Bank Julius Baer & Co. Ltd Zurich Acquires 16,360 Shares of Oracle Corporation $ORCL

Key Points

• Bank Julius Baer increased its Oracle position by 2.5% in the third quarter, adding 16,360 shares to hold 676,936 shares valued at approximately $93.0 million. Institutional investors and hedge funds collectively own 42.44% of Oracle.
• Oracle reported quarterly EPS of $1.92, beating the $1.74 consensus, while revenue rose 29.6% year over year to $19.34 billion. Management’s long-term AI and cloud outlook remains strong, but heavy expansion spending has created negative free cash flow and increased funding concerns.
• Oracle’s stock opened at $130.50, well below its 50-day and 200-day moving averages, while analysts maintained a “Moderate Buy” consensus with an average price target of $248.41. An Oracle director bought 25,000 shares, although insiders sold 36,075 shares worth about $5.34 million during the quarter.

Bank Julius Baer & Co. Ltd Zurich boosted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 2.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 676,936 shares of the enterprise software provider's stock after acquiring an additional 16,360 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich's holdings in Oracle were worth $92,975,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of ORCL. Greenleaf Trust lifted its position in shares of Oracle by 3.0% during the 3rd quarter. Greenleaf Trust now owns 59,859 shares of the enterprise software provider's stock worth $8,219,000 after buying an additional 1,758 shares during the last quarter. Columbia Bank increased its position in Oracle by 9.5% during the third quarter. Columbia Bank now owns 4,726 shares of the enterprise software provider's stock worth $649,000 after buying an additional 411 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new stake in Oracle in the 3rd quarter valued at $96,746,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Oracle in the third quarter valued at about $25,000. Finally, ProShare Advisors LLC boosted its stake in shares of Oracle by 9.2% during the 3rd quarter. ProShare Advisors LLC now owns 392,227 shares of the enterprise software provider's stock worth $53,853,000 after buying an additional 33,125 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Insider Transactions at Oracle

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

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 Stock Down 0.1%

ORCL opened at $130.50 on Monday. The business's fifty day simple moving average is $141.81 and its 200 day simple moving average is $157.19. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $265.81. 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 has a market cap of $394.60 billion, a PE ratio of 20.45, a P/E/G ratio of 0.91 and a beta of 1.79.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data 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 during the quarter, compared to analyst estimates of $19.13 billion. During the same period in the previous year, the business earned $1.47 EPS. The firm's revenue for the quarter 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, research analysts expect that Oracle Corporation will post 6.72 earnings per share for the current fiscal 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 paid a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.5%. Oracle's dividend payout ratio is presently 31.35%.

Analyst Ratings Changes

A number of equities research analysts recently commented on the stock. Barclays lifted their price target on shares of Oracle from $250.00 to $252.00 and gave the stock an "overweight" rating in a report on Friday, September 11th. Yorkville Ives initiated coverage on shares of Oracle in a research note on Wednesday, October 7th. They set an "in-line" rating and a $155.00 target price on the stock. President Capital dropped their price objective on shares of Oracle from $360.00 to $300.00 and set an "overweight" rating for the company in a research note on Tuesday, July 14th. TD Cowen restated a "buy" rating and set a $240.00 price objective on shares of Oracle in a research note on Thursday. Finally, BMO Capital Markets decreased their target price on shares of Oracle from $220.00 to $195.00 and set an "outperform" 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 assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $248.41.

Oracle 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.

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