Oracle Corporation $ORCL Stock Sold by Capstone Capital Management Ltd

Capstone Capital Management Ltd lessened its holdings in shares of Oracle Corporation (NYSE:ORCL) by 61.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,321 shares of the enterprise software provider’s stock after selling 31,945 shares during the period. Oracle accounts for 1.1% of Capstone Capital Management Ltd’s holdings, making the stock its 15th biggest holding. Capstone Capital Management Ltd’s holdings in Oracle were worth $2,790,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Benchmark Financial Wealth Advisors LLC increased its holdings in Oracle by 19.3% in the third quarter. Benchmark Financial Wealth Advisors LLC now owns 1,944 shares of the enterprise software provider’s stock worth $267,000 after purchasing an additional 315 shares in the last quarter. Pinnacle Associates Ltd. grew its position in Oracle by 5.2% in the 3rd quarter. Pinnacle Associates Ltd. now owns 238,348 shares of the enterprise software provider’s stock valued at $32,725,000 after purchasing an additional 11,806 shares during the period. Uncommon Cents Investing Inc lifted its stake in shares of Oracle by 0.8% in the third quarter. Uncommon Cents Investing Inc now owns 23,986 shares of the enterprise software provider’s stock valued at $3,293,000 after buying an additional 196 shares in the last quarter. Robeco Institutional Asset Management B.V. increased its position in shares of Oracle by 3.2% during the third quarter. Robeco Institutional Asset Management B.V. now owns 334,647 shares of the enterprise software provider’s stock worth $45,947,000 after acquiring an additional 10,425 shares in the last quarter. Finally, Zullo Investment Group Inc. increased its position in shares of Oracle by 4.3% during the third quarter. Zullo Investment Group Inc. now owns 2,432 shares of the enterprise software provider’s stock worth $334,000 after acquiring an additional 101 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle announced a collaboration with AstraZeneca to use its cloud, AI, analytics and real-world health data to improve clinical-trial recruitment, accelerate evidence generation and connect research with patient care. The agreement broadens Oracle’s AI opportunity beyond data centers and healthcare applications could create additional long-term growth. Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation
• Positive Sentiment: A BNP Paribas software-reseller survey reportedly showed an “impressive inflection” in Oracle demand, supporting the view that cloud, database and AI sales momentum is improving. Oracle’s multicloud database revenue also grew sharply, allowing customers to use Oracle databases alongside applications hosted on rival clouds. Oracle Sees Stronger AI Demand as BNP Paribas Survey Shows Major Improvement
• Positive Sentiment: TD Cowen suggested Nvidia may help finance Oracle’s AI data-center buildout, potentially reducing Oracle’s need to fund the expensive infrastructure directly. Bank of America also maintained a bullish outlook and cited substantial upside potential. Nvidia May Be Helping Finance Oracle’s AI Data Centers
• Neutral Sentiment: Oracle’s Project Jupiter data-center campus is reportedly progressing quickly, but the company’s efforts to use alternative financing and its reported force-majeure position highlight the execution and funding challenges of its massive AI expansion. Oracle Calls Force Majeure Already?
• Negative Sentiment: Credit concerns remain a major risk. Investors are questioning whether Oracle can fund its large AI buildout without putting pressure on its balance sheet, while rising borrowing costs have increased downgrade concerns for Oracle bonds. Analysts also warn that the stock may still be overvalued despite its recent decline. Oracle Bonds Face Downgrade Risks as AI Trade Fizzles

Insider Activity at Oracle

In related news, CEO Michael Sicilia sold 22,562 shares of Oracle stock in a transaction on 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 transaction, the chief executive officer owned 182,929 shares in the company, valued at $27,730,207.11. This trade represents a 10.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen Rusckowski acquired 25,000 shares of Oracle stock in a transaction dated Tuesday, September 29th. The shares were bought at an average cost of $139.35 per share, for a total transaction of $3,483,750.00. Following the completion of the purchase, the director directly owned 25,390 shares of the company’s stock, valued at approximately $3,538,096.50. The trade was a 6,410.26% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have sold 36,075 shares of company stock valued at $5,342,123. Insiders own 38.40% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently weighed in on ORCL shares. JPMorgan Chase & Co. restated a “buy” rating on shares of Oracle in a report on Thursday, September 10th. Citizens Jmp reiterated a “market outperform” rating and issued a $285.00 target price on shares of Oracle in a research note on Friday, October 2nd. Stifel Nicolaus dropped their target price on shares of Oracle from $220.00 to $200.00 and set a “buy” rating on the stock in a research report on Friday, September 11th. Yorkville Ives began coverage on Oracle in a report on Wednesday, October 7th. They issued an “in-line” rating and a $155.00 target price for the company. Finally, Guggenheim restated a “buy” rating and issued a $400.00 price objective (up from $375.00) on shares of Oracle in a research note on Tuesday, September 8th. One research analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $249.52.

Oracle Stock Up 0.9%

ORCL stock opened at $130.77 on Wednesday. The stock has a 50-day simple moving average of $144.66 and a two-hundred day simple moving average of $158.56. 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 twelve month low of $114.50 and a twelve month high of $287.19. The firm has a market capitalization of $395.42 billion, a PE ratio of 20.50, a PEG ratio of 0.91 and a beta of 1.78.

Oracle (NYSE:ORCL) last announced its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, topping analysts’ consensus estimates of $1.74 by $0.18. The business had revenue of $19.34 billion for the quarter, compared to analyst estimates of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The company’s quarterly revenue was up 29.6% compared to the same quarter last year. During the same period in the prior year, the company earned $1.47 EPS. 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 analysts predict that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.5%. Oracle’s dividend payout ratio is 31.35%.

Oracle 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.