Stratos Wealth Partners LTD. Acquires 13,846 Shares of Oracle Corporation $ORCL

Stratos Wealth Partners LTD. lifted its holdings in shares of Oracle Corporation (NYSE:ORCL) by 13.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 113,247 shares of the enterprise software provider’s stock after purchasing an additional 13,846 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Oracle were worth $31,850,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Winnow Wealth LLC acquired a new position in shares of Oracle in the second quarter valued at approximately $28,000. Kilter Group LLC bought a new stake in Oracle in the 2nd quarter valued at $30,000. Darwin Wealth Management LLC lifted its position in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 65 shares in the last quarter. LGT Financial Advisors LLC acquired a new position in Oracle in the 2nd quarter worth $33,000. Finally, Financial Consulate Inc. bought a new position in Oracle during the 3rd quarter worth about $37,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Stock Performance

Shares of ORCL stock opened at $159.78 on Wednesday. The company has a fifty day moving average price of $187.05 and a two-hundred day moving average price of $232.85. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The stock has a market cap of $459.07 billion, a P/E ratio of 30.03, a P/E/G ratio of 1.37 and a beta of 1.64. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91.

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, beating analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $16.19 billion. During the same period in the prior year, the firm earned $1.47 EPS. Oracle’s quarterly revenue was up 14.2% compared to the same quarter last year. As a group, equities analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: DA Davidson upgraded ORCL to a “Buy” with a $180 price target, citing upside from Oracle’s cloud/AI exposure (including ties to OpenAI/TikTok deals) — the upgrade sparked a near-double-digit jump in trading. DA Davidson Upgrade
• Positive Sentiment: Oracle unveiled new role- and supply‑chain AI agents embedded in Fusion Cloud Applications, reinforcing its product-led narrative for AI monetization and cloud revenue expansion. Oracle AI Agents (PR Newswire)
• Positive Sentiment: Market headlines and other buy-side notes (coverage roundup) amplified the upgrade effect, with several outlets reporting ORCL trading ~9–10% higher after the analyst calls. ORCL Trading Higher
• Neutral Sentiment: Sector commentary notes a broader software rebound and opportunistic buying in beaten-down names; this macro context helped magnify ORCL’s bounce. Sector Update
• Neutral Sentiment: Short interest climbed in January (roughly a 19.5% rise in reported short positions), which can both accelerate rallies on buy-side flow and add volatility on any reversals.
• Negative Sentiment: Melius Research downgraded ORCL from Buy to Hold, flagging doubts about AI monetization and questioning near-term upside — a counterpoint to DA Davidson’s bullish view. Melius Downgrade
• Negative Sentiment: Multiple law firms filed or publicized securities‑fraud class actions tied to Oracle disclosures from mid‑2025 to late‑2025, creating legal overhang and potential litigation risk. Kessler Topaz Lawsuit Notice
• Negative Sentiment: High-profile commentary (e.g., Jim Cramer) and coverage on big‑tech debt highlight investor concerns about Oracle’s leverage and recent capital allocation; balance‑sheet worries could cap multiple expansion despite product momentum. Jim Cramer on Balance Sheet

Insiders Place Their Bets

In related news, insider Mark Hura sold 15,000 shares of the business’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 transaction, 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. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 62,223 shares of company stock valued at $12,136,764. 40.90% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of analysts have recently commented on ORCL shares. KeyCorp cut their price target on Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a report on Thursday, December 11th. Cantor Fitzgerald dropped their target price on Oracle from $400.00 to $320.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. 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. Evercore raised their price target on shares of Oracle from $350.00 to $385.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Finally, William Blair reissued an “outperform” rating on shares of Oracle in a research report on Friday, October 17th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $292.43.

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.