Oracle Corporation $ORCL Holdings Lowered by Avior Wealth Management LLC

Key Points

• Avior Wealth Management cut its Oracle stake by 16.1% in the third quarter, selling 8,374 shares and retaining 43,792 shares valued at approximately $6.0 million. Institutional investors and hedge funds collectively own 42.44% of Oracle.
• Oracle reported quarterly earnings of $1.92 per share, exceeding estimates of $1.74, while revenue rose 29.6% year over year to $19.34 billion. The company also declared a quarterly dividend of $0.50 per share, equal to a 1.4% annual yield.
• Wall Street maintains a generally positive view, with a consensus “Moderate Buy” rating and an average price target of $251.72. Director Stephen Rusckowski bought roughly $3.48 million of Oracle shares, though other insiders have sold shares recently.

Avior Wealth Management LLC lowered its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 16.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 43,792 shares of the enterprise software provider's stock after selling 8,374 shares during the quarter. Avior Wealth Management LLC's holdings in Oracle were worth $6,013,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also made changes to their positions in ORCL. Basso Capital Management L.P. acquired a new stake in Oracle in the fourth quarter valued at $29,000. Maseco LLP acquired a new position in Oracle during the 1st quarter worth $29,000. Persistent Asset Partners Ltd acquired a new position in Oracle during the 2nd quarter worth $29,000. North Point Portfolio Managers Corp OH acquired a new position in Oracle during the 3rd quarter worth $27,000. Finally, Markowski Investments bought a new stake in shares of Oracle in the 2nd quarter worth about $32,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Oracle Trading Up 4.3%

NYSE ORCL opened at $143.29 on Wednesday. Oracle Corporation has a one year low of $114.50 and a one year high of $322.54. The company has a 50-day simple moving average of $146.20 and a 200-day simple moving average of $158.98. 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 capitalization of $433.27 billion, a PE ratio of 22.46, a price-to-earnings-growth ratio of 0.97 and a beta of 1.78.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data 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. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The firm had revenue of $19.34 billion for the quarter, compared to analyst estimates of $19.13 billion. During the same quarter in the prior year, the business earned $1.47 earnings per share. Oracle's quarterly 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. On average, equities analysts forecast that Oracle Corporation will post 6.69 earnings per share for the current year.

Oracle Announces Dividend

The business also recently announced 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 annualized dividend and a dividend yield of 1.4%. Oracle's dividend payout ratio is 31.35%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on ORCL. Barclays upped their target price on shares of Oracle from $250.00 to $252.00 and gave the company an "overweight" rating in a research note on Friday, September 11th. Stifel Nicolaus decreased their price target on Oracle from $220.00 to $200.00 and set a "buy" rating for the company in a research note on Friday, September 11th. BMO Capital Markets lowered their price objective on Oracle from $220.00 to $195.00 and set an "outperform" rating for the company in a report on Friday, September 11th. Citizens Jmp restated a "market outperform" rating and set a $285.00 price objective on shares of Oracle in a research note on Friday, October 2nd. Finally, Freedom Broker cut their price objective on Oracle from $210.00 to $205.00 and set a "buy" rating on the stock in a research note on Monday, September 14th. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $251.72.

Insider Activity

In related news, Director Stephen H. Rusckowski acquired 25,000 shares of Oracle stock in a transaction that occurred 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 directly owned 25,390 shares of the company's stock, valued at $3,538,096.50. This trade represents a 6,410.26% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Maria Smith sold 2,631 shares of the business's stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total value of $399,122.70. Following the transaction, the executive vice president 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. Over the last ninety days, insiders sold 36,075 shares of company stock valued at $5,342,123. 38.40% of the stock is currently owned by insiders.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Power secured for Project Jupiter: Oracle proposed an agreement with El Paso Electric to supply power during the final construction and commissioning stages of its New Mexico AI data center. The arrangement is intended to keep the project on schedule and support large AI infrastructure commitments. Why is Oracle stock gaining 4% today?
• Positive Sentiment: AI data-center ecosystem expands: Oracle said it will collaborate with Microsoft and Marvell Technology on a new data-center server security standard, reinforcing its position in AI cloud infrastructure. Bloom Energy’s role at Project Jupiter was also reaffirmed. Oracle Stock Moves Higher: What's Happening?
• Positive Sentiment: Insider buying and valuation support sentiment: Director Stephen Rusckowski reportedly purchased approximately $3.48 million of ORCL shares. Analysts and investors also point to Oracle’s sizable AI backlog and recent selloff as evidence that the stock may be undervalued if contracted demand converts into revenue. Monster insider trading alert for Oracle stock
• Neutral Sentiment: Higher project costs: The proposed electricity agreement could require Oracle to pay $10 million annually for 10 years even if usage falls below contracted levels, while offering up to $55 million in annual power-bill credits. The terms may improve reliability but add fixed obligations. Oracle Proposes Up To $55M In Annual Power Bill Credits
• Negative Sentiment: Execution and demand concerns remain: Reports of permitting, pipeline and power challenges at AI data centers, along with concerns about Oracle’s debt-funded expansion, could pressure cash flow. Separately, OpenAI’s lower-than-expected revenue run rate has raised questions about the timing and value of its large Oracle computing commitment. OpenAI's Revenue Scare Could Be a Big Opportunity for Investors

Oracle Company 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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