Chicago Partners Investment Group LLC Buys 8,655 Shares of Oracle Corporation $ORCL

Key Points

• Chicago Partners Investment Group increased its Oracle stake 19.2% in the third quarter, adding 8,655 shares to bring its holdings to 53,659 shares, valued at about $6.77 million.
• Analyst sentiment remains broadly positive: Oracle has a “Moderate Buy” consensus rating and an average price target of $249.27, though Jefferies cut its target to $290 from $320.
• Oracle’s latest reported quarter beat earnings and revenue estimates, with revenue up 29.6% year over year. The article also highlights risks around AI spending, including a reportedly canceled $7 billion Tencent deal and concerns about dilution and borrowing costs following a $20 billion financing package.

Chicago Partners Investment Group LLC boosted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 19.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 53,659 shares of the enterprise software provider's stock after acquiring an additional 8,655 shares during the quarter. Chicago Partners Investment Group LLC's holdings in Oracle were worth $6,770,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of Oracle by 0.8% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 14,680,278 shares of the enterprise software provider's stock worth $2,151,395,000 after purchasing an additional 123,294 shares during the period. Bank of New York Mellon Corp increased its position in shares of Oracle by 3.0% during the 1st quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider's stock valued at $1,949,363,000 after purchasing an additional 384,984 shares during the last quarter. Amundi increased its position in shares of Oracle by 1.5% during the 2nd quarter. Amundi now owns 9,878,184 shares of the enterprise software provider's stock valued at $1,447,648,000 after purchasing an additional 144,087 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in Oracle by 1.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider's stock valued at $1,262,827,000 after buying an additional 147,048 shares during the period. Finally, First Eagle Investment Management LLC raised its holdings in Oracle by 1.0% during the 2nd quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider's stock valued at $1,248,148,000 after buying an additional 81,700 shares during the period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

ORCL has been the subject of a number of analyst reports. Jefferies Financial Group restated a "buy" rating and issued a $290.00 price target (down from $320.00) on shares of Oracle in a research report on Thursday, September 10th. Citigroup reiterated a "market outperform" rating on shares of Oracle in a research report on Thursday, October 29th. Piper Sandler reissued an "overweight" rating and issued a $225.00 target price on shares of Oracle in a research note on Thursday, October 29th. BTIG Research assumed coverage on shares of Oracle in a research note on Monday. They issued a "buy" rating on the stock. Finally, Cantor Fitzgerald restated an "overweight" rating and issued a $284.00 target price on shares of Oracle in a report on Thursday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, Oracle presently has an average rating of "Moderate Buy" and a consensus target price of $249.27.

Insiders Place Their Bets

In other Oracle news, CEO Michael Sicilia sold 22,562 shares of the stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $151.59, for a total value of $3,420,173.58. Following the sale, the chief executive officer owned 182,929 shares in the company, valued at $27,730,207.11. This trade represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Maria Smith sold 2,631 shares of Oracle stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $151.70, for a total value of $399,122.70. Following the sale, the executive vice president owned 64,357 shares of the company's stock, 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. Insiders have sold a total of 36,075 shares of company stock worth $5,342,123 over the last quarter. Company insiders own 38.40% of the company's stock.

Trending Headlines about Oracle

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

Oracle Trading Down 1.9%

ORCL opened at $123.82 on Thursday. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17. The stock's 50 day moving average price is $140.51 and its 200-day moving average price is $156.10. Oracle Corporation has a one year low of $114.50 and a one year high of $252.40. The stock has a market cap of $374.39 billion, a price-to-earnings 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 issued its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 analyst estimates of $19.13 billion. During the same period last year, the company earned $1.47 EPS. Oracle's quarterly revenue was up 29.6% compared to the same quarter last year. 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 forecast that Oracle Corporation will post 6.72 EPS for the current year.

Oracle Announces Dividend

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

Oracle Company 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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