Oracle Corporation $ORCL Stock: Capstone Capital Management Ltd Decreases Holdings

Capstone Capital Management Ltd reduced its position in Oracle Corporation (NYSE:ORCL) by 61.1% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 20,321 shares of the enterprise software provider’s stock after selling 31,945 shares during the quarter. Oracle comprises about 1.1% of Capstone Capital Management Ltd’s holdings, making the stock its 15th largest position. Capstone Capital Management Ltd’s holdings in Oracle were worth $2,790,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Benchmark Financial Wealth Advisors LLC increased its position in Oracle by 19.3% during the third quarter. Benchmark Financial Wealth Advisors LLC now owns 1,944 shares of the enterprise software provider’s stock worth $267,000 after buying an additional 315 shares in the last quarter. Pinnacle Associates Ltd. increased its holdings in Oracle by 5.2% in the 3rd quarter. Pinnacle Associates Ltd. now owns 238,348 shares of the enterprise software provider’s stock valued at $32,725,000 after purchasing an additional 11,806 shares in the last quarter. Uncommon Cents Investing Inc grew its stake in shares of Oracle by 0.8% during the third quarter. Uncommon Cents Investing Inc now owns 23,986 shares of the enterprise software provider’s stock valued at $3,293,000 after acquiring an additional 196 shares in the last quarter. Robeco Institutional Asset Management B.V. lifted its position in shares of Oracle by 3.2% during the third quarter. Robeco Institutional Asset Management B.V. now owns 334,647 shares of the enterprise software provider’s stock worth $45,947,000 after purchasing an additional 10,425 shares during the last quarter. Finally, Zullo Investment Group Inc. boosted its holdings in shares of Oracle by 4.3% in the 3rd quarter. Zullo Investment Group Inc. now owns 2,432 shares of the enterprise software provider’s stock valued at $334,000 after buying an additional 101 shares during the period. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CEO Michael D. Sicilia sold 22,562 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer owned 182,929 shares in the company, valued at approximately $27,730,207.11. This represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen H. Rusckowski purchased 25,000 shares of Oracle stock in a transaction that occurred on Tuesday, September 29th. The shares were acquired at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the acquisition, the director directly owned 25,390 shares of the company’s stock, valued at $3,538,096.50. This trade represents a 6,410.26% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold 36,075 shares of company stock worth $5,342,123 over the last quarter. 38.40% of the stock is currently owned by company insiders.

Analyst Ratings Changes

ORCL has been the topic of several recent analyst reports. Rothschild & Co Redburn cut their target price on Oracle from $155.00 to $110.00 and set a “sell” rating on the stock in a research note on Monday, July 20th. Stifel Nicolaus lowered their price objective on shares of Oracle from $220.00 to $200.00 and set a “buy” rating on the stock in a research note on Friday, September 11th. Citizens Jmp restated a “market outperform” rating and issued a $285.00 target price on shares of Oracle in a report on Friday, October 2nd. BMO Capital Markets decreased their target price on shares of Oracle from $220.00 to $195.00 and set an “outperform” rating for the company in a report on Friday, September 11th. Finally, Stephens reiterated an “equal weight” rating and set a $175.00 price objective on shares of Oracle in a research report on Friday, September 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $249.52.

Oracle Stock Up 0.9%

ORCL opened at $130.77 on Wednesday. The business has a 50 day moving average of $144.66 and a 200-day moving average of $158.56. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $287.19. The stock has a market capitalization of $395.42 billion, a price-to-earnings ratio of 20.50, a P/E/G ratio of 0.91 and a beta of 1.78.

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 the consensus estimate of $1.74 by $0.18. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The firm had revenue of $19.34 billion for the quarter, compared to analysts’ expectations of $19.13 billion. During the same period in the prior year, the firm earned $1.47 earnings per share. The company’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, sell-side analysts anticipate that Oracle Corporation will post 6.73 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Shareholders of record on Friday, October 9th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Friday, October 9th. Oracle’s payout ratio is presently 31.35%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle announced a collaboration with AstraZeneca to use its cloud, AI, analytics and real-world health data to improve clinical-trial recruitment, accelerate evidence generation and connect research with patient care. The agreement broadens Oracle’s AI opportunity beyond data centers and healthcare applications could create additional long-term growth. Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation
• Positive Sentiment: A BNP Paribas software-reseller survey reportedly showed an “impressive inflection” in Oracle demand, supporting the view that cloud, database and AI sales momentum is improving. Oracle’s multicloud database revenue also grew sharply, allowing customers to use Oracle databases alongside applications hosted on rival clouds. Oracle Sees Stronger AI Demand as BNP Paribas Survey Shows Major Improvement
• Positive Sentiment: TD Cowen suggested Nvidia may help finance Oracle’s AI data-center buildout, potentially reducing Oracle’s need to fund the expensive infrastructure directly. Bank of America also maintained a bullish outlook and cited substantial upside potential. Nvidia May Be Helping Finance Oracle’s AI Data Centers
• Neutral Sentiment: Oracle’s Project Jupiter data-center campus is reportedly progressing quickly, but the company’s efforts to use alternative financing and its reported force-majeure position highlight the execution and funding challenges of its massive AI expansion. Oracle Calls Force Majeure Already?
• Negative Sentiment: Credit concerns remain a major risk. Investors are questioning whether Oracle can fund its large AI buildout without putting pressure on its balance sheet, while rising borrowing costs have increased downgrade concerns for Oracle bonds. Analysts also warn that the stock may still be overvalued despite its recent decline. Oracle Bonds Face Downgrade Risks as AI Trade Fizzles

About Oracle

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.