Fulcrum Wealth Advisors LLC Acquires 15,547 Shares of Oracle Corporation $ORCL

Key Points

• Fulcrum Wealth Advisors increased its Oracle position by 327.4% in the third quarter, purchasing 15,547 additional shares and bringing its holdings to 20,296 shares worth approximately $2.79 million.
• Oracle reported quarterly adjusted earnings of $1.92 per share and revenue of $19.34 billion, exceeding analyst expectations; revenue grew 29.6% year over year.
• Oracle declared a quarterly dividend of $0.50 per share, equivalent to a $2.00 annualized payout and a 1.6% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $251.72.

Fulcrum Wealth Advisors LLC grew its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 327.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 20,296 shares of the enterprise software provider's stock after buying an additional 15,547 shares during the period. Oracle accounts for about 1.9% of Fulcrum Wealth Advisors LLC's portfolio, making the stock its 16th biggest holding. Fulcrum Wealth Advisors LLC's holdings in Oracle were worth $2,787,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased 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 acquiring an additional 123,294 shares during the last quarter. Bank of New York Mellon Corp raised its stake in Oracle by 3.0% in 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 acquiring an additional 384,984 shares during the period. Amundi lifted its holdings in 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 lifted 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 purchasing an additional 147,048 shares during the last quarter. Finally, First Eagle Investment Management LLC lifted 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 purchasing an additional 81,700 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Price Performance

Shares of NYSE ORCL opened at $128.31 on Friday. The firm has a market cap of $387.98 billion, a P/E ratio of 20.11, a price-to-earnings-growth ratio of 0.90 and a beta of 1.78. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $304.28. The business's 50 day moving average is $145.38 and its 200-day moving average is $158.64.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, topping the consensus estimate of $1.74 by $0.18. The business had revenue of $19.34 billion during the quarter, compared to analysts' expectations of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The firm's revenue for the quarter was up 29.6% compared to the same quarter last year. During the same period last year, the firm 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. Equities research analysts predict that Oracle Corporation will post 6.73 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 23rd. Shareholders 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 yield of 1.6%. Oracle's dividend payout ratio (DPR) is presently 31.35%.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Stephens reaffirmed an "equal weight" rating and set a $175.00 price objective on shares of Oracle in a research report on Friday, September 11th. President Capital dropped their price objective on shares of Oracle from $360.00 to $300.00 and set an "overweight" rating on the stock in a research report on Tuesday, July 14th. Royal Bank Of Canada cut their target price on shares of Oracle from $190.00 to $165.00 and set a "sector perform" rating for the company in a research note on Friday, September 11th. JPMorgan Chase & Co. restated a "buy" rating on shares of Oracle in a research note on Thursday, September 10th. Finally, TD Cowen reaffirmed a "buy" rating and set a $240.00 target price (down from $300.00) on shares of Oracle in a report on Wednesday, September 9th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, Oracle presently has an average rating of "Moderate Buy" and an average price target of $251.72.

Insiders Place Their Bets

In other news, CEO Michael Sicilia sold 22,562 shares of Oracle stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the completion of the sale, the chief executive officer owned 182,929 shares of the company's stock, valued at approximately $27,730,207.11. This trade represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through 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 directly owned 64,357 shares of the company's stock, valued at $9,762,956.90. This represents a 3.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 36,075 shares of company stock worth $5,342,123 in the last 90 days. Company insiders own 38.40% of the company's stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud business remains a key long-term catalyst. Its fiscal first-quarter results showed strong cloud growth, while remaining performance obligations reached a record $664 billion. If those commitments convert into revenue as scheduled, analysts and investors see substantial upside potential. Oracle’s Cloud Backlog Just Hit $664 Billion
• Positive Sentiment: Oracle’s role in AI infrastructure is attracting strategic business. Bloom Energy’s technology is reportedly being deployed to support Oracle-related AI data-center ambitions, highlighting demand for power and infrastructure around Oracle’s cloud expansion. Bloom Energy Is Up 157% in 2026
• Neutral Sentiment: Oracle is also benefiting from government business, with approximately $2.1 billion in award payments reportedly received over the past year, including major electronic health-record contracts. These awards support revenue visibility but are unlikely to change near-term market sentiment by themselves.
• Negative Sentiment: Investors are worried that Oracle’s substantial AI and cloud build-out is consuming cash before contracted revenue is collected. Recent results showed negative free cash flow, increasing focus on leverage, borrowing costs and execution risk. Oracle’s credit rating downgrade to BBB- has added to those concerns. Oracle Shares Fall as AI Infrastructure Worries Weigh on Sentiment
• Negative Sentiment: Hotter inflation data pushed interest-rate expectations and bond yields higher, pressuring capital-intensive AI infrastructure companies. A selloff in CoreWeave and other AI-related stocks intensified fears that expensive financing could reduce returns on Oracle’s expansion.
• Negative Sentiment: Reported insider activity has been heavily skewed toward selling, including substantial sales by Vice Chairman Jeffrey Henley and CEO Michael Sicilia. While insider transactions may reflect personal financial decisions, the pattern can weigh on investor confidence amid broader concerns about valuation and execution.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.