Oracle Corporation $ORCL Shares Acquired by CRA Financial Services LLC

Key Points

• CRA Financial Services increased its Oracle holdings by 23.5% in the third quarter, bringing its position to 22,064 shares valued at approximately $3.03 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle shares were trading at $128.31, down 4.6%, despite the company exceeding quarterly earnings and revenue estimates. Revenue rose 29.6% year over year, while management provided fiscal 2027 earnings guidance.
• Oracle declared a quarterly dividend of $0.50 per share, equivalent to $2.00 annually and a 1.6% yield. Analyst sentiment remains a “Moderate Buy,” with a consensus price target of $251.72, although insider selling and concerns over AI infrastructure spending pose risks.

CRA Financial Services LLC raised its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 23.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,064 shares of the enterprise software provider's stock after acquiring an additional 4,193 shares during the period. CRA Financial Services LLC's holdings in Oracle were worth $3,029,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Oracle by 0.8% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 14,680,278 shares of the enterprise software provider's stock worth $2,151,395,000 after acquiring an additional 123,294 shares during the last quarter. Bank of New York Mellon Corp boosted its stake in shares of Oracle by 3.0% in the 1st quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider's stock valued at $1,949,363,000 after purchasing an additional 384,984 shares in the last quarter. Amundi grew its holdings in shares of Oracle by 1.5% during the 2nd quarter. Amundi now owns 9,878,184 shares of the enterprise software provider's stock valued at $1,447,648,000 after purchasing an additional 144,087 shares during the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of Oracle by 1.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider's stock valued at $1,262,827,000 after purchasing an additional 147,048 shares during the last quarter. Finally, First Eagle Investment Management LLC grew its holdings in shares of Oracle by 1.0% during the 2nd quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider's stock valued at $1,248,148,000 after purchasing an additional 81,700 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Insider Buying and Selling

In other Oracle news, EVP Maria Smith sold 2,631 shares of the company'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 sale, the executive vice president owned 64,357 shares of the company's stock, valued at approximately $9,762,956.90. This represents a 3.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Stephen H. Rusckowski purchased 25,000 shares of the firm's stock in a transaction on Tuesday, September 29th. The shares were acquired at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the acquisition, the director owned 25,390 shares in the company, valued at approximately $3,538,096.50. This trade represents a 6,410.26% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders sold 36,075 shares of company stock valued at $5,342,123 over the last quarter. Insiders own 38.40% of the company's stock.

Oracle Trading Down 4.6%

Shares of ORCL stock opened at $128.31 on Friday. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $304.28. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. The stock has a market cap of $387.98 billion, a price-to-earnings ratio of 20.11, a PEG ratio of 0.90 and a beta of 1.78. The stock has a 50-day moving average of $145.38 and a 200-day moving average of $158.64.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 EPS 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 company had revenue of $19.34 billion for the quarter, compared to analyst estimates of $19.13 billion. During the same period in the previous year, the firm earned $1.47 earnings per share. The firm'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 research analysts forecast that Oracle Corporation will post 6.73 earnings per share for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Investors of record on Friday, October 9th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Friday, October 9th. Oracle's dividend payout ratio (DPR) is currently 31.35%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud business remains a key long-term catalyst. Its fiscal first-quarter results showed strong cloud growth, while remaining performance obligations reached a record $664 billion. If those commitments convert into revenue as scheduled, analysts and investors see substantial upside potential. Oracle’s Cloud Backlog Just Hit $664 Billion
• Positive Sentiment: Oracle’s role in AI infrastructure is attracting strategic business. Bloom Energy’s technology is reportedly being deployed to support Oracle-related AI data-center ambitions, highlighting demand for power and infrastructure around Oracle’s cloud expansion. Bloom Energy Is Up 157% in 2026
• Neutral Sentiment: Oracle is also benefiting from government business, with approximately $2.1 billion in award payments reportedly received over the past year, including major electronic health-record contracts. These awards support revenue visibility but are unlikely to change near-term market sentiment by themselves.
• Negative Sentiment: Investors are worried that Oracle’s substantial AI and cloud build-out is consuming cash before contracted revenue is collected. Recent results showed negative free cash flow, increasing focus on leverage, borrowing costs and execution risk. Oracle’s credit rating downgrade to BBB- has added to those concerns. Oracle Shares Fall as AI Infrastructure Worries Weigh on Sentiment
• Negative Sentiment: Hotter inflation data pushed interest-rate expectations and bond yields higher, pressuring capital-intensive AI infrastructure companies. A selloff in CoreWeave and other AI-related stocks intensified fears that expensive financing could reduce returns on Oracle’s expansion.
• Negative Sentiment: Reported insider activity has been heavily skewed toward selling, including substantial sales by Vice Chairman Jeffrey Henley and CEO Michael Sicilia. While insider transactions may reflect personal financial decisions, the pattern can weigh on investor confidence amid broader concerns about valuation and execution.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on ORCL. Citigroup reiterated a "market outperform" rating on shares of Oracle in a research report on Friday, October 2nd. Argus reaffirmed a "buy" rating and set a $225.00 target price on shares of Oracle in a research note on Monday, September 14th. Rothschild & Co Redburn lowered their price target on shares of Oracle from $155.00 to $110.00 and set a "sell" rating for the company in a report on Monday, July 20th. Stephens reiterated an "equal weight" rating and set a $175.00 price target on shares of Oracle in a report on Friday, September 11th. Finally, Weiss Ratings cut Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research note on Monday, July 20th. One research analyst has rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $251.72.

Oracle Profile

Oracle Corporation NYSE: ORCL is a global technology company that develops enterprise software, cloud infrastructure and database technologies. Its products help organizations store, manage, analyze and secure data, while supporting business operations across industries and geographies.

The company's offerings include Oracle Database, Java, Oracle Cloud Infrastructure and a broad portfolio of cloud-based applications. These applications serve functions such as enterprise resource planning, financial management, human resources, supply-chain management, customer experience and industry-specific operations.

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