8,738 Oracle Corporation $ORCL Shares Sold by Axxcess Wealth Management LLC

Key Points

• Axxcess Wealth Management reduced its Oracle stake by 16.3%, selling 8,738 shares during the third quarter and retaining 44,788 shares valued at approximately $6.15 million.
• Oracle continues to attract institutional activity, with institutional investors owning 42.44% of the company; however, insiders sold 36,075 shares worth about $5.34 million over the last quarter.
• Oracle posted quarterly earnings and revenue above analyst expectations, while its AI-cloud expansion supports growth prospects. Investors remain concerned about deeply negative free cash flow, rising leverage and execution risks tied to its large data-center buildout.

Axxcess Wealth Management LLC lessened its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 16.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 44,788 shares of the enterprise software provider's stock after selling 8,738 shares during the quarter. Axxcess Wealth Management LLC's holdings in Oracle were worth $6,149,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Maseco LLP bought a new stake in shares of Oracle during the 1st quarter worth approximately $29,000. Persistent Asset Partners Ltd acquired a new stake in shares of Oracle during the 2nd quarter worth approximately $29,000. North Point Portfolio Managers Corp OH bought a new position in Oracle in the third quarter valued at approximately $27,000. Markowski Investments bought a new position in Oracle in the second quarter valued at approximately $32,000. Finally, Strengthening Families & Communities LLC increased its stake in Oracle by 231.3% in the third quarter. Strengthening Families & Communities LLC now owns 222 shares of the enterprise software provider's stock valued at $30,000 after acquiring an additional 155 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle announced new Fusion Claw-powered agentic HR applications and an AI Agent Studio for building industry-specific agents. The products could strengthen Oracle’s applications business, increase customer productivity and support additional cloud demand. Oracle Introduces Claw-Powered Fusion Agentic Applications for HR
• Positive Sentiment: Southwest General is expanding its use of Oracle Health and Fusion Cloud products, providing evidence of continued adoption across healthcare, finance and operations. Southwest General Expands Relationship with Oracle
• Positive Sentiment: Oracle’s partnership with AstraZeneca to apply AI and real-world data to clinical-trial recruitment expands its healthcare opportunity beyond data-center infrastructure. However, the agreement is exploratory and may take time to generate material revenue. Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation
• Neutral Sentiment: Oracle is benefiting from strong AI-cloud enthusiasm, including reports that Nvidia could be helping support financing for Oracle’s data-center buildout. The potential arrangement could ease near-term funding pressure, but it also highlights concerns about Oracle’s leverage, credit rating and dependence on outside financing. TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
• Negative Sentiment: The main investor concern is that Oracle’s cloud backlog has risen above $664 billion while free cash flow remains deeply negative. Analysts are questioning when the buildout will begin generating cash and whether the valuation adequately compensates investors for execution and financing risks. Oracle’s Growth to Valuation Mismatch is Less and Less Compelling
• Negative Sentiment: Coverage also points to potential customer-concentration and contract risks, including concerns that a significant portion of the backlog may be tied to OpenAI. Comparisons with Salesforce and Microsoft emphasize that Oracle’s faster cloud growth comes with considerably heavier capital spending and debt. Oracle vs. Microsoft: Which Is the Better AI Cloud Stock to Own
• Negative Sentiment: Reports that Oracle is invoking force majeure or reassessing elements of its massive data-center plans reinforce worries about construction delays, power availability and the ability to execute its AI infrastructure commitments. Oracle Calls Force Majeure Already?

Analyst Upgrades and Downgrades

Several brokerages have commented on ORCL. Cantor Fitzgerald restated an "overweight" rating and set a $284.00 price objective (up from $229.00) on shares of Oracle in a research report on Friday, September 11th. Guggenheim reaffirmed a "buy" rating and issued a $400.00 target price (up from $375.00) on shares of Oracle in a report on Tuesday, September 8th. Stephens reaffirmed an "equal weight" rating and issued a $175.00 target price on shares of Oracle in a report on Friday, September 11th. Scotiabank decreased their price target on Oracle from $241.00 to $215.00 and set a "sector outperform" rating on the stock in a research note on Wednesday, September 9th. Finally, Royal Bank Of Canada decreased their price target on Oracle from $190.00 to $165.00 and set a "sector perform" rating on the stock in a research note on Friday, September 11th. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Oracle presently has an average rating of "Moderate Buy" and an average target price of $249.52.

Insider Activity

In related news, EVP Maria Smith sold 2,631 shares of the firm's stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total value of $399,122.70. Following the completion of the transaction, the executive vice president owned 64,357 shares in the company, valued at $9,762,956.90. This trade represents a 3.93% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Stephen Rusckowski acquired 25,000 shares of the company's stock in a transaction that occurred on Tuesday, September 29th. The stock was acquired at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the acquisition, the director owned 25,390 shares in the company, valued at $3,538,096.50. The trade was a 6,410.26% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders sold 36,075 shares of company stock valued at $5,342,123 over the last quarter. 38.40% of the stock is owned by company insiders.

Oracle Trading Down 1.6%

Shares of ORCL stock opened at $129.10 on Thursday. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $287.19. The stock's fifty day simple moving average is $144.17 and its 200 day simple moving average is $158.44. 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 firm has a market capitalization of $390.36 billion, a P/E ratio of 19.28, a P/E/G ratio of 0.93 and a beta of 1.78.

Oracle (NYSE:ORCL - Get Free Report) last posted 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 during the quarter, compared to the consensus estimate of $19.13 billion. During the same period last year, the company earned $1.47 earnings per share. The business's quarterly revenue was up 29.6% on a year-over-year basis. 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 predict that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Announces Dividend

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

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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