Investment House LLC Sells 33,989 Shares of Oracle Corporation $ORCL

Investment House LLC trimmed its position in shares of Oracle Corporation (NYSE:ORCL) by 66.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,207 shares of the enterprise software provider’s stock after selling 33,989 shares during the quarter. Investment House LLC’s holdings in Oracle were worth $2,363,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of ORCL. JSF Financial LLC lifted its position in Oracle by 16.4% during the 3rd quarter. JSF Financial LLC now owns 2,882 shares of the enterprise software provider’s stock worth $396,000 after buying an additional 406 shares in the last quarter. E. Ohman J or Asset Management AB increased its position in Oracle by 2.7% in the 3rd quarter. E. Ohman J or Asset Management AB now owns 62,702 shares of the enterprise software provider’s stock valued at $8,609,000 after acquiring an additional 1,650 shares in the last quarter. SBI Securities Co. Ltd. increased its position in Oracle by 9.9% in the 3rd quarter. SBI Securities Co. Ltd. now owns 26,921 shares of the enterprise software provider’s stock valued at $3,696,000 after acquiring an additional 2,425 shares in the last quarter. Woodward Diversified Capital LLC increased its position in Oracle by 13.7% in the 3rd quarter. Woodward Diversified Capital LLC now owns 1,699 shares of the enterprise software provider’s stock valued at $233,000 after acquiring an additional 205 shares in the last quarter. Finally, Cardinal Point Capital Management ULC raised its stake in shares of Oracle by 5.8% in the third quarter. Cardinal Point Capital Management ULC now owns 74,358 shares of the enterprise software provider’s stock worth $10,209,000 after acquiring an additional 4,102 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Trading Down 2.9%

ORCL opened at $125.35 on Friday. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17. The company has a market cap of $379.02 billion, a price-to-earnings ratio of 18.99, a price-to-earnings-growth ratio of 0.91 and a beta of 1.78. The firm has a 50 day simple moving average of $143.55 and a 200 day simple moving average of $158.29. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $287.19.

Oracle (NYSE:ORCL) last announced 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. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The firm had revenue of $19.34 billion for the quarter, compared to analysts’ expectations of $19.13 billion. During the same period last year, the firm earned $1.47 earnings per share. The business’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. On average, sell-side analysts anticipate that Oracle Corporation will post 6.73 earnings per share for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.6%. The ex-dividend date is Friday, October 9th. Oracle’s dividend payout ratio (DPR) is currently 31.35%.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on ORCL shares. Scotiabank reduced their target price on shares of Oracle from $241.00 to $215.00 and set a “sector outperform” rating on the stock in a research report on Wednesday, September 9th. The Goldman Sachs Group reissued a “buy” rating and issued a $240.00 price target (up from $239.00) on shares of Oracle in a report on Monday, September 14th. Citizens Jmp restated a “market outperform” rating and issued a $285.00 price objective on shares of Oracle in a research report on Friday, October 2nd. BMO Capital Markets dropped their price objective on shares of Oracle from $220.00 to $195.00 and set an “outperform” rating for the company in a research report on Friday, September 11th. Finally, President Capital reduced their price objective on Oracle from $360.00 to $300.00 and set an “overweight” rating on the stock in a report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Oracle presently has an average rating of “Moderate Buy” and an average target price of $249.52.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts see significant upside. Cantor Fitzgerald reaffirmed its Overweight rating and $284 price target, implying substantial potential appreciation from current levels. Evercore ISI also reportedly believes concerns about Oracle’s debt and growth outlook may be excessive. Oracle stock falls 4 percent: why this analyst sees a 120 percent upside
• Positive Sentiment: Investor Day could support the growth narrative. RBC expects Oracle to discuss its Oracle Cloud Infrastructure capacity ramp and applications growth, potentially providing more visibility into demand, backlog conversion, and future revenue expansion. Oracle Investor Day to Focus on OCI Capacity Ramp and Applications Growth
• Positive Sentiment: New AI and cloud offerings broaden Oracle’s opportunity. Oracle introduced Fusion Claw agentic HR applications and a no-code/low-code AI Agent Studio for industry-specific workflows. New customer and partner deployments could strengthen its applications business and help monetize its AI strategy. Oracle AI Agent Studio for Industry Applications
• Neutral Sentiment: Financing remains a key swing factor. Reports suggest Oracle may receive support from suppliers such as Nvidia as it finances data-center construction, but investors remain focused on high bond yields, elevated leverage, and whether the company can convert its large cloud backlog into sustainable cash flow. TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
• Negative Sentiment: AI spending and balance-sheet concerns are driving the weakness. Oracle is reportedly spending more on infrastructure than it generates in free cash flow, while its debt load and borrowing costs raise questions about returns on the buildout. The risk is particularly concerning because the company’s credit rating is only modestly above junk status. Oracle: Bond Yields Near 9 Percent

Insider Transactions at Oracle

In related news, Director Stephen Rusckowski acquired 25,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 29th. The stock was acquired at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the purchase, the director directly owned 25,390 shares in the company, valued at approximately $3,538,096.50. This trade represents a 6,410.26% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Michael Sicilia sold 22,562 shares of Oracle stock in a transaction 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 directly 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 36,075 shares of company stock worth $5,342,123 in the last three months. Insiders own 38.40% of the company’s stock.

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.