Culbertson A N & Co. Inc. Sells 8,510 Shares of Oracle Corporation $ORCL

Key Points

• Culbertson A N & Co. reduced its Oracle position by 9.2%, selling 8,510 shares and retaining 84,320 shares valued at approximately $11.6 million. Institutional investors and hedge funds collectively own 42.44% of Oracle.
• Oracle recently exceeded quarterly expectations, reporting $1.92 in adjusted EPS and $19.34 billion in revenue, with revenue up 29.6% year over year. The company also declared a quarterly dividend of $0.50 per share, representing a 1.6% yield.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and a $249.52 price target, but investors remain concerned about high leverage, borrowing costs and AI infrastructure spending outpacing free cash flow.

Culbertson A N & Co. Inc. decreased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 9.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 84,320 shares of the enterprise software provider's stock after selling 8,510 shares during the quarter. Oracle accounts for approximately 1.3% of Culbertson A N & Co. Inc.'s investment portfolio, making the stock its 19th biggest holding. Culbertson A N & Co. Inc.'s holdings in Oracle were worth $11,577,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of Oracle in the 2nd quarter worth $625,454,000. Edmond DE Rothschild Holding S.A. boosted its stake in shares of Oracle by 8.7% in the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider's stock worth $11,579,000 after buying an additional 6,296 shares during the last quarter. Generate Investment Management Ltd raised its stake in shares of Oracle by 178.4% during the 3rd quarter. Generate Investment Management Ltd now owns 407,314 shares of the enterprise software provider's stock worth $55,924,000 after purchasing an additional 261,019 shares during the period. Verus Wealth Management LLC purchased a new position in shares of Oracle in the 3rd quarter worth about $1,365,000. Finally, Sawyer & Company Inc bought a new position in Oracle during the third quarter valued at about $8,243,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Insider Buying and Selling

In other Oracle news, Director Stephen H. Rusckowski bought 25,000 shares of Oracle stock in a transaction dated Tuesday, September 29th. The shares were purchased at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the transaction, the director directly owned 25,390 shares of the company's stock, valued at $3,538,096.50. This represents a 6,410.26% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 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 completion of the sale, the executive vice president directly owned 64,357 shares of the company's stock, valued at approximately $9,762,956.90. The trade was a 3.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 36,075 shares of company stock valued at $5,342,123 over the last quarter. 38.40% of the stock is owned by company insiders.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $125.35 on Friday. 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 cap of $379.02 billion, a price-to-earnings ratio of 19.65, a price-to-earnings-growth ratio of 0.91 and a beta of 1.78. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $287.19. The company has a 50-day moving average price of $143.55 and a 200-day moving average price of $158.29.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly 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. The business had revenue of $19.34 billion during the quarter, compared to analyst estimates of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%. Oracle's quarterly revenue was up 29.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.47 EPS. 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, equities analysts anticipate that Oracle Corporation will post 6.73 EPS for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Investors of record on Friday, October 9th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Friday, October 9th. Oracle's dividend payout ratio is currently 31.35%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts see significant upside. Cantor Fitzgerald reaffirmed its Overweight rating and $284 price target, implying substantial potential appreciation from current levels. Evercore ISI also reportedly believes concerns about Oracle’s debt and growth outlook may be excessive. Oracle stock falls 4 percent: why this analyst sees a 120 percent upside
• Positive Sentiment: Investor Day could support the growth narrative. RBC expects Oracle to discuss its Oracle Cloud Infrastructure capacity ramp and applications growth, potentially providing more visibility into demand, backlog conversion, and future revenue expansion. Oracle Investor Day to Focus on OCI Capacity Ramp and Applications Growth
• Positive Sentiment: New AI and cloud offerings broaden Oracle’s opportunity. Oracle introduced Fusion Claw agentic HR applications and a no-code/low-code AI Agent Studio for industry-specific workflows. New customer and partner deployments could strengthen its applications business and help monetize its AI strategy. Oracle AI Agent Studio for Industry Applications
• Neutral Sentiment: Financing remains a key swing factor. Reports suggest Oracle may receive support from suppliers such as Nvidia as it finances data-center construction, but investors remain focused on high bond yields, elevated leverage, and whether the company can convert its large cloud backlog into sustainable cash flow. TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
• Negative Sentiment: AI spending and balance-sheet concerns are driving the weakness. Oracle is reportedly spending more on infrastructure than it generates in free cash flow, while its debt load and borrowing costs raise questions about returns on the buildout. The risk is particularly concerning because the company’s credit rating is only modestly above junk status. Oracle: Bond Yields Near 9 Percent

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on ORCL. Cantor Fitzgerald restated an "overweight" rating and set a $284.00 price objective on shares of Oracle in a report on Thursday. Guggenheim reiterated a "buy" rating and set a $400.00 price target (up from $375.00) on shares of Oracle in a research note on Tuesday, September 8th. Yorkville Ives began coverage on Oracle in a report on Wednesday, October 7th. They issued an "in-line" rating and a $155.00 price objective for the company. Morgan Stanley lifted their price objective on Oracle from $207.00 to $210.00 and gave the stock an "equal weight" rating in a report on Friday, September 4th. Finally, Stephens restated an "equal weight" rating and issued a $175.00 price objective on shares of Oracle in a research note on Friday, September 11th. One analyst has rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $249.52.

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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