Oracle Corporation $ORCL Stock: Lebenthal Global Advisors LLC Cuts Position

Lebenthal Global Advisors LLC lessened its position in Oracle Corporation (NYSE:ORCL) by 92.0% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,530 shares of the enterprise software provider’s stock after selling 17,707 shares during the period. Lebenthal Global Advisors LLC’s holdings in Oracle were worth $210,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in ORCL. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Oracle by 0.8% during the second 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 worth $2,151,395,000 after purchasing an additional 123,294 shares in the last quarter. Bank of New York Mellon Corp lifted its position in Oracle by 3.0% in the first quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider’s stock valued at $1,949,363,000 after purchasing an additional 384,984 shares during the period. Amundi lifted its position in Oracle by 1.5% in the second quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock valued at $1,447,648,000 after purchasing an additional 144,087 shares during the period. Dimensional Fund Advisors LP boosted its holdings in Oracle by 1.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider’s stock valued at $1,262,827,000 after purchasing an additional 147,048 shares in the last quarter. Finally, First Eagle Investment Management LLC boosted its holdings in Oracle by 1.0% in the 2nd quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider’s stock valued at $1,248,148,000 after purchasing an additional 81,700 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Buying and Selling

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

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the company. The Goldman Sachs Group dropped their target price on Oracle from $240.00 to $206.00 and set a “buy” rating on the stock in a research report on Friday, October 23rd. Argus reissued a “buy” rating and issued a $225.00 price target on shares of Oracle in a report on Monday, September 14th. Citigroup restated a “market outperform” rating on shares of Oracle in a research note on Thursday. Scotiabank reaffirmed a “sector outperform” rating and set a $205.00 price objective on shares of Oracle in a report on Thursday. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $225.00 price objective on shares of Oracle in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Oracle currently 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 stock opened at $130.50 on Friday. The company has a market cap of $394.60 billion, a P/E 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. The company’s 50-day moving average price is $141.81 and its 200 day moving average price is $157.19. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89.

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

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, October 23rd. Stockholders of record on Friday, October 9th were paid 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 payout ratio is 31.35%.

Oracle Company Profile

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.