Oracle Corporation $ORCL Stake Lessened by Community Financial Services Group LLC

Key Points

• Community Financial Services Group LLC cut its Oracle stake by 20.9% in the third quarter, selling 6,363 shares and retaining 24,113 shares valued at approximately $3.33 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle reported quarterly revenue of $19.34 billion, up 29.6% year over year, and EPS of $1.92, beating analyst expectations. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $251.72.
• Investors remain focused on Oracle’s AI expansion: cloud growth and a large contracted backlog support the long-term outlook, but aggressive infrastructure spending, negative free cash flow, financing costs and potential regulatory delays pose risks.

Community Financial Services Group LLC trimmed its position in Oracle Corporation (NYSE:ORCL - Free Report) by 20.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,113 shares of the enterprise software provider's stock after selling 6,363 shares during the quarter. Community Financial Services Group LLC's holdings in Oracle were worth $3,329,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in ORCL. Janus Henderson Group PLC boosted its stake in Oracle by 8.6% during the 4th 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 during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of Oracle by 0.8% in the 2nd 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 in the last quarter. Bank of New York Mellon Corp increased 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 buying an additional 384,984 shares in the last quarter. Amundi raised its stake in shares of Oracle by 1.5% during the 2nd quarter. Amundi now owns 9,878,184 shares of the enterprise software provider's stock worth $1,447,648,000 after buying an additional 144,087 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased its stake in shares of Oracle by 1.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider's stock worth $1,262,827,000 after purchasing an additional 147,048 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI-related selloff is being viewed by some investors as a potential buying opportunity. One analysis argues that the company’s cloud growth and large contracted backlog could support a long-term recovery after the stock’s steep decline. Oracle's AI Selloff Is Creating a Rare Setup
• Positive Sentiment: Mizuho reaffirmed a $320 price target and an Outperform rating, signaling substantial upside in the analyst’s view despite regulatory and infrastructure challenges. Oracle’s reported $664 billion remaining performance obligation also provides visibility into future revenue, although funding the required buildout remains important. Wall Street analyst updates Oracle stock price target
• Positive Sentiment: Vertex announced that its Oracle tax engine achieved Oracle Validated status and is available through Oracle Cloud Infrastructure’s marketplace, supporting Oracle’s partner ecosystem and enterprise-cloud adoption. Vertex Delivers Enhanced Value to Customers
• Neutral Sentiment: Oracle’s push for expedited approval of a New Mexico natural-gas pipeline highlights both the scale of Project Jupiter and the risk that power availability or regulatory delays could slow its AI data-center expansion. Oracle urges FERC to expedite New Mexico gas pipeline
• Negative Sentiment: Investors remain concerned that hot inflation and higher Treasury yields could raise Oracle’s financing costs and pressure its valuation. The broader AI trade was also weakened by CoreWeave’s sharply higher bond yields, raising questions about the ability of AI customers to fund expansion.
• Negative Sentiment: Oracle’s aggressive AI infrastructure spending is pushing free cash flow negative, while reports of uncertainty around Project Jupiter approvals and a separate Oracle Health data-breach investigation add execution and legal risks. Will Rising Capex Weigh on Oracle's Free Cash Flow Outlook?

Insider Buying and Selling at Oracle

In related news, EVP Maria Smith sold 2,631 shares of the 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 transaction, the executive vice president owned 64,357 shares in the company, valued at approximately $9,762,956.90. This represents a 3.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Michael D. Sicilia sold 22,562 shares of the company's stock in a transaction on Tuesday, September 22nd. The stock was 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 owned 182,929 shares of the company's stock, valued at $27,730,207.11. This represents a 10.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 36,075 shares of company stock worth $5,342,123. 38.40% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. DZ Bank reissued a "buy" rating on shares of Oracle in a research note on Thursday, September 17th. JPMorgan Chase & Co. reissued a "buy" rating on shares of Oracle in a research report on Thursday, September 10th. President Capital decreased their price objective on shares of Oracle from $360.00 to $300.00 and set an "overweight" rating for the company in a research note on Tuesday, July 14th. Sanford C. Bernstein reiterated a "buy" rating on shares of Oracle in a report on Friday, September 25th. Finally, Freedom Broker dropped their target price on Oracle from $210.00 to $205.00 and set a "buy" rating on the stock in a research report on Monday, September 14th. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $251.72.

Oracle Stock Performance

Shares of ORCL opened at $134.69 on Friday. Oracle Corporation has a 52-week low of $114.50 and a 52-week 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. The firm has a market capitalization of $407.28 billion, a PE ratio of 19.20, a P/E/G ratio of 0.92 and a beta of 1.78. The firm has a 50-day moving average price of $145.75 and a 200 day moving average price of $158.86.

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, beating the consensus estimate of $1.74 by $0.18. The company had revenue of $19.34 billion for 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 revenue for the quarter was up 29.6% on a year-over-year basis. During the same period last year, the firm earned $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, sell-side analysts anticipate that Oracle Corporation will post 6.73 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders 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 dividend yield of 1.5%. Oracle's dividend payout ratio is currently 31.35%.

Oracle 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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