Private Trust Co. NA Has $8.89 Million Stock Position in Oracle Corporation $ORCL

Private Trust Co. NA grew its holdings in Oracle Corporation (NYSE:ORCL) by 11.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 31,623 shares of the enterprise software provider’s stock after acquiring an additional 3,287 shares during the quarter. Oracle accounts for 0.8% of Private Trust Co. NA’s portfolio, making the stock its 16th largest holding. Private Trust Co. NA’s holdings in Oracle were worth $8,894,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Kampmann Melissa S. grew its position in Oracle by 0.3% in 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 last quarter. McLean Asset Management Corp grew its position in Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after buying an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. increased its stake 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 acquiring an additional 37 shares during the period. Snider Financial Group raised its holdings in Oracle by 1.3% in the 2nd quarter. Snider Financial Group now owns 3,204 shares of the enterprise software provider’s stock valued at $701,000 after acquiring an additional 40 shares in the last quarter. Finally, SNS Financial Group LLC lifted its position in shares of Oracle by 0.9% in the 2nd quarter. SNS Financial Group LLC now owns 4,896 shares of the enterprise software provider’s stock worth $1,070,000 after acquiring an additional 42 shares during the period. Institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of recent research reports. Jefferies Financial Group upped their target price on Oracle from $360.00 to $400.00 and gave the company a “buy” rating in a research note on Friday, October 17th. Robert W. Baird dropped their price objective 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. Rothschild Redb upgraded shares of Oracle to a “strong sell” rating in a research report on Thursday, September 25th. JMP Securities reissued a “market outperform” rating and issued a $342.00 target price on shares of Oracle in a research note on Friday, October 17th. Finally, HSBC restated a “buy” rating and set a $382.00 price target on shares of Oracle in a research note on Wednesday, November 26th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and a consensus price target of $307.72.

Oracle Price Performance

Shares of Oracle stock opened at $197.24 on Friday. The stock has a market capitalization of $566.70 billion, a price-to-earnings ratio of 37.08, a P/E/G ratio of 1.77 and a beta of 1.66. The firm’s 50-day moving average price is $226.27 and its two-hundred day moving average price is $242.29. 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 Corporation has a 1-year low of $118.86 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last announced its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping the consensus estimate of $1.64 by $0.62. The business 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%.Oracle’s revenue was up 14.2% compared to the same quarter last year. During the same period in the previous year, the business earned $1.47 EPS. On average, equities analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be paid a $0.50 dividend. The ex-dividend date is Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. Oracle’s dividend payout ratio (DPR) is 37.59%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: TikTok JV seen as a high‑profile validation of Oracle’s sovereign‑cloud strategy — the deal could serve as a showcase customer for OCI security and drive new regulated‑industry sales. Oracle Part of the JV to Acquire Stake in TikTok (MSN)
• Positive Sentiment: Analyst bullishness — Dan Ives and others argue Oracle’s cloud/data‑center conversion and AI positioning could re‑rate the stock into 2026 (targets like $250 cited). Will Oracle Stock Hit $250 in 2026? (Yahoo)
• Positive Sentiment: Operational wins on AI/data centers — coverage highlights OCI GPU growth, data‑center expansion and sovereign‑cloud partnerships as turning Oracle into an AI infrastructure utility. Forget The Chips: Oracle Wins Phase 2 of AI (MarketBeat)
• Neutral Sentiment: China urges lawful, balanced solutions on the TikTok hand‑over — a diplomatic tone that reduces headline risk but leaves regulatory/legal timing unclear. China Says It Hopes Firms Seek Lawful, Balanced Solutions Over TikTok Deal (Reuters)
• Neutral Sentiment: Analyst/market notes remain constructive amid OCI confusion — some boutiques see opportunity but acknowledge mixed short‑term sentiment. Citizens Stays Constructive on Oracle (MSN)
• Negative Sentiment: Insider selling: CEO Clayton Magouyrk and director Naomi Seligman disclosed recent sales (~10,000 and 2,223 shares), which can amplify short‑term selling pressure and signal liquidity needs. CEO Form 4 (SEC) Naomi Seligman Sale (InsiderTrades)
• Negative Sentiment: Reports the TikTok JV may give Oracle less commercial control than hoped have pressured sentiment — weaker upside from the deal would reduce the “proof‑point” value investors expect. Oracle Stock Slides After Reports of Limited Control in TikTok Deal (Benzinga)
• Negative Sentiment: Macro/valuation worries — commentators flag AI “bubble” concerns and Oracle’s leverage from heavy data‑center spending, which raises downside risk if growth misses. How Oracle Went From AI Darling to Being the Face of Bubble Fears (TipRanks)

Insiders Place Their Bets

In related news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction dated Tuesday, December 23rd. The shares were 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 in the company, valued at $5,032,429.56. This represents a 7.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Stuart Levey sold 19,758 shares of the stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $300.00, for a total transaction of $5,927,400.00. Following the sale, the executive vice president directly owned 18,429 shares in the company, valued at approximately $5,528,700. This represents a 51.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 131,346 shares of company stock valued at $36,129,646 over the last three months. Company insiders own 40.90% of the company’s stock.

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.