Oracle Corporation $ORCL Stock: Investment Partners LTD. Boosts Holdings

Key Points

• Investment Partners LTD. increased its Oracle stake by 42% in the third quarter, bringing its holdings to 21,824 shares valued at approximately $3.0 million. Institutional investors collectively own 42.44% of Oracle.
• Analysts maintain a generally positive outlook, with Oracle receiving a consensus rating of “Moderate Buy” and an average price target of $248.41, despite some recent target reductions.
• Oracle reported quarterly revenue growth of 29.6% and beat earnings estimates, but its stock has fallen to $130.50 from a 52-week high of $265.81. Investors remain focused on whether strong AI demand can translate into improved cash flow amid high debt and funding needs.

Investment Partners LTD. grew its position in Oracle Corporation (NYSE:ORCL - Free Report) by 42.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 21,824 shares of the enterprise software provider's stock after purchasing an additional 6,452 shares during the period. Investment Partners LTD.'s holdings in Oracle were worth $2,996,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the business. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of Oracle by 0.8% in the 2nd 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 valued at $2,151,395,000 after purchasing an additional 123,294 shares during the period. Bank of New York Mellon Corp increased its holdings in Oracle by 3.0% in the 1st quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider's stock worth $1,949,363,000 after acquiring an additional 384,984 shares in the last quarter. Amundi boosted its stake in shares of Oracle by 1.5% in the second quarter. Amundi now owns 9,878,184 shares of the enterprise software provider's stock worth $1,447,648,000 after acquiring an additional 144,087 shares during the last quarter. Dimensional Fund Advisors LP raised its position in shares of Oracle by 1.7% in the first 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 lifted its stake 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 worth $1,248,148,000 after purchasing an additional 81,700 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on ORCL shares. Argus reissued a "buy" rating and issued a $225.00 price objective on shares of Oracle in a report on Monday, September 14th. CLSA assumed coverage on Oracle in a research note on Monday, July 20th. They issued a "hold" rating and a $145.00 price target on the stock. TD Cowen reiterated a "buy" rating and set a $240.00 price target on shares of Oracle in a report on Thursday. Wells Fargo & Company cut their price objective on Oracle from $280.00 to $250.00 and set an "overweight" rating for the company in a research report on Monday, October 26th. Finally, Robert W. Baird set a $215.00 price objective on shares of Oracle in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Oracle presently has a consensus rating of "Moderate Buy" and a consensus price target of $248.41.

Insider Activity

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

Oracle Price Performance

Oracle stock opened at $130.50 on Friday. 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 business has a fifty day moving average of $141.81 and a two-hundred day moving average of $157.19. Oracle Corporation has a one year low of $114.50 and a one year high of $265.81. The company has a market cap of $394.60 billion, a P/E ratio of 20.45, a price-to-earnings-growth ratio of 0.92 and a beta of 1.78.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.74 by $0.18. The company had revenue of $19.34 billion during 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 period last 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 6.72 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, October 23rd. Shareholders of record on Friday, October 9th were given a dividend of $0.50 per share. The ex-dividend date was Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.5%. Oracle's payout ratio is presently 31.35%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s investor-day outlook remains the main bullish catalyst. Management is targeting at least $225 billion in fiscal 2030 revenue, approximately $21 in fiscal 2030 EPS, and $30 billion in free cash flow by fiscal 2029. The company also reported exceptionally strong AI bookings and cloud backlog growth, suggesting demand for its AI infrastructure remains robust. Oracle Stock Forecast – Analysts React to Strong FY30 Outlook
• Positive Sentiment: Oracle pledged to limit additional capital-market funding to approximately $20 billion through fiscal 2030, addressing concerns that its data-center expansion could require unrestrained borrowing and share issuance. Analysts including Bank of America, TD Cowen, and Piper Sandler have maintained bullish ratings and substantial price targets. Oracle Analyst Day Eases Funding Concerns
• Neutral Sentiment: Fiscal 2027 guidance calls for $8.10 EPS, ahead of the $7.86 consensus, but the $90 billion revenue forecast is slightly below the $90.4 billion analyst estimate. This leaves investors focused on whether AI bookings convert into reported revenue and cash flow over the next two quarters. Oracle Just Told Investors What Many Already Knew
• Negative Sentiment: Oracle’s AI expansion has produced deeply negative free cash flow and required roughly $48 billion of debt and equity funding in fiscal 2026. Investors remain skeptical that the projected cash-flow turnaround will arrive quickly enough, particularly given Oracle’s debt-to-equity ratio of 1.89. Oracle Caps New Capital Raising
• Negative Sentiment: Broader technology weakness and concerns about lower-than-expected big-tech capital spending have pressured AI infrastructure stocks. Microsoft CEO Satya Nadella’s criticism of businesses dependent on leasing AI capacity to a small number of customers also raised questions about Oracle’s customer concentration and infrastructure economics. Satya Nadella Criticizes AI Capacity Rental Models

About Oracle

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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