12,930 Shares in Oracle Corporation $ORCL Acquired by Pinkerton Wealth LLC

Key Points

• Pinkerton Wealth LLC acquired a new stake of 12,930 shares in Oracle (NYSE:ORCL) during the third quarter, valued at about $3.636 million per its latest 13F filing.
• While analysts highlight Oracle's AI/OCI momentum and potential upside, the company faces material risks including more than $100 billion of debt, negative free cash flow from front‑loaded data‑center builds, legal overhang and recent insider selling; the consensus rating is Moderate Buy with a target of $275.51.

Pinkerton Wealth LLC bought a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 12,930 shares of the enterprise software provider's stock, valued at approximately $3,636,000.

A number of other hedge funds and other institutional investors have also modified their holdings of ORCL. Banque Cantonale Vaudoise raised its holdings in shares of Oracle by 1.0% during the 3rd quarter. Banque Cantonale Vaudoise now owns 59,967 shares of the enterprise software provider's stock worth $16,865,000 after acquiring an additional 599 shares during the period. Clarkston Capital Partners LLC boosted its position in shares of Oracle by 1.2% during the 3rd quarter. Clarkston Capital Partners LLC now owns 6,296 shares of the enterprise software provider's stock valued at $1,771,000 after acquiring an additional 74 shares during the last quarter. Sienna Gestion grew its holdings in shares of Oracle by 18.4% in the third quarter. Sienna Gestion now owns 47,859 shares of the enterprise software provider's stock valued at $12,272,000 after purchasing an additional 7,439 shares during the period. Fieldview Capital Management LLC acquired a new stake in Oracle during the third quarter worth about $8,686,000. Finally, LGT Fund Management Co Ltd. increased its position in Oracle by 35.1% during the third quarter. LGT Fund Management Co Ltd. now owns 20,870 shares of the enterprise software provider's stock worth $6,032,000 after purchasing an additional 5,418 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: OCI/cloud momentum and renewed Wall Street interest position Oracle as an AI infrastructure play; some analysts have raised coverage or reiterated bullish stances ahead of earnings. Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention
• Positive Sentiment: Analysts and previews point to AI-driven revenue upside (OCI acceleration, large backlog, subscription trends) that could beat expectations and re-rate the stock if margins and capex discipline are demonstrated. Oracle's AI Push: A Potential Catalyst for Q3 Earnings Growth?
• Neutral Sentiment: The upcoming Q3 release is a high‑volatility catalyst — traders expect a sizable post‑earnings move that will likely determine near‑term direction, making the report the key event to watch. Here's How Much Traders Expect Oracle Stock To Move After Earnings
• Negative Sentiment: Reports highlight a large debt load (>$100B), negative free cash flow from front‑loaded AI data‑center builds, and concern that Oracle is financing expansion with leverage — a major investor worry. Oracle is building yesterday's data centers with tomorrow's debt
• Negative Sentiment: OpenAI/partner pullbacks and reported cancelation of an Abilene expansion plus widespread layoff reports amplify execution and tenant‑risk concerns for Oracle’s flagship projects. Oracle AI Data Center Pullback Tests Spending Discipline And Partner Reliance
• Negative Sentiment: Multiple law firms have filed/reminded investors of class‑action suits tied to disclosures from mid‑2025 to late‑2025, creating legal overhang and potential headline risk. Bragar Eagel & Squire Reminds Investors of Class Actions
• Negative Sentiment: Several firms trimmed price targets and some investors point to widening credit spreads/CDS as a sign of elevated financing risk; that combination is pressuring the stock despite pockets of bullish coverage. Analyst price target and coverage notes (Benzinga)

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on ORCL shares. Sanford C. Bernstein set a $313.00 target price on shares of Oracle in a report on Monday, February 9th. Mizuho set a $400.00 price target on shares of Oracle in a report on Monday, December 15th. Stifel Nicolaus reduced their price target on shares of Oracle from $350.00 to $275.00 and set a "buy" rating on the stock in a research report on Thursday, December 11th. Scotiabank decreased their price objective on Oracle from $220.00 to $215.00 and set a "sector outperform" rating on the stock in a report on Monday. Finally, Piper Sandler lowered their price objective on Oracle from $290.00 to $240.00 and set an "overweight" rating for the company in a research report on Monday, February 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $275.51.

Oracle Stock Performance

Shares of ORCL stock opened at $151.54 on Tuesday. 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 market cap of $435.39 billion, a P/E ratio of 28.48, a P/E/G ratio of 1.34 and a beta of 1.66. The firm's 50 day moving average price is $168.85 and its 200-day moving average price is $220.05. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating analysts' consensus estimates of $1.64 by $0.62. The company had revenue of $16.06 billion during the quarter, compared to analysts' expectations 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% on a year-over-year basis. During the same period last year, the business posted $1.47 EPS. As a group, equities research analysts predict 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. Investors of record on Friday, January 9th were paid a dividend of $0.50 per share. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle's payout ratio is presently 37.59%.

Insiders Place Their Bets

In other news, Director Naomi O. Seligman sold 2,223 shares of the company's 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 completion of the transaction, the director directly owned 25,596 shares of the company's stock, 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 SEC, which can be accessed through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company's stock in a transaction that occurred 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 $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 72,223 shares of company stock worth $13,689,064. 40.90% of the stock is owned by corporate insiders.

Oracle Company 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.

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