Oracle Corporation $ORCL Shares Sold by Lmcg Investments LLC

Key Points

• Lmcg Investments LLC reduced its Oracle stake by 11.3% in the third quarter, selling 4,748 shares and retaining 37,142 shares worth approximately $5.1 million.
• Several institutional investors increased their Oracle holdings, although company insiders—including the CEO and an executive vice president—sold shares totaling about $5.3 million over the past 90 days.
• Oracle reported quarterly earnings and revenue above estimates, while its stock traded at $129.10. Analysts maintained a broadly positive outlook with a “Moderate Buy” consensus, but investors remain concerned about negative free cash flow, heavy data-center spending, leverage and execution risks.

Lmcg Investments LLC lowered its position in Oracle Corporation (NYSE:ORCL - Free Report) by 11.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 37,142 shares of the enterprise software provider's stock after selling 4,748 shares during the quarter. Lmcg Investments LLC's holdings in Oracle were worth $5,100,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in ORCL. Cardinal Point Capital Management ULC raised its stake in Oracle by 5.8% in the third quarter. Cardinal Point Capital Management ULC now owns 74,358 shares of the enterprise software provider's stock valued at $10,209,000 after buying an additional 4,102 shares during the period. Oakmont Investment Advisors Inc. lifted its position in shares of Oracle by 0.8% in the third quarter. Oakmont Investment Advisors Inc. now owns 10,127 shares of the enterprise software provider's stock valued at $1,390,000 after buying an additional 82 shares during the last quarter. Foster Victor Wealth Advisors LLC lifted its position in shares of Oracle by 3.0% in the third quarter. Foster Victor Wealth Advisors LLC now owns 10,284 shares of the enterprise software provider's stock valued at $1,333,000 after buying an additional 297 shares during the last quarter. Wealth Management Partners LLC boosted its stake in shares of Oracle by 6.2% during the 3rd quarter. Wealth Management Partners LLC now owns 7,509 shares of the enterprise software provider's stock worth $1,031,000 after acquiring an additional 441 shares during the period. Finally, Flavin Financial Services Inc. boosted its stake in shares of Oracle by 9.7% during the 3rd quarter. Flavin Financial Services Inc. now owns 20,241 shares of the enterprise software provider's stock worth $2,779,000 after acquiring an additional 1,786 shares during the period. Institutional investors and hedge funds own 42.44% of the company's stock.

Insiders Place Their Bets

In other news, EVP Maria Smith sold 2,631 shares of the business's stock in a transaction dated 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 owned 64,357 shares of the company's stock, valued at approximately $9,762,956.90. The trade was a 3.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Michael D. Sicilia sold 22,562 shares of the business's stock in a transaction dated 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 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 36,075 shares of company stock worth $5,342,123 in the last 90 days. Company insiders own 38.40% of the company's stock.

Oracle Trading Down 1.6%

Shares of ORCL stock opened at $129.10 on Thursday. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $287.19. The company has a market capitalization of $390.36 billion, a PE ratio of 20.24, a price-to-earnings-growth ratio of 0.93 and a beta of 1.78. The firm has a 50 day moving average price of $144.17 and a two-hundred day moving average price of $158.44. 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 posted its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, beating the consensus estimate of $1.74 by $0.18. The company 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 firm'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 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. As a group, analysts predict that Oracle Corporation will post 6.73 earnings per share for the current 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. This represents a $2.00 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Friday, October 9th. Oracle's dividend payout ratio is currently 31.35%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle announced new Fusion Claw-powered agentic HR applications and an AI Agent Studio for building industry-specific agents. The products could strengthen Oracle’s applications business, increase customer productivity and support additional cloud demand. Oracle Introduces Claw-Powered Fusion Agentic Applications for HR
• Positive Sentiment: Southwest General is expanding its use of Oracle Health and Fusion Cloud products, providing evidence of continued adoption across healthcare, finance and operations. Southwest General Expands Relationship with Oracle
• Positive Sentiment: Oracle’s partnership with AstraZeneca to apply AI and real-world data to clinical-trial recruitment expands its healthcare opportunity beyond data-center infrastructure. However, the agreement is exploratory and may take time to generate material revenue. Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation
• Neutral Sentiment: Oracle is benefiting from strong AI-cloud enthusiasm, including reports that Nvidia could be helping support financing for Oracle’s data-center buildout. The potential arrangement could ease near-term funding pressure, but it also highlights concerns about Oracle’s leverage, credit rating and dependence on outside financing. TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
• Negative Sentiment: The main investor concern is that Oracle’s cloud backlog has risen above $664 billion while free cash flow remains deeply negative. Analysts are questioning when the buildout will begin generating cash and whether the valuation adequately compensates investors for execution and financing risks. Oracle’s Growth to Valuation Mismatch is Less and Less Compelling
• Negative Sentiment: Coverage also points to potential customer-concentration and contract risks, including concerns that a significant portion of the backlog may be tied to OpenAI. Comparisons with Salesforce and Microsoft emphasize that Oracle’s faster cloud growth comes with considerably heavier capital spending and debt. Oracle vs. Microsoft: Which Is the Better AI Cloud Stock to Own
• Negative Sentiment: Reports that Oracle is invoking force majeure or reassessing elements of its massive data-center plans reinforce worries about construction delays, power availability and the ability to execute its AI infrastructure commitments. Oracle Calls Force Majeure Already?

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on ORCL shares. DA Davidson reissued a "buy" rating and set a $225.00 target price on shares of Oracle in a report on Friday, September 11th. BMO Capital Markets cut their price target on Oracle from $220.00 to $195.00 and set an "outperform" rating for the company in a report on Friday, September 11th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $240.00 price target (up from $239.00) on shares of Oracle in a report on Monday, September 14th. Royal Bank Of Canada reduced their price objective 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. Finally, President Capital decreased their price objective on shares of Oracle from $360.00 to $300.00 and set an "overweight" rating on the stock in a report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and a consensus price target of $249.52.

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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