O Brien Wealth Partners LLC Has $858,000 Stock Position in Oracle Corporation $ORCL

Posted by Scott Moore on Jan 8th, 2026

O Brien Wealth Partners LLC lifted its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 15,947.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,049 shares of the enterprise software provider’s stock after buying an additional 3,030 shares during the period. O Brien Wealth Partners LLC’s holdings in Oracle were worth $858,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its holdings in shares of Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after purchasing an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after purchasing an additional 404 shares during the last quarter. MBB Public Markets I LLC acquired a new position in Oracle in the first quarter valued at about $289,000. Woodline Partners LP grew its stake in Oracle by 8.4% during the first quarter. Woodline Partners LP now owns 79,741 shares of the enterprise software provider’s stock worth $11,149,000 after buying an additional 6,148 shares during the last quarter. Finally, SCS Capital Management LLC acquired a new stake in shares of Oracle during the first quarter worth approximately $4,753,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the completion of the transaction, the chief executive officer directly owned 144,030 shares in the company, valued at approximately $27,728,655.60. The trade was a 6.49% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Maria Smith sold 5,000 shares of the company’s stock in a transaction dated Thursday, October 23rd. The shares were sold at an average price of $280.62, for a total value of $1,403,100.00. Following the completion of the sale, the executive vice president directly owned 47,083 shares of the company’s stock, valued at approximately $13,212,431.46. This trade represents a 9.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 146,346 shares of company stock worth $39,082,996. 40.90% of the stock is owned by company insiders.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $192.84 on Thursday. The stock has a market capitalization of $554.05 billion, a P/E ratio of 36.25, a P/E/G ratio of 1.72 and a beta of 1.65. Oracle Corporation has a 1-year low of $118.86 and a 1-year 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 business has a 50-day moving average price of $211.01 and a two-hundred day moving average price of $242.33.

Oracle (NYSE:ORCL – Get Free Report) last issued its quarterly 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. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The company had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same quarter in the previous year, the company earned $1.47 EPS. Oracle’s revenue was up 14.2% on a year-over-year basis. Equities analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

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

Wall Street Analysts Forecast Growth

ORCL has been the topic of several recent analyst reports. Wells Fargo & Company initiated coverage on Oracle in a report on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 target price on the stock. Stephens increased their target price on Oracle from $208.00 to $331.00 and gave the stock an “equal weight” rating in a report on Friday, October 17th. Wolfe Research raised their target price on Oracle from $300.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, September 10th. BMO Capital Markets reduced their price target on shares of Oracle from $355.00 to $270.00 and set an “outperform” rating on the stock in a research report on Thursday, December 11th. Finally, HSBC reissued a “buy” rating and set a $382.00 price objective on shares of Oracle in a report on Wednesday, November 26th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $304.94.

Read Our Latest Research Report on Oracle

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Big-picture bullish take on Oracle’s AI infrastructure: coverage argues Oracle’s debt‑funded buildout of AI data centers could be transformative if demand materializes — a potential long‑term upside driver for cloud/AI revenue. Oracle’s Debt-Fueled AI Data Center Bet Could Be A Game Changer For Oracle (ORCL)
Neutral Sentiment: Industry context: a roundup piece about software winners emphasizes profitability over growth, which can support Oracle’s valuation given its strong margins and cash generation, but it’s not a near‑term catalyst. These 5 Software Stocks Prove Profitability Beats Growth in 2026
Neutral Sentiment: Analytical/valuation pieces debate whether ORCL remains attractive after its multi‑year rally — useful for longer‑term investors but not an immediate market mover. Is Oracle (ORCL) Still Attractive After Its Strong Multi Year Share Price Rally
Neutral Sentiment: Options and intraday flow are mixed, indicating short‑term trader uncertainty rather than a clear directional bet. Mixed options sentiment in Oracle with shares down 1.31%
Negative Sentiment: Technical deterioration: Oracle just formed a “death cross” (50‑day MA crossing below the 200‑day MA), a widely watched bearish signal that often triggers selling by technical traders and quant funds. Oracle Stock Just Made A Death Cross — Should Ken Fisher Be Worried?
Negative Sentiment: Analyst downgrade/target cut pressure: RBC trimmed its ORCL price target sharply, which often leads investors to re‑price near‑term expectations. Oracle price target lowered to $195 from $250 at RBC Capital
Negative Sentiment: Renewed skepticism on Oracle’s AI narrative: commentary highlights an “AI hangover” after rapid enthusiasm, arguing market expectations outpaced execution and growth, which pressures sentiment. Oracle’s AI Hangover Highlights the Risk of Chasing Late Cycle Tech Winners
Negative Sentiment: Risk note on Oracle’s AI customer‑risk defense: a feature touted on earnings calls (rapidly reallocating AI capacity if a large client defaults) is called out as having a “fatal flaw,” raising execution and customer‑concentration concerns. Oracle’s Secret Weapon Against AI Customer Risk Has a Fatal Flaw

Oracle Company Profile

(Free Report)

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.