Oracle Corporation $ORCL Shares Acquired by Riversedge Advisors LLC

Key Points

• Riversedge Advisors increased its Oracle holdings by 125.4% in the third quarter, owning 6,867 shares valued at approximately $943,000. Institutional investors and hedge funds collectively hold 42.44% of Oracle’s stock.
• Analyst sentiment remains positive, with a “Moderate Buy” consensus and an average price target of $251.72, despite several firms lowering their targets. Oracle also exceeded quarterly expectations, reporting $1.92 EPS and $19.34 billion in revenue, up 29.6% year over year.
• Oracle’s AI-cloud growth prospects support the bullish outlook, but investors face risks from heavy AI-chip financing needs, leverage, capital intensity and insider selling. The stock recently traded at $141.39, well below its 12-month high of $322.54.

Riversedge Advisors LLC lifted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 125.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,867 shares of the enterprise software provider's stock after buying an additional 3,821 shares during the quarter. Riversedge Advisors LLC's holdings in Oracle were worth $943,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Janus Henderson Group PLC lifted its holdings in Oracle by 8.6% in the fourth quarter. Janus Henderson Group PLC now owns 14,539,366 shares of the enterprise software provider's stock valued at $2,815,242,000 after acquiring an additional 1,148,698 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of Oracle by 9.2% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,477,803 shares of the enterprise software provider's stock worth $2,626,959,000 after purchasing an additional 1,137,264 shares during the period. Bank of New York Mellon Corp increased its holdings 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 increased its holdings in shares of Oracle by 1.5% in 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 in the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in shares of Oracle by 1.7% in the first 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 period. Institutional investors and hedge funds own 42.44% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. Stifel Nicolaus lowered their target price on shares of Oracle from $220.00 to $200.00 and set a "buy" rating on the stock in a research report on Friday, September 11th. Royal Bank Of Canada reduced their price target on shares of Oracle from $190.00 to $165.00 and set a "sector perform" rating for the company in a research report on Friday, September 11th. CLSA assumed coverage on Oracle in a report on Monday, July 20th. They issued a "hold" rating and a $145.00 price target on the stock. Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $284.00 price objective (up from $229.00) on shares of Oracle in a research note on Friday, September 11th. Finally, Phillip Securities reduced their price objective on Oracle from $275.00 to $237.00 and set a "buy" rating for the company in a report on Monday, June 15th. 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 given a Sell rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $251.72.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: A bullish analyst call added Oracle to a top-picks list, citing strong demand for AI cloud services. Mizuho reportedly assigned Oracle a $320 price target, well above the current market consensus. Oracle added to Mizuho Top Picks
• Positive Sentiment: Investors appear to be buying the dip after concerns about OpenAI’s revenue figures eased. OpenAI’s annualized revenue was described as approaching $50 billion, below the previously circulated $68 billion estimate, but the difference reportedly reflects accounting and measurement rather than weaker underlying demand. OpenAI revenue accounting explanation
• Positive Sentiment: Oracle’s recent earnings beat, accelerating cloud infrastructure growth and large remaining-performance-obligation balance continue to support the AI-cloud investment thesis. Some commentary argues that the stock’s decline has created a potential valuation opportunity. Oracle cloud backlog analysis
• Neutral Sentiment: Oracle signed a virtual power purchase agreement for most of the output from Texas’ 300-megawatt Ranchero Wind Farm, part of its planned investment in more than 1.7 gigawatts of Texas renewable energy. The agreement supports data-center power needs and sustainability goals but is unlikely to materially affect near-term earnings. Oracle Texas wind power agreement
• Negative Sentiment: Reports that Oracle is pursuing tens of billions of dollars in financing for AI chips continue to raise concerns about leverage, capital intensity and the risk of owning rapidly depreciating hardware. Analysts have also questioned whether fixed-margin cloud contracts could limit profitability if GPU costs rise. Oracle AI chip debt report
• Negative Sentiment: Oracle’s exposure to OpenAI and the broader AI infrastructure cycle remains a risk. Investor concerns are heightened by heavy insider selling over the past six months, despite one director’s recent purchase of shares.

Insider Transactions at Oracle

In other Oracle news, CEO Michael D. Sicilia sold 22,562 shares of Oracle stock in a transaction that occurred 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 directly 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 legal filing 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 purchased 25,000 shares of the business's stock in a transaction on Tuesday, September 29th. The stock was 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 directly owned 25,390 shares in the company, valued at $3,538,096.50. The trade was a 6,410.26% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold a total of 36,075 shares of company stock worth $5,342,123 over the last ninety days. 38.40% of the stock is currently owned by corporate insiders.

Oracle Price Performance

Oracle stock traded up $5.70 during mid-day trading on Friday, hitting $141.39. 16,383,824 shares of the company were exchanged, compared to its average volume of 29,350,824. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17. The business's 50 day simple moving average is $146.12 and its two-hundred day simple moving average is $159.15. The company has a market capitalization of $427.53 billion, a P/E ratio of 22.15, a PEG ratio of 1.02 and a beta of 1.78. Oracle Corporation has a 12-month low of $114.50 and a 12-month 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 business had revenue of $19.34 billion for the quarter, compared to the consensus estimate of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%.The business's revenue was up 29.6% on a year-over-year basis. During the same period in the prior year, the business 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. Analysts forecast that Oracle Corporation will post 6.69 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, October 23rd. Shareholders of record on Friday, October 9th will be paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, October 9th. Oracle's dividend payout ratio (DPR) is currently 31.35%.

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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