Oracle Corporation $ORCL Stake Lessened by Lebenthal Global Advisors LLC

Lebenthal Global Advisors LLC trimmed its stake in Oracle Corporation (NYSE:ORCL) by 92.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,530 shares of the enterprise software provider’s stock after selling 17,707 shares during the period. Lebenthal Global Advisors LLC’s holdings in Oracle were worth $210,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of ORCL. Sherman Asset Management Inc. lifted its position in Oracle by 5.5% in the first quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock valued at $155,000 after acquiring an additional 55 shares during the last quarter. Gould Asset Management LLC CA boosted its stake in Oracle by 2.0% in the first quarter. Gould Asset Management LLC CA now owns 3,172 shares of the enterprise software provider’s stock valued at $467,000 after acquiring an additional 62 shares in the last quarter. One Charles Private Wealth Services LLC boosted its stake in Oracle by 1.6% in the first quarter. One Charles Private Wealth Services LLC now owns 3,859 shares of the enterprise software provider’s stock valued at $568,000 after acquiring an additional 62 shares in the last quarter. Main Street Group LTD grew its holdings in shares of Oracle by 3.9% during the first quarter. Main Street Group LTD now owns 1,662 shares of the enterprise software provider’s stock worth $245,000 after purchasing an additional 63 shares during the last quarter. Finally, Capstone Financial Advisors Inc. grew its holdings in shares of Oracle by 3.6% during the second quarter. Capstone Financial Advisors Inc. now owns 1,809 shares of the enterprise software provider’s stock worth $265,000 after purchasing an additional 63 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Oracle

In related news, Director Stephen Rusckowski acquired 25,000 shares of Oracle stock in a transaction on Tuesday, September 29th. The stock was purchased at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the purchase, the director directly owned 25,390 shares in the company, valued at approximately $3,538,096.50. The trade was a 6,410.26% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Maria Smith sold 2,631 shares of the stock in a transaction that occurred on Tuesday, September 22nd. The stock was sold at an average price of $151.70, for a total value of $399,122.70. Following the sale, the executive vice president directly owned 64,357 shares of the company’s stock, valued at $9,762,956.90. The trade was a 3.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 Trading Down 6.5%

Shares of Oracle stock opened at $130.50 on Friday. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $265.81. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17. The company has a market capitalization of $394.60 billion, a P/E ratio of 20.45, a PEG ratio of 0.92 and a beta of 1.78. The company’s fifty day moving average is $141.81 and its two-hundred day moving average is $157.19.

Oracle (NYSE:ORCL) last announced its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 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 business had revenue of $19.34 billion during the quarter, compared to analysts’ expectations of $19.13 billion. During the same period in the prior year, the company earned $1.47 earnings per share. The business’s revenue was up 29.6% compared to the same quarter last year. 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 forecast that Oracle Corporation will post 6.72 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, October 23rd. Investors of record on Friday, October 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.5%. The ex-dividend date was Friday, October 9th. Oracle’s payout ratio is 31.35%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s investor-day outlook remains the main bullish catalyst. Management is targeting at least $225 billion in fiscal 2030 revenue, approximately $21 in fiscal 2030 EPS, and $30 billion in free cash flow by fiscal 2029. The company also reported exceptionally strong AI bookings and cloud backlog growth, suggesting demand for its AI infrastructure remains robust. Oracle Stock Forecast – Analysts React to Strong FY30 Outlook
• Positive Sentiment: Oracle pledged to limit additional capital-market funding to approximately $20 billion through fiscal 2030, addressing concerns that its data-center expansion could require unrestrained borrowing and share issuance. Analysts including Bank of America, TD Cowen, and Piper Sandler have maintained bullish ratings and substantial price targets. Oracle Analyst Day Eases Funding Concerns
• Neutral Sentiment: Fiscal 2027 guidance calls for $8.10 EPS, ahead of the $7.86 consensus, but the $90 billion revenue forecast is slightly below the $90.4 billion analyst estimate. This leaves investors focused on whether AI bookings convert into reported revenue and cash flow over the next two quarters. Oracle Just Told Investors What Many Already Knew
• Negative Sentiment: Oracle’s AI expansion has produced deeply negative free cash flow and required roughly $48 billion of debt and equity funding in fiscal 2026. Investors remain skeptical that the projected cash-flow turnaround will arrive quickly enough, particularly given Oracle’s debt-to-equity ratio of 1.89. Oracle Caps New Capital Raising
• Negative Sentiment: Broader technology weakness and concerns about lower-than-expected big-tech capital spending have pressured AI infrastructure stocks. Microsoft CEO Satya Nadella’s criticism of businesses dependent on leasing AI capacity to a small number of customers also raised questions about Oracle’s customer concentration and infrastructure economics. Satya Nadella Criticizes AI Capacity Rental Models

Analysts Set New Price Targets

ORCL has been the topic of a number of research analyst reports. Argus reiterated a “buy” rating and set a $225.00 target price on shares of Oracle in a research report on Monday, September 14th. Morgan Stanley upped their target price on Oracle from $207.00 to $210.00 and gave the company an “equal weight” rating in a research report on Friday, September 4th. Citigroup restated a “market outperform” rating on shares of Oracle in a research note on Thursday. Citizens Jmp reaffirmed a “market outperform” rating and set a $285.00 price target on shares of Oracle in a research report on Friday, October 2nd. Finally, KeyCorp set a $285.00 price target on Oracle in a research report on Friday, September 11th. One analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $248.41.

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.