Oracle Corporation $ORCL Stock Position Increased by MBL Wealth LLC

Key Points

• MBL Wealth increased its Oracle position by 81.8% in the third quarter, ending with 16,784 shares valued at approximately $2.3 million. Other institutional investors also added to or initiated positions, with institutions collectively owning 42.44% of Oracle.
• Oracle shares opened at $125.35 and were down 2.9%, trading well below their 50-day and 200-day moving averages. Despite the weakness, analysts maintain a “Moderate Buy” consensus with an average price target of $249.52.
• Oracle reported quarterly EPS of $1.92 versus expectations of $1.74, while revenue rose 29.6% year over year to $19.34 billion. The company also declared a quarterly dividend of $0.50 per share, equivalent to a 1.6% annual yield.

MBL Wealth LLC lifted its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 81.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,784 shares of the enterprise software provider's stock after buying an additional 7,551 shares during the quarter. MBL Wealth LLC's holdings in Oracle were worth $2,304,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. North Point Portfolio Managers Corp OH acquired a new stake in Oracle in the 3rd quarter valued at $27,000. Maseco LLP purchased a new stake in Oracle in the 1st quarter worth $29,000. Persistent Asset Partners Ltd acquired a new position in Oracle during the second quarter worth $29,000. Strengthening Families & Communities LLC lifted its holdings in Oracle by 231.3% during the third quarter. Strengthening Families & Communities LLC now owns 222 shares of the enterprise software provider's stock valued at $30,000 after purchasing an additional 155 shares in the last quarter. Finally, Markowski Investments purchased a new position in Oracle during the second quarter valued at $32,000. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Trading Down 2.9%

Shares of ORCL stock opened at $125.35 on Friday. The stock's fifty day moving average is $143.55 and its two-hundred day moving average is $158.29. 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 firm has a market capitalization of $379.02 billion, a P/E ratio of 19.65, a PEG ratio of 0.91 and a beta of 1.78. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $287.19.

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

Oracle Announces Dividend

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

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts see significant upside. Cantor Fitzgerald reaffirmed its Overweight rating and $284 price target, implying substantial potential appreciation from current levels. Evercore ISI also reportedly believes concerns about Oracle’s debt and growth outlook may be excessive. Oracle stock falls 4 percent: why this analyst sees a 120 percent upside
• Positive Sentiment: Investor Day could support the growth narrative. RBC expects Oracle to discuss its Oracle Cloud Infrastructure capacity ramp and applications growth, potentially providing more visibility into demand, backlog conversion, and future revenue expansion. Oracle Investor Day to Focus on OCI Capacity Ramp and Applications Growth
• Positive Sentiment: New AI and cloud offerings broaden Oracle’s opportunity. Oracle introduced Fusion Claw agentic HR applications and a no-code/low-code AI Agent Studio for industry-specific workflows. New customer and partner deployments could strengthen its applications business and help monetize its AI strategy. Oracle AI Agent Studio for Industry Applications
• Neutral Sentiment: Financing remains a key swing factor. Reports suggest Oracle may receive support from suppliers such as Nvidia as it finances data-center construction, but investors remain focused on high bond yields, elevated leverage, and whether the company can convert its large cloud backlog into sustainable cash flow. TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
• Negative Sentiment: AI spending and balance-sheet concerns are driving the weakness. Oracle is reportedly spending more on infrastructure than it generates in free cash flow, while its debt load and borrowing costs raise questions about returns on the buildout. The risk is particularly concerning because the company’s credit rating is only modestly above junk status. Oracle: Bond Yields Near 9 Percent

Analysts Set New Price Targets

Several analysts have recently issued reports on ORCL shares. Weiss Ratings reiterated a "hold (c)" rating on shares of Oracle in a research report on Friday, October 16th. Royal Bank Of Canada reduced their price target on shares of Oracle from $190.00 to $165.00 and set a "sector perform" rating for the company in a research report on Friday, September 11th. Stephens reaffirmed an "equal weight" rating and issued a $175.00 price target on shares of Oracle in a research note on Friday, September 11th. Citizens Jmp reiterated a "market outperform" rating and issued a $285.00 price objective on shares of Oracle in a report on Friday, October 2nd. Finally, President Capital lowered their price objective on Oracle from $360.00 to $300.00 and set an "overweight" rating on the stock in a report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $249.52.

Insider Transactions at Oracle

In related news, EVP Maria Smith sold 2,631 shares of the business's stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total transaction of $399,122.70. Following the transaction, the executive vice president directly owned 64,357 shares in the company, valued at approximately $9,762,956.90. The trade was a 3.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Michael Sicilia sold 22,562 shares of the business's stock in a transaction dated Tuesday, September 22nd. The stock was sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the transaction, the chief executive officer owned 182,929 shares in the company, valued at $27,730,207.11. The trade was 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. Over the last three months, insiders have sold 36,075 shares of company stock valued at $5,342,123. Corporate insiders own 38.40% of the company's stock.

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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