6,222 Shares in Oracle Corporation $ORCL Acquired by Partners Wealth Management LLC

Key Points

• Partners Wealth Management acquired 6,222 Oracle shares worth approximately $854,000 during the third quarter. Institutional investors collectively own 42.44% of Oracle’s stock.
• Analyst sentiment remains positive overall, with a consensus rating of “Moderate Buy” and an average price target of $248.41, despite mixed targets ranging from $110 to $290.
• Oracle reported quarterly earnings and revenue above expectations, with revenue up 29.6% year over year, but the stock has fallen 6.5% amid concerns over heavy AI-related spending, elevated debt, and negative free cash flow.

Partners Wealth Management LLC purchased a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,222 shares of the enterprise software provider's stock, valued at approximately $854,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Sherman Asset Management Inc. boosted its holdings in Oracle by 5.5% during the 1st quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider's stock valued at $155,000 after acquiring an additional 55 shares during the period. Gould Asset Management LLC CA grew its position in Oracle by 2.0% in the 1st quarter. Gould Asset Management LLC CA now owns 3,172 shares of the enterprise software provider's stock valued at $467,000 after acquiring an additional 62 shares during the last quarter. One Charles Private Wealth Services LLC increased its stake in Oracle by 1.6% in the first quarter. One Charles Private Wealth Services LLC now owns 3,859 shares of the enterprise software provider's stock worth $568,000 after purchasing an additional 62 shares during the period. Main Street Group LTD increased its stake in Oracle by 3.9% in the first quarter. Main Street Group LTD now owns 1,662 shares of the enterprise software provider's stock worth $245,000 after purchasing an additional 63 shares during the period. Finally, Capstone Financial Advisors Inc. increased its stake in Oracle by 3.6% in the second quarter. Capstone Financial Advisors Inc. now owns 1,809 shares of the enterprise software provider's stock worth $265,000 after purchasing an additional 63 shares during the period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have recently weighed in on ORCL shares. Guggenheim reiterated a "buy" rating on shares of Oracle in a research report on Thursday. Oppenheimer restated an "outperform" rating and issued a $275.00 price target on shares of Oracle in a report on Thursday. Jefferies Financial Group reaffirmed a "buy" rating and issued a $290.00 price target (down from $320.00) on shares of Oracle in a research note on Thursday, September 10th. Rothschild & Co Redburn reduced their price target on shares of Oracle from $155.00 to $110.00 and set a "sell" rating on the stock in a research note on Monday, July 20th. Finally, Sanford C. Bernstein reiterated an "outperform" rating on shares of Oracle in a report on Tuesday. Thirty-six equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $248.41.

Key Headlines Impacting Oracle

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

Oracle Trading Down 6.5%

ORCL opened at $130.50 on Friday. 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 stock's fifty day moving average is $141.81 and its two-hundred day moving average is $157.19. The company has a market capitalization of $394.60 billion, a P/E ratio of 20.45, a PEG ratio of 0.99 and a beta of 1.78. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $265.81.

Oracle (NYSE:ORCL - Get Free Report) last issued its earnings results 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 return on equity of 48.85% and a net margin of 26.36%. The business had revenue of $19.34 billion during the quarter, compared to analysts' expectations of $19.13 billion. During the same period in the prior year, the business earned $1.47 EPS. The business's revenue for the quarter 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. Analysts forecast that Oracle Corporation will post 6.72 earnings per share for the current year.

Oracle Dividend Announcement

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

Insider Activity at Oracle

In other Oracle news, EVP Maria Smith sold 2,631 shares of the firm's stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total transaction of $399,122.70. Following the transaction, the executive vice president owned 64,357 shares of the company's stock, valued at approximately $9,762,956.90. This trade represents a 3.93% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Michael D. Sicilia sold 22,562 shares of the firm's stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the transaction, the chief executive officer directly owned 182,929 shares in the company, valued at $27,730,207.11. This trade represents a 10.98% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 36,075 shares of company stock worth $5,342,123 over the last three months. 38.40% of the stock is owned by corporate insiders.

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.

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