DeDora Capital Reduces Stake in Oracle as Analysts Raise Price Targets

DeDora Capital Inc. has reduced its investment in Oracle Corporation (NYSE: ORCL) by 4.1% during the second quarter of 2025, as revealed in its latest 13F filing with the Securities and Exchange Commission (SEC). Following the sale of 235 shares, the firm now holds 5,489 shares of the enterprise software giant, valued at approximately $1.2 million.

Institutional investor interest in Oracle remains strong, with several hedge funds adjusting their positions. Notably, Vanguard Group Inc. increased its stake by 2.2% in the first quarter, now owning 160,925,413 shares worth $22.5 billion after acquiring an additional 3,513,464 shares. Northern Trust Corp also raised its position by 0.6%, bringing its total to 19,741,423 shares, valued at $2.76 billion.

UBS Asset Management boosted its stake by 0.4%, holding 13,884,524 shares worth $1.94 billion, while Amundi increased its holdings by 3.3% to 12,736,855 shares, valued at $1.75 billion. Polen Capital Management LLC saw a more significant jump, increasing its stake by 17.6% to 12,609,101 shares worth $1.76 billion. Institutional investors collectively own 42.44% of Oracle’s stock.

Analysts Boost Price Targets for Oracle

Recent analysis indicates positive sentiment towards Oracle’s stock, with several analysts raising their price targets. Melius Research upgraded its target price from $270 to $370 and issued a “buy” rating. Similarly, BNP Paribas set a target price of $377, while Bank of America raised its rating from “neutral” to “buy,” increasing its target from $295 to $368. Cowen reaffirmed a “buy” rating, and Redburn Partners established a target of $175.

Overall, analysts show strong confidence in Oracle, with three rating the stock as a Strong Buy, twenty-seven as Buy, and nine as Hold. According to data from MarketBeat, Oracle’s average rating stands at “Moderate Buy” with an average target price of $323.40.

Oracle’s Recent Stock Performance and Earnings Report

As of Friday, shares of Oracle opened at $291.95. The company has a market capitalization of $832.3 billion and a P/E ratio of 67.58, indicating a strong valuation within the sector. Oracle has reported a debt-to-equity ratio of 3.33 and a current ratio of 0.62. Its stock has fluctuated between a 52-week low of $118.86 and a high of $345.72.

On September 9, Oracle reported quarterly earnings of $1.47 EPS, slightly below analysts’ estimates of $1.48. The company generated revenue of $14.93 billion, missing the consensus estimate of $15.04 billion. Despite this, Oracle’s revenue reflected a year-over-year increase of 12.2%. The company also announced guidance for Q2 2026, expecting earnings per share to fall between $1.270 and $1.310.

Additionally, Oracle declared a quarterly dividend of $0.50, set to be paid on October 23, 2025, to shareholders recorded as of October 9, 2025. This results in an annualized dividend of $2.00 and a yield of 0.7%.

Insider Activity and Corporate Profile

In insider trading news, Clayton M. Magouyrk, an insider, sold 21,241 shares on September 12, 2025, at an average price of $297.11, totaling approximately $6.31 million. Following this transaction, Magouyrk holds 78,000 shares valued at $23.17 million, representing a decrease of 21.40% in ownership. Similarly, Stuart Levey, Executive Vice President, sold 19,758 shares for approximately $5.93 million, reducing his ownership by 51.74%.

In total, corporate insiders have sold 120,769 shares valued at approximately $36.43 million over the last quarter. Insiders currently own 40.90% of Oracle’s stock.

Oracle Corporation continues to provide a range of products and services that cater to enterprise information technology environments worldwide, including various cloud software applications and enterprise resource planning solutions. As the company navigates a competitive landscape, its strategic moves and financial health will remain closely monitored by investors and analysts alike.