Oracle Corporation $ORCL Position Decreased by Curated Wealth Partners LLC

Key Points

• Curated Wealth Partners LLC cut its Oracle stake by 94.4% in the third quarter, selling 187,298 shares and retaining 11,084 shares valued at approximately $1.52 million.
• Oracle reported stronger-than-expected quarterly results, with earnings of $1.92 per share and revenue of $19.34 billion, representing 29.6% year-over-year revenue growth. The company also declared a quarterly dividend of $0.50 per share, yielding about 1.5% annually.
• Despite the stock trading below its 50-day and 200-day moving averages, analysts maintained an overall “Moderate Buy” consensus rating, with an average price target of $251.72.

Curated Wealth Partners LLC lessened its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 94.4% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 11,084 shares of the enterprise software provider's stock after selling 187,298 shares during the period. Curated Wealth Partners LLC's holdings in Oracle were worth $1,522,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of ORCL. Basso Capital Management L.P. purchased a new stake in shares of Oracle during the fourth quarter worth approximately $29,000. Maseco LLP purchased a new stake in Oracle in the first quarter valued at approximately $29,000. Persistent Asset Partners Ltd acquired a new position in Oracle in the second quarter valued at $29,000. North Point Portfolio Managers Corp OH purchased a new stake in shares of Oracle during the third quarter worth approximately $27,000. Finally, Markowski Investments acquired a new position in shares of Oracle during the second quarter worth about $32,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Price Performance

Oracle stock traded up $2.89 during trading hours on Thursday, hitting $133.44. 18,448,268 shares of the company traded hands, compared to its average volume of 29,402,604. The firm's 50-day simple moving average is $145.93 and its two-hundred day simple moving average is $158.89. The firm has a market cap of $403.49 billion, a P/E ratio of 20.93, a P/E/G ratio of 1.01 and a beta of 1.78. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $322.54. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, topping analysts' consensus estimates of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The firm had revenue of $19.34 billion during the quarter, compared to the consensus estimate of $19.13 billion. During the same period in the prior year, the firm posted $1.47 earnings per share. 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. As a group, analysts forecast that Oracle Corporation will post 6.73 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s approximately $664 billion remaining performance obligation backlog and strong cloud demand remain major long-term growth supports. Mizuho reaffirmed an Outperform rating and a $320 price target, arguing that the recent AI-related selloff may create an attractive entry point. Wall Street analyst updates Oracle stock price target
• Positive Sentiment: Oracle continues advancing Project Jupiter, including a proposed electricity agreement and its reaffirmation of Bloom Energy as the campus’s primary power source. Vertex also made its tax engine available through Oracle Cloud Marketplace, supporting the company’s ecosystem and cloud adoption. Oracle Project Jupiter power agreement
• Neutral Sentiment: Oracle is urging regulators to approve a New Mexico natural-gas pipeline needed for Project Jupiter. Approval could help avoid construction delays, but the request highlights the project’s dependence on major power and regulatory infrastructure. Oracle urges FERC to expedite New Mexico gas pipeline
• Negative Sentiment: Hotter-than-expected September inflation revived interest-rate concerns and pushed Treasury yields higher. Higher rates reduce the present value of long-duration technology growth and increase the cost of funding Oracle’s capital-intensive AI buildout. Oracle tumbles on hotter CPI data
• Negative Sentiment: CoreWeave’s bonds reportedly yielded nearly 15%, intensifying fears that rising AI financing costs could weaken demand, delay projects or pressure the value of Oracle’s backlog. Investors are also concerned that heavy infrastructure spending is pushing free cash flow negative. Oracle fell as CoreWeave bond concerns spread
• Negative Sentiment: An outside law firm is investigating potential customer claims related to an alleged Oracle Health data breach. The investigation does not establish liability, but it introduces legal, reputational and compliance risk. Oracle Health data breach investigation

Wall Street Analyst Weigh In

Several research firms have recently commented on ORCL. Freedom Broker lowered their price target on shares of Oracle from $210.00 to $205.00 and set a "buy" rating on the stock in a research report on Monday, September 14th. Stifel Nicolaus dropped their price objective on Oracle from $220.00 to $200.00 and set a "buy" rating for the company in a report on Friday, September 11th. Guggenheim reiterated a "buy" rating and issued a $400.00 price target (up from $375.00) on shares of Oracle in a report on Tuesday, September 8th. Sanford C. Bernstein reaffirmed a "buy" rating on shares of Oracle in a research report on Friday, September 25th. Finally, Jefferies Financial Group reaffirmed a "buy" rating and set a $290.00 price target (down from $320.00) on shares of Oracle in a research note on Thursday, September 10th. One research analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $251.72.

Insider Activity

In related news, CEO Michael D. Sicilia sold 22,562 shares of the business's stock in a transaction dated Tuesday, September 22nd. The stock was sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the completion of the transaction, the chief executive officer owned 182,929 shares of the company's stock, valued at approximately $27,730,207.11. The trade was a 10.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen H. Rusckowski acquired 25,000 shares of Oracle 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 completion of 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 SEC filing for this purchase provides additional information. Insiders have sold 36,075 shares of company stock worth $5,342,123 in the last 90 days. Company insiders own 38.40% of the company's stock.

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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