Oracle Corporation $ORCL Stock Bought by Diversified Trust Co

Diversified Trust Co increased its holdings in Oracle Corporation (NYSE:ORCL) by 13.3% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 40,620 shares of the enterprise software provider’s stock after purchasing an additional 4,778 shares during the period. Diversified Trust Co’s holdings in Oracle were worth $5,577,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Oracle by 0.8% in 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 during the last quarter. Bank of New York Mellon Corp purchased a new stake in Oracle during the second quarter valued at about $1,911,930,000. Fisher Asset Management LLC boosted its position in Oracle by 3.1% during the third quarter. Fisher Asset Management LLC now owns 13,670,982 shares of the enterprise software provider’s stock valued at $1,877,026,000 after buying an additional 409,531 shares during the period. Amundi grew its stake in shares of Oracle by 1.5% during the second quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock valued at $1,447,648,000 after buying an additional 144,087 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in shares of Oracle by 1.7% during the first 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 buying an additional 147,048 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

Shares of Oracle stock opened at $125.31 on Friday. The firm has a market cap of $378.91 billion, a PE ratio of 19.64, a price-to-earnings-growth ratio of 0.89 and a beta of 1.79. Oracle Corporation has a 12-month low of $109.21 and a 12-month high of $250.25. 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’s fifty day simple moving average is $136.65 and its two-hundred day simple moving average is $154.07.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.74 by $0.18. The firm had revenue of $19.34 billion for the quarter, compared to analysts’ expectations of $19.13 billion. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The company’s revenue for the quarter was up 29.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.47 earnings per share. 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, equities analysts expect that Oracle Corporation will post 6.71 EPS for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, October 23rd. Investors of record on Friday, October 9th were paid a $0.50 dividend. The ex-dividend date of this dividend was Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.6%. Oracle’s dividend payout ratio (DPR) is presently 31.35%.

Analysts Set New Price Targets

Several research firms have recently commented on ORCL. Stephens upgraded Oracle from an “equal weight” rating to an “overweight” rating and lifted their price objective for the stock from $185.00 to $213.00 in a report on Monday, November 2nd. BTIG Research assumed coverage on Oracle in a report on Monday, November 2nd. They set a “buy” rating for the company. JPMorgan Chase & Co. restated a “buy” rating on shares of Oracle in a research report on Thursday, September 10th. TD Cowen restated a “buy” rating and set a $240.00 price target on shares of Oracle in a research report on Thursday, October 29th. Finally, Stifel Nicolaus decreased their price target on Oracle from $220.00 to $200.00 and set a “buy” rating on the stock in a research note on Friday, September 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $249.27.

Key Stories Impacting Oracle

These are some of the ORCL stories that stood out recently:

• Positive Sentiment: The U.S. Department of Veterans Affairs and Department of War have begun participating in Oracle Health Information Network, expanding access to health records across providers. The rollout supports Oracle Health’s reach with major public-sector customers, though the announcement did not specify financial terms. Department of Veterans Affairs and Department of War Go-Live on Oracle Health Information Network
• Positive Sentiment: Analyst support may help bolster the stock after its decline: HSBC included Oracle among stocks to buy on the dip, while Stephens upgraded the shares, according to the articles. HSBC Says Buy the Dip in These 11 Stocks Why Stephens Upgraded Oracle
• Negative Sentiment: Oracle’s large AI buildout is raising cash-flow and balance-sheet concerns. One report highlights $125 billion of debt and says the company expects free cash flow to turn positive in fiscal 2028, leaving investors focused on funding needs and the timing of returns from infrastructure spending. Oracle’s $125 Billion Debt Raises a Major AI Warning

Insider Buying and Selling

In other Oracle news, Director Stephen H. Rusckowski purchased 25,000 shares of the stock in a transaction on Tuesday, September 29th. The stock was acquired at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the transaction, the director directly owned 25,390 shares of the company’s stock, valued at approximately $3,538,096.50. This trade represents a 6,410.26% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Michael D. Sicilia sold 22,562 shares of the 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 completion of the sale, the chief executive officer owned 182,929 shares of the company’s stock, valued at approximately $27,730,207.11. This trade represents a 10.98% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 36,075 shares of company stock valued at $5,342,123 over the last ninety days. 38.40% of the stock is owned by insiders.

Oracle Company Profile

Oracle Corporation is a technology company that develops and provides database software, cloud services, and enterprise applications. Its products help organizations manage data, run business operations, and build and deploy applications. Oracle’s offerings include Oracle Database, Oracle Cloud Infrastructure, and cloud-based applications for functions such as finance, human resources, supply chain management, and customer experience. The company also provides software support, consulting, and related services.