Oracle Corporation $ORCL Shares Acquired by Royal Fund Management LLC

Key Points

• Royal Fund Management increased its Oracle stake by 96.1% in the third quarter, bringing its holdings to 14,307 shares valued at approximately $1.96 million. Hedge funds and other institutional investors own 42.44% of Oracle.
• Oracle reported quarterly revenue of $19.34 billion and EPS of $1.92, beating analyst estimates, while revenue grew 29.6% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $248.75.
• Oracle’s AI and cloud expansion presents growth opportunities, including a planned $1 billion partner investment and continued TikTok cloud demand, but investors remain concerned about negative free cash flow, elevated borrowing costs and the profitability of its data-center spending.

Royal Fund Management LLC grew its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 96.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 14,307 shares of the enterprise software provider's stock after buying an additional 7,011 shares during the quarter. Royal Fund Management LLC's holdings in Oracle were worth $1,964,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in the company. Brookstone Capital Management lifted its position in Oracle by 0.5% in the third quarter. Brookstone Capital Management now owns 147,225 shares of the enterprise software provider's stock valued at $20,214,000 after acquiring an additional 734 shares during the last quarter. NBT Bank N.A. acquired a new position in shares of Oracle in the 3rd quarter valued at $6,341,000. Root Financial Partners LLC boosted its stake in Oracle by 2.5% during the 3rd quarter. Root Financial Partners LLC now owns 12,525 shares of the enterprise software provider's stock worth $1,720,000 after purchasing an additional 308 shares during the period. JSF Financial LLC grew its position in Oracle by 16.4% during the 3rd quarter. JSF Financial LLC now owns 2,882 shares of the enterprise software provider's stock worth $396,000 after purchasing an additional 406 shares during the last quarter. Finally, E. Ohman J or Asset Management AB raised its stake in Oracle by 2.7% during the 3rd quarter. E. Ohman J or Asset Management AB now owns 62,702 shares of the enterprise software provider's stock valued at $8,609,000 after acquiring an additional 1,650 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Oracle

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

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle committed $1 billion over four years to its partner ecosystem, offering incentives, expertise and resources to expand AI-driven modernization projects. The investment could help generate additional cloud demand and broaden Oracle’s sales reach. Oracle Announces $1 Billion Investment to Accelerate Partner Growth and AI-Driven Modernization for Customers
• Positive Sentiment: TikTok’s U.S. operation is seeking multiple gigawatts of computing capacity and said Oracle Cloud Infrastructure will remain its primary U.S. provider. A large, continuing commitment from TikTok would support Oracle’s AI infrastructure utilization and cloud revenue outlook. TikTok U.S. hunts for multiple gigawatts of computing capacity
• Positive Sentiment: Analysts continue to identify significant upside if Oracle converts its roughly $664 billion backlog into revenue and earnings. Cantor Fitzgerald maintained an Overweight rating with a $284 target, while Erste Group modestly raised its FY2028 EPS estimate to $9.32. Could Oracle Actually Achieve 120% Upside?
• Neutral Sentiment: Oracle expanded its Marketplace with broader use of Universal Credits, new co-selling tools and additional purchasing options. The changes should make it easier for partners to sell through Oracle, although the financial impact will depend on adoption. Oracle Expands Marketplace to Unlock New Partner Growth Opportunities
• Neutral Sentiment: Oracle’s October 28 Investor Day is expected to provide more detail on OCI capacity expansion, applications growth, capital spending and financing. The event could be an important catalyst for the stock.
• Negative Sentiment: Investors remain concerned that Oracle is spending heavily on AI data centers while free cash flow is negative and borrowing costs are elevated. Reports that Oracle’s bond yields are approaching 9% have intensified fears that future AI growth may require expensive debt, equity issuance or customer prepayments. Oracle: Bond Yields Near 9%
• Negative Sentiment: Wedbush analyst Dan Ives described the current AI-related selloff as “SaaS Apocalypse 2.0” and said Oracle is in “the toughest spot,” reflecting market anxiety over valuation, execution and the profitability of its AI infrastructure buildout. Dan Ives Calls AI Sell-Off SaaS Apocalypse 2.0

Oracle Stock Up 0.4%

Shares of NYSE ORCL traded up $0.56 on Friday, hitting $126.10. The company had a trading volume of 19,172,792 shares, compared to its average volume of 29,586,912. The firm has a market capitalization of $381.31 billion, a P/E ratio of 19.77, a PEG ratio of 0.89 and a beta of 1.78. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $287.19. The business has a 50 day moving average of $143.07 and a two-hundred day moving average of $158.06. 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 issued 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 firm had revenue of $19.34 billion during 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%. Oracle's revenue for the quarter was up 29.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $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. As a group, equities research analysts forecast that Oracle Corporation will post 6.73 earnings per share for the current fiscal 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 paid a $0.50 dividend. The ex-dividend date was Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.6%. Oracle's payout ratio is 31.35%.

Analyst Ratings Changes

Several analysts have recently commented on ORCL shares. President Capital reduced their target price on shares of Oracle from $360.00 to $300.00 and set an "overweight" rating for the company in a research note on Tuesday, July 14th. Barclays boosted their price objective on shares of Oracle from $250.00 to $252.00 and gave the stock an "overweight" rating in a report on Friday, September 11th. BMO Capital Markets lowered their price target on Oracle from $220.00 to $195.00 and set an "outperform" rating on the stock in a report on Friday, September 11th. Argus reiterated a "buy" rating and issued a $225.00 price target on shares of Oracle in a research report on Monday, September 14th. Finally, Morgan Stanley boosted their price target on Oracle from $207.00 to $210.00 and gave the stock an "equal weight" rating in a report on Friday, September 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and an average price target of $248.75.

Oracle Company 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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