Oracle Corporation $ORCL Shares Sold by UG Investment Advisers Ltd.

Key Points

• UG Investment Advisers cut its Oracle stake by 82.5% in the third quarter, selling 154,096 shares and retaining 32,735 shares valued at about $4.5 million.
• Oracle’s quarterly results beat analyst expectations: earnings were $1.92 per share versus $1.74 expected, and revenue rose 29.6% year over year to $19.34 billion.
• Analysts’ consensus rating is “Moderate Buy,” with an average price target of $249.27; Oracle also pays a quarterly dividend of $0.50 per share.

UG Investment Advisers Ltd. cut its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 82.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 32,735 shares of the enterprise software provider's stock after selling 154,096 shares during the period. Oracle comprises approximately 5.0% of UG Investment Advisers Ltd.'s holdings, making the stock its 6th biggest position. UG Investment Advisers Ltd.'s holdings in Oracle were worth $4,495,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the business. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Oracle during the second quarter worth about $625,454,000. Edmond DE Rothschild Holding S.A. increased its holdings in shares of Oracle by 8.7% in the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider's stock worth $11,579,000 after acquiring an additional 6,296 shares during the period. Generate Investment Management Ltd lifted its position in Oracle by 178.4% in the 3rd quarter. Generate Investment Management Ltd now owns 407,314 shares of the enterprise software provider's stock valued at $55,924,000 after purchasing an additional 261,019 shares during the last quarter. Sawyer & Company Inc bought a new stake in Oracle in the 3rd quarter valued at about $8,243,000. Finally, Verus Wealth Management LLC bought a new stake in Oracle in the 3rd quarter valued at about $1,365,000. Institutional investors own 42.44% of the company's stock.

Oracle Stock Down 0.8%

Oracle stock opened at $127.37 on Friday. Oracle Corporation has a 52 week low of $109.21 and a 52 week high of $250.25. The stock has a market cap of $385.14 billion, a price-to-earnings ratio of 19.96, a PEG ratio of 0.90 and a beta of 1.79. The company's 50-day moving average price is $137.24 and its two-hundred day moving average price is $154.31. The company has a current ratio of 1.17, a quick 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 for the quarter, topping analysts' consensus estimates 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%. The business's revenue for the quarter was up 29.6% compared to the same quarter last year. During the same period in the prior year, the business posted $1.47 EPS. 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, analysts expect that Oracle Corporation will post 6.71 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, October 23rd. Investors of record on Friday, October 9th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, October 9th. This represents a $2.00 annualized dividend and a yield of 1.6%. Oracle's payout ratio is presently 31.35%.

Analysts Set New Price Targets

ORCL has been the subject of several recent analyst reports. Stifel Nicolaus decreased their target price on shares of Oracle from $220.00 to $200.00 and set a "buy" rating for the company in a research report on Friday, September 11th. Citizens Jmp restated a "market outperform" rating and issued a $285.00 price target on shares of Oracle in a research note on Friday, October 2nd. Scotiabank reaffirmed a "sector outperform" rating and set a $205.00 price target on shares of Oracle in a report on Thursday, October 29th. Freedom Broker reduced their price objective on Oracle from $210.00 to $205.00 and set a "buy" rating for the company in a research report on Monday, September 14th. Finally, Morgan Stanley lowered Oracle from a "positive" rating to an "underweight" rating in a report on Monday, November 2nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $249.27.

Key Headlines Impacting Oracle

Here are a few of the latest headlines about ORCL:

• Positive Sentiment: Oracle’s contracted backlog and expected AI/cloud growth underpin bullish views. The company is also breaking ground on a $4.5 billion Nashville headquarters development, though this is a longer-term investment rather than an immediate earnings catalyst. Nashville headquarters article
• Neutral Sentiment: Technical analysis suggests ORCL could see a temporary bounce after its steep decline, but that signal does not address the underlying business and funding concerns. Reuters technical analysis
• Negative Sentiment: Oracle is down roughly 34% in 2026 as investors question whether the returns from its AI infrastructure buildout will justify the spending. Reports highlight substantial cash use, debt and stock issuance, while potential Texas restrictions on data-center construction could add uncertainty given Oracle’s presence there. Oracle performance and spending article Texas data-center construction article

Insider Buying and Selling

In other news, Director Stephen Rusckowski bought 25,000 shares of the company's stock in a transaction that occurred on Tuesday, September 29th. The shares were purchased at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the acquisition, the director directly owned 25,390 shares in the company, valued at approximately $3,538,096.50. This trade represents a 6,410.26% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Maria Smith sold 2,631 shares of the company's stock in a transaction that occurred on Tuesday, September 22nd. The stock was 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 $9,762,956.90. This trade represents a 3.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 36,075 shares of company stock valued at $5,342,123 over the last quarter. Corporate insiders own 38.40% of the company's stock.

About Oracle

Oracle Corporation is a technology company that develops and provides database software, cloud services, and enterprise applications. Its products help organizations manage data, run business operations, and build and deploy applications. Oracle's offerings include Oracle Database, Oracle Cloud Infrastructure, and cloud-based applications for functions such as finance, human resources, supply chain management, and customer experience. The company also provides software support, consulting, and related services.

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