Oracle Corporation $ORCL Shares Purchased by Summit Global Investments

Summit Global Investments raised its holdings in Oracle Corporation (NYSE:ORCL) by 286.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,263 shares of the enterprise software provider’s stock after buying an additional 15,767 shares during the period. Summit Global Investments’ holdings in Oracle were worth $2,919,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of Oracle by 0.8% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 14,680,278 shares of the enterprise software provider’s stock valued at $2,151,395,000 after acquiring an additional 123,294 shares during the last quarter. Bank of New York Mellon Corp raised its position in shares of Oracle by 3.0% during the 1st quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider’s stock worth $1,949,363,000 after acquiring an additional 384,984 shares in the last quarter. Amundi raised its position in shares of Oracle by 1.5% during the 2nd quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock worth $1,447,648,000 after acquiring an additional 144,087 shares in the last quarter. Dimensional Fund Advisors LP raised its position in shares of Oracle by 1.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider’s stock worth $1,262,827,000 after acquiring an additional 147,048 shares in the last quarter. Finally, First Eagle Investment Management LLC lifted its stake in Oracle by 1.0% during the second quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider’s stock worth $1,248,148,000 after purchasing an additional 81,700 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on ORCL shares. DA Davidson reaffirmed a “buy” rating and issued a $225.00 price target on shares of Oracle in a report on Friday, September 11th. Weiss Ratings reissued a “hold (c)” rating on shares of Oracle in a report on Friday, October 16th. Robert W. Baird set a $215.00 price objective on shares of Oracle in a report on Thursday. Freedom Broker reduced their price objective on shares of Oracle from $210.00 to $205.00 and set a “buy” rating for the company in a research report on Monday, September 14th. Finally, Scotiabank restated a “sector outperform” rating and issued a $205.00 target price on shares of Oracle in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $248.41.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s investor-day outlook remains the main bullish catalyst. Management is targeting at least $225 billion in fiscal 2030 revenue, approximately $21 in fiscal 2030 EPS, and $30 billion in free cash flow by fiscal 2029. The company also reported exceptionally strong AI bookings and cloud backlog growth, suggesting demand for its AI infrastructure remains robust. Oracle Stock Forecast – Analysts React to Strong FY30 Outlook
• Positive Sentiment: Oracle pledged to limit additional capital-market funding to approximately $20 billion through fiscal 2030, addressing concerns that its data-center expansion could require unrestrained borrowing and share issuance. Analysts including Bank of America, TD Cowen, and Piper Sandler have maintained bullish ratings and substantial price targets. Oracle Analyst Day Eases Funding Concerns
• Neutral Sentiment: Fiscal 2027 guidance calls for $8.10 EPS, ahead of the $7.86 consensus, but the $90 billion revenue forecast is slightly below the $90.4 billion analyst estimate. This leaves investors focused on whether AI bookings convert into reported revenue and cash flow over the next two quarters. Oracle Just Told Investors What Many Already Knew
• Negative Sentiment: Oracle’s AI expansion has produced deeply negative free cash flow and required roughly $48 billion of debt and equity funding in fiscal 2026. Investors remain skeptical that the projected cash-flow turnaround will arrive quickly enough, particularly given Oracle’s debt-to-equity ratio of 1.89. Oracle Caps New Capital Raising
• Negative Sentiment: Broader technology weakness and concerns about lower-than-expected big-tech capital spending have pressured AI infrastructure stocks. Microsoft CEO Satya Nadella’s criticism of businesses dependent on leasing AI capacity to a small number of customers also raised questions about Oracle’s customer concentration and infrastructure economics. Satya Nadella Criticizes AI Capacity Rental Models

Oracle Stock Down 6.5%

ORCL opened at $130.50 on Friday. The business has a 50 day moving average price of $141.81 and a two-hundred day moving average price of $157.19. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89. The company has a market cap of $394.60 billion, a PE ratio of 20.45, a P/E/G ratio of 0.92 and a beta of 1.78. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $265.81.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, topping analysts’ consensus estimates of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The company had revenue of $19.34 billion during the quarter, compared to analysts’ expectations of $19.13 billion. During the same period last year, the firm earned $1.47 EPS. The firm’s revenue for the quarter was up 29.6% on a year-over-year basis. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. As a group, research analysts anticipate that Oracle Corporation will post 6.72 EPS for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, October 23rd. Investors of record on Friday, October 9th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.5%. Oracle’s dividend payout ratio (DPR) is currently 31.35%.

Insider Buying and Selling

In related news, CEO Michael Sicilia sold 22,562 shares of Oracle stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total value of $3,420,173.58. Following the transaction, the chief executive officer directly owned 182,929 shares in the company, valued at $27,730,207.11. This trade represents a 10.98% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Maria Smith sold 2,631 shares of the business’s stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total transaction of $399,122.70. Following the completion of the transaction, the executive vice president directly owned 64,357 shares in the company, valued at $9,762,956.90. This represents a 3.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 36,075 shares of company stock valued at $5,342,123 over the last three months. 38.40% of the stock is currently owned by company insiders.

About Oracle

Oracle Corporation (NYSE: ORCL) is a global technology company that develops enterprise software, cloud infrastructure and database technologies. Its products help organizations store, manage, analyze and secure data, while supporting business operations across industries and geographies.

The company’s offerings include Oracle Database, Java, Oracle Cloud Infrastructure and a broad portfolio of cloud-based applications. These applications serve functions such as enterprise resource planning, financial management, human resources, supply-chain management, customer experience and industry-specific operations.