NewEdge Wealth LLC Raises Stake in Oracle Corporation $ORCL

NewEdge Wealth LLC grew its stake in shares of Oracle Corporation (NYSE:ORCL) by 75.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 209,831 shares of the enterprise software provider’s stock after buying an additional 90,424 shares during the period. Oracle accounts for approximately 0.8% of NewEdge Wealth LLC’s portfolio, making the stock its 22nd largest holding. NewEdge Wealth LLC’s holdings in Oracle were worth $59,013,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of ORCL. Darwin Wealth Management LLC grew its stake in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 65 shares in the last quarter. Winnow Wealth LLC purchased a new position in Oracle in the second quarter worth $28,000. Financial Consulate Inc. bought a new position in Oracle in the third quarter valued at $37,000. Corundum Trust Company INC purchased a new stake in Oracle during the third quarter valued at about $39,000. Finally, Collier Financial purchased a new position in shares of Oracle in the 3rd quarter worth about $38,000. 42.44% of the stock is currently owned by institutional investors.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: CMS selected Oracle Cloud Infrastructure (OCI) to consolidate and migrate on‑prem workloads as part of its modernization push — a high‑profile federal win that validates OCI for large public‑sector deals and supports recurring cloud revenue expansion. Oracle Cloud Infrastructure Gains Momentum With CMS Selection
• Positive Sentiment: Coverage highlights Oracle’s new public‑sector AI cloud as a strategic differentiator that can enlarge its addressable market in government and regulated industries, reinforcing the growth story for OCI and AI services. How Oracle’s New Public-Sector AI Cloud Wins At Oracle (ORCL) Has Changed Its Investment Story
• Positive Sentiment: The U.S. Air Force awarded Oracle an $88 million firm‑fixed‑price task order, adding a modest but tangible government contract that supports defense/cloud revenue momentum. The United States Department of the Air Force Awards Oracle Corporation (ORCL) $88 Million Firm-fixed Price Task Order
• Neutral Sentiment: Several analyst/opinion pieces debate Oracle’s valuation vs. larger cloud peers — some see it as an attractive, lower‑multiple way to play AI/cloud, while others point to competitive gaps versus Azure/Google Cloud. This keeps sentiment mixed among value and growth investors. Is Oracle (ORCL) Now Priced Attractive After Recent Share Price Weakness?
• Neutral Sentiment: Mentions in broader infrastructure stories (e.g., DTE/OpenAI data‑center coverage) highlight Oracle as a notable customer/partner in large AI campus projects — positive signal for demand, but indirect and more relevant to infrastructure winners than Oracle’s near‑term earnings. DTE’s Stargate Deal Turns Power Into Profits
• Negative Sentiment: Multiple law firms have issued notices and several securities‑class actions were filed alleging disclosures tied to Oracle’s AI/data‑center strategy and share declines (deadline notices and lead‑plaintiff solicitations are widespread). That legal overhang can increase litigation risk, management distraction and potential costs. Kessler Topaz Meltzer & Check, LLP Files a Securities Class Action Lawsuit Against Oracle Corporation (ORCL)
• Negative Sentiment: Analysts and industry commentators warn about hidden risks from a big‑tech borrowing binge to finance AI data centers; coverage cites Oracle’s large debt raise and broader sector leverage concerns that weigh on investor appetite for capital‑intensive AI expansion. Vanguard Economist Warns Big Tech’s $400B Debt Binge Carries ‘Hidden Risks’
• Negative Sentiment: Coverage comparing Microsoft and Oracle underscores Azure’s stronger AI scale/backlog and margin profile — a reminder that competitive pressure may constrain Oracle’s market share gains and margin expansion in the near term. Microsoft vs. Oracle: Which Cloud & AI Giant Has an Edge Right Now?

Analyst Upgrades and Downgrades

Several research analysts have commented on ORCL shares. JPMorgan Chase & Co. decreased their price target on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating on the stock in a research note on Thursday, December 11th. Melius Research set a $160.00 price target on shares of Oracle in a research report on Monday, February 9th. Guggenheim reaffirmed a “buy” rating and set a $400.00 price objective on shares of Oracle in a research note on Thursday, December 11th. Mizuho set a $400.00 target price on Oracle in a research note on Monday, December 15th. Finally, The Goldman Sachs Group upgraded Oracle to a “strong-buy” rating in a research report on Monday, January 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $290.97.

Insiders Place Their Bets

In other Oracle 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 approximately $5,032,429.56. This represents a 7.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 72,223 shares of company stock worth $13,689,064 over the last three months. Company insiders own 40.90% of the company’s stock.

Oracle Trading Up 1.5%

Oracle stock opened at $156.26 on Thursday. The company has a market capitalization of $448.95 billion, a price-to-earnings ratio of 29.37, a price-to-earnings-growth ratio of 1.35 and a beta of 1.64. The business’s fifty day simple moving average is $179.82 and its two-hundred day simple moving average is $229.10. Oracle Corporation has a 12 month low of $118.86 and a 12 month 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.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. The business had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. Oracle’s revenue was up 14.2% compared to the same quarter last year. During the same period last year, the business earned $1.47 EPS. As a group, 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 was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were issued a $0.50 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle’s dividend payout ratio (DPR) is presently 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.