Oracle Corporation $ORCL Shares Sold by ShankerValleau Wealth Advisors Inc.

Key Points

• ShankerValleau Wealth Advisors cut its Oracle stake by 10.4%, selling 33,013 shares and retaining 283,412 shares worth approximately $38.9 million. Oracle remains the firm’s third-largest holding and represents 10.3% of its portfolio.
• Oracle reported quarterly results above expectations, with revenue up 29.6% year over year, while its cloud business and record $664 billion remaining performance obligations remain key growth catalysts.
• Investor concerns include negative free cash flow, elevated debt and financing costs tied to the AI infrastructure build-out, as well as insider selling. Shares fell 4.6% to $128.31, despite analysts maintaining a consensus “Moderate Buy” rating and a $251.72 average price target.

ShankerValleau Wealth Advisors Inc. lowered its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 10.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 283,412 shares of the enterprise software provider's stock after selling 33,013 shares during the period. Oracle accounts for 10.3% of ShankerValleau Wealth Advisors Inc.'s portfolio, making the stock its 3rd largest position. ShankerValleau Wealth Advisors Inc.'s holdings in Oracle were worth $38,912,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently bought and sold shares of the company. North Point Portfolio Managers Corp OH bought a new stake in shares of Oracle during the third quarter worth $27,000. Maseco LLP acquired a new position in shares of Oracle during the first quarter valued at $29,000. Persistent Asset Partners Ltd acquired a new position in shares of Oracle during the second quarter valued at $29,000. Markowski Investments bought a new position in Oracle in the second quarter valued at about $32,000. Finally, MBM Wealth Consultants LLC bought a new position in Oracle in the first quarter valued at about $33,000. Institutional investors own 42.44% of the company's stock.

Key Headlines 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.

Analyst Ratings Changes

ORCL has been the subject of a number of research reports. Citigroup reiterated a "market outperform" rating on shares of Oracle in a research report on Friday, October 2nd. KeyCorp set a $285.00 price objective on Oracle in a report on Friday, September 11th. Sanford C. Bernstein restated a "buy" rating on shares of Oracle in a research report on Friday, September 25th. Argus restated a "buy" rating and set a $225.00 target price on shares of Oracle in a research report on Monday, September 14th. Finally, Stifel Nicolaus reduced their target price on shares of Oracle from $220.00 to $200.00 and set a "buy" rating on the stock in a research note on Friday, September 11th. One research analyst has rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and an average price target of $251.72.

Insider Transactions at Oracle

In related news, Director Stephen Rusckowski purchased 25,000 shares of the stock in a transaction dated Tuesday, September 29th. The stock was bought at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the purchase, the director directly owned 25,390 shares in the company, valued at $3,538,096.50. The trade was a 6,410.26% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, 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 sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 36,075 shares of company stock worth $5,342,123. 38.40% of the stock is currently owned by company insiders.

Oracle Trading Down 4.6%

Shares of ORCL stock traded down $6.16 during trading hours on Friday, reaching $128.31. The company had a trading volume of 35,957,423 shares, compared to its average volume of 30,724,682. The company has a 50 day moving average of $145.38 and a 200 day moving average of $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. The firm has a market cap of $387.98 billion, a price-to-earnings ratio of 20.11, a P/E/G ratio of 0.95 and a beta of 1.78. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $304.28.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, topping analysts' consensus estimates of $1.74 by $0.18. The business had revenue of $19.34 billion during the quarter, compared to analysts' expectations of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The firm's quarterly revenue was up 29.6% compared to the same quarter last year. During the same period in the previous year, the firm 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. On average, equities research analysts anticipate that Oracle Corporation will post 6.73 EPS for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.6%. The ex-dividend date is Friday, October 9th. Oracle's payout ratio is presently 31.35%.

Oracle Company Profile

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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