Oracle Corporation $ORCL Stake Decreased by YHB Investment Advisors Inc.

YHB Investment Advisors Inc. lowered its position in Oracle Corporation (NYSE:ORCL) by 6.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 58,859 shares of the enterprise software provider’s stock after selling 3,773 shares during the period. YHB Investment Advisors Inc.’s holdings in Oracle were worth $8,081,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Bank of New York Mellon Corp purchased a new stake in Oracle in the 2nd quarter valued at about $1,911,930,000. Cardano Risk Management B.V. grew its position in shares of Oracle by 882.3% in the 4th quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider’s stock worth $972,798,000 after buying an additional 4,482,934 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of Oracle in the 2nd quarter worth $625,454,000. Auto Owners Insurance Co grew its stake in Oracle by 19,391.0% during the 4th quarter. Auto Owners Insurance Co now owns 2,826,195 shares of the enterprise software provider’s stock worth $550,854,000 after buying an additional 2,811,695 shares during the last quarter. Finally, Hsbc Holdings PLC increased its position in Oracle by 43.6% during the 4th quarter. Hsbc Holdings PLC now owns 5,525,291 shares of the enterprise software provider’s stock valued at $1,081,118,000 after buying an additional 1,676,629 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Mizuho added Oracle to its top-picks list with a $320 price target, citing surging demand for Oracle Cloud Infrastructure and AI services. Oracle added to Mizuho top picks
• Positive Sentiment: Oracle signed a virtual power purchase agreement for most of the output from Scout Clean Energy’s 300-megawatt Ranchero Wind Farm in Texas. The deal supports Oracle’s plan to invest in more than 1.7 gigawatts of renewable energy and could help provide power for its expanding data-center operations. Scout Clean Energy announces Oracle wind agreement
• Positive Sentiment: Analysts and investors continue to highlight Oracle’s rapidly growing cloud infrastructure business, a substantial cloud backlog and the possibility that earnings growth is accelerating as AI capacity comes online. Oracle earnings acceleration analysis
• Neutral Sentiment: Former Oracle executive Mark Sunday joined the advisory council of AI-governance company Oximy. The appointment may enhance Oximy’s credibility but has no direct financial impact on Oracle. Oximy appoints former Oracle executive
• Neutral Sentiment: Options-market commentary describes trading strategies designed to benefit from Oracle’s volatility and relative underperformance, reflecting investor uncertainty rather than a fundamental change in the business. Oracle options strategy commentary
• Negative Sentiment: Oracle is reportedly seeking tens of billions of dollars in private financing to purchase AI chips, potentially through a structure in which investors buy the hardware and lease it to Oracle. The scale of the proposed commitments raises concerns about leverage, financing costs, chip obsolescence and whether future AI revenue will justify the investment. Oracle seeks debt financing for AI chips
• Negative Sentiment: Investors are also weighing heavy infrastructure spending, elevated debt leverage and delays affecting Project Jupiter, despite Oracle’s large cloud backlog. These concerns have weakened confidence in the timing and profitability of the AI buildout. Oracle infrastructure spending and debt concerns

Oracle Price Performance

Shares of ORCL stock traded down $6.42 during mid-day trading on Thursday, hitting $137.14. 20,788,387 shares of the stock were exchanged, compared to its average volume of 29,296,566. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $322.54. 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 company has a market cap of $414.66 billion, a PE ratio of 21.48, a price-to-earnings-growth ratio of 1.03 and a beta of 1.78. The firm has a fifty day moving average of $145.96 and a 200 day moving average of $159.25.

Oracle (NYSE:ORCL) last announced its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.74 by $0.18. The firm 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 business’s revenue was up 29.6% on a year-over-year basis. During the same quarter last year, the firm 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. Research analysts anticipate that Oracle Corporation will post 6.69 earnings per share for the current year.

Oracle Dividend Announcement

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

Wall Street Analyst Weigh In

ORCL has been the subject of a number of research analyst reports. Royal Bank Of Canada reduced their target price on Oracle from $190.00 to $165.00 and set a “sector perform” rating for the company in a research note on Friday, September 11th. UBS Group raised their price objective on Oracle from $245.00 to $250.00 and gave the stock a “buy” rating in a research note on Friday, September 11th. Guggenheim reaffirmed a “buy” rating and set a $400.00 target price (up from $375.00) on shares of Oracle in a report on Tuesday, September 8th. Sanford C. Bernstein reiterated a “buy” rating on shares of Oracle in a research report on Friday, September 25th. Finally, Freedom Broker reduced their price target on shares of Oracle from $210.00 to $205.00 and set a “buy” rating for the company in a research report on Monday, September 14th. One analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $251.72.

Insider Buying and Selling

In other Oracle news, CEO Michael D. Sicilia sold 22,562 shares of the stock in a transaction that occurred on Tuesday, September 22nd. The stock was 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 $27,730,207.11. This represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen H. Rusckowski bought 25,000 shares of the firm’s stock in a transaction dated Tuesday, September 29th. The stock was purchased at an average price of $139.35 per share, for a total transaction of $3,483,750.00. Following 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 ownership of the stock. The SEC filing for this purchase provides additional information. Insiders sold a total of 36,075 shares of company stock worth $5,342,123 in the last 90 days. Insiders own 38.40% of the company’s stock.

Oracle Company 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.