Oracle Corporation $ORCL Shares Newly Acquired by St. Louis Financial Planners Asset Management LLC

Key Points

• St. Louis Financial Planners Asset Management acquired 23,992 Oracle shares worth approximately $3.37 million, making Oracle 1.5% of its portfolio. Institutional investors and hedge funds collectively own 42.44% of the company.
• Oracle shares fell 4.6% to $128.31, well below their 50- and 200-day moving averages. Despite the decline, analysts maintain a consensus “Moderate Buy” rating with an average price target of $251.72.
• Oracle exceeded quarterly earnings and revenue expectations, with revenue up 29.6% year over year, and declared a $0.50 quarterly dividend. However, concerns about negative free cash flow, rising leverage and costly AI infrastructure investments continue to weigh on investor sentiment.

St. Louis Financial Planners Asset Management LLC bought a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The firm bought 23,992 shares of the enterprise software provider's stock, valued at approximately $3,367,000. Oracle makes up approximately 1.5% of St. Louis Financial Planners Asset Management LLC's investment portfolio, making the stock its 22nd biggest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of Oracle during the 2nd quarter valued at approximately $625,454,000. Edmond DE Rothschild Holding S.A. lifted its holdings in Oracle by 8.7% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider's stock valued at $11,579,000 after acquiring an additional 6,296 shares during the last quarter. Generate Investment Management Ltd grew its position in Oracle by 178.4% in the third quarter. Generate Investment Management Ltd now owns 407,314 shares of the enterprise software provider's stock worth $55,924,000 after acquiring an additional 261,019 shares during the period. Verus Wealth Management LLC purchased a new position in Oracle in the third quarter worth approximately $1,365,000. Finally, Valeo Financial Advisors LLC grew its position in Oracle by 4.6% in the second quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider's stock worth $11,825,000 after acquiring an additional 3,584 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have issued reports on ORCL shares. Stifel Nicolaus cut their target price on Oracle from $220.00 to $200.00 and set a "buy" rating for the company in a research note on Friday, September 11th. Weiss Ratings lowered Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research note on Monday, July 20th. TD Cowen reaffirmed a "buy" rating and issued a $240.00 price target (down from $300.00) on shares of Oracle in a research note on Wednesday, September 9th. Guggenheim reiterated a "buy" rating and set a $400.00 price target (up from $375.00) on shares of Oracle in a report on Tuesday, September 8th. Finally, KeyCorp set a $285.00 price target on Oracle in a report on Friday, September 11th. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $251.72.

Oracle Trading Down 4.6%

Shares of ORCL stock traded down $6.16 during trading hours on Friday, hitting $128.31. The company had a trading volume of 35,957,423 shares, compared to its average volume of 30,724,682. The company's fifty day moving average is $145.38 and its 200 day moving average is $158.64. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $304.28. The stock has a market capitalization of $387.98 billion, a PE ratio of 20.11, a price-to-earnings-growth ratio of 0.95 and a beta of 1.78.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data 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 net margin of 26.36% and a return on equity of 48.85%. The firm had revenue of $19.34 billion during the quarter, compared to analysts' expectations of $19.13 billion. During the same quarter last year, the company posted $1.47 EPS. 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. Research analysts expect that Oracle Corporation will post 6.73 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 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Friday, October 9th. Oracle's dividend payout ratio is 31.35%.

Key Stories Impacting 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.

Insider Transactions at Oracle

In other news, Director Stephen Rusckowski purchased 25,000 shares of the stock in a transaction dated Tuesday, September 29th. The stock was acquired at an average cost of $139.35 per share, for a total transaction of $3,483,750.00. Following the completion of the transaction, the director directly owned 25,390 shares in the company, valued at approximately $3,538,096.50. This represents a 6,410.26% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Maria Smith sold 2,631 shares of Oracle stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total value of $399,122.70. Following the completion of the sale, the executive vice president directly owned 64,357 shares of the company's stock, valued at $9,762,956.90. The trade was a 3.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 36,075 shares of company stock worth $5,342,123 over the last ninety days. Company insiders own 38.40% of the company's stock.

About Oracle

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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