Oracle Corporation $ORCL Holdings Boosted by Cornerstone Advisory LLC

Key Points

• Cornerstone Advisory increased its Oracle stake by 37% in the third quarter, adding 5,287 shares to hold 19,564 shares worth about $2.69 million. Institutional investors collectively own 42.44% of the stock.
• Analyst views are mostly positive but mixed: MarketBeat’s consensus rating is Moderate Buy, with an average price target of $249.27, while some firms recently downgraded Oracle to Sell or Underweight.
• Oracle beat quarterly earnings and revenue expectations, with revenue up 29.6% year over year; however, shares fell 1.4% in Friday trading. Reports also flagged concerns about debt and cash flow tied to the company’s AI infrastructure spending.

Cornerstone Advisory LLC boosted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 37.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,564 shares of the enterprise software provider's stock after purchasing an additional 5,287 shares during the quarter. Cornerstone Advisory LLC's holdings in Oracle were worth $2,686,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of ORCL. Bank of New York Mellon Corp bought a new stake in shares of Oracle during the second quarter valued at approximately $1,911,930,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Oracle in the second quarter worth about $625,454,000. Corient Private Wealth LP acquired a new position in Oracle in the second quarter worth about $186,175,000. Mirae Asset Global Investments Co. Ltd. bought a new position in Oracle during the third quarter worth about $96,746,000. Finally, First Trust Advisors LP lifted its stake in Oracle by 23.3% during 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 purchasing an additional 685,570 shares during the period. 42.44% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. Citigroup reiterated a "market outperform" rating on shares of Oracle in a research report on Thursday, October 29th. Morgan Stanley cut Oracle from a "positive" rating to an "underweight" rating in a research note on Monday, November 2nd. The Goldman Sachs Group downgraded Oracle from a "neutral" rating to a "sell" rating in a research report on Monday, November 2nd. Barclays upped their price target on Oracle from $250.00 to $252.00 and gave the company an "overweight" rating in a research note on Friday, September 11th. Finally, Piper Sandler reiterated an "overweight" rating and issued a $225.00 price objective on shares of Oracle in a research report on Thursday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $249.27.

Oracle Trading Down 1.4%

NYSE:ORCL traded down $1.80 during mid-day trading on Friday, hitting $125.31. The company had a trading volume of 22,531,370 shares, compared to its average volume of 42,601,664. 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 fifty-two week low of $109.21 and a fifty-two week high of $250.25. The firm has a market cap of $378.91 billion, a P/E ratio of 19.64, a P/E/G ratio of 0.89 and a beta of 1.79. The business's fifty day moving average is $136.65 and its two-hundred day moving average is $154.07.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, beating analysts' consensus estimates of $1.74 by $0.18. The company 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%. Oracle's revenue was up 29.6% on a year-over-year basis. During the same period in the prior year, the business 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. As a group, research analysts expect that Oracle Corporation will post 6.71 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, October 23rd. Shareholders of record on Friday, October 9th were issued a $0.50 dividend. The ex-dividend date was Friday, October 9th. This represents a $2.00 annualized dividend and a yield of 1.6%. Oracle's dividend payout ratio (DPR) is 31.35%.

Oracle News Roundup

Here's some of the latest news about ORCL:

• Positive Sentiment: The U.S. Department of Veterans Affairs and Department of War have begun participating in Oracle Health Information Network, expanding access to health records across providers. The rollout supports Oracle Health’s reach with major public-sector customers, though the announcement did not specify financial terms. Department of Veterans Affairs and Department of War Go-Live on Oracle Health Information Network
• Neutral Sentiment: DBS maintained a Buy rating and a $290 price target, but cut its target from $310. The call suggests substantial potential upside in the analyst’s view, while the reduction reflects a more cautious valuation outlook. DBS’s Oracle Target Still Implies Upside After a Cut
• Negative Sentiment: Oracle’s large AI buildout is raising cash-flow and balance-sheet concerns. One report highlights $125 billion of debt and says the company expects free cash flow to turn positive in fiscal 2028, leaving investors focused on funding needs and the timing of returns from infrastructure spending. Oracle’s $125 Billion Debt Raises a Major AI Warning

Insiders Place Their Bets

In related news, CEO Michael D. Sicilia sold 22,562 shares of the company'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 owned 182,929 shares in the company, valued at $27,730,207.11. This represents a 10.98% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Maria Smith sold 2,631 shares of the firm's 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 in the company, valued at $9,762,956.90. The trade was a 3.93% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 36,075 shares of company stock worth $5,342,123. Company insiders own 38.40% of the company's stock.

Oracle Company Profile

Oracle Corporation is a technology company that develops and provides database software, cloud services, and enterprise applications. Its products help organizations manage data, run business operations, and build and deploy applications. Oracle's offerings include Oracle Database, Oracle Cloud Infrastructure, and cloud-based applications for functions such as finance, human resources, supply chain management, and customer experience. The company also provides software support, consulting, and related services.

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