Oracle Corporation $ORCL Stock Acquired by Apollon Wealth Management LLC

Key Points

• Apollon Wealth Management increased its Oracle stake by 38.3% in the third quarter, bringing its holdings to 118,772 shares valued at approximately $16.3 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle exceeded quarterly expectations with EPS of $1.92 versus the $1.74 consensus and revenue of $19.34 billion, up 29.6% year over year. The company also pays a $0.50 quarterly dividend, equivalent to a 1.6% yield.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and a $248.75 price target, but investors remain concerned about Oracle’s heavy AI infrastructure spending, negative free cash flow and elevated borrowing costs.

Apollon Wealth Management LLC lifted its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 38.3% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 118,772 shares of the enterprise software provider's stock after buying an additional 32,920 shares during the period. Apollon Wealth Management LLC's holdings in Oracle were worth $16,307,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Oracle by 0.8% during the second 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 worth $2,151,395,000 after purchasing an additional 123,294 shares during the last quarter. Bank of New York Mellon Corp increased its stake in shares of 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 during the period. Amundi raised its holdings in Oracle by 1.5% in the 2nd quarter. Amundi now owns 9,878,184 shares of the enterprise software provider's stock valued at $1,447,648,000 after buying an additional 144,087 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in Oracle by 1.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider's stock valued at $1,262,827,000 after buying an additional 147,048 shares during the last quarter. Finally, First Eagle Investment Management LLC raised its holdings in Oracle by 1.0% in the 2nd quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider's stock valued at $1,248,148,000 after buying an additional 81,700 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Insider Transactions at Oracle

In other news, EVP Maria Smith sold 2,631 shares of the business's stock in a transaction dated 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 directly owned 64,357 shares of the company's stock, valued at $9,762,956.90. The trade was a 3.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Stephen Rusckowski bought 25,000 shares of the business's stock in a transaction that occurred on Tuesday, September 29th. The shares were acquired at an average price of $139.35 per share, for a total transaction of $3,483,750.00. Following the transaction, the director owned 25,390 shares in the company, valued at $3,538,096.50. This represents a 6,410.26% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders sold 36,075 shares of company stock valued at $5,342,123. Corporate insiders own 38.40% of the company's stock.

Oracle Stock Performance

NYSE:ORCL opened at $126.10 on Monday. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $287.19. The company has a 50 day simple moving average of $143.07 and a two-hundred day simple moving average of $158.15. The company has a market capitalization of $381.31 billion, a PE ratio of 19.77, a P/E/G ratio of 0.89 and a beta of 1.78.

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, topping analysts' consensus estimates of $1.74 by $0.18. The firm had revenue of $19.34 billion for the quarter, compared to the consensus estimate of $19.13 billion. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The company's revenue for the quarter was up 29.6% on a year-over-year basis. During the same quarter in the previous year, the company 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. Research analysts anticipate that Oracle Corporation will post 6.73 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, October 23rd. Stockholders of record on Friday, October 9th were given a $0.50 dividend. The ex-dividend date of this dividend was Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.6%. Oracle's dividend payout ratio (DPR) is 31.35%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle committed $1 billion over four years to its partner ecosystem, offering incentives, expertise and resources to expand AI-driven modernization projects. The investment could help generate additional cloud demand and broaden Oracle’s sales reach. Oracle Announces $1 Billion Investment to Accelerate Partner Growth and AI-Driven Modernization for Customers
• Positive Sentiment: TikTok’s U.S. operation is seeking multiple gigawatts of computing capacity and said Oracle Cloud Infrastructure will remain its primary U.S. provider. A large, continuing commitment from TikTok would support Oracle’s AI infrastructure utilization and cloud revenue outlook. TikTok U.S. hunts for multiple gigawatts of computing capacity
• Positive Sentiment: Analysts continue to identify significant upside if Oracle converts its roughly $664 billion backlog into revenue and earnings. Cantor Fitzgerald maintained an Overweight rating with a $284 target, while Erste Group modestly raised its FY2028 EPS estimate to $9.32. Could Oracle Actually Achieve 120% Upside?
• Neutral Sentiment: Oracle expanded its Marketplace with broader use of Universal Credits, new co-selling tools and additional purchasing options. The changes should make it easier for partners to sell through Oracle, although the financial impact will depend on adoption. Oracle Expands Marketplace to Unlock New Partner Growth Opportunities
• Neutral Sentiment: Oracle’s October 28 Investor Day is expected to provide more detail on OCI capacity expansion, applications growth, capital spending and financing. The event could be an important catalyst for the stock.
• Negative Sentiment: Investors remain concerned that Oracle is spending heavily on AI data centers while free cash flow is negative and borrowing costs are elevated. Reports that Oracle’s bond yields are approaching 9% have intensified fears that future AI growth may require expensive debt, equity issuance or customer prepayments. Oracle: Bond Yields Near 9%
• Negative Sentiment: Wedbush analyst Dan Ives described the current AI-related selloff as “SaaS Apocalypse 2.0” and said Oracle is in “the toughest spot,” reflecting market anxiety over valuation, execution and the profitability of its AI infrastructure buildout. Dan Ives Calls AI Sell-Off SaaS Apocalypse 2.0

Analyst Upgrades and Downgrades

Several research firms recently commented on ORCL. Jefferies Financial Group reiterated a "buy" rating and set a $290.00 target price (down from $320.00) on shares of Oracle in a research report on Thursday, September 10th. Weiss Ratings restated a "hold (c)" rating on shares of Oracle in a research report on Friday, October 16th. Freedom Broker dropped their price target on shares of Oracle from $210.00 to $205.00 and set a "buy" rating for the company in a research note on Monday, September 14th. UBS Group lifted their price target on shares of Oracle from $245.00 to $250.00 and gave the stock a "buy" rating in a report on Friday, September 11th. Finally, Stephens reissued an "equal weight" rating and issued a $175.00 price objective on shares of Oracle in a research note on Friday, September 11th. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $248.75.

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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