Pacific Point Advisors LLC Buys Shares of 5,000 Oracle Corporation $ORCL

Pacific Point Advisors LLC purchased a new position in Oracle Corporation (NYSE:ORCL) in the third quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 5,000 shares of the enterprise software provider’s stock, valued at approximately $1,406,000.

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

Insider Activity at Oracle

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the transaction, the insider owned 234,077 shares in the company, valued at approximately $46,087,420.53. This represents a 6.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 72,223 shares of company stock valued at $13,689,064 over the last ninety days. 40.90% of the stock is owned by company insiders.

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

Oracle Price Performance

ORCL opened at $160.19 on Friday. The firm has a market capitalization of $460.24 billion, a P/E ratio of 30.11, a PEG ratio of 1.37 and a beta of 1.64. The stock has a fifty day moving average of $183.73 and a 200-day moving average of $231.18. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings results 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 for the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.Oracle’s revenue for the quarter was up 14.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.47 earnings per share. Equities analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

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

Analysts Set New Price Targets

Several research firms have recently weighed in on ORCL. William Blair restated an “outperform” rating on shares of Oracle in a research report on Friday, October 17th. Citigroup reissued a “market outperform” rating on shares of Oracle in a research note on Wednesday, December 17th. TD Cowen decreased their price target on shares of Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Evercore upped their price target on Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Finally, Morgan Stanley cut their price objective on Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a research report on Friday, January 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $292.43.

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.