Ascent Wealth Partners 13F: Cuts Oracle (ORCL) Stake by $4.7M

Ascent Wealth Partners lowered its holdings in Oracle Corporation ORCL by 84.2% during the quarter, according to a Form 13F filing on October 23, 2026. The firm sold 34,316 shares, leaving it with 6,423 shares valued at about $881,878. Oracle closed at $126.16 on the filing date.

ORCL Oracle Corporation

$125.54 ▼ -35.00% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Ascent Wealth Partners's Oracle Corporation Position

Ascent Wealth Partners held 40,739 shares of the software infrastructure provider prior to the filing. By trimming 34,316 shares for an 84.2% reduction, the fund scaled back its investment significantly. The remaining 6,423 shares were valued at $881,878 at the close of the period.

Other Institutional Activity in Oracle Corporation

Other institutional investors adjusted their positions around the same time. MBL Wealth grew its holdings by 81.8% to 16,784 shares worth about $2,304,445. RMR Wealth Builders trimmed its stake by 83.8% to end with 3,615 shares valued at about $496,311. Sepio Capital cut its position by 19.1% to 32,024 shares worth about $4,396,983. Howland Capital Management reduced its holdings by 14.0% to 152,747 shares valued at about $20,972,104.

Oracle Corporation Stock Down 2.3%

The shares recently traded around $126.12 as of October 24, 2026, roughly equal to the $126.16 close on the filing date. The stock trades below its 50-day moving average of $143.49 and below its 200-day moving average of $158.88. Shares sit well below the 52-week high of $287.19 and about 10.1% above the 52-week low of $114.50.

Recent Earnings

Oracle Corporation reported trailing-twelve-month revenue of $71,776,002,048 with an EPS of $6.38. The company posted a net profit margin of 26.4% and a return on equity of 41.2%, with year-over-year revenue growth reaching 29.6%. The next earnings report is scheduled for December 14, 2026.

Dividend

The company pays an annual dividend rate of $2.00 per share, yielding 1.59% with a payout ratio of 31.4%.

Insider Buying and Selling at Oracle Corporation

Company insiders were active in the market ahead of the filing. Chief Executive Officer Michael D. Sicilia sold 10,882 shares on September 16, 2026, at an average price of $139.94 for a total value of $1,522,827. On September 22, 2026, officer Maria Smith sold 2,631 shares at $151.70 worth $399,123, and CEO Michael D. Sicilia sold another 22,562 shares at $151.59 worth $3,420,174. Later, on September 29, 2026, director Stephen H. Rusckowski bought 25,000 shares at $139.35 for a total of $3,483,800.

Analysts Set New Price Targets

Wall Street firms updated their outlooks on the stock through September and October. On September 14, 2026, Freedom Broker maintained its buy rating and lowered its price target from $210.00 to $205.00. On the same day, Argus Research reiterated a buy rating with a $225.00 target. Citizens reiterated a market outperform rating with a $285.00 target on October 2, 2026. Cantor Fitzgerald reiterated an overweight rating at a $284.00 target on October 22, 2026. Goldman Sachs maintained a buy rating and lowered its price target from $240.00 to $206.00 on October 23, 2026. The stock carries a consensus buy recommendation from 41 analysts, with a target mean price of $236.54.

About Oracle Corporation

Headquartered in Austin, Texas, Oracle Corporation builds and supports enterprise information technology frameworks worldwide, providing software and cloud infrastructure solutions to businesses globally. The company employs 141,000 people and trades on the NYSE under the ticker ORCL.

Bottom Line

Investors will look toward the upcoming earnings release on December 14, 2026, for further updates on the company's financial performance. Monitoring subsequent 13F filings will show how other institutional managers adjust their exposure to the stock.