NFSG Corp Acquires 10,769 Shares of Oracle Corporation $ORCL

Key Points

• NFSG Corp increased its Oracle position by 18.2% in the third quarter, adding 10,769 shares to hold 69,798 shares worth approximately $9.6 million. Institutional investors and hedge funds collectively own 42.44% of Oracle.
• Oracle reported quarterly EPS of $1.92 and revenue of $19.34 billion, beating analyst estimates, while revenue grew 29.6% year over year. The company also maintained a $0.50 quarterly dividend, equivalent to a 1.5% annual yield.
• Analyst sentiment remains generally positive, with a consensus “Moderate Buy” rating and a $251.72 price target, but concerns persist over Oracle’s aggressive AI infrastructure spending, negative free cash flow, financing costs and potential regulatory or execution delays.

NFSG Corp increased its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 18.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 69,798 shares of the enterprise software provider's stock after buying an additional 10,769 shares during the quarter. Oracle comprises approximately 1.0% of NFSG Corp's portfolio, making the stock its 26th biggest holding. NFSG Corp's holdings in Oracle were worth $9,583,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in ORCL. Activest Wealth Management grew its holdings in Oracle by 152.6% in the third quarter. Activest Wealth Management now owns 2,129 shares of the enterprise software provider's stock valued at $292,000 after purchasing an additional 1,286 shares during the period. SLT Holdings LLC acquired a new position in Oracle during the third quarter worth approximately $1,019,000. Whitener Capital Management Inc. increased its position in Oracle by 4.2% during the third quarter. Whitener Capital Management Inc. now owns 5,365 shares of the enterprise software provider's stock worth $737,000 after purchasing an additional 216 shares during the last quarter. Walser Wealth Management Company A Ltd Liability Co increased its position in Oracle by 41.8% during the third quarter. Walser Wealth Management Company A Ltd Liability Co now owns 8,904 shares of the enterprise software provider's stock worth $1,223,000 after purchasing an additional 2,625 shares during the last quarter. Finally, V Square Quantitative Management LLC raised its stake in Oracle by 14.0% during the third quarter. V Square Quantitative Management LLC now owns 6,986 shares of the enterprise software provider's stock worth $959,000 after purchasing an additional 858 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Oracle

In related news, EVP Maria Smith sold 2,631 shares of the firm's stock in a transaction 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 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. This trade represents a 3.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Stephen Rusckowski purchased 25,000 shares of the company's stock in a transaction that occurred on Tuesday, September 29th. The shares were purchased at an average cost of $139.35 per share, for a total transaction of $3,483,750.00. Following the purchase, the director directly owned 25,390 shares in the company, valued at $3,538,096.50. This trade represents a 6,410.26% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders sold 36,075 shares of company stock valued at $5,342,123. Corporate insiders own 38.40% of the company's stock.

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of research analyst reports. TD Cowen reiterated a "buy" rating and issued a $240.00 price target (down from $300.00) on shares of Oracle in a report on Wednesday, September 9th. Royal Bank Of Canada dropped their price objective on Oracle from $190.00 to $165.00 and set a "sector perform" rating for the company in a report on Friday, September 11th. CLSA initiated coverage on Oracle in a report on Monday, July 20th. They set a "hold" rating and a $145.00 price objective for the company. Barclays increased their target price on Oracle from $250.00 to $252.00 and gave the stock an "overweight" rating in a research report on Friday, September 11th. Finally, Freedom Broker reduced their target price on Oracle from $210.00 to $205.00 and set a "buy" rating on the stock in a report on Monday, September 14th. One 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 given a Sell rating to the company. According to data from MarketBeat.com, Oracle currently has a consensus rating of "Moderate Buy" and a consensus price target of $251.72.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $134.69 on Friday. The business's 50-day simple moving average is $145.75 and its 200 day simple moving average is $158.86. The company has a market cap of $407.28 billion, a P/E ratio of 21.11, a PEG ratio of 0.92 and a beta of 1.78. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17. 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 issued its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.74 by $0.18. The company had revenue of $19.34 billion during the quarter, compared to the consensus estimate of $19.13 billion. Oracle had a net margin of 26.36% and a return on equity of 48.85%. Oracle's revenue for the quarter was up 29.6% on a year-over-year basis. During the same quarter last year, the company earned $1.47 earnings per share. 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, sell-side analysts forecast that Oracle Corporation will post 6.73 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be paid a $0.50 dividend. The ex-dividend date is Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.5%. Oracle's dividend payout ratio is 31.35%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI-related selloff is being viewed by some investors as a potential buying opportunity. One analysis argues that the company’s cloud growth and large contracted backlog could support a long-term recovery after the stock’s steep decline. Oracle's AI Selloff Is Creating a Rare Setup
• Positive Sentiment: Mizuho reaffirmed a $320 price target and an Outperform rating, signaling substantial upside in the analyst’s view despite regulatory and infrastructure challenges. Oracle’s reported $664 billion remaining performance obligation also provides visibility into future revenue, although funding the required buildout remains important. Wall Street analyst updates Oracle stock price target
• Positive Sentiment: Vertex announced that its Oracle tax engine achieved Oracle Validated status and is available through Oracle Cloud Infrastructure’s marketplace, supporting Oracle’s partner ecosystem and enterprise-cloud adoption. Vertex Delivers Enhanced Value to Customers
• Neutral Sentiment: Oracle’s push for expedited approval of a New Mexico natural-gas pipeline highlights both the scale of Project Jupiter and the risk that power availability or regulatory delays could slow its AI data-center expansion. Oracle urges FERC to expedite New Mexico gas pipeline
• Negative Sentiment: Investors remain concerned that hot inflation and higher Treasury yields could raise Oracle’s financing costs and pressure its valuation. The broader AI trade was also weakened by CoreWeave’s sharply higher bond yields, raising questions about the ability of AI customers to fund expansion.
• Negative Sentiment: Oracle’s aggressive AI infrastructure spending is pushing free cash flow negative, while reports of uncertainty around Project Jupiter approvals and a separate Oracle Health data-breach investigation add execution and legal risks. Will Rising Capex Weigh on Oracle's Free Cash Flow Outlook?

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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