Diversify Advisory Services LLC Sells 6,707 Shares of Oracle Corporation $ORCL

Key Points

• Diversify Advisory Services reduced its stake in Oracle by 23.4%, selling 6,707 shares and leaving 21,897 shares valued at about $5.646 million at quarter-end.
• Significant insider selling occurred recently — executives sold a total of 72,223 shares (~$13.7M) over the last three months, including EVP Douglas Kehring’s sale of 35,000 shares (~$6.82M); company insiders now own roughly 40.9% of Oracle.
• Operational outlook mixed: Oracle beat Q3 EPS estimates ($2.26 vs. $1.64) with revenue up 14.2% year‑over‑year but slightly below expectations, while growth plans face near‑term risks after a scrapped OpenAI data‑center expansion, reported large layoffs/capex pressure, and potential securities‑class‑action litigation.

Diversify Advisory Services LLC lessened its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 23.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 21,897 shares of the enterprise software provider's stock after selling 6,707 shares during the period. Diversify Advisory Services LLC's holdings in Oracle were worth $5,646,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Winnow Wealth LLC bought a new position in Oracle during the 2nd quarter worth $28,000. Kilter Group LLC acquired a new stake in shares of Oracle during the 2nd quarter worth $30,000. Darwin Wealth Management LLC grew its holdings in shares of Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 65 shares in the last quarter. Financial Consulate Inc. bought a new position in shares of Oracle in the third quarter worth $37,000. Finally, Collier Financial acquired a new position in Oracle in the third quarter valued at about $38,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Price Performance

Shares of NYSE:ORCL opened at $152.95 on Monday. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The company has a market cap of $439.45 billion, a price-to-earnings ratio of 28.75, a PEG ratio of 1.34 and a beta of 1.66. The firm has a 50 day simple moving average of $169.72 and a 200 day simple moving average of $220.62.

Oracle (NYSE:ORCL - Get Free Report) last posted 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. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The firm had revenue of $16.06 billion for the quarter, compared to analysts' expectations of $16.19 billion. During the same quarter in the previous year, the firm posted $1.47 earnings per share. The company's revenue was up 14.2% on a year-over-year basis. Research analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, January 9th. Oracle's dividend payout ratio is presently 37.59%.

Insider Transactions at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of the business's stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Mark Hura sold 15,000 shares of the company's stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the transaction, the insider directly owned 234,077 shares of the company's stock, valued at $46,087,420.53. This represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,223 shares of company stock valued at $13,689,064 over the last three months. Company insiders own 40.90% of the company's stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle rolled out an AI Construction & Engineering safety advisor — another revenue/AI product proof point that underscores continued commercialization of its AI stack. Oracle Transforms Construction Safety Management with AI
• Positive Sentiment: Technicals and some analyst notes suggest a potential bottom: chart patterns and a reclaim of short moving averages have prompted bullish short‑term commentary and supportive analyst views on accelerating cloud growth. Oracle Price Forecast: Reversal Signals
• Neutral Sentiment: Market focus is now squarely on Q3 results and OCI growth rates — analysts are parsing cloud/AI revenue guidance, margins and capex plans; that makes the upcoming earnings release the primary catalyst. Oracle Cloud Outlook Key Focus Ahead of Earnings
• Negative Sentiment: Reports say Oracle and OpenAI have scrapped plans to expand the Abilene, Texas data‑center site after financing and changing customer needs — a headline that investors interpret as lost growth visibility for AI infrastructure. Oracle and OpenAI end plans to expand Texas data center site
• Negative Sentiment: Multiple reports indicate Oracle is planning large layoffs and is under cash/capex pressure from its AI data‑center buildout — investors worry about near‑term cash flow, higher leverage and the need to raise substantial capital. Oracle cutting thousands of jobs to pay for AI infrastructure
• Negative Sentiment: Heightened legal risk — several firms have filed or opened notices for securities‑class‑action suits alleging misstatements about data‑center plans and capex, creating potential litigation costs and investor uncertainty (lead‑plaintiff deadlines in early April). Class Action Notice for Oracle Investors

Wall Street Analysts Forecast Growth

ORCL has been the subject of several recent analyst reports. The Goldman Sachs Group raised shares of Oracle to a "strong-buy" rating in a research report on Monday, January 12th. Guggenheim restated a "buy" rating and issued a $400.00 target price on shares of Oracle in a research report on Thursday, December 11th. Jefferies Financial Group cut their price target on shares of Oracle from $400.00 to $320.00 and set a "buy" rating for the company in a report on Thursday. BMO Capital Markets reduced their price target on shares of Oracle from $270.00 to $205.00 and set an "outperform" rating on the stock in a research report on Wednesday, February 4th. Finally, Robert W. Baird decreased their price objective on shares of Oracle from $365.00 to $315.00 and set an "outperform" rating on the stock in a research note on Tuesday, November 18th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $280.09.

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.

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