Balboa Wealth Partners Has $3.52 Million Holdings in Oracle Corporation $ORCL

Balboa Wealth Partners boosted its stake in shares of Oracle Corporation (NYSE:ORCL) by 63.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,509 shares of the enterprise software provider’s stock after purchasing an additional 4,873 shares during the quarter. Balboa Wealth Partners’ holdings in Oracle were worth $3,518,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of ORCL. Norges Bank bought a new stake in Oracle in the second quarter valued at about $4,275,378,000. Jennison Associates LLC lifted its position in Oracle by 2,062.4% during the 3rd quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock worth $2,595,072,000 after buying an additional 8,800,546 shares in the last quarter. Vanguard Group Inc. grew 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 during the last quarter. Invesco Ltd. increased its stake in shares of Oracle by 42.1% in the 2nd quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after buying an additional 2,619,722 shares during the period. Finally, Laurel Wealth Advisors LLC increased its position in Oracle by 21,239.6% in the second quarter. Laurel Wealth Advisors LLC now owns 1,729,145 shares of the enterprise software provider’s stock worth $378,043,000 after purchasing an additional 1,721,042 shares during the period. 42.44% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have weighed in on ORCL shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $375.00 target price on shares of Oracle in a research note on Wednesday, November 26th. KeyCorp lowered their price target on Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Evercore raised their price objective on Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Scotiabank reduced their target price on Oracle from $260.00 to $220.00 and set a “sector outperform” rating for the company in a research note on Tuesday, February 3rd. Finally, Robert W. Baird dropped their price target on Oracle from $365.00 to $315.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 18th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $292.43.

Insider Buying and Selling at Oracle

In related news, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares in the company, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the transaction, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 72,223 shares of company stock worth $13,689,064. 40.90% of the stock is currently owned by company insiders.

Oracle Stock Performance

ORCL opened at $160.19 on Friday. The business has a fifty day simple moving average of $183.73 and a 200 day simple moving average of $231.18. The company has a market capitalization of $460.24 billion, a PE ratio of 30.11, a price-to-earnings-growth ratio of 1.37 and a beta of 1.64. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. 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 posted its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping the consensus estimate of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The firm had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. During the same quarter last year, the business earned $1.47 EPS. The company’s quarterly revenue was up 14.2% compared to the same quarter last year. Research analysts expect that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were paid a $0.50 dividend. The ex-dividend date was Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.2%. Oracle’s payout ratio is 37.59%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle won an $88 million U.S. Air Force task order for Oracle Cloud Infrastructure to support the Air Force Cloud One program through 2028 — a material, mission‑critical cloud contract that supports ORCL’s OCI revenue trajectory. U.S. Department of the Air Force Accelerates Cloud Modernization with Oracle
• Positive Sentiment: Oracle added several customer wins and product rollouts (City of Atlanta selects Oracle Permitting & Licensing; ReGrow Israel picks Oracle Agriculture Data Intelligence; Oracle Health Clinical AI Agent expands to the UK) — these wins reinforce recurring SaaS/OCI demand and demonstrate traction for Oracle’s AI‑enabled offerings. The City of Atlanta Modernizes Constituent Services and Unlocks AI-Driven Innovation with Oracle
• Positive Sentiment: Market interest is also being propped up by product momentum around AI agents for Fusion Apps and positive analyst notes/upgrades that have previously sparked rallies. Oracle Unveils AI Agents for Fusion Apps
• Neutral Sentiment: Scotiabank trimmed FY2026/FY2027 EPS forecasts slightly — small estimate moves that leave the firm constructive (Sector Outperform) but signal analysts are recalibrating near‑term expectations. Scotiabank Lowers FY2026/FY2027 EPS Estimates for Oracle
• Negative Sentiment: Legal overhang: multiple law firms have filed or are soliciting plaintiffs for securities‑class actions covering June–December 2025 — this increases litigation risk and could pressure the stock if suits progress. STOCK NEWS: Oracle Corporation Sued for Securities Fraud after 11% Stock Drop
• Negative Sentiment: Insider selling & sentiment risk: CEO Clayton Magouyrk disclosed a ~10,000‑share sale this week; while often personal, it can be read negatively alongside analyst caution and rising short interest. SEC Form 4 — Clayton M. Magouyrk sale

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.