Oracle Corporation $ORCL Shares Newly Acquired by Verus Wealth Management LLC

Key Points

• Verus Wealth Management acquired 9,939 Oracle shares worth approximately $1.365 million in the third quarter, while institutional investors collectively own 42.44% of the company.
• Oracle reported quarterly EPS of $1.92, exceeding the $1.74 analyst consensus, while revenue rose 29.6% year over year to $19.34 billion.
• The company declared a quarterly dividend of $0.50 per share, equivalent to a $2.00 annualized payout and a 1.4% yield; analysts maintain a “Moderate Buy” consensus with an average price target of $251.72.

Verus Wealth Management LLC purchased a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 9,939 shares of the enterprise software provider's stock, valued at approximately $1,365,000.

Several other institutional investors and hedge funds have also recently modified their holdings of ORCL. Janus Henderson Group PLC boosted its position in Oracle by 8.6% during the fourth quarter. Janus Henderson Group PLC now owns 14,539,366 shares of the enterprise software provider's stock worth $2,815,242,000 after purchasing an additional 1,148,698 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in 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 valued at $2,151,395,000 after purchasing an additional 123,294 shares during the period. Bank of New York Mellon Corp grew its holdings in Oracle by 3.0% in the first 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 during the period. Amundi increased its position 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 buying an additional 144,087 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its position 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 buying an additional 147,048 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Price Performance

Shares of NYSE ORCL traded up $5.90 during midday trading on Tuesday, hitting $143.29. The stock had a trading volume of 26,258,541 shares, compared to its average volume of 29,344,049. The company has a market capitalization of $433.27 billion, a PE ratio of 22.46, a P/E/G ratio of 1.00 and a beta of 1.78. The stock has a 50 day simple moving average of $146.20 and a 200-day simple moving average of $158.98. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $322.54. 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 earnings per share (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 firm 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 company posted $1.47 earnings per share. The business's 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, sell-side analysts expect that Oracle Corporation will post 6.69 EPS for the current fiscal year.

Oracle Dividend Announcement

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

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Power secured for Project Jupiter: Oracle proposed an agreement with El Paso Electric to supply power during the final construction and commissioning stages of its New Mexico AI data center. The arrangement is intended to keep the project on schedule and support large AI infrastructure commitments. Why is Oracle stock gaining 4% today?
• Positive Sentiment: AI data-center ecosystem expands: Oracle said it will collaborate with Microsoft and Marvell Technology on a new data-center server security standard, reinforcing its position in AI cloud infrastructure. Bloom Energy’s role at Project Jupiter was also reaffirmed. Oracle Stock Moves Higher: What's Happening?
• Positive Sentiment: Insider buying and valuation support sentiment: Director Stephen Rusckowski reportedly purchased approximately $3.48 million of ORCL shares. Analysts and investors also point to Oracle’s sizable AI backlog and recent selloff as evidence that the stock may be undervalued if contracted demand converts into revenue. Monster insider trading alert for Oracle stock
• Neutral Sentiment: Higher project costs: The proposed electricity agreement could require Oracle to pay $10 million annually for 10 years even if usage falls below contracted levels, while offering up to $55 million in annual power-bill credits. The terms may improve reliability but add fixed obligations. Oracle Proposes Up To $55M In Annual Power Bill Credits
• Negative Sentiment: Execution and demand concerns remain: Reports of permitting, pipeline and power challenges at AI data centers, along with concerns about Oracle’s debt-funded expansion, could pressure cash flow. Separately, OpenAI’s lower-than-expected revenue run rate has raised questions about the timing and value of its large Oracle computing commitment. OpenAI's Revenue Scare Could Be a Big Opportunity for Investors

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on ORCL. Weiss Ratings downgraded Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research note on Monday, July 20th. Citizens Jmp reissued a "market outperform" rating and issued a $285.00 price target on shares of Oracle in a research note on Friday, October 2nd. Argus reissued a "buy" rating and issued a $225.00 price target on shares of Oracle in a report on Monday, September 14th. Royal Bank Of Canada cut their price target on shares of Oracle from $190.00 to $165.00 and set a "sector perform" rating for the company in a report on Friday, September 11th. Finally, Guggenheim restated a "buy" rating and set a $400.00 price objective (up from $375.00) on shares of Oracle in a research report on Tuesday, September 8th. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Oracle has a consensus rating of "Moderate Buy" and an average target price of $251.72.

Insiders Place Their Bets

In other news, CEO Michael D. Sicilia sold 22,562 shares of the stock in a transaction dated 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 in the company, valued at $27,730,207.11. This represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen H. Rusckowski bought 25,000 shares of Oracle stock in a transaction dated 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 transaction, the director directly owned 25,390 shares of the company's stock, 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. Insiders have sold a total of 36,075 shares of company stock valued at $5,342,123 in the last 90 days. 38.40% of the stock is owned by insiders.

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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