19,752 Oracle Corporation $ORCL Shares Sold by Milestone Asset Management LLC

Key Points

• Milestone Asset Management cut its Oracle stake by 71.3%, selling 19,752 shares and retaining 7,937 shares valued at approximately $1.09 million. Other major institutional investors, including UBS AM, Janus Henderson and Bank of New York Mellon, increased their positions.
• Analysts maintain a broadly positive outlook, with Oracle receiving a consensus “Moderate Buy” rating and an average price target of $251.72. However, the company faces concerns over heavy AI infrastructure spending, negative free cash flow and potential regulatory or financing pressures.
• Oracle reported quarterly revenue of $19.34 billion, up 29.6% year over year, and earnings of $1.92 per share, exceeding analyst expectations. The company also declared a quarterly dividend of $0.50 per share, equivalent to a 1.5% annualized yield.

Milestone Asset Management LLC reduced its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 71.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,937 shares of the enterprise software provider's stock after selling 19,752 shares during the period. Milestone Asset Management LLC's holdings in Oracle were worth $1,090,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Oracle by 0.8% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 14,680,278 shares of the enterprise software provider's stock worth $2,151,395,000 after purchasing an additional 123,294 shares in the last quarter. Janus Henderson Group PLC increased its position in Oracle by 8.6% in the 4th quarter. Janus Henderson Group PLC now owns 14,539,366 shares of the enterprise software provider's stock valued at $2,815,242,000 after buying an additional 1,148,698 shares in the last quarter. Bank of New York Mellon Corp increased its position in Oracle by 3.0% in the 1st quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider's stock valued at $1,949,363,000 after buying an additional 384,984 shares in the last quarter. Amundi increased its position in Oracle by 1.5% in the 2nd quarter. Amundi now owns 9,878,184 shares of the enterprise software provider's stock valued at $1,447,648,000 after buying an additional 144,087 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its position in Oracle by 1.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider's stock valued at $1,262,827,000 after buying an additional 147,048 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Stephens reaffirmed an "equal weight" rating and set a $175.00 price target on shares of Oracle in a research note on Friday, September 11th. Citizens Jmp reissued a "market outperform" rating and issued a $285.00 price objective on shares of Oracle in a research note on Friday, October 2nd. BMO Capital Markets reduced their price objective on Oracle from $220.00 to $195.00 and set an "outperform" rating for the company in a research note on Friday, September 11th. UBS Group boosted their price objective on Oracle from $245.00 to $250.00 and gave the company a "buy" rating in a report on Friday, September 11th. Finally, Stifel Nicolaus lowered their target price on Oracle from $220.00 to $200.00 and set a "buy" rating on the stock in a research report on Friday, September 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Oracle currently has a consensus rating of "Moderate Buy" and an average price target of $251.72.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI-related selloff is being viewed by some investors as a potential buying opportunity. One analysis argues that the company’s cloud growth and large contracted backlog could support a long-term recovery after the stock’s steep decline. Oracle's AI Selloff Is Creating a Rare Setup
• Positive Sentiment: Mizuho reaffirmed a $320 price target and an Outperform rating, signaling substantial upside in the analyst’s view despite regulatory and infrastructure challenges. Oracle’s reported $664 billion remaining performance obligation also provides visibility into future revenue, although funding the required buildout remains important. Wall Street analyst updates Oracle stock price target
• Positive Sentiment: Vertex announced that its Oracle tax engine achieved Oracle Validated status and is available through Oracle Cloud Infrastructure’s marketplace, supporting Oracle’s partner ecosystem and enterprise-cloud adoption. Vertex Delivers Enhanced Value to Customers
• Neutral Sentiment: Oracle’s push for expedited approval of a New Mexico natural-gas pipeline highlights both the scale of Project Jupiter and the risk that power availability or regulatory delays could slow its AI data-center expansion. Oracle urges FERC to expedite New Mexico gas pipeline
• Negative Sentiment: Investors remain concerned that hot inflation and higher Treasury yields could raise Oracle’s financing costs and pressure its valuation. The broader AI trade was also weakened by CoreWeave’s sharply higher bond yields, raising questions about the ability of AI customers to fund expansion.
• Negative Sentiment: Oracle’s aggressive AI infrastructure spending is pushing free cash flow negative, while reports of uncertainty around Project Jupiter approvals and a separate Oracle Health data-breach investigation add execution and legal risks. Will Rising Capex Weigh on Oracle's Free Cash Flow Outlook?

Insiders Place Their Bets

In other news, EVP Maria Smith sold 2,631 shares of the stock in a transaction that occurred on Tuesday, September 22nd. The stock was sold at an average price of $151.70, for a total value of $399,122.70. Following the completion of the sale, the executive vice president directly owned 64,357 shares of the company's stock, valued at $9,762,956.90. This represents a 3.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Michael D. Sicilia sold 22,562 shares of the firm's stock in a transaction that occurred 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 transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 36,075 shares of company stock valued at $5,342,123. Corporate insiders own 38.40% of the company's stock.

Oracle Stock Up 3.2%

Shares of NYSE ORCL opened at $134.69 on Friday. The stock has a market capitalization of $407.28 billion, a P/E ratio of 21.11, a P/E/G ratio of 0.92 and a beta of 1.78. The company has a 50-day moving average price of $145.75 and a 200-day moving average price of $158.86. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $322.54. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17.

Oracle (NYSE:ORCL - Get Free Report) last posted its earnings results 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. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The company had revenue of $19.34 billion for the quarter, compared to analyst estimates of $19.13 billion. During the same quarter in the prior year, the business posted $1.47 EPS. The firm's 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. On average, equities research analysts forecast that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Dividend Announcement

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

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.

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