JLB & Associates Inc. Has $46.37 Million Stake in Oracle Corporation $ORCL

JLB & Associates Inc. cut its holdings in Oracle Corporation (NYSE:ORCL) by 6.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 164,888 shares of the enterprise software provider’s stock after selling 11,128 shares during the quarter. Oracle makes up about 6.1% of JLB & Associates Inc.’s holdings, making the stock its biggest holding. JLB & Associates Inc.’s holdings in Oracle were worth $46,373,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Vanguard Group Inc. increased its stake in shares of Oracle by 2.1% during the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock valued at $35,916,290,000 after purchasing an additional 3,353,461 shares in the last quarter. State Street Corp boosted its position in shares of Oracle by 1.7% in the 2nd quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock worth $16,060,427,000 after purchasing an additional 1,252,723 shares in the last quarter. Norges Bank purchased a new stake in shares of Oracle in the 2nd quarter worth approximately $4,275,378,000. Legal & General Group Plc increased its position in Oracle by 1.3% during the 2nd quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock valued at $2,473,838,000 after buying an additional 147,367 shares in the last quarter. Finally, Primecap Management Co. CA increased its position in Oracle by 3.8% during the 2nd quarter. Primecap Management Co. CA now owns 11,182,800 shares of the enterprise software provider’s stock valued at $2,444,896,000 after buying an additional 405,525 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is part of the consortium that secured a majority‑American TikTok U.S. joint venture and has been named the Trusted Technology Partner — the deal gives Oracle an equity stake (~15%) and effectively locks TikTok’s cloud business to Oracle Cloud Infrastructure, providing a long‑term, high‑volume tenant that validates Oracle’s heavy data‑center capex and supports recurring revenue. TikTok reaches deal for new US joint venture to avoid American ban (Reuters)
• Positive Sentiment: Analysts and coverage emphasize this is an infrastructure play, not a consumer pivot — owning the “landlord” relationship to TikTok traffic reduces cloud churn risk and helps monetize Oracle’s new supercluster sites (supports growth thesis for OCI and AI workloads). TikTok forms U.S. joint venture, names a CEO (CNBC)
• Neutral Sentiment: Independent research shows rising enterprise adoption of OCI in Asia‑Pacific, which supports Oracle’s multicloud narrative but remains incremental to the TikTok story; adoption trends help the long‑term cloud revenue case. U.S. Enterprises Are Increasing Adopting Oracle Cloud Infrastructure (InsiderMonkey)
• Neutral Sentiment: Coverage notes Oracle will pay with cash (~$2.1B for a 15% stake at published deal valuation), which management can fund from existing cash balances — helpful for liquidity signaling but modest versus Oracle’s broader capex. Oracle’s TikTok Win Isn’t Social Media—It’s a Cloud Power Move (MarketBeat)
• Negative Sentiment: Bondholder and securities litigation have re‑emerged: class‑action notices and law‑firm solicitations allege disclosure failures tied to Oracle’s debt offerings to finance its AI/data‑center push — this creates short‑term legal and reputational risk and likely keeps volatility and risk premia on ORCL debt and equity. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Lawsuit (PR Newswire)
• Negative Sentiment: Market reports show waning investor appetite for some large Stargate‑related debt deals tied to Oracle/OpenAI projects — weaker demand for that debt could increase funding costs or slow deployment timing if not addressed. Wall Street is losing its appetite for Oracle’s data center debt (Business Insider)

Analysts Set New Price Targets

A number of equities research analysts have recently commented on ORCL shares. Bank of America cut their target price on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. TD Cowen dropped their price target on shares of Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. HSBC restated a “buy” rating and set a $382.00 price objective on shares of Oracle in a research note on Wednesday, November 26th. Piper Sandler dropped their target price on shares of Oracle from $380.00 to $290.00 and set an “overweight” rating on the stock in a research note on Thursday, December 11th. Finally, Evercore ISI increased their price target on shares of Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and an average price target of $300.46.

Insider Buying and Selling

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $192.52, for a total value of $1,925,200.00. Following the transaction, the chief executive officer directly owned 144,030 shares of the company’s stock, valued at approximately $27,728,655.60. This trade represents a 6.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Jeffrey Berg sold 49,365 shares of the business’s stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total value of $13,971,282.30. Following the sale, the director owned 151,999 shares of the company’s stock, valued at approximately $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 111,588 shares of company stock valued at $26,108,046 in the last 90 days. Insiders own 40.90% of the company’s stock.

Oracle Stock Up 2.4%

Shares of Oracle stock opened at $178.08 on Friday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. 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’s 50 day moving average is $199.28 and its 200 day moving average is $239.90. The company has a market cap of $511.65 billion, a price-to-earnings ratio of 33.47, a price-to-earnings-growth ratio of 1.53 and a beta of 1.65.

Oracle (NYSE:ORCL) last posted its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 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 the consensus estimate of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The firm’s 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. Research analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Friday, January 9th will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, January 9th. Oracle’s dividend payout ratio is 37.59%.

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.