Neville Rodie & Shaw Inc. Sells 45,273 Shares of Oracle Corporation $ORCL

Key Points

• Neville Rodie & Shaw cut its Oracle stake by 28.3% in the third quarter, selling 45,273 shares and retaining 114,441 shares worth approximately $15.7 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle reported quarterly revenue of $19.34 billion and adjusted earnings of $1.92 per share, exceeding analyst estimates, while revenue rose 29.6% year over year. The company also declared a quarterly dividend of $0.50 per share, equivalent to a 1.4% yield.
• Analysts maintain a broadly positive view, with a consensus “Moderate Buy” rating and a $251.72 price target, though insider activity was mixed: the CEO sold shares while a director purchased 25,000 shares.

Neville Rodie & Shaw Inc. cut its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 28.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 114,441 shares of the enterprise software provider's stock after selling 45,273 shares during the quarter. Oracle makes up approximately 1.1% of Neville Rodie & Shaw Inc.'s investment portfolio, making the stock its 24th largest holding. Neville Rodie & Shaw Inc.'s holdings in Oracle were worth $15,713,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Basso Capital Management L.P. bought a new stake in shares of Oracle during the fourth quarter worth approximately $29,000. Maseco LLP bought a new position in shares of Oracle during the first quarter worth approximately $29,000. Persistent Asset Partners Ltd acquired a new stake in Oracle during the 2nd quarter worth approximately $29,000. Markowski Investments bought a new stake in Oracle in the 2nd quarter valued at $32,000. Finally, MBM Wealth Consultants LLC bought a new stake in Oracle in the 1st quarter valued at $33,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Insider Buying and Selling

In related news, CEO Michael Sicilia sold 22,562 shares of the firm's stock in a transaction dated 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 directly owned 182,929 shares of the company's stock, 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 filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen Rusckowski bought 25,000 shares of the firm's stock in a transaction on Tuesday, September 29th. The stock was acquired at an average price of $139.35 per share, for a total transaction of $3,483,750.00. Following the transaction, the director 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 ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 36,075 shares of company stock worth $5,342,123 in the last ninety days. 38.40% of the stock is owned by insiders.

Oracle Price Performance

Shares of Oracle stock traded up $1.24 on Monday, reaching $143.54. 10,617,016 shares of the stock were exchanged, compared to its average volume of 29,432,398. 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 firm has a market cap of $434.03 billion, a PE ratio of 22.49, a P/E/G ratio of 1.01 and a beta of 1.78. The firm's 50 day moving average is $144.50 and its 200-day moving average is $159.48. Oracle Corporation has a one year low of $114.50 and a one year high of $322.54.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, beating 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 business had revenue of $19.34 billion during the quarter, compared to the consensus estimate of $19.13 billion. During the same period in the previous year, the business earned $1.47 earnings per share. The company's revenue 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. As a group, analysts anticipate that Oracle Corporation will post 6.69 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle's payout ratio is 31.35%.

Analyst Ratings Changes

ORCL has been the topic of several recent research reports. Citizens Jmp reiterated a "market outperform" rating and set a $285.00 price objective on shares of Oracle in a research report on Friday. BNP Paribas Exane upped their price target on shares of Oracle from $283.00 to $290.00 and gave the company an "outperform" rating in a research note on Friday, June 12th. Phillip Securities lowered their price target on shares of Oracle from $275.00 to $237.00 and set a "buy" rating on the stock in a research report on Monday, June 15th. BMO Capital Markets dropped their price objective on shares of Oracle from $220.00 to $195.00 and set an "outperform" rating for the company in a research note on Friday, September 11th. Finally, JPMorgan Chase & Co. reissued a "buy" rating on shares of Oracle in a report on Thursday, September 10th. One investment 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 given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $251.72.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s $664 billion backlog is fueling a bullish view that future cloud and AI infrastructure contracts could eventually convert into substantial revenue and cash flow. One analysis suggests the stock could deliver significant upside if backlog execution improves. Oracle at $140: Buying Negative FCF Never Looked So Good
• Positive Sentiment: Analysts continue to identify Oracle as an AI-related stock to buy, while Citizens JMP reaffirmed a Market Outperform rating. Oracle’s recent AI-agent, healthcare and digital-asset product launches and cloud partnerships support the company’s growth narrative. 3 AI Tech Stocks to Buy in October
• Positive Sentiment: Oracle announced a $10 million strategic partnership with the Nashville Symphony, helping restore its 2026–27 season and reinforcing Oracle’s presence in Nashville. The announcement generated positive attention, although its direct financial impact is likely limited. Oracle Announces $10 Million Partnership with the Nashville Symphony
• Neutral Sentiment: Oracle’s nuclear-power subscription with We Energies, covering an estimated 125–250 megawatts from the Point Beach plant, highlights efforts to secure electricity for expanding AI data centers. It may improve long-term capacity but also underscores the industry’s growing power constraints. Oracle’s Nuclear Power Deal Signals That Energy Is the New Compute Bottleneck
• Negative Sentiment: Critics, including investor Michael Burry, warn that Oracle’s backlog may require customers to provide financing while Oracle carries substantial debt and AI capital expenditures. Negative free cash flow raises questions about returns on the buildout. Michael Burry Raises Red Flag on Oracle’s Backlog and AI Spending
• Negative Sentiment: A force majeure notice involving Project Jupiter, Oracle’s New Mexico AI data-center campus, and reports that power—not demand—is becoming the bottleneck raise concerns about construction delays, timing of revenue recognition and execution costs. Oracle’s Force Majeure Notice on Project Jupiter
• Negative Sentiment: Some investors are urging caution after Oracle’s sharp volatility and recent broader decline, arguing that the AI opportunity may already be reflected in the valuation and that investors should resist chasing the stock. Resist Temptation, Says Investor About Oracle Stock

Oracle Profile

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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