NEOS Investment Management LLC Has $53.85 Million Stake in Oracle Corporation $ORCL

NEOS Investment Management LLC grew its holdings in Oracle Corporation (NYSE:ORCL) by 43.2% in the 3rd quarter, Holdings Channel reports. The fund owned 191,472 shares of the enterprise software provider’s stock after purchasing an additional 57,805 shares during the quarter. NEOS Investment Management LLC’s holdings in Oracle were worth $53,850,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the company. Swiss National Bank boosted its stake in Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock valued at $1,113,526,000 after acquiring an additional 360,000 shares during the last quarter. Patton Fund Management Inc. boosted its position in shares of Oracle by 626.1% in the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after purchasing an additional 9,948 shares during the last quarter. Soltis Investment Advisors LLC boosted its position in shares of Oracle by 4.8% in the 2nd quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock worth $7,201,000 after purchasing an additional 1,515 shares during the last quarter. Ironwood Investment Counsel LLC grew its stake in shares of Oracle by 45.3% during the second quarter. Ironwood Investment Counsel LLC now owns 3,723 shares of the enterprise software provider’s stock worth $814,000 after purchasing an additional 1,161 shares during the period. Finally, Alexis Investment Partners LLC increased its holdings in Oracle by 38.0% in the second quarter. Alexis Investment Partners LLC now owns 4,540 shares of the enterprise software provider’s stock valued at $954,000 after purchasing an additional 1,249 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Federal / public‑sector wins boost credibility for Oracle’s AI/cloud strategy — reports note a meaningful Air Force/public‑sector win that reinforces OCI demand and underpins near‑term revenue visibility, helping lift investor confidence. Oracle Lawsuits And Air Force Win Pull AI Cloud Story In Tension
• Positive Sentiment: Short‑term momentum: Oracle shares jumped sharply amid sector rotation and renewed AI spending optimism — market headlines and flows pushed the stock higher as investors rotated into names exposed to AI infrastructure. Oracle Surges 12% While Apple, Amazon Tumble in Choppy Tech Week
• Positive Sentiment: Longer‑term bull case: Analysis argues the sell‑off is emotion‑driven and cites a large, AI‑driven backlog and data‑center buildout as a multiyear catalyst — this narrative supports buy‑the‑dip flows and analyst upside targets. Oracle’s Emotion-Driven Sell-Off Sets Up Generational Opportunity
• Neutral Sentiment: Relative‑value framing: Oracle appears on lists of software stocks labeled “too cheap to ignore,” which supports bargain‑hunting interest but also highlights elevated volatility and mixed analyst views — useful for longer‑term investors but not an immediate catalyst on its own. 5 Software Stocks That Look Too Cheap to Ignore (ORCL)
• Neutral Sentiment: Valuation and capital‑spend questions remain: Coverage flags large, debt‑funded data‑center investments that raise near‑term valuation questions — this keeps some investors cautious until clearer returns or guidance appear. Oracle (NYSE:ORCL) Valuation Check As Massive AI Data Center Funding Plan Raises New Questions
• Negative Sentiment: Legal risk: Multiple law firms have filed securities‑fraud class actions alleging disclosure problems tied to the June–Dec 2025 period — increased litigation headlines raise potential settlement costs, management distraction and headline risk that can pressure the share price. ORCL Announcement: Kessler Topaz Meltzer & Check, LLP Announces the Firm Has Filed a Securities Fraud Class Action Lawsuit Against Oracle Corporation Bronstein, Gewirtz & Grossman LLC Urges Oracle Investors to Act $ORCL Stock Announcement: Oracle Investors May Have Been Affected by Fraud

Analyst Ratings Changes

ORCL has been the topic of several research analyst reports. Melius Research set a $160.00 target price on shares of Oracle in a report on Monday, February 9th. Sanford C. Bernstein set a $313.00 price target on Oracle in a report on Monday, February 9th. KeyCorp dropped their price objective on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a report on Thursday, December 11th. Cantor Fitzgerald decreased their price target on shares of Oracle from $400.00 to $320.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. Finally, Stifel Nicolaus reduced their price objective on shares of Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $292.43.

Oracle Price Performance

ORCL opened at $160.19 on Tuesday. The firm has a market cap of $460.24 billion, a P/E ratio of 30.11, a PEG ratio of 1.40 and a beta of 1.64. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The firm has a 50-day moving average of $182.52 and a 200 day moving average of $230.25. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating 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 company had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same period in the prior year, the business posted $1.47 EPS. Oracle’s quarterly revenue was up 14.2% compared to the same quarter last year. On average, research analysts expect that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

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

Insider Transactions at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Mark Hura sold 15,000 shares of the company’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 sale, the insider directly owned 234,077 shares in the company, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 72,223 shares of company stock worth $13,689,064. Corporate insiders own 40.90% of the company’s stock.

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.