeps sentiment mixed among value and growth investors. Is Oracle (ORCL) Now Priced Attractive After Recent Share Price Weakness?
• Neutral Sentiment: Mentions in broader infrastructure stories (e.g., DTE/OpenAI data‑center coverage) highlight Oracle as a notable customer/partner in large AI campus projects — positive signal for demand, but indirect and more relevant to infrastructure winners than Oracle’s near‑term earnings. DTE’s Stargate Deal Turns Power Into Profits
• Negative Sentiment: Multiple law firms have issued notices and several securities‑class actions were filed alleging disclosures tied to Oracle’s AI/data‑center strategy and share declines (deadline notices and lead‑plaintiff solicitations are widespread). That legal overhang can increase litigation risk, management distraction and potential costs. Kessler Topaz Meltzer & Check, LLP Files a Securities Class Action Lawsuit Against Oracle Corporation (ORCL)
• Negative Sentiment: Analysts and industry commentators warn about hidden risks from a big‑tech borrowing binge to finance AI data centers; coverage cites Oracle’s large debt raise and broader sector leverage concerns that weigh on investor appetite for capital‑intensive AI expansion. Vanguard Economist Warns Big Tech’s $400B Debt Binge Carries ‘Hidden Risks’
• Negative Sentiment: Coverage comparing Microsoft and Oracle underscores Azure’s stronger AI scale/backlog and margin profile — a reminder that competitive pressure may constrain Oracle’s market share gains and margin expansion in the near term. Microsoft vs. Oracle: Which Cloud & AI Giant Has an Edge Right Now?

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.