Caldwell Trust Co Sells 12,413 Shares of Oracle Corporation $ORCL

Key Points

• Caldwell Trust cut its Oracle stake by 37.5%, selling 12,413 shares in the third quarter; it retained 20,701 shares valued at $2.84 million.
• Oracle reported quarterly earnings and revenue above analyst estimates, with revenue up 29.6% year over year. Analysts’ consensus rating was “Moderate Buy,” with an average price target of $249.27.
• Investors face concerns over Oracle’s AI expansion: a proposed $7 billion Tencent chip-leasing deal was reportedly canceled, while a $20 billion financing package included share issuance and debt.

Caldwell Trust Co decreased its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 37.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 20,701 shares of the enterprise software provider's stock after selling 12,413 shares during the quarter. Caldwell Trust Co's holdings in Oracle were worth $2,842,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently modified their holdings of ORCL. Signet Investment Advisory Group Inc. lifted its holdings in shares of Oracle by 5.2% in the 3rd quarter. Signet Investment Advisory Group Inc. now owns 16,975 shares of the enterprise software provider's stock worth $2,331,000 after acquiring an additional 842 shares during the last quarter. 3Chopt Investment Partners LLC boosted its position in shares of Oracle by 1.1% during the 3rd quarter. 3Chopt Investment Partners LLC now owns 9,879 shares of the enterprise software provider's stock worth $1,356,000 after purchasing an additional 109 shares during the period. Focused Wealth Management Inc increased its holdings in Oracle by 22.3% in the 3rd quarter. Focused Wealth Management Inc now owns 5,356 shares of the enterprise software provider's stock valued at $735,000 after purchasing an additional 975 shares during the last quarter. Rakuten Investment Management Inc. increased its holdings in Oracle by 11.1% in the 3rd quarter. Rakuten Investment Management Inc. now owns 310,207 shares of the enterprise software provider's stock valued at $42,743,000 after purchasing an additional 31,011 shares during the last quarter. Finally, Provenance Wealth Advisors LLC raised its position in Oracle by 1,203.5% in the third quarter. Provenance Wealth Advisors LLC now owns 22,433 shares of the enterprise software provider's stock valued at $3,080,000 after purchasing an additional 20,712 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Stock Down 1.9%

Shares of NYSE:ORCL opened at $123.82 on Thursday. The firm has a 50 day simple moving average of $140.51 and a 200-day simple moving average of $156.10. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $252.40. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. The company has a market capitalization of $374.39 billion, a PE ratio of 19.41, a P/E/G ratio of 0.99 and a beta of 1.79.

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 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 firm had revenue of $19.34 billion for the quarter, compared to the consensus estimate of $19.13 billion. During the same period last year, the firm posted $1.47 EPS. The company's 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. On average, equities analysts predict that Oracle Corporation will post 6.72 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, October 23rd. Stockholders of record on Friday, October 9th were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Friday, October 9th. Oracle's payout ratio is presently 31.35%.

Analyst Ratings Changes

A number of equities analysts recently commented on ORCL shares. Freedom Broker lowered their target price on Oracle from $210.00 to $205.00 and set a "buy" rating for the company in a report on Monday, September 14th. President Capital dropped their price target 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. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Oracle in a research report on Tuesday, October 27th. Barclays upped their price objective on Oracle from $250.00 to $252.00 and gave the stock an "overweight" rating in a research report on Friday, September 11th. Finally, TD Cowen reiterated a "buy" rating and issued a $240.00 price objective on shares of Oracle in a research note on Thursday, October 29th. One analyst has rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, six have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Oracle currently has a consensus rating of "Moderate Buy" and an average price target of $249.27.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: UBS maintained its Buy rating and $250 price target, arguing that concerns about AI demand and supply are overstated. Oracle has also retained ambitious growth targets, including a $90 billion fiscal 2027 revenue goal. Oracle gets UBS backing as broker pushes back on AI demand concerns
• Neutral Sentiment: Oracle and Credo are working with the Open Compute Project community to standardize optical-transceiver telemetry, a technical collaboration that could support data-center operations but has no disclosed near-term financial impact. Credo and Oracle Advance Optical Transceiver Telemetry Standardization
• Negative Sentiment: Oracle reportedly scrapped a proposed five-year, roughly $7 billion chip-leasing agreement with Tencent after U.S. government pressure over Chinese access to advanced AI chips. The canceled deal removes a potential source of business and underscores regulatory limits on serving Chinese AI customers. Oracle abandons $7 billion Tencent AI deal under Trump pressure
• Negative Sentiment: Investors are also digesting Oracle’s completed $20 billion financing package: $10 billion from selling about 86.2 million shares at $116 each and $10 billion in notes with coupons ranging from 7% to 8.65%. The equity issuance dilutes shareholders, while borrowing costs heighten scrutiny of whether AI infrastructure spending will generate adequate returns. Oracle Completes $10 Billion Debt Offering Across Five Maturities

Insider Activity at Oracle

In other news, Director Stephen H. Rusckowski purchased 25,000 shares of the business's stock in a transaction on Tuesday, September 29th. The shares were bought at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the transaction, the director directly owned 25,390 shares in the company, valued at approximately $3,538,096.50. This represents a 6,410.26% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Michael D. Sicilia sold 22,562 shares of the business'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 sale, the chief executive officer owned 182,929 shares of the company's stock, valued at approximately $27,730,207.11. This 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 a total of 36,075 shares of company stock valued at $5,342,123 in the last three months. 38.40% of the stock is currently owned by company insiders.

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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