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

Rhodes Investment Advisors Inc. ADV grew its position in Oracle Corporation (NYSE:ORCL) by 100.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,355 shares of the enterprise software provider’s stock after purchasing an additional 3,677 shares during the quarter. Rhodes Investment Advisors Inc. ADV’s holdings in Oracle were worth $1,010,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in ORCL. Sherman Asset Management Inc. grew its position in Oracle by 5.5% during the first quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock worth $155,000 after buying an additional 55 shares in the last quarter. Southern Capital Advisors LLC raised its holdings in Oracle by 1.3% in the 1st quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider’s stock valued at $654,000 after acquiring an additional 57 shares in the last quarter. Global Financial Private Client LLC lifted its position in shares of Oracle by 0.8% during the 1st quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider’s stock valued at $1,153,000 after acquiring an additional 59 shares during the period. Key Financial Inc lifted its position in shares of Oracle by 0.4% during the 1st quarter. Key Financial Inc now owns 14,203 shares of the enterprise software provider’s stock valued at $2,089,000 after acquiring an additional 62 shares during the period. Finally, Gould Asset Management LLC CA grew its holdings in shares of Oracle by 2.0% during the 1st quarter. Gould Asset Management LLC CA now owns 3,172 shares of the enterprise software provider’s stock worth $467,000 after purchasing an additional 62 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

ORCL has been the subject of several analyst reports. Citizens Jmp restated a “market outperform” rating and issued a $285.00 target price on shares of Oracle in a research report on Friday, October 2nd. Stephens reissued an “equal weight” rating and issued a $175.00 price objective on shares of Oracle in a research note on Friday, September 11th. The Goldman Sachs Group restated a “buy” rating and set a $240.00 price objective (up from $239.00) on shares of Oracle in a research report on Monday, September 14th. HSBC reduced their target price on Oracle from $345.00 to $316.00 and set a “buy” rating on the stock in a report on Friday, June 12th. Finally, Guggenheim reissued a “buy” rating and set a $400.00 price target (up from $375.00) on shares of Oracle in a report on Tuesday, September 8th. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $251.72.

More 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?

Oracle Price Performance

Shares of NYSE:ORCL traded down $0.99 during trading on Wednesday, hitting $143.78. 15,693,199 shares of the company were exchanged, compared to its average volume of 29,352,422. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $322.54. The company has a market capitalization of $434.77 billion, a P/E ratio of 22.54, a price-to-earnings-growth 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. The business’s 50 day moving average is $145.96 and its 200-day moving average is $159.25.

Oracle (NYSE:ORCL) last issued its quarterly earnings data 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%.Oracle’s quarterly revenue was up 29.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $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. Equities analysts forecast that Oracle Corporation will post 6.69 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 23rd. Investors of record on Friday, October 9th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, October 9th. Oracle’s dividend payout ratio (DPR) is 31.35%.

Insider Buying and Selling

In other news, CEO Michael D. Sicilia sold 22,562 shares of the firm’s stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the completion of the transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Maria Smith sold 2,631 shares of Oracle stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $151.70, for a total transaction of $399,122.70. Following the transaction, the executive vice president owned 64,357 shares in the company, valued at approximately $9,762,956.90. This trade represents a 3.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 36,075 shares of company stock worth $5,342,123 in the last ninety days. Company insiders own 38.40% of the company’s stock.

Oracle Profile

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.