Oracle Corporation $ORCL Stake Cut by Lumbard & Kellner LLC

Lumbard & Kellner LLC lessened its holdings in Oracle Corporation (NYSE:ORCL) by 87.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,840 shares of the enterprise software provider’s stock after selling 27,725 shares during the quarter. Lumbard & Kellner LLC’s holdings in Oracle were worth $1,080,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Kampmann Melissa S. boosted its holdings in shares of Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after buying an additional 35 shares during the period. McLean Asset Management Corp lifted its holdings in Oracle by 0.7% in the third 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 during the last quarter. Mine & Arao Wealth Creation & Management LLC. boosted its stake in Oracle by 0.7% in the third 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 period. Voisard Asset Management Group Inc. boosted its stake in Oracle by 3.4% in 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 acquiring an additional 37 shares during the period. Finally, Avion Wealth grew its holdings in shares of Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock valued at $73,000 after purchasing an additional 37 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Oracle 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 sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Mark Hura sold 15,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the insider directly owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. The trade was a 6.02% 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 worth $13,689,064 in the last quarter. 40.90% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $375.00 price objective on shares of Oracle in a research report on Wednesday, November 26th. Sanford C. Bernstein set a $313.00 price target on shares of Oracle in a research report on Monday, February 9th. Morgan Stanley dropped their price objective on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a report on Friday, January 23rd. Barclays reiterated an “overweight” rating on shares of Oracle in a research report on Monday, February 2nd. Finally, Melius Research set a $160.00 target price on shares of Oracle in a research report on Monday, February 9th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $287.94.

Oracle Stock Down 3.5%

Shares of ORCL opened at $145.09 on Monday. 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 company has a 50-day moving average price of $174.27 and a two-hundred day moving average price of $223.81. The stock has a market cap of $416.87 billion, a price-to-earnings ratio of 27.27, a P/E/G ratio of 1.27 and a beta of 1.66. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last issued its 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 business had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.Oracle’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.47 EPS. Equities analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently announced 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 1.4%. The ex-dividend date was Friday, January 9th. Oracle’s payout ratio is currently 37.59%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oppenheimer upgraded ORCL to Outperform and set a $185 price target, citing strong long‑term EPS growth potential as Oracle’s cloud and AI investments start to show returns. Oppenheimer Raises Oracle (ORCL) to Outperform, Sees Strong Long-Term EPS Growth
• Positive Sentiment: Oracle extended and expanded its title partnership with Oracle Red Bull Racing in a multi‑year deal that spotlights Oracle Cloud and AI use cases (brand visibility and commercial validation of OCI for high‑performance AI workloads). Oracle Red Bull Racing Deal Puts AI Cloud Story In Spotlight
• Neutral Sentiment: Brokerage coverage remains generally constructive — consensus across analysts is around a “Moderate Buy,” reflecting mixed but overall cautious optimism. Oracle Corporation (NYSE:ORCL) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Negative Sentiment: Multiple law firms have filed or announced securities‑class‑action notices covering purchases from June 12, 2025 to December 16, 2025; investors face an April 6, 2026 deadline to seek lead‑plaintiff status — a legal overhang increasing litigation risk and potential costs. ROSEN, TOP RANKED GLOBAL INVESTOR COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
• Negative Sentiment: Additional firms (Kessler Topaz, Pomerantz, Gross, Robbins, Bronstein, etc.) have issued similar notices and filings, compounding the headline risk and keeping downside pressure on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026 Deadline
• Negative Sentiment: Analyst/commentary pieces flag risks from aggressive AI capex and overinvestment — headlines calling out “red flags” on spending and that results must show the spending is paying off could keep earnings‑growth expectations under scrutiny. 3 Red Flags Investors Should Consider Before Buying Oracle Stock

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.