Naomi Seligman Sells 2,223 Shares of Oracle (NYSE:ORCL) Stock

Oracle Corporation (NYSE:ORCL - Get Free Report) Director Naomi Seligman sold 2,223 shares of Oracle stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the sale, the director owned 25,596 shares of the company's stock, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

Oracle Stock Performance

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Shares of ORCL opened at $195.34 on Wednesday. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The company's 50 day simple moving average is $230.69 and its 200 day simple moving average is $242.92. The company has a market capitalization of $561.23 billion, a price-to-earnings ratio of 36.72, a PEG ratio of 1.79 and a beta of 1.66. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping the consensus estimate of $1.64 by $0.62. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The firm had revenue of $16.06 billion during the quarter, compared to analysts' expectations of $16.19 billion. During the same period in the previous year, the company earned $1.47 EPS. Oracle's revenue for the quarter was up 14.2% on a year-over-year basis. On average, sell-side analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

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The firm also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Friday, January 9th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date is Friday, January 9th. Oracle's dividend payout ratio is presently 37.59%.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on ORCL shares. Wells Fargo & Company assumed coverage on shares of Oracle in a research note on Wednesday, December 3rd. They set an "overweight" rating and a $280.00 price objective for the company. Jefferies Financial Group boosted their target price on shares of Oracle from $360.00 to $400.00 and gave the company a "buy" rating in a report on Friday, October 17th. JPMorgan Chase & Co. cut 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. Wolfe Research lifted their price target on shares of Oracle from $300.00 to $400.00 and gave the company an "outperform" rating in a report on Wednesday, September 10th. Finally, Cantor Fitzgerald lowered their price objective on shares of Oracle from $400.00 to $320.00 and set an "overweight" rating for the company in a research note on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $307.72.

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View Our Latest Analysis on ORCL

Hedge Funds Weigh In On Oracle

A number of hedge funds have recently made changes to their positions in ORCL. Sherman Porfolios LLC acquired a new stake in Oracle in the 3rd quarter valued at $951,000. Advisors Management Group Inc. ADV acquired a new stake in shares of Oracle in the third quarter valued at about $200,000. AIA Group Ltd grew its stake in shares of Oracle by 28.0% in the third quarter. AIA Group Ltd now owns 41,105 shares of the enterprise software provider's stock valued at $11,560,000 after buying an additional 9,001 shares in the last quarter. Strategic Investment Advisors MI raised its holdings in shares of Oracle by 37.8% during the 3rd quarter. Strategic Investment Advisors MI now owns 4,136 shares of the enterprise software provider's stock valued at $1,163,000 after buying an additional 1,135 shares during the period. Finally, Keel Point LLC lifted its position in Oracle by 7.7% during the 3rd quarter. Keel Point LLC now owns 13,020 shares of the enterprise software provider's stock worth $3,662,000 after acquiring an additional 927 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Huge revenue visibility and rapid OCI growth — Oracle’s reported backlog/remaining performance obligations and OCI GPU-related revenue growth are cited as proof the company has long‑dated customer commitments that support future revenue and justify its heavy data‑center buildout. I'm Buying What Oracle Is Building (Seeking Alpha)
• Positive Sentiment: TikTok JV validates Oracle’s sovereign‑cloud strategy — Coverage notes Oracle will be the platform/host for the U.S. TikTok operations, which could act as a high‑profile “proof point” for selling secure cloud services to regulated industries. Oracle Fans Love the New TikTok Deal (Barchart)
• Positive Sentiment: Some analysts remain bullish on re‑rating potential — Notable bullish calls (e.g., Dan Ives) argue accelerating cloud/data‑center conversion could drive meaningful upside next year, supporting a positive analyst narrative beneath the volatility. Will Oracle Stock Hit $250 in 2026? (Barchart)
• Neutral Sentiment: Conflicting reports on Michigan data‑center financing — Some outlets warn Oracle may struggle to build the $10B Michigan supercluster after a financing partner exited, while Oracle says the project is “moving ahead” with a new equity partner; the discrepancy raises short‑term execution uncertainty. Oracle May Not Be Able to Build Its Michigan Data Center (Yahoo) Oracle Says Michigan Data Center Deal Moving Ahead Without Blue Owl (Yahoo)
• Negative Sentiment: Reports say Oracle may have less control than expected in the TikTok JV — Coverage that the new U.S. investors will wield limited influence revived concerns the deal’s commercial upside for Oracle could be smaller than hoped. That news has pressured the stock. Oracle Stock Slides Following Reports Of Limited Control In TikTok Deal (Benzinga)
• Negative Sentiment: Investor worry about an AI “bubble” and balance‑sheet leverage — Commentaries argue Oracle moved from an AI darling to a poster child for excess expectations and debt‑driven expansion, amplifying risk‑off sentiment. How Oracle Went from AI Darling to Being the Face of Bubble Fears (TipRanks)
• Negative Sentiment: High insider selling and commentary on leverage — Data aggregators show significant insider sales and pundits (e.g., Jim Cramer) calling Oracle “debt‑laden,” which can amplify selling pressure and concern over funding risks as capex stays elevated. Quiver Quant – Opinions & Insider Activity Jim Cramer Says “Right Now, the Biggest Ambush in This Market Comes from Oracle” (Yahoo)

Oracle Company Profile

(Get Free Report)

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.

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