Oracle Corporation $ORCL Position Lowered by Clifford Swan Investment Counsel LLC

Clifford Swan Investment Counsel LLC lowered its position in shares of Oracle Corporation (NYSE:ORCL) by 4.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 255,667 shares of the enterprise software provider’s stock after selling 11,458 shares during the period. Oracle accounts for approximately 2.4% of Clifford Swan Investment Counsel LLC’s portfolio, making the stock its 8th largest position. Clifford Swan Investment Counsel LLC’s holdings in Oracle were worth $71,904,000 at the end of the most recent quarter.

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

Oracle Stock Performance

Shares of NYSE ORCL opened at $147.70 on Thursday. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The company has a market cap of $424.36 billion, a PE ratio of 27.76, a P/E/G ratio of 1.28 and a beta of 1.64. The stock has a 50 day simple moving average of $175.81 and a 200-day simple moving average of $225.43.

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

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Friday, January 9th. Oracle’s payout ratio is 37.59%.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on ORCL. Robert W. Baird lowered their price target on Oracle from $365.00 to $315.00 and set an “outperform” rating for the company in a research report on Tuesday, November 18th. Bank of America cut their price objective on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. JPMorgan Chase & Co. lowered their target price on Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. Piper Sandler dropped their price objective on shares of Oracle from $290.00 to $240.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. Finally, Scotiabank cut their price objective on shares of Oracle from $260.00 to $220.00 and set a “sector outperform” rating on the stock in a report on Tuesday, February 3rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $287.94.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oppenheimer upgraded ORCL from Market Perform to Outperform and set a $185 price target, citing an attractive valuation after the recent selloff and easing OpenAI risk — a clear catalyst for buying interest. Why Oracle Stock Is Up Around 3% Today
• Positive Sentiment: Coverage momentum: multiple outlets (Benzinga, TipRanks) note the same Oppenheimer upgrade and $185 PT, reinforcing buy-side momentum and raising the stock’s short-term upside narrative. Oracle Stock Is Climbing Today: What’s Happening?
• Positive Sentiment: Analyst commentary and bullish pieces argue the pullback creates a value opportunity for long-term cloud/AI exposure, which supports constructive positioning by investors willing to look through near-term execution noise. Why Oracle Stock Bumped Higher on Wednesday
• Neutral Sentiment: Additional analyst activity (new price targets reported by Finbold/others) is keeping the story dynamic — helpful for volume but mixed in directional conviction. Analyst sets Oracle stock price target
• Neutral Sentiment: Some analysts note ORCL is underperforming the broader tech sector, suggesting upside depends on a sustained recovery in cloud revenue growth and AI monetization. Oracle Stock: Is ORCL Underperforming the Technology Sector?
• Negative Sentiment: Legal risk: multiple securities class-action filings and law-firm notices allege misleading disclosures around AI spending, OpenAI exposure and capex — these suits can pressure sentiment, increase legal costs, and create headline risk. Oracle Lawsuits Put AI Spending Risks And Disclosure In Spotlight
• Negative Sentiment: Formal notice from Levi & Korsinsky and other firms highlights the class-action timeline and potential for consolidated litigation — short-term volatility could follow as investors price legal exposure. Oracle Corporation Sued for Securities Law Violations
• Negative Sentiment: Fundamental concern: a Forbes piece flags slowing cloud revenue growth and rising capex as signs Oracle may be losing some AI momentum — a reminder execution on heavy infrastructure spending is not guaranteed. Is Oracle Stock Losing Its AI Edge?

Insider Activity at Oracle

In related news, insider Mark Hura sold 15,000 shares of Oracle 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 transaction, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. This represents a 6.94% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 72,223 shares of company stock valued at $13,689,064. Insiders own 40.90% of the company’s stock.

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.