Oracle Corporation $ORCL Stake Trimmed by Capital Investment Services of America Inc.

Key Points

• Capital Investment Services of America cut its Oracle stake by 27.6% in the third quarter, selling 47,508 shares; it retained 124,554 shares valued at about $17.1 million.
• Oracle reported quarterly results above consensus, with EPS of $1.92 and revenue of $19.34 billion, up 29.6% year over year. Analysts’ consensus rating is “Moderate Buy,” with a $249.27 price target.
• Oracle’s outlook faces both support and risks: UBS defended its AI growth prospects, while a reported cancellation of a potential $7 billion Tencent chip-leasing deal and a $20 billion financing package raised concerns about regulation, dilution, and borrowing costs.

Capital Investment Services of America Inc. reduced its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 27.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 124,554 shares of the enterprise software provider's stock after selling 47,508 shares during the period. Oracle comprises 1.6% of Capital Investment Services of America Inc.'s investment portfolio, making the stock its 27th biggest position. Capital Investment Services of America Inc.'s holdings in Oracle were worth $17,101,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Pathway Financial Advisers LLC bought a new position in Oracle during the third quarter worth about $118,000. Chicago Partners Investment Group LLC raised its position in shares of Oracle by 19.2% in the third quarter. Chicago Partners Investment Group LLC now owns 53,659 shares of the enterprise software provider's stock valued at $6,770,000 after purchasing an additional 8,655 shares during the period. Richardson Financial Services Inc. raised its position in shares of Oracle by 143.3% in the third quarter. Richardson Financial Services Inc. now owns 1,175 shares of the enterprise software provider's stock valued at $161,000 after purchasing an additional 692 shares during the period. SFI Advisors LLC raised its position in shares of Oracle by 11.6% in the third quarter. SFI Advisors LLC now owns 1,925 shares of the enterprise software provider's stock valued at $264,000 after purchasing an additional 200 shares during the period. Finally, Ascent Group LLC lifted its stake in shares of Oracle by 1.0% during the 3rd quarter. Ascent Group LLC now owns 31,890 shares of the enterprise software provider's stock valued at $4,379,000 after buying an additional 312 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: UBS maintained its Buy rating and $250 price target, arguing that concerns about AI demand and supply are overstated. Oracle has also retained ambitious growth targets, including a $90 billion fiscal 2027 revenue goal. Oracle gets UBS backing as broker pushes back on AI demand concerns
• Neutral Sentiment: Oracle and Credo are working with the Open Compute Project community to standardize optical-transceiver telemetry, a technical collaboration that could support data-center operations but has no disclosed near-term financial impact. Credo and Oracle Advance Optical Transceiver Telemetry Standardization
• Negative Sentiment: Oracle reportedly scrapped a proposed five-year, roughly $7 billion chip-leasing agreement with Tencent after U.S. government pressure over Chinese access to advanced AI chips. The canceled deal removes a potential source of business and underscores regulatory limits on serving Chinese AI customers. Oracle abandons $7 billion Tencent AI deal under Trump pressure
• Negative Sentiment: Investors are also digesting Oracle’s completed $20 billion financing package: $10 billion from selling about 86.2 million shares at $116 each and $10 billion in notes with coupons ranging from 7% to 8.65%. The equity issuance dilutes shareholders, while borrowing costs heighten scrutiny of whether AI infrastructure spending will generate adequate returns. Oracle Completes $10 Billion Debt Offering Across Five Maturities

Insider Transactions at Oracle

In other news, Director Stephen Rusckowski purchased 25,000 shares of the firm's stock in a transaction dated 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 owned 25,390 shares in the company, valued at $3,538,096.50. This trade represents a 6,410.26% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Maria Smith sold 2,631 shares of the stock in a transaction 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 in the company, valued at $9,762,956.90. This trade represents a 3.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 36,075 shares of company stock valued at $5,342,123. 38.40% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research firms recently commented on ORCL. BTIG Research began coverage on shares of Oracle in a report on Monday. They issued a "buy" rating for the company. Stephens raised shares of Oracle from an "equal weight" rating to an "overweight" rating and boosted their target price for the company from $185.00 to $213.00 in a report on Monday. Sanford C. Bernstein restated an "outperform" rating on shares of Oracle in a research report on Tuesday, October 27th. Barclays increased their target price on Oracle from $250.00 to $252.00 and gave the stock an "overweight" rating in a research report on Friday, September 11th. Finally, CLSA initiated coverage on Oracle in a report on Monday, July 20th. They issued a "hold" rating and a $145.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $249.27.

Oracle Price Performance

ORCL stock opened at $123.82 on Thursday. The firm has a 50 day moving average of $140.51 and a 200-day moving average of $156.10. 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 Corporation has a 12 month low of $114.50 and a 12 month high of $252.40. The firm has a market capitalization of $374.39 billion, a P/E ratio of 19.41, a price-to-earnings-growth ratio of 0.99 and a beta of 1.79.

Oracle (NYSE:ORCL - Get Free Report) last posted its 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. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The business had revenue of $19.34 billion for the quarter, compared to analyst estimates of $19.13 billion. During the same quarter in the prior year, the firm posted $1.47 EPS. Oracle'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. As a group, sell-side analysts predict that Oracle Corporation will post 6.72 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Oracle Company 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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