Oracle Corporation $ORCL Stock: Private Wealth Partners LLC Reduces Stake

Private Wealth Partners LLC lowered its position in shares of Oracle Corporation (NYSE:ORCL) by 36.9% in the 3rd quarter, Holdings Channel.com reports. The fund owned 30,807 shares of the enterprise software provider’s stock after selling 17,987 shares during the quarter. Private Wealth Partners LLC’s holdings in Oracle were worth $4,230,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in ORCL. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in 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 in the last quarter. Bank of New York Mellon Corp increased its holdings in shares of Oracle by 3.0% in 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 purchasing an additional 384,984 shares in the last quarter. Amundi increased its holdings in shares of Oracle by 1.5% in the 2nd quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock worth $1,447,648,000 after purchasing an additional 144,087 shares in the last quarter. Dimensional Fund Advisors LP raised its stake in shares of Oracle by 1.7% in the first quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider’s stock worth $1,262,827,000 after purchasing an additional 147,048 shares during the last quarter. Finally, First Eagle Investment Management LLC raised its stake in shares of Oracle by 1.0% in 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. Institutional investors own 42.44% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on ORCL. Stifel Nicolaus dropped their price objective on Oracle from $220.00 to $200.00 and set a “buy” rating on the stock in a research report on Friday, September 11th. Jefferies Financial Group restated a “buy” rating and set a $290.00 target price (down from $320.00) on shares of Oracle in a research note on Thursday, September 10th. JPMorgan Chase & Co. restated a “buy” rating on shares of Oracle in a research note on Thursday, September 10th. Sanford C. Bernstein reaffirmed a “buy” rating on shares of Oracle in a report on Friday, September 25th. Finally, DZ Bank reiterated a “buy” rating on shares of Oracle in a research note on Thursday, September 17th. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and an average target price of $248.75.

Oracle Stock Performance

Shares of ORCL traded up $0.56 during trading hours on Friday, hitting $126.10. The stock had a trading volume of 19,172,792 shares, compared to its average volume of 29,586,912. The firm has a market capitalization of $381.31 billion, a PE ratio of 19.77, a PEG ratio of 0.89 and a beta of 1.78. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $287.19. The stock has a fifty day moving average price of $143.07 and a 200 day moving average price of $158.06.

Oracle (NYSE:ORCL) last posted its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, beating analysts’ consensus estimates of $1.74 by $0.18. The company had revenue of $19.34 billion for the quarter, compared to the consensus estimate of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%. Oracle’s revenue was up 29.6% on a year-over-year basis. During the same quarter in the prior 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. Analysts anticipate that Oracle Corporation will post 6.73 EPS for the current year.

Oracle Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, October 23rd. Stockholders of record on Friday, October 9th were given 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 1.6%. Oracle’s dividend payout ratio is presently 31.35%.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle committed $1 billion over four years to its partner ecosystem, offering incentives, expertise and resources to expand AI-driven modernization projects. The investment could help generate additional cloud demand and broaden Oracle’s sales reach. Oracle Announces $1 Billion Investment to Accelerate Partner Growth and AI-Driven Modernization for Customers
• Positive Sentiment: TikTok’s U.S. operation is seeking multiple gigawatts of computing capacity and said Oracle Cloud Infrastructure will remain its primary U.S. provider. A large, continuing commitment from TikTok would support Oracle’s AI infrastructure utilization and cloud revenue outlook. TikTok U.S. hunts for multiple gigawatts of computing capacity
• Positive Sentiment: Analysts continue to identify significant upside if Oracle converts its roughly $664 billion backlog into revenue and earnings. Cantor Fitzgerald maintained an Overweight rating with a $284 target, while Erste Group modestly raised its FY2028 EPS estimate to $9.32. Could Oracle Actually Achieve 120% Upside?
• Neutral Sentiment: Oracle expanded its Marketplace with broader use of Universal Credits, new co-selling tools and additional purchasing options. The changes should make it easier for partners to sell through Oracle, although the financial impact will depend on adoption. Oracle Expands Marketplace to Unlock New Partner Growth Opportunities
• Neutral Sentiment: Oracle’s October 28 Investor Day is expected to provide more detail on OCI capacity expansion, applications growth, capital spending and financing. The event could be an important catalyst for the stock.
• Negative Sentiment: Investors remain concerned that Oracle is spending heavily on AI data centers while free cash flow is negative and borrowing costs are elevated. Reports that Oracle’s bond yields are approaching 9% have intensified fears that future AI growth may require expensive debt, equity issuance or customer prepayments. Oracle: Bond Yields Near 9%
• Negative Sentiment: Wedbush analyst Dan Ives described the current AI-related selloff as “SaaS Apocalypse 2.0” and said Oracle is in “the toughest spot,” reflecting market anxiety over valuation, execution and the profitability of its AI infrastructure buildout. Dan Ives Calls AI Sell-Off SaaS Apocalypse 2.0

Insider Transactions at Oracle

In related news, 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 transaction, the executive vice president owned 64,357 shares of the company’s stock, valued at approximately $9,762,956.90. This trade represents a 3.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Stephen Rusckowski bought 25,000 shares of the business’s stock in a transaction that occurred on Tuesday, September 29th. The shares were acquired at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the transaction, the director directly owned 25,390 shares of the company’s stock, valued at $3,538,096.50. This trade represents a 6,410.26% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 36,075 shares of company stock worth $5,342,123 in the last quarter. Company 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.