Capital Research Global Investors Acquires 266,588 Shares of Oracle Corporation $ORCL

Key Points

• Capital Research Global Investors raised its Oracle stake by 266,588 shares to 23,310,827 shares — about 0.82% of Oracle and valued at roughly $6.56 billion — making Oracle its 16th-largest holding and ~1.2% of CRGI’s portfolio.
• Oracle recently beat earnings estimates (EPS $2.26 vs. $1.64) with revenue up 14.2% year‑over‑year to $16.06B, but analysts are mixed and the company faces notable debt and data‑center spending risks that could pressure cash flow and valuation.
• Insiders have been net sellers recently (CEO sold 10,000 shares; 72,223 shares sold in the last 90 days) though insiders still own ~40.9% of the company, and Oracle pays a $0.50 quarterly dividend (≈1.3% yield).

Capital Research Global Investors lifted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 1.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,310,827 shares of the enterprise software provider's stock after purchasing an additional 266,588 shares during the quarter. Oracle accounts for approximately 1.2% of Capital Research Global Investors' investment portfolio, making the stock its 16th biggest holding. Capital Research Global Investors owned 0.82% of Oracle worth $6,555,961,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Winnow Wealth LLC bought a new stake in Oracle during the second quarter worth about $28,000. Kilter Group LLC acquired a new stake in Oracle in the second quarter valued at $30,000. Darwin Wealth Management LLC increased its stake in shares of Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 65 shares during the last quarter. Financial Consulate Inc. acquired a new stake in Oracle in the 3rd quarter valued at about $37,000. Finally, Collier Financial bought a new stake in Oracle in the third quarter valued at approximately $38,000. 42.44% of the stock is owned by institutional investors.

Oracle Price Performance

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

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

Oracle Dividend Announcement

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

Insider Activity

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the company's stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the sale, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Mark Hura sold 15,000 shares of the firm's 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 completion of the sale, the insider directly owned 234,077 shares in the company, valued at approximately $46,087,420.53. This represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 72,223 shares of company stock worth $13,689,064. Insiders own 40.90% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on ORCL shares. UBS Group reiterated a "buy" rating on shares of Oracle in a report on Monday, February 2nd. JPMorgan Chase & Co. lowered their price target on shares of Oracle from $270.00 to $230.00 and set a "neutral" rating on the stock in a report on Thursday, December 11th. TD Cowen reduced their price objective on Oracle from $350.00 to $250.00 and set a "buy" rating for the company in a report on Friday. Cantor Fitzgerald dropped their price target on Oracle from $400.00 to $320.00 and set an "overweight" rating for the company in a report on Thursday, December 11th. Finally, Weiss Ratings downgraded Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, January 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $275.51.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Bullish commentary and cloud momentum highlight upside if execution holds — high OCI growth, a large AI backlog and continued analyst interest could support a rebound. Oracle Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
• Positive Sentiment: Celebrity endorsement: Jim Cramer and some analysts call Oracle a leader in data centers/AI infrastructure — a narrative that can attract buyers if guidance confirms momentum. Jim Cramer: Oracle Is the King of Data Centers and Fastest Growing
• Neutral Sentiment: Earnings and guidance are the immediate catalyst — consensus estimates cluster ~ $1.55–$1.70 EPS and ~$16.9B revenue; traders expect a sizable post‑earnings swing. Investors will parse OCI acceleration, backlog (RPO), and capex cadence. Oracle earnings will show whether its expensive AI bet is starting to pay off
• Neutral Sentiment: Analyst views are mixed — several firms lowered price targets but kept buy/overweight stances, reflecting confidence in long‑term AI exposure tempered by near‑term execution and funding risk. Analyst price target activity
• Negative Sentiment: Debt and cash‑flow concerns are the biggest drag — reports emphasize >$100B of debt, negative free cash flow from the buildout, and a recent plan to raise ~$50B to fund data centers. That amplifies refinancing, dilution and credit risk. Oracle is building yesterday's data centers with tomorrow's debt
• Negative Sentiment: Customer/partner execution worries: reports say OpenAI scaled back an expansion tied to Oracle, raising questions about demand for some sites. Conflicting denials create uncertainty around flagship projects. Oracle Earnings Are Coming. Investors Want to Know if the Cloud Boom Is Worth the Cost.
• Negative Sentiment: Layoff reports and multiple securities‑class‑action filings add near‑term headline and legal risk that can pressure sentiment and liquidity. Oracle is under pressure from more than $100 billion in debt and massive layoffs

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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