Investment Partners LTD. Acquires 6,452 Shares of Oracle Corporation $ORCL

Investment Partners LTD. boosted its holdings in Oracle Corporation (NYSE:ORCL) by 42.0% during the third quarter, Holdings Channel reports. The institutional investor owned 21,824 shares of the enterprise software provider’s stock after buying an additional 6,452 shares during the period. Investment Partners LTD.’s holdings in Oracle were worth $2,996,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Cidel Asset Management Inc. increased its stake in Oracle by 16.5% during the third quarter. Cidel Asset Management Inc. now owns 9,342 shares of the enterprise software provider’s stock worth $1,283,000 after acquiring an additional 1,324 shares during the last quarter. Global Assets Advisory LLC lifted its holdings in shares of Oracle by 14.9% during the 3rd quarter. Global Assets Advisory LLC now owns 4,296 shares of the enterprise software provider’s stock valued at $617,000 after acquiring an additional 557 shares in the last quarter. Summit Global Investments boosted its position in Oracle by 286.9% during the 3rd quarter. Summit Global Investments now owns 21,263 shares of the enterprise software provider’s stock worth $2,919,000 after purchasing an additional 15,767 shares during the period. Greatmark Investment Partners Inc. boosted its position in Oracle by 3.5% during the 3rd quarter. Greatmark Investment Partners Inc. now owns 5,976 shares of the enterprise software provider’s stock worth $821,000 after purchasing an additional 200 shares during the period. Finally, Petros Family Wealth LLC boosted its position in Oracle by 38.6% during the 3rd quarter. Petros Family Wealth LLC now owns 3,215 shares of the enterprise software provider’s stock worth $441,000 after purchasing an additional 896 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Activity at Oracle

In related news, CEO Michael Sicilia sold 22,562 shares of the company’s 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 completion of the sale, the chief executive officer owned 182,929 shares in the company, valued at $27,730,207.11. This represents a 10.98% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen Rusckowski purchased 25,000 shares of the stock in a transaction on Tuesday, September 29th. The stock was acquired at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the acquisition, the director directly 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 ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold a total of 36,075 shares of company stock worth $5,342,123 in the last quarter. Corporate insiders own 38.40% of the company’s stock.

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

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on ORCL shares. KeyCorp set a $285.00 price objective on Oracle in a research report on Friday, September 11th. Scotiabank reiterated a “sector outperform” rating and set a $205.00 price target on shares of Oracle in a research report on Thursday. Sanford C. Bernstein reissued an “outperform” rating on shares of Oracle in a research note on Tuesday. Stephens reissued an “equal weight” rating and set a $175.00 price target on shares of Oracle in a report on Friday, September 11th. Finally, Royal Bank Of Canada reduced their price objective on shares of Oracle from $190.00 to $165.00 and set a “sector perform” rating for the company in a report on Friday, September 11th. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $248.41.

Oracle Trading Down 6.5%

NYSE ORCL opened at $130.50 on Friday. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $265.81. The stock has a 50-day simple moving average of $141.81 and a 200 day simple moving average of $157.19. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. The company has a market capitalization of $394.60 billion, a PE ratio of 20.45, a P/E/G ratio of 0.92 and a beta of 1.78.

Oracle (NYSE:ORCL) last posted its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.74 by $0.18. The company had revenue of $19.34 billion during 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 revenue for the quarter was up 29.6% compared to the same quarter last year. During the same period in the previous 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. Research analysts forecast that Oracle Corporation will post 6.72 EPS for the current year.

Oracle Announces Dividend

The company 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. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, October 9th. Oracle’s dividend payout ratio (DPR) is currently 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.