Oracle Corporation $ORCL Stock Acquired by Evergreen Capital Management LLC

Evergreen Capital Management LLC raised its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 32.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 125,484 shares of the enterprise software provider's stock after buying an additional 30,466 shares during the quarter. Evergreen Capital Management LLC's holdings in Oracle were worth $17,229,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Persistent Asset Partners Ltd bought a new position in shares of Oracle in the 2nd quarter worth $29,000. North Point Portfolio Managers Corp OH bought a new position in Oracle in the 3rd quarter valued at $27,000. Markowski Investments purchased a new stake in Oracle during the second quarter worth about $32,000. Strengthening Families & Communities LLC increased its stake in shares of Oracle by 231.3% during the 3rd quarter. Strengthening Families & Communities LLC now owns 222 shares of the enterprise software provider's stock worth $30,000 after purchasing an additional 155 shares during the last quarter. Finally, Fortress Financial Group LLC bought a new position in Oracle during the second quarter valued at $828,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Trading Up 0.4%

Shares of ORCL stock opened at $126.10 on Friday. The stock has a market capitalization of $381.31 billion, a price-to-earnings ratio of 19.77, a PEG ratio of 0.89 and a beta of 1.78. The company's fifty day simple moving average is $143.07 and its two-hundred day simple moving average is $158.06. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $287.19. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, beating the consensus estimate of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The company had revenue of $19.34 billion during the quarter, compared to analysts' expectations of $19.13 billion. During the same period in the previous year, the business earned $1.47 earnings per share. The firm's quarterly revenue was up 29.6% compared to the same quarter last year. 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, analysts anticipate that Oracle Corporation will post 6.73 earnings per share for the current year.

Oracle Announces Dividend

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

Key Oracle News

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

Wall Street Analyst Weigh In

ORCL has been the topic of several research reports. Yorkville Ives started coverage on Oracle in a research note on Wednesday, October 7th. They issued an "in-line" rating and a $155.00 target price on the stock. Rothschild & Co Redburn cut their price target on Oracle from $155.00 to $110.00 and set a "sell" rating for the company in a research note on Monday, July 20th. Cantor Fitzgerald reissued an "overweight" rating and issued a $284.00 price objective on shares of Oracle in a report on Thursday. Freedom Broker lowered their price objective on Oracle from $210.00 to $205.00 and set a "buy" rating on the stock in a research note on Monday, September 14th. Finally, Argus reaffirmed a "buy" rating and set a $225.00 price objective on shares of Oracle in a report on Monday, September 14th. One research analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $248.75.

Insiders Place Their Bets

In other news, EVP Maria Smith sold 2,631 shares of the stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total value of $399,122.70. Following the sale, the executive vice president directly owned 64,357 shares of the company's stock, valued at approximately $9,762,956.90. This represents a 3.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Stephen H. Rusckowski acquired 25,000 shares of Oracle stock in a transaction that occurred on Tuesday, September 29th. The shares were purchased at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the purchase, the director owned 25,390 shares of the company's stock, valued at $3,538,096.50. This represents a 6,410.26% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 36,075 shares of company stock worth $5,342,123 in the last quarter. 38.40% of the stock is owned by company insiders.

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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