Oracle Corporation $ORCL Stock Holdings Reduced by Canandaigua National Bank & Trust Co.

Key Points

• Canandaigua National Bank & Trust Co. cut its Oracle stake by 7.7% in the third quarter, selling 5,290 shares and retaining 63,820 shares valued at approximately $8.76 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle insiders sold 36,075 shares worth about $5.34 million over the past 90 days, including significant sales by CEO Michael D. Sicilia and EVP Maria Smith under a Rule 10b5-1 trading plan.
• Despite the selling, Oracle reported quarterly earnings and revenue above analyst expectations, raised its dividend to an annualized $2.00 per share, and maintained a “Moderate Buy” consensus rating with an average price target of $251.72.

Canandaigua National Bank & Trust Co. lowered its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 7.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 63,820 shares of the enterprise software provider's stock after selling 5,290 shares during the quarter. Oracle makes up 0.8% of Canandaigua National Bank & Trust Co.'s portfolio, making the stock its 27th biggest position. Canandaigua National Bank & Trust Co.'s holdings in Oracle were worth $8,762,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Basso Capital Management L.P. purchased a new stake in Oracle during the fourth quarter worth $29,000. Maseco LLP bought a new position in shares of Oracle in the 1st quarter worth $29,000. Persistent Asset Partners Ltd purchased a new stake in shares of Oracle during the 2nd quarter worth $29,000. North Point Portfolio Managers Corp OH purchased a new position in Oracle in the third quarter valued at about $27,000. Finally, Markowski Investments purchased a new position in Oracle in the second quarter valued at about $32,000. 42.44% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, EVP Maria Smith sold 2,631 shares of the 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 approximately $9,762,956.90. This represents a 3.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Michael D. Sicilia sold 22,562 shares of the firm's stock in a transaction dated Tuesday, September 22nd. The stock was sold at an average price of $151.59, for a total value of $3,420,173.58. Following the completion of the transaction, the chief executive officer owned 182,929 shares of the company's stock, valued at approximately $27,730,207.11. The trade was a 10.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 36,075 shares of company stock worth $5,342,123 in the last 90 days. Insiders own 38.40% of the company's stock.

Oracle Stock Performance

Shares of Oracle stock traded down $0.99 during midday trading on Wednesday, hitting $143.78. The company had a trading volume of 15,693,199 shares, compared to its average volume of 29,352,422. The company has a fifty day simple moving average of $145.44 and a 200 day simple moving average of $159.34. The stock has a market cap of $434.77 billion, a price-to-earnings ratio of 22.54, a PEG ratio of 1.01 and a beta of 1.78. The company has a quick ratio of 1.17, a current 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 $322.54.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, topping the consensus estimate of $1.74 by $0.18. The company 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%. Oracle's revenue was up 29.6% compared to the same quarter last year. During the same quarter in the previous 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. As a group, analysts predict that Oracle Corporation will post 6.69 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Investors of record on Friday, October 9th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, October 9th. Oracle's dividend payout ratio is presently 31.35%.

Analyst Ratings Changes

Several analysts have commented on the stock. The Goldman Sachs Group reissued a "buy" rating and set a $240.00 price target (up from $239.00) on shares of Oracle in a research report on Monday, September 14th. Bank of America boosted their price objective on shares of Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a research note on Tuesday, June 9th. Piper Sandler increased their target price on shares of Oracle from $210.00 to $225.00 and gave the company an "overweight" rating in a research report on Thursday, June 11th. Stephens restated an "equal weight" rating and issued a $175.00 target price on shares of Oracle in a research note on Friday, September 11th. Finally, Jefferies Financial Group reaffirmed a "buy" rating and issued a $290.00 price target (down from $320.00) on shares of Oracle in a report on Thursday, September 10th. One analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $251.72.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud infrastructure business is growing faster than Amazon Web Services, and analysts see accelerating earnings driven by AI demand. However, Oracle still trails AWS substantially in revenue, making execution and data-center capacity key to closing the gap. Cloud 2027: Can Oracle’s Fastest-Growing Engine Bridge the AWS Gap?
• Positive Sentiment: Oracle reportedly has a cloud backlog of roughly $664 billion, while commentary from investors and analysts characterizes the recent pullback as a potential buying opportunity. A reported deal involving 100,000 AI chips and renewed OpenAI-related demand further support the bullish AI-cloud thesis. High-Beta AI Play: Cerity Partners’ Jim Lebenthal Views Oracle Pullback as Buying Opportunity
• Positive Sentiment: Director Stephen Rusckowski purchased nearly $3.5 million of Oracle stock, providing an insider vote of confidence as the company invests heavily in AI infrastructure. Oracle Got a $3.5 Million Insider Vote of Confidence
• Neutral Sentiment: Oracle signed a virtual power purchase agreement for most of the output of Scout Clean Energy’s 300-megawatt Ranchero Wind Farm in Texas. The agreement supports Oracle’s renewable-energy and data-center strategy but may not materially affect near-term earnings. Scout Clean Energy Announces PPA with Oracle for Texas Wind Energy Farm
• Negative Sentiment: Oracle, Broadcom and SpaceX are reportedly seeking debt financing worth tens of billions of dollars each to fund AI chips. Additional borrowing could accelerate growth, but it also raises leverage, interest expense and financing risk; Oracle already has a debt-to-equity ratio of 1.89. Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals To Pay for AI Chips
• Negative Sentiment: A Texas attorney general disclosure reportedly linked a 2025 breach of Oracle’s healthcare unit to personal information belonging to nearly 20 million people, including sensitive medical data and Social Security numbers. Potential legal, remediation and reputational costs are an additional overhang. Oracle 2025 Health Breach Compromised Data of 20 Million People
• Negative Sentiment: Investors remain concerned about heavy infrastructure spending, elevated leverage, possible delays to Project Jupiter’s power supply and speculation about additional layoffs. These issues could pressure margins and slow Oracle’s ability to convert its large backlog into profitable growth. Oracle Layoffs Returning in December?

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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