Rhodes Investment Advisors Inc. ADV Acquires 3,677 Shares of Oracle Corporation $ORCL

Rhodes Investment Advisors Inc. ADV lifted its stake in shares of Oracle Corporation (NYSE:ORCL) by 100.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,355 shares of the enterprise software provider’s stock after acquiring an additional 3,677 shares during the period. Rhodes Investment Advisors Inc. ADV’s holdings in Oracle were worth $1,010,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased 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 valued at $2,151,395,000 after purchasing an additional 123,294 shares in the last quarter. Janus Henderson Group PLC boosted its position in shares of Oracle by 8.6% during the 4th quarter. Janus Henderson Group PLC now owns 14,539,366 shares of the enterprise software provider’s stock worth $2,815,242,000 after purchasing an additional 1,148,698 shares in the last quarter. Bank of New York Mellon Corp grew its stake 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 valued at $1,949,363,000 after buying an additional 384,984 shares during the period. Amundi increased its position in Oracle by 1.5% in the 2nd 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 in the last quarter. Finally, Dimensional Fund Advisors LP increased its position 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 buying an additional 147,048 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Oracle news, Director Stephen Rusckowski acquired 25,000 shares of the stock in a transaction that occurred on Tuesday, September 29th. The shares were bought at an average price of $139.35 per share, for a total transaction of $3,483,750.00. Following the completion of the transaction, the director owned 25,390 shares of the company’s stock, valued at approximately $3,538,096.50. This represents a 6,410.26% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Michael Sicilia sold 22,562 shares of Oracle stock in a transaction dated 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 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 worth $5,342,123 in the last three months. 38.40% of the stock is currently owned by corporate insiders.

Oracle Stock Performance

NYSE ORCL traded down $0.99 during trading hours on Wednesday, reaching $143.78. 15,693,199 shares of the company were exchanged, compared to its average volume of 29,352,422. The stock has a market capitalization of $434.77 billion, a P/E ratio of 22.54, a P/E/G ratio of 1.01 and a beta of 1.78. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $322.54. The business’s 50 day simple moving average is $145.96 and its 200-day simple moving average is $159.25.

Oracle (NYSE:ORCL) last issued its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%.The firm had revenue of $19.34 billion for the quarter, compared to analyst estimates of $19.13 billion. During the same period in the previous year, the company posted $1.47 earnings per share. The business’s revenue 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, equities research analysts expect that Oracle Corporation will post 6.69 earnings per share for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Shareholders of record on Friday, October 9th will be paid a $0.50 dividend. The ex-dividend date is Friday, October 9th. This represents a $2.00 annualized dividend and a yield of 1.4%. Oracle’s dividend payout ratio is currently 31.35%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud infrastructure business is growing faster than Amazon Web Services, and analysts see accelerating earnings driven by AI demand. However, Oracle still trails AWS substantially in revenue, making execution and data-center capacity key to closing the gap. Cloud 2027: Can Oracle’s Fastest-Growing Engine Bridge the AWS Gap?
• Positive Sentiment: Oracle reportedly has a cloud backlog of roughly $664 billion, while commentary from investors and analysts characterizes the recent pullback as a potential buying opportunity. A reported deal involving 100,000 AI chips and renewed OpenAI-related demand further support the bullish AI-cloud thesis. High-Beta AI Play: Cerity Partners’ Jim Lebenthal Views Oracle Pullback as Buying Opportunity
• Positive Sentiment: Director Stephen Rusckowski purchased nearly $3.5 million of Oracle stock, providing an insider vote of confidence as the company invests heavily in AI infrastructure. Oracle Got a $3.5 Million Insider Vote of Confidence
• Neutral Sentiment: Oracle signed a virtual power purchase agreement for most of the output of Scout Clean Energy’s 300-megawatt Ranchero Wind Farm in Texas. The agreement supports Oracle’s renewable-energy and data-center strategy but may not materially affect near-term earnings. Scout Clean Energy Announces PPA with Oracle for Texas Wind Energy Farm
• Negative Sentiment: Oracle, Broadcom and SpaceX are reportedly seeking debt financing worth tens of billions of dollars each to fund AI chips. Additional borrowing could accelerate growth, but it also raises leverage, interest expense and financing risk; Oracle already has a debt-to-equity ratio of 1.89. Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals To Pay for AI Chips
• Negative Sentiment: A Texas attorney general disclosure reportedly linked a 2025 breach of Oracle’s healthcare unit to personal information belonging to nearly 20 million people, including sensitive medical data and Social Security numbers. Potential legal, remediation and reputational costs are an additional overhang. Oracle 2025 Health Breach Compromised Data of 20 Million People
• Negative Sentiment: Investors remain concerned about heavy infrastructure spending, elevated leverage, possible delays to Project Jupiter’s power supply and speculation about additional layoffs. These issues could pressure margins and slow Oracle’s ability to convert its large backlog into profitable growth. Oracle Layoffs Returning in December?

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. Citigroup reiterated a “market outperform” rating on shares of Oracle in a report on Friday, October 2nd. Guggenheim reiterated a “buy” rating and issued a $400.00 target price (up from $375.00) on shares of Oracle in a report on Tuesday, September 8th. Barclays lifted their price target on shares of Oracle from $250.00 to $252.00 and gave the company an “overweight” rating in a research report on Friday, September 11th. HSBC lowered their price objective on shares of Oracle from $345.00 to $316.00 and set a “buy” rating on the stock in a report on Friday, June 12th. Finally, CLSA assumed coverage on shares of Oracle in a report on Monday, July 20th. They set a “hold” rating and a $145.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and an average target price of $251.72.

About Oracle

Oracle Corporation (NYSE: ORCL) is a global technology company that develops enterprise software, cloud services and related hardware. Its offerings help businesses manage databases, applications, data, infrastructure and other core information-technology operations.

The company is best known for its Oracle Database, along with cloud-based infrastructure and platform services. Oracle also provides enterprise applications for functions such as finance, human resources, supply-chain management, customer experience and industry-specific operations.