Capital Group Investment Management PTE. LTD. Has $1.45 Million Stock Position in Oracle Corporation $ORCL

Key Points

• Capital Group Investment Management PTE. LTD. increased its Oracle stake by 304.4% in Q3 to 5,156 shares, valued at about $1.45 million.
• Oracle beat Q3 EPS estimates ($2.26 vs. $1.64) with revenue up 14.2% year‑over‑year; analysts see OCI/AI momentum as a potential catalyst but warn of execution and financing risk from a debt load of more than $100 billion and front‑loaded data‑center spending.
• Insiders have sold sizable positions recently—72,223 shares worth roughly $13.69 million over the past 90 days—though insiders still own about 40.9% of the company.

Capital Group Investment Management PTE. LTD. increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 304.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,156 shares of the enterprise software provider's stock after acquiring an additional 3,881 shares during the period. Capital Group Investment Management PTE. LTD.'s holdings in Oracle were worth $1,450,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in ORCL. Kampmann Melissa S. raised its stake in shares of Oracle by 0.3% in the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock worth $3,350,000 after purchasing an additional 35 shares during the last quarter. McLean Asset Management Corp boosted its position in shares of Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock valued at $1,551,000 after buying an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. boosted its position in shares of Oracle by 0.7% during the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock valued at $1,485,000 after buying an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. grew its holdings in Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock worth $317,000 after buying an additional 37 shares in the last quarter. Finally, Avion Wealth grew its holdings in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after buying an additional 37 shares in the last quarter. Institutional investors own 42.44% of the company's stock.

Oracle Stock Performance

Oracle stock opened at $151.54 on Tuesday. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The stock has a market cap of $435.39 billion, a P/E ratio of 28.48, a price-to-earnings-growth ratio of 1.34 and a beta of 1.66. The firm's fifty day moving average price is $168.85 and its 200-day moving average price is $220.05.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating analysts' consensus estimates of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. During the same quarter last year, the business posted $1.47 earnings per share. The company's revenue for the quarter was up 14.2% on a year-over-year basis. On average, equities research analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were paid a $0.50 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle's dividend payout ratio is currently 37.59%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. Royal Bank Of Canada reduced their price objective on Oracle from $195.00 to $160.00 and set a "sector perform" rating for the company in a research note on Wednesday, March 4th. Scotiabank lowered their target price on Oracle from $220.00 to $215.00 and set a "sector outperform" rating on the stock in a research note on Monday. Erste Group Bank downgraded shares of Oracle from a "buy" rating to a "hold" rating in a report on Monday, November 10th. Morgan Stanley dropped their price target on Oracle from $320.00 to $213.00 and set an "equal weight" rating on the stock in a research report on Friday, January 23rd. Finally, Stifel Nicolaus decreased their price objective on Oracle from $350.00 to $275.00 and set a "buy" rating for the company in a report on Thursday, December 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and a consensus price target of $275.51.

Insider Buying and Selling at Oracle

In related news, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the transaction, the insider owned 234,077 shares in the company, valued at $46,087,420.53. This trade represents a 6.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the company's stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president owned 33,638 shares of the company's stock, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 72,223 shares of company stock valued at $13,689,064 over the last ninety days. Insiders own 40.90% of the company's stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: OCI/cloud momentum and renewed Wall Street interest position Oracle as an AI infrastructure play; some analysts have raised coverage or reiterated bullish stances ahead of earnings. Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention
• Positive Sentiment: Analysts and previews point to AI-driven revenue upside (OCI acceleration, large backlog, subscription trends) that could beat expectations and re-rate the stock if margins and capex discipline are demonstrated. Oracle's AI Push: A Potential Catalyst for Q3 Earnings Growth?
• Neutral Sentiment: The upcoming Q3 release is a high‑volatility catalyst — traders expect a sizable post‑earnings move that will likely determine near‑term direction, making the report the key event to watch. Here's How Much Traders Expect Oracle Stock To Move After Earnings
• Negative Sentiment: Reports highlight a large debt load (>$100B), negative free cash flow from front‑loaded AI data‑center builds, and concern that Oracle is financing expansion with leverage — a major investor worry. Oracle is building yesterday's data centers with tomorrow's debt
• Negative Sentiment: OpenAI/partner pullbacks and reported cancelation of an Abilene expansion plus widespread layoff reports amplify execution and tenant‑risk concerns for Oracle’s flagship projects. Oracle AI Data Center Pullback Tests Spending Discipline And Partner Reliance
• Negative Sentiment: Multiple law firms have filed/reminded investors of class‑action suits tied to disclosures from mid‑2025 to late‑2025, creating legal overhang and potential headline risk. Bragar Eagel & Squire Reminds Investors of Class Actions
• Negative Sentiment: Several firms trimmed price targets and some investors point to widening credit spreads/CDS as a sign of elevated financing risk; that combination is pressuring the stock despite pockets of bullish coverage. Analyst price target and coverage notes (Benzinga)

Oracle Profile

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle's product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.

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