208,640 Oracle Corporation $ORCL Shares Bought by International Assets Investment Management LLC

Key Points

• International Assets Investment Management increased its Oracle stake by 1,275.3%, buying 208,640 shares to hold 225,000 shares worth approximately $30.9 million. Institutional investors collectively own 42.44% of the company.
• Analysts remain broadly bullish, with 36 Buy ratings, nine Holds and one Sell; Oracle has a “Moderate Buy” consensus rating and an average price target of $248.41, despite several recent target reductions.
• Oracle beat quarterly earnings and revenue estimates, while AI and cloud growth support an optimistic long-term outlook. However, heavy AI infrastructure spending, negative free cash flow and elevated leverage remain key investor concerns; the company also pays a quarterly dividend equivalent to a 1.5% yield.

International Assets Investment Management LLC grew its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 1,275.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 225,000 shares of the enterprise software provider's stock after purchasing an additional 208,640 shares during the period. International Assets Investment Management LLC's holdings in Oracle were worth $30,893,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Prosperitas Financial LLC acquired a new stake in shares of Oracle in the 3rd quarter valued at $272,000. CHICAGO TRUST Co NA increased its position in shares of Oracle by 7.8% during the 3rd quarter. CHICAGO TRUST Co NA now owns 35,001 shares of the enterprise software provider's stock worth $4,806,000 after purchasing an additional 2,533 shares in the last quarter. Glenview Trust Co increased its position in shares of Oracle by 1.1% during the 3rd quarter. Glenview Trust Co now owns 308,890 shares of the enterprise software provider's stock worth $42,411,000 after purchasing an additional 3,475 shares in the last quarter. Parcion Private Wealth LLC increased its position in shares of Oracle by 41.5% during the 3rd quarter. Parcion Private Wealth LLC now owns 86,345 shares of the enterprise software provider's stock worth $11,855,000 after purchasing an additional 25,340 shares in the last quarter. Finally, Partners Wealth Management LLC bought a new position in Oracle during the 3rd quarter valued at about $854,000. 42.44% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on ORCL shares. Stifel Nicolaus reduced their price target on shares of Oracle from $220.00 to $200.00 and set a "buy" rating on the stock in a research report on Friday, September 11th. Wells Fargo & Company decreased their price objective on shares of Oracle from $280.00 to $250.00 and set an "overweight" rating on the stock in a research note on Monday. JPMorgan Chase & Co. reaffirmed a "buy" rating on shares of Oracle in a report on Thursday, September 10th. Cantor Fitzgerald reiterated an "overweight" rating and issued a $284.00 target price on shares of Oracle in a research note on Thursday, October 22nd. Finally, TD Cowen reissued a "buy" rating and issued a $240.00 target price on shares of Oracle in a report on Thursday. Thirty-six analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Oracle presently has an average rating of "Moderate Buy" and a consensus price target of $248.41.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $130.50 on Friday. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $265.81. The firm has a market cap of $394.60 billion, a PE ratio of 20.45, a price-to-earnings-growth ratio of 0.99 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. The business has a fifty day moving average of $141.81 and a 200-day moving average of $157.19.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly 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 business had revenue of $19.34 billion during the quarter, compared to analysts' expectations of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The firm's revenue for the quarter was up 29.6% compared to the same quarter last year. During the same period in the previous year, the business posted $1.47 earnings per share. 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 predict that Oracle Corporation will post 6.72 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, October 23rd. Shareholders of record on Friday, October 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.5%. The ex-dividend date was Friday, October 9th. Oracle's dividend payout ratio (DPR) is presently 31.35%.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s investor-day outlook remains the main bullish catalyst. Management is targeting at least $225 billion in fiscal 2030 revenue, approximately $21 in fiscal 2030 EPS, and $30 billion in free cash flow by fiscal 2029. The company also reported exceptionally strong AI bookings and cloud backlog growth, suggesting demand for its AI infrastructure remains robust. Oracle Stock Forecast – Analysts React to Strong FY30 Outlook
• Positive Sentiment: Oracle pledged to limit additional capital-market funding to approximately $20 billion through fiscal 2030, addressing concerns that its data-center expansion could require unrestrained borrowing and share issuance. Analysts including Bank of America, TD Cowen, and Piper Sandler have maintained bullish ratings and substantial price targets. Oracle Analyst Day Eases Funding Concerns
• Neutral Sentiment: Fiscal 2027 guidance calls for $8.10 EPS, ahead of the $7.86 consensus, but the $90 billion revenue forecast is slightly below the $90.4 billion analyst estimate. This leaves investors focused on whether AI bookings convert into reported revenue and cash flow over the next two quarters. Oracle Just Told Investors What Many Already Knew
• Negative Sentiment: Oracle’s AI expansion has produced deeply negative free cash flow and required roughly $48 billion of debt and equity funding in fiscal 2026. Investors remain skeptical that the projected cash-flow turnaround will arrive quickly enough, particularly given Oracle’s debt-to-equity ratio of 1.89. Oracle Caps New Capital Raising
• Negative Sentiment: Broader technology weakness and concerns about lower-than-expected big-tech capital spending have pressured AI infrastructure stocks. Microsoft CEO Satya Nadella’s criticism of businesses dependent on leasing AI capacity to a small number of customers also raised questions about Oracle’s customer concentration and infrastructure economics. Satya Nadella Criticizes AI Capacity Rental Models

Insiders Place Their Bets

In related news, Director Stephen Rusckowski bought 25,000 shares of the company's stock in a transaction on Tuesday, September 29th. The stock was bought at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the purchase, the director owned 25,390 shares in the company, valued at approximately $3,538,096.50. The trade was a 6,410.26% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Michael Sicilia sold 22,562 shares of the company's 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 transaction, the chief executive officer owned 182,929 shares in the company, valued at $27,730,207.11. The trade was a 10.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 36,075 shares of company stock valued at $5,342,123. 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 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.