Oracle Corporation $ORCL Stock: ShankerValleau Wealth Advisors Inc. Lowers Stake

ShankerValleau Wealth Advisors Inc. reduced its holdings in Oracle Corporation (NYSE:ORCL) by 10.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 283,412 shares of the enterprise software provider’s stock after selling 33,013 shares during the quarter. Oracle accounts for about 10.3% of ShankerValleau Wealth Advisors Inc.’s investment portfolio, making the stock its 3rd largest holding. ShankerValleau Wealth Advisors Inc.’s holdings in Oracle were worth $38,912,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of ORCL. Bank of New York Mellon Corp acquired a new position in shares of Oracle in the 2nd quarter valued at approximately $1,911,930,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Oracle during the 2nd quarter worth approximately $625,454,000. Auto Owners Insurance Co increased 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 purchasing an additional 2,811,695 shares in the last quarter. Hsbc Holdings PLC raised its holdings 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 worth $1,081,118,000 after buying an additional 1,676,629 shares during the period. Finally, Corient Private Wealth LP acquired a new stake in Oracle during the 2nd quarter worth approximately $186,175,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud business remains a key long-term catalyst. Its fiscal first-quarter results showed strong cloud growth, while remaining performance obligations reached a record $664 billion. If those commitments convert into revenue as scheduled, analysts and investors see substantial upside potential. Oracle’s Cloud Backlog Just Hit $664 Billion
• Positive Sentiment: Oracle’s role in AI infrastructure is attracting strategic business. Bloom Energy’s technology is reportedly being deployed to support Oracle-related AI data-center ambitions, highlighting demand for power and infrastructure around Oracle’s cloud expansion. Bloom Energy Is Up 157% in 2026
• Neutral Sentiment: Oracle is also benefiting from government business, with approximately $2.1 billion in award payments reportedly received over the past year, including major electronic health-record contracts. These awards support revenue visibility but are unlikely to change near-term market sentiment by themselves.
• Negative Sentiment: Investors are worried that Oracle’s substantial AI and cloud build-out is consuming cash before contracted revenue is collected. Recent results showed negative free cash flow, increasing focus on leverage, borrowing costs and execution risk. Oracle’s credit rating downgrade to BBB- has added to those concerns. Oracle Shares Fall as AI Infrastructure Worries Weigh on Sentiment
• Negative Sentiment: Hotter inflation data pushed interest-rate expectations and bond yields higher, pressuring capital-intensive AI infrastructure companies. A selloff in CoreWeave and other AI-related stocks intensified fears that expensive financing could reduce returns on Oracle’s expansion.
• Negative Sentiment: Reported insider activity has been heavily skewed toward selling, including substantial sales by Vice Chairman Jeffrey Henley and CEO Michael Sicilia. While insider transactions may reflect personal financial decisions, the pattern can weigh on investor confidence amid broader concerns about valuation and execution.

Insider Activity

In other news, CEO Michael Sicilia sold 22,562 shares of the business’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 sale, the chief executive officer owned 182,929 shares of the company’s stock, valued at $27,730,207.11. The trade was a 10.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed 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 the business’s stock in a transaction dated Tuesday, September 29th. The stock was acquired at an average cost 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 $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 have sold 36,075 shares of company stock worth $5,342,123 over the last ninety days. Insiders own 38.40% of the company’s stock.

Oracle Stock Down 4.6%

Oracle stock traded down $6.16 during midday trading on Friday, reaching $128.31. The stock had a trading volume of 35,957,423 shares, compared to its average volume of 30,724,682. The firm’s fifty day simple moving average is $145.38 and its 200-day simple moving average is $158.64. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $304.28. The stock has a market capitalization of $387.98 billion, a P/E ratio of 20.11, a price-to-earnings-growth ratio of 0.95 and a beta of 1.78. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17.

Oracle (NYSE:ORCL) last released its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, beating the consensus estimate of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The firm had revenue of $19.34 billion for the quarter, compared to analysts’ expectations of $19.13 billion. During the same quarter in the previous year, the business posted $1.47 EPS. The business’s quarterly 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. As a group, analysts expect that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Dividend Announcement

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 issued a $0.50 dividend. The ex-dividend date is Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.6%. Oracle’s dividend payout ratio (DPR) is 31.35%.

Analysts Set New Price Targets

A number of brokerages have weighed in on ORCL. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $240.00 price target (up from $239.00) on shares of Oracle in a research note on Monday, September 14th. JPMorgan Chase & Co. reissued a “buy” rating on shares of Oracle in a research report on Thursday, September 10th. Citizens Jmp restated a “market outperform” rating and set a $285.00 price objective on shares of Oracle in a report on Friday, October 2nd. Cantor Fitzgerald restated an “overweight” rating and set a $284.00 price objective (up from $229.00) on shares of Oracle in a report on Friday, September 11th. Finally, Royal Bank Of Canada cut their price objective on shares of Oracle from $190.00 to $165.00 and set a “sector perform” rating on the stock in a research report on Friday, September 11th. One research analyst has rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and a consensus price target of $251.72.

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.