Oracle Corporation $ORCL Shares Bought by Soltis Investment Advisors LLC

Key Points

• Soltis Investment Advisors increased its Oracle stake by 20.7% in the third quarter, owning 42,792 shares valued at approximately $5.9 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle reported quarterly earnings of $1.92 per share, beating estimates by $0.18, while revenue rose 29.6% year over year to $19.34 billion. The company also declared a quarterly dividend of $0.50 per share, equivalent to a 1.4% yield.
• Oracle shares opened at $139.51, down 3.5%, despite a consensus analyst rating of “Moderate Buy” and an average price target of $248.41. Investors remain focused on the company’s ambitious AI-cloud growth plans, data-center spending and path to stronger free cash flow.

Soltis Investment Advisors LLC raised its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 20.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 42,792 shares of the enterprise software provider's stock after buying an additional 7,343 shares during the quarter. Soltis Investment Advisors LLC's holdings in Oracle were worth $5,875,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of Oracle by 0.8% during the 2nd 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 period. Bank of New York Mellon Corp boosted its position in shares of Oracle by 3.0% during 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 acquiring an additional 384,984 shares during the last quarter. Amundi grew its holdings in shares of Oracle by 1.5% in the second 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 period. Dimensional Fund Advisors LP grew its holdings 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. Finally, First Eagle Investment Management LLC increased its position in Oracle by 1.0% during the second quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider's stock worth $1,248,148,000 after purchasing an additional 81,700 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Stock Down 3.5%

Shares of ORCL opened at $139.51 on Friday. The company's 50-day moving average price is $142.04 and its 200 day moving average price is $157.56. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $269.76. 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 firm has a market cap of $421.84 billion, a P/E ratio of 21.26, a price-to-earnings-growth ratio of 1.02 and a beta of 1.78.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results 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. The company had revenue of $19.34 billion during the quarter, compared to analyst estimates of $19.13 billion. Oracle had a net margin of 26.36% and a return on equity of 48.85%. During the same quarter last year, the firm posted $1.47 earnings per share. Oracle's revenue 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. On average, sell-side analysts forecast that Oracle Corporation will post 6.72 earnings per share for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, October 23rd. Stockholders of record on Friday, October 9th were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, October 9th. Oracle's dividend payout ratio is currently 31.35%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on ORCL shares. Argus reaffirmed a "buy" rating and set a $225.00 target price on shares of Oracle in a research note on Monday, September 14th. JPMorgan Chase & Co. reissued a "buy" rating on shares of Oracle in a research note on Thursday, September 10th. Cantor Fitzgerald restated an "overweight" rating and set a $284.00 price target on shares of Oracle in a report on Thursday, October 22nd. Yorkville Ives initiated coverage on shares of Oracle in a research report on Wednesday, October 7th. They set an "in-line" rating and a $155.00 price target on the stock. Finally, Melius Research set a $170.00 price objective on Oracle in a report on Thursday. Thirty-six equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $248.41.

Insider Transactions at Oracle

In related news, EVP Maria Smith sold 2,631 shares of the stock in a transaction that occurred 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 completion of the transaction, the executive vice president owned 64,357 shares of the company's stock, valued at approximately $9,762,956.90. This trade represents a 3.93% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Michael 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 transaction of $3,420,173.58. Following the completion of the sale, the chief executive officer owned 182,929 shares of the company's stock, valued at $27,730,207.11. This trade represents a 10.98% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 36,075 shares of company stock worth $5,342,123. 38.40% of the stock is currently owned by insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle projected fiscal 2030 revenue of at least $225 billion, implying more than 35% average annual growth from fiscal 2026, along with non-GAAP EPS of at least $21 and an operating margin above 40%. The outlook was viewed favorably by analysts. Oracle stock pops on forecast for 35% average revenue growth through 2030
• Positive Sentiment: Management said Oracle expects to become free-cash-flow positive in the second half of fiscal 2028 and generate more than $30 billion in free cash flow in fiscal 2029. It also plans to limit additional capital raising for data-center expansion to approximately $20 billion, easing funding concerns. Oracle Investor Day 2026
• Positive Sentiment: Analysts including Bank of America, TD Cowen and Piper Sandler reaffirmed bullish ratings, with price targets ranging from $225 to $240. The company’s AI infrastructure demand, cloud backlog and multicloud growth remain key parts of the bullish thesis.
• Neutral Sentiment: The investor-day rally was followed by profit-taking and heightened scrutiny of whether Oracle can execute its ambitious growth and cash-flow targets. The company’s heavy data-center investment remains central to both its opportunity and risk profile.
• Negative Sentiment: Large-cap technology stocks sold off broadly, with the Nasdaq declining more sharply than the broader market. Weakness in AI-cloud shares was also linked to concerns that major technology companies’ capital expenditures may be coming in below expectations, potentially slowing near-term demand for infrastructure suppliers. Oracle stock falls: why experts aren’t bothered

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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