---
title: "Pinnacle Wealth Planning Services Inc. Has $1.09 Million Stake in Oracle Corporation $ORCL"
description: "Pinnacle Wealth Planning Services Inc. reduced its stake in Oracle Corporation (NYSE:ORCL) by 13.7% in Q1, now holding 7,817 shares valued at approximately $1.09 million. Other institutional investors"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/255350453.md"
published_at: "2025-08-31T10:11:53.000Z"
---

# Pinnacle Wealth Planning Services Inc. Has $1.09 Million Stake in Oracle Corporation $ORCL

> Pinnacle Wealth Planning Services Inc. reduced its stake in Oracle Corporation (NYSE:ORCL) by 13.7% in Q1, now holding 7,817 shares valued at approximately $1.09 million. Other institutional investors also adjusted their positions in Oracle. Insider transactions included significant sales by Vice Chairman Jeffrey Henley and EVP Maria Smith. Oracle's stock opened at $225.97, with a market cap of $634.72 billion, and reported strong earnings, exceeding analysts' expectations. The company recently announced a quarterly dividend of $0.50, reflecting a 0.9% yield.

Pinnacle Wealth Planning Services Inc. decreased its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 13.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,817 shares of the enterprise software provider's stock after selling 1,240 shares during the quarter. Pinnacle Wealth Planning Services Inc.'s holdings in Oracle were worth $1,093,000 at the end of the most recent quarter.

-   3 Reasons Salesforce Is a Bargain Right Now

Other institutional investors have also bought and sold shares of the company. Redmont Wealth Advisors LLC acquired a new position in Oracle in the first quarter worth $27,000. Inlight Wealth Management LLC acquired a new position in Oracle in the first quarter worth $28,000. Iron Horse Wealth Management LLC boosted its stake in Oracle by 284.9% in the first quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider's stock worth $29,000 after purchasing an additional 151 shares in the last quarter. Sunbeam Capital Management LLC acquired a new position in Oracle in the fourth quarter worth $30,000. Finally, Mpwm Advisory Solutions LLC acquired a new position in Oracle in the fourth quarter worth $36,000. Institutional investors and hedge funds own 42.44% of the company's stock.

## Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction dated Thursday, June 12th. The stock was sold at an average price of $190.42, for a total value of $76,168,000.00. Following the transaction, the insider owned 1,097,576 shares of the company's stock, valued at approximately $209,000,421.92. This represents a 26.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Maria Smith sold 10,000 shares of the stock in a transaction dated Thursday, July 3rd. The shares were sold at an average price of $232.99, for a total value of $2,329,900.00. Following the completion of the transaction, the executive vice president directly owned 40,807 shares in the company, valued at $9,507,622.93. The trade was a 19.68% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 444,183 shares of company stock valued at $86,521,198. Corporate insiders own 42.20% of the company's stock.

## Oracle Trading Down 6.0%

-   4 Stocks Every AI ETF Is Buying—And They’re Not What You Think

ORCL stock opened at $225.97 on Friday. The company has a market cap of $634.72 billion, a P/E ratio of 52.07, a PEG ratio of 3.59 and a beta of 1.43. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $260.87. The company has a quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 4.07. The business has a fifty day moving average of $237.90 and a 200-day moving average of $184.84.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results on Wednesday, June 11th. The enterprise software provider reported $1.70 earnings per share for the quarter, topping analysts' consensus estimates of $1.64 by $0.06. Oracle had a return on equity of 87.34% and a net margin of 21.68%.The company had revenue of $15.90 billion during the quarter, compared to the consensus estimate of $15.58 billion. During the same quarter in the previous year, the company posted $1.63 earnings per share. The firm's quarterly revenue was up 11.3% on a year-over-year basis. As a group, equities research analysts expect that Oracle Corporation will post 5 EPS for the current year.

## Oracle Dividend Announcement

-   MarketBeat Week in Review – 08/11 - 08/15

The business also recently announced a quarterly dividend, which was paid on Thursday, July 24th. Shareholders of record on Thursday, July 10th were paid a $0.50 dividend. The ex-dividend date of this dividend was Thursday, July 10th. This represents a $2.00 annualized dividend and a yield of 0.9%. Oracle's dividend payout ratio is presently 46.08%.

## Analyst Ratings Changes

A number of equities analysts have commented on ORCL shares. Loop Capital set a $135.00 price objective on Oracle in a research note on Tuesday, June 10th. TD Cowen boosted their price objective on Oracle from $275.00 to $325.00 and gave the stock a "buy" rating in a research note on Wednesday, August 6th. Barclays reissued an "overweight" rating and issued a $221.00 price objective (up previously from $202.00) on shares of Oracle in a research note on Friday, June 13th. Scotiabank started coverage on Oracle in a research note on Thursday, July 17th. They issued a "sector outperform" rating and a $300.00 price objective on the stock. Finally, BMO Capital Markets boosted their target price on Oracle from $235.00 to $245.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and eight have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $227.04.

**View Our Latest Report on ORCL**

## About Oracle

(Free Report)

Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.

## Read More

-   Five stocks we like better than Oracle
-   Are Penny Stocks a Good Fit for Your Portfolio?
-   Improving Fundamentals Drive New Buybacks for 3 Strong Performers
-   3 Fintech Stocks With Good 2021 Prospects
-   3 Reasons Gartner Could Be the Best Buy of Q3
-   What Are Dividend Contenders? Investing in Dividend Contenders
-   Free Cash Flow Boom Keeps Microsoft Ahead of the Pack

**Want to see what other hedge funds are holding ORCL?** Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

*This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.*

## Should You Invest $1,000 in Oracle Right Now?

Before you consider Oracle, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Oracle wasn't on the list.

While Oracle currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

### Related Stocks

- [ORCL.US - Oracle](https://longbridge.com/en/quote/ORCL.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| BUZZ-Street View: Oracle’s cloud climb faces financing fog | Oracle's revenue and profit projections fell below expectations, prompting a $15 billion spending increase. Despite a 12 | [Link](https://longbridge.com/en/news/269356540.md) |
| Oracle slumps, but analysts look past weak results towards AI growth | Oracle's shares fell over 12% after mixed results, but analysts remain optimistic about AI-driven growth. Wedbush's Dan  | [Link](https://longbridge.com/en/news/269384133.md) |
| Bain Sale And Product Awards Reframe Coherent Ownership And Growth Story | Bain Capital plans to sell a significant portion of its stake in Coherent (NYSE:COHR), impacting the shareholder mix. Co | [Link](https://longbridge.com/en/news/276011652.md) |
| Codeifai Enters AI-Backed Quantum Security Market | Codeifai Ltd :CODEIFAI ENTERS AI-BACKED QUANTUM SECURITY MARKETCOMPLETION OF ACQUISITION OF ANTENNATRANSFER.IOTOTAL CONS | [Link](https://longbridge.com/en/news/276015719.md) |
| Bayhorse Silver (CVE:BHS) Insider Buys C$14,355.00 in Stock | Bayhorse Silver Inc. insider Rick Low purchased 159,500 shares at C$0.09 each, totaling C$14,355. This acquisition incre | [Link](https://longbridge.com/en/news/276004725.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
