Oracle Corporation $ORCL Stock Purchased by Generate Investment Management Ltd

Key Points

• Generate Investment Management increased its Oracle stake by 178.4% in the third quarter, holding 407,314 shares worth approximately $55.9 million. Institutional investors collectively own 42.44% of Oracle.
• Analysts maintain a broadly bullish view, with a consensus “Moderate Buy” rating and an average price target of $251.72, despite several recent target reductions.
• Oracle exceeded quarterly expectations, reporting $1.92 in EPS and $19.34 billion in revenue, while its stock traded at $132.98 and the company announced a quarterly dividend of $0.50 per share.

Generate Investment Management Ltd raised its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 178.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 407,314 shares of the enterprise software provider's stock after acquiring an additional 261,019 shares during the period. Oracle accounts for approximately 2.2% of Generate Investment Management Ltd's portfolio, making the stock its 13th largest position. Generate Investment Management Ltd's holdings in Oracle were worth $55,924,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. MinichMacGregor Wealth Management LLC increased its holdings in shares of Oracle by 15.1% in the 3rd quarter. MinichMacGregor Wealth Management LLC now owns 2,593 shares of the enterprise software provider's stock valued at $356,000 after acquiring an additional 340 shares during the period. First Citizens Bank & Trust Co. grew its stake in shares of Oracle by 10.9% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 103,192 shares of the enterprise software provider's stock valued at $14,168,000 after purchasing an additional 10,164 shares during the last quarter. Focus Financial Network Inc. lifted its holdings in shares of Oracle by 3.3% during the third quarter. Focus Financial Network Inc. now owns 8,753 shares of the enterprise software provider's stock worth $1,202,000 after purchasing an additional 281 shares during the period. Q Fund Management Hong Kong Ltd purchased a new position in Oracle in the 3rd quarter valued at $475,000. Finally, XY Planning Network Inc. increased its stake in Oracle by 9.0% in the 3rd quarter. XY Planning Network Inc. now owns 3,127 shares of the enterprise software provider's stock valued at $429,000 after buying an additional 259 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on ORCL shares. Jefferies Financial Group restated a "buy" rating and issued a $290.00 target price (down from $320.00) on shares of Oracle in a research note on Thursday, September 10th. UBS Group boosted their price target on shares of Oracle from $245.00 to $250.00 and gave the stock a "buy" rating in a research note on Friday, September 11th. DA Davidson reiterated a "buy" rating and set a $225.00 price target on shares of Oracle in a research note on Friday, September 11th. Freedom Broker cut their price target on shares of Oracle from $210.00 to $205.00 and set a "buy" rating for the company in a report on Monday, September 14th. Finally, President Capital reduced their price objective on shares of Oracle from $360.00 to $300.00 and set an "overweight" rating for the company in a research report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $251.72.

Oracle Price Performance

Oracle stock traded down $10.22 during midday trading on Wednesday, reaching $132.98. The company's stock had a trading volume of 28,638,973 shares, compared to its average volume of 29,330,664. The firm has a market capitalization of $402.11 billion, a PE ratio of 20.86, a P/E/G ratio of 0.97 and a beta of 1.78. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $322.54. The stock's 50 day simple moving average is $146.20 and its 200 day simple moving average is $158.98. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17.

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 for the quarter, topping analysts' consensus estimates of $1.74 by $0.18. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The business had revenue of $19.34 billion for the quarter, compared to analysts' expectations of $19.13 billion. During the same period in the prior year, the company posted $1.47 EPS. The business's revenue for the quarter 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. On average, equities research analysts forecast that Oracle Corporation will post 6.69 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 23rd. Investors of record on Friday, October 9th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.5%. Oracle's payout ratio is currently 31.35%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Mizuho reaffirmed its $320 price target and “Outperform” rating, indicating substantial long-term upside if Oracle successfully scales its cloud and AI infrastructure business. Wall Street analyst updates Oracle stock price target
• Positive Sentiment: Oracle continues to benefit from expectations for strong AI-driven cloud growth, and Zacks’ growth-oriented analysis highlights the company’s expansion potential and earnings outlook. Why Oracle is a strong growth stock
• Positive Sentiment: Board member Stephen Rusckowski reportedly purchased approximately $3.48 million of Oracle stock, a potential signal that an insider views the selloff as an opportunity. Oracle insider trading alert
• Neutral Sentiment: Oracle is urging regulators to expedite approval of the Green Chile natural-gas pipeline needed for its New Mexico Project Jupiter data center. Approval would support the project, but the request underscores infrastructure and timing dependencies. Oracle urges FERC to expedite New Mexico gas pipeline
• Negative Sentiment: Investors are questioning Oracle’s AI spending and balance-sheet risk, particularly in a weaker environment for heavily leveraged AI infrastructure providers. Concerns about financing costs and the need to prioritize cash generation are outweighing bullish analyst recommendations. Oracle faces AI balance sheet risk warning
• Negative Sentiment: Reports that OpenAI’s revenue run rate may be below earlier expectations have raised questions about demand supporting Oracle’s reported multibillion-dollar AI-computing commitments. OpenAI revenue concerns
• Negative Sentiment: A law firm is investigating potential customer claims related to an Oracle Health data breach, creating additional legal, privacy and reputational risk. Oracle Health data breach investigation

Insider Buying and Selling

In other Oracle 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 completion of the transaction, the executive vice president directly owned 64,357 shares of the company's stock, valued at approximately $9,762,956.90. This trade represents a 3.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Stephen H. Rusckowski bought 25,000 shares of the company's stock in a transaction on Tuesday, September 29th. The stock was bought at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the acquisition, 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. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, 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 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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