Fragasso Financial Advisors Inc Acquires 4,279 Shares of Oracle Corporation $ORCL

Key Points

• Fragasso Financial Advisors increased its Oracle stake by 66.1% in the third quarter, purchasing 4,279 additional shares and bringing its total holdings to 10,751 shares valued at approximately $1.52 million.
• Institutional investors own 42.44% of Oracle, while analysts maintain a consensus “Moderate Buy” rating with an average price target of $251.72.
• Oracle reported quarterly revenue of $19.34 billion, up 29.6% year over year, and adjusted earnings of $1.92 per share, exceeding analyst estimates; the company also declared a quarterly dividend of $0.50 per share.

Fragasso Financial Advisors Inc raised its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 66.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,751 shares of the enterprise software provider's stock after buying an additional 4,279 shares during the quarter. Fragasso Financial Advisors Inc's holdings in Oracle were worth $1,520,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Janus Henderson Group PLC raised its stake in Oracle by 8.6% in the 4th quarter. Janus Henderson Group PLC now owns 14,539,366 shares of the enterprise software provider's stock valued at $2,815,242,000 after acquiring an additional 1,148,698 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of Oracle by 0.8% during 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 buying an additional 123,294 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in shares of Oracle by 3.0% in the first quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider's stock worth $1,949,363,000 after acquiring an additional 384,984 shares during the last quarter. Amundi increased its holdings in shares of Oracle by 1.5% during the second quarter. Amundi now owns 9,878,184 shares of the enterprise software provider's stock worth $1,447,648,000 after buying an additional 144,087 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in shares of Oracle by 1.7% during the first 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 purchasing an additional 147,048 shares in the last quarter. Institutional investors own 42.44% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on ORCL. Cantor Fitzgerald reissued an "overweight" rating and issued a $284.00 price objective (up from $229.00) on shares of Oracle in a research note on Friday, September 11th. Citigroup reaffirmed a "market outperform" rating on shares of Oracle in a research report on Friday, October 2nd. Weiss Ratings cut shares of Oracle from a "hold (c+)" rating to a "hold (c)" rating in a report on Monday, July 20th. Freedom Broker reduced their price objective on Oracle from $210.00 to $205.00 and set a "buy" rating for the company in a research note on Monday, September 14th. Finally, Stifel Nicolaus reduced their price objective on shares of Oracle from $220.00 to $200.00 and set a "buy" rating for the company in a report on Friday, September 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Oracle presently has an average rating of "Moderate Buy" and a consensus target price of $251.72.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Director Stephen Rusckowski reportedly purchased approximately $3.48 million of Oracle shares, signaling confidence in the company’s long-term value after the stock fell nearly 60% from its all-time high. Monster insider trading alert for Oracle stock
• Positive Sentiment: PowerPlan launched a supported adapter connecting its financial software with Oracle Fusion Cloud ERP. The integration could improve Oracle’s appeal to asset-intensive enterprises by reducing custom-code and maintenance requirements. PowerPlan Enterprise Adapter for Oracle Fusion Cloud ERP
• Positive Sentiment: Several investor commentaries argue that Oracle’s large AI infrastructure backlog and signed commitments are undervalued, creating potential upside if the company converts them into revenue and cash flow. Contrarian Oracle investment thesis
• Positive Sentiment: Analysts highlighted AI-driven cloud expansion as Oracle’s primary growth opportunity, while another opinion piece characterized the shares as heavily discounted. Zacks Analyst Blog Highlights Oracle
• Neutral Sentiment: Oracle is reportedly using trucked-in natural gas to keep AI data-center construction on schedule amid pipeline and permitting delays. The workaround may help protect major contracts, but it also underscores the operational challenges and expense of the buildout. Oracle data-center natural gas workaround
• Neutral Sentiment: Reports say Oracle has as much as $664 billion in commitments or contracted opportunities, but investors increasingly want evidence that those arrangements will generate cash rather than require additional capital spending. Oracle has $664 billion lined up
• Negative Sentiment: Concern over Oracle’s AI financing strategy remains significant. Comparisons with Broadcom focus on Oracle’s heavier debt burden and the risk that aggressive borrowing and capital expenditures could pressure future cash flow. Broadcom versus Oracle AI financing comparison
• Negative Sentiment: Reports that OpenAI’s annualized revenue is near $50 billion, below some earlier expectations, have raised questions about AI customer demand and the valuation of Oracle’s reported multibillion-dollar OpenAI arrangement. The uncertainty contributed to selling pressure in AI-related stocks. OpenAI revenue concerns and Oracle

Insider Transactions at Oracle

In other Oracle news, EVP Maria Smith sold 2,631 shares of Oracle stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total transaction of $399,122.70. Following the transaction, the executive vice president directly 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Stephen Rusckowski acquired 25,000 shares of Oracle stock in a transaction dated Tuesday, September 29th. The shares were bought at an average cost of $139.35 per share, for a total transaction of $3,483,750.00. Following the completion of the purchase, the director directly owned 25,390 shares of the company's stock, valued at approximately $3,538,096.50. The trade was a 6,410.26% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders sold 36,075 shares of company stock worth $5,342,123. 38.40% of the stock is currently owned by corporate insiders.

Oracle Stock Performance

Shares of NYSE ORCL traded up $4.82 during trading on Tuesday, reaching $142.21. 12,684,160 shares of the stock traded hands, compared to its average volume of 29,266,379. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $322.54. The company has a 50-day moving average of $146.25 and a 200-day moving average of $159.00. The stock has a market capitalization of $430.01 billion, a P/E ratio of 22.32, a price-to-earnings-growth ratio of 1.00 and a beta of 1.78. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, topping the consensus estimate of $1.74 by $0.18. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The company had revenue of $19.34 billion during the quarter, compared to the consensus estimate of $19.13 billion. During the same period last year, the firm earned $1.47 EPS. Oracle's revenue for the quarter 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. Analysts forecast that Oracle Corporation will post 6.69 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be given a dividend of $0.50 per share. The ex-dividend date is Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle's dividend payout ratio (DPR) is 31.35%.

About Oracle

Oracle Corporation NYSE: ORCL is a global technology company that develops enterprise software, cloud services and related hardware. Its offerings help businesses manage databases, applications, data, infrastructure and other core information-technology operations.

The company is best known for its Oracle Database, along with cloud-based infrastructure and platform services. Oracle also provides enterprise applications for functions such as finance, human resources, supply-chain management, customer experience and industry-specific operations.

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