Investment House LLC Sells 33,989 Shares of Oracle Corporation $ORCL

Key Points

• Investment House LLC cut its Oracle stake by 66.4% in the third quarter, selling 33,989 shares and retaining 17,207 shares valued at approximately $2.36 million.
• Oracle maintains a broadly positive analyst outlook, with a “Moderate Buy” consensus rating and an average price target of $249.52, despite several analysts lowering their targets.
• Oracle’s shares opened at $125.35, near the lower end of their 52-week range, while strong quarterly results and 29.6% year-over-year revenue growth were offset by concerns about debt, infrastructure spending and cash flow.

Investment House LLC lessened its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 66.4% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 17,207 shares of the enterprise software provider's stock after selling 33,989 shares during the period. Investment House LLC's holdings in Oracle were worth $2,363,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in ORCL. Bank of New York Mellon Corp bought a new position in Oracle in the 2nd quarter worth approximately $1,911,930,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of Oracle in the second quarter valued at approximately $625,454,000. Corient Private Wealth LP bought a new stake in shares of Oracle in the second quarter valued at approximately $186,175,000. First Trust Advisors LP grew its stake in shares of Oracle by 23.3% in the first quarter. First Trust Advisors LP now owns 3,633,070 shares of the enterprise software provider's stock worth $534,461,000 after acquiring an additional 685,570 shares during the last quarter. Finally, Public Employees Retirement System of Ohio acquired a new stake in shares of Oracle in the second quarter worth $94,955,000. Institutional investors own 42.44% of the company's stock.

Analyst Upgrades and Downgrades

ORCL has been the subject of several research analyst reports. Sanford C. Bernstein reiterated a "buy" rating on shares of Oracle in a research note on Friday, September 25th. Citizens Jmp restated a "market outperform" rating and issued a $285.00 price target on shares of Oracle in a research report on Friday, October 2nd. BMO Capital Markets dropped their price objective on shares of Oracle from $220.00 to $195.00 and set an "outperform" rating on the stock in a report on Friday, September 11th. TD Cowen reaffirmed a "buy" rating and set a $240.00 price objective (down from $300.00) on shares of Oracle in a research report on Wednesday, September 9th. Finally, JPMorgan Chase & Co. reissued a "buy" rating on shares of Oracle in a research report on Thursday, September 10th. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $249.52.

Oracle News Roundup

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

Insiders Place Their Bets

In related news, Director Stephen H. Rusckowski bought 25,000 shares of the company's stock in a transaction dated Tuesday, September 29th. The stock was acquired at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the acquisition, the director owned 25,390 shares in the company, valued at approximately $3,538,096.50. This represents a 6,410.26% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Michael D. Sicilia sold 22,562 shares of the business's stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total value of $3,420,173.58. Following the completion of the sale, the chief executive officer directly owned 182,929 shares in the company, valued at approximately $27,730,207.11. This represents a 10.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders 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.

Oracle Trading Down 2.9%

Shares of Oracle stock opened at $125.35 on Friday. The firm has a market capitalization of $379.02 billion, a PE ratio of 18.99, a price-to-earnings-growth ratio of 0.91 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. The company's fifty day moving average price is $143.55 and its two-hundred day moving average price is $158.29. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $287.19.

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 analysts' consensus estimates 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. The firm's revenue for the quarter 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, analysts expect that Oracle Corporation will post 6.73 EPS for the current year.

Oracle Dividend Announcement

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

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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