Trivest Advisors Ltd Sells 159,438 Shares of Oracle Corporation $ORCL

Trivest Advisors Ltd trimmed its position in shares of Oracle Corporation (NYSE:ORCL) by 23.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 530,562 shares of the enterprise software provider’s stock after selling 159,438 shares during the quarter. Oracle makes up about 4.8% of Trivest Advisors Ltd’s portfolio, making the stock its 9th biggest holding. Trivest Advisors Ltd’s holdings in Oracle were worth $149,215,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Winnow Wealth LLC acquired a new position in shares of Oracle in the second quarter worth about $28,000. Kilter Group LLC purchased a new position in shares of Oracle in the 2nd quarter valued at about $30,000. Darwin Wealth Management LLC increased its stake in shares of 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 purchasing an additional 65 shares in the last quarter. Financial Consulate Inc. acquired a new position in Oracle in the 3rd quarter worth about $37,000. Finally, Collier Financial purchased a new position in Oracle during the third quarter worth approximately $38,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is winning cloud deals that validate its AI infrastructure strategy — the Centers for Medicare & Medicaid Services selected Oracle Cloud Infrastructure for a modernization project, a concrete commercial win that supports OCI revenue momentum. Oracle Cloud Infrastructure Gains Momentum With CMS Selection
• Neutral Sentiment: Some software peers (e.g., RingCentral, Five9) are rallying on better-than-expected results, showing mixed sentiment across AI-exposed software names — this helps explain sector rotation but doesn’t remove Oracle‑specific concerns. Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
• Negative Sentiment: Multiple law firms have launched or are soliciting plaintiffs for securities‑fraud class actions covering the June–Dec 2025 period; proliferation of suits raises legal and reputational risk and increases uncertainty for shareholders. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit
• Negative Sentiment: Market commentary ties today’s sell‑off to Nvidia/OpenAI funding dynamics: traders are treating Oracle as a proxy for OpenAI’s ability to raise capital and for Oracle’s ability to support contracted AI workloads — funding clarity is needed to calm sentiment. Here’s Why Oracle Stock Slumped Today (Hint: It’s Nvidia Related, But Not How You Might Think)
• Negative Sentiment: Analyst/social‑media threads flag heavy AI capex (estimates of up to ~$50B), higher debt issuance and insider selling — financing/dilution worries and rising short interest are pressuring the stock. Oracle Stock (ORCL) Opinions on Q2 Earnings and AI Capex Plans
• Negative Sentiment: Intraday commentary and trade reports note a sharp slide in ORCL versus broader indexes today — momentum selling and higher volume amplify the move until the market gets clearer answers on funding, capex pacing and legal exposure. Why Are Oracle Shares Sliding On Friday?

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on ORCL. Citizens Jmp reduced their target price on Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research note on Thursday, February 5th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $375.00 price objective on shares of Oracle in a research report on Wednesday, November 26th. Royal Bank Of Canada reaffirmed a “sector perform” rating on shares of Oracle in a report on Monday, February 2nd. Melius Research set a $160.00 target price on shares of Oracle in a research note on Monday, February 9th. Finally, Guggenheim reaffirmed a “buy” rating and issued a $400.00 price target on shares of Oracle in a research note on Thursday, December 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $290.97.

Oracle Stock Performance

ORCL opened at $148.00 on Friday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The firm has a market capitalization of $425.23 billion, a PE ratio of 27.82, a PEG ratio of 1.29 and a beta of 1.64. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The firm’s 50-day moving average price is $178.15 and its 200 day moving average price is $227.68.

Oracle (NYSE:ORCL) last released its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. The business had revenue of $16.06 billion for 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%. The business’s revenue was up 14.2% on a year-over-year basis. During the same period last year, the company posted $1.47 EPS. As a group, sell-side analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were paid a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle’s payout ratio is 37.59%.

Insider Buying and Selling

In other Oracle news, 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 completion of the sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This trade represents a 50.99% decrease in their position. The sale was disclosed in a legal 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 dated 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 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. Insiders have sold 72,223 shares of company stock valued at $13,689,064 in the last quarter. 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.