Oracle Corporation $ORCL Stock: Hourglass Capital LLC Raises Holdings

Key Points

• Hourglass Capital increased its Oracle position by 12.9% in the third quarter, owning 60,678 shares valued at approximately $8.3 million. Institutional investors and hedge funds collectively hold 42.44% of Oracle’s stock.
• Oracle exceeded quarterly expectations, reporting $1.92 in EPS and $19.34 billion in revenue, with revenue up 29.6% year over year. The company also maintained a $0.50 quarterly dividend, equivalent to a 1.6% annual yield.
• Oracle shares opened at $125.94, well below the 52-week high of $287, while analysts maintained a “Moderate Buy” consensus and an average price target of $248.07. However, executives sold shares under a pre-arranged trading plan, including the CEO’s sale of 22,562 shares.

Hourglass Capital LLC lifted its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 12.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 60,678 shares of the enterprise software provider's stock after acquiring an additional 6,922 shares during the quarter. Oracle accounts for approximately 1.7% of Hourglass Capital LLC's investment portfolio, making the stock its 18th biggest holding. Hourglass Capital LLC's holdings in Oracle were worth $8,331,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Leo Wealth LLC acquired a new position in Oracle in the 3rd quarter worth about $569,000. Apollon Wealth Management LLC grew its holdings in Oracle by 38.3% in the third quarter. Apollon Wealth Management LLC now owns 118,772 shares of the enterprise software provider's stock valued at $16,307,000 after purchasing an additional 32,920 shares during the period. Level Wealth Management LLC grew its holdings in Oracle by 5.2% in the third quarter. Level Wealth Management LLC now owns 3,477 shares of the enterprise software provider's stock valued at $477,000 after purchasing an additional 173 shares during the period. Capelight Capital Asset Management LP purchased a new stake in shares of Oracle in the third quarter valued at approximately $6,453,000. Finally, Nadler Financial Group Inc. increased its position in shares of Oracle by 34.5% in the third quarter. Nadler Financial Group Inc. now owns 21,101 shares of the enterprise software provider's stock valued at $2,897,000 after buying an additional 5,413 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Oracle

In other news, EVP Maria Smith sold 2,631 shares of Oracle stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total transaction of $399,122.70. Following the sale, the executive vice president owned 64,357 shares of the company's stock, valued at approximately $9,762,956.90. The trade was a 3.93% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Michael D. Sicilia sold 22,562 shares of the company's stock in a transaction that occurred on Tuesday, September 22nd. The shares were 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 in the company, valued at $27,730,207.11. This represents a 10.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 36,075 shares of company stock worth $5,342,123 in the last ninety days. 38.40% of the stock is owned by insiders.

Oracle Price Performance

NYSE:ORCL opened at $125.94 on Tuesday. Oracle Corporation has a one year low of $114.50 and a one year high of $287.00. The stock has a market cap of $380.81 billion, a PE ratio of 18.55, a P/E/G ratio of 0.89 and a beta of 1.78. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17. The stock has a 50 day moving average price of $142.90 and a 200 day moving average price of $158.73.

Oracle (NYSE:ORCL - Get Free Report) last issued its 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 during 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 quarterly revenue was up 29.6% on a year-over-year basis. During the same period in the prior year, the business 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. Equities research analysts expect that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Dividend Announcement

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

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on ORCL. BMO Capital Markets reduced their target price on Oracle from $220.00 to $195.00 and set an "outperform" rating for the company in a research note on Friday, September 11th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Oracle in a report on Friday, October 16th. President Capital dropped their target price on shares of Oracle from $360.00 to $300.00 and set an "overweight" rating on the stock in a research report on Tuesday, July 14th. The Goldman Sachs Group dropped their target price on shares of Oracle from $240.00 to $206.00 and set a "buy" rating on the stock in a research report on Friday. Finally, KeyCorp set a $285.00 price target on shares of Oracle in a research report on Friday, September 11th. Thirty-six research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $248.07.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle unveiled a broad portfolio of enterprise AI products at Oracle AI World, including agentic applications for finance, human resources, supply chain, sales and customer service. The offerings are designed to automate complex work while maintaining enterprise controls, potentially strengthening Fusion Cloud adoption and recurring revenue. Oracle Expands AI Software Offerings Ahead of Investor Day
• Positive Sentiment: New capabilities—including Fusion Claw, AI Success Navigator, the Fusion Setup and Configuration Registry, Autonomous AI Lakehouse enhancements and the Deep Trust AI Architecture—could reduce implementation costs, improve data governance and differentiate Oracle’s secure enterprise AI platform. Oracle Announces Deep Trust AI Architecture
• Positive Sentiment: Analysts continue to point to Oracle’s record AI-related backlog and unusually strong cloud growth as potential catalysts. Some commentary suggests the backlog could support substantial long-term upside if Oracle converts bookings into revenue and cash flow. Oracle Could Have a Massive AI Opportunity
• Neutral Sentiment: Reports indicate Nvidia may be helping finance Oracle’s data-center expansion in addition to supplying chips. The arrangement could support Nvidia demand and Oracle’s AI capacity, but it may also increase financial and execution risks for both companies. Nvidia May Be Bankrolling More Than Chips in Oracle’s AI Expansion
• Negative Sentiment: Investors remain concerned that Oracle’s debt-funded AI buildout is producing negative free cash flow, while management has not provided a clear timeline for improvement. The company’s leverage makes successful backlog conversion and disciplined spending increasingly important. Balancing Oracle’s Backlog Against Its Balance Sheet
• Negative Sentiment: ETF net selling and a broader valuation warning—the Buffett Indicator is near a record high—are adding to risk aversion. Oracle has decreased substantially over the past year and remains near its 52-week low as investors question whether AI infrastructure spending represents an opportunity or a value trap. ETFs Are Net Sellers of Oracle

Oracle 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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