Oracle Corporation $ORCL Stock Purchased by Valley Wealth Managers Inc.

Key Points

• Valley Wealth Managers increased its Oracle stake by 5.2% in the third quarter, adding 7,281 shares and bringing its holdings to 147,787 shares valued at approximately $20.3 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle reported quarterly EPS of $1.92, beating estimates by $0.18, while revenue rose 29.6% year over year to $19.34 billion. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $251.72.
• Insiders sold 36,075 Oracle shares worth about $5.34 million over the past 90 days, including CEO Michael Sicilia’s sale of 22,562 shares under a pre-arranged Rule 10b5-1 plan.

Valley Wealth Managers Inc. lifted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 5.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 147,787 shares of the enterprise software provider's stock after buying an additional 7,281 shares during the quarter. Valley Wealth Managers Inc.'s holdings in Oracle were worth $20,291,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in Oracle by 0.8% during 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 acquiring an additional 123,294 shares in the last quarter. Janus Henderson Group PLC grew its holdings in shares of Oracle by 8.6% during the 4th quarter. Janus Henderson Group PLC now owns 14,539,366 shares of the enterprise software provider's stock worth $2,815,242,000 after acquiring an additional 1,148,698 shares during the period. Bank of New York Mellon Corp raised its position in shares of 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 lifted its stake in shares of Oracle by 1.5% in the 2nd quarter. Amundi now owns 9,878,184 shares of the enterprise software provider's stock valued at $1,447,648,000 after purchasing an additional 144,087 shares during the period. Finally, Dimensional Fund Advisors LP lifted its stake in shares of Oracle by 1.7% in the 1st 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 purchasing an additional 147,048 shares during the period. 42.44% of the stock is owned by institutional investors.

Insider Activity at Oracle

In related news, CEO Michael Sicilia sold 22,562 shares of the business'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 directly owned 182,929 shares in the company, valued at $27,730,207.11. The trade was a 10.98% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Maria Smith sold 2,631 shares of the company's stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total value of $399,122.70. Following the completion of the transaction, the executive vice president directly owned 64,357 shares in the company, valued at $9,762,956.90. This trade represents a 3.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 36,075 shares of company stock valued at $5,342,123 over the last 90 days. Corporate insiders own 38.40% of the company's stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: A bullish analyst view helped support the recovery. Mizuho added Oracle to its top-picks list with a $320 price target, citing strong demand for Oracle Cloud Infrastructure and AI services. Oracle added to Mizuho Top Picks
• Positive Sentiment: Investors continue to point to Oracle’s growing cloud backlog, recent earnings beats and strong infrastructure growth as evidence that the long-term AI opportunity remains intact despite the stock’s decline from its yearly high. Oracle cloud backlog and potential upside
• Positive Sentiment: Oracle is using trucked natural gas to keep data-center construction moving while pipeline infrastructure is delayed, including consideration of the approach for its 2.45-gigawatt New Mexico project. This could reduce schedule risk, though it may raise operating costs. Oracle trucks natural gas to AI data centers
• Neutral Sentiment: Oracle signed a virtual power-purchase agreement for Texas wind power, supporting its goal of investing in more than 1.7 gigawatts of renewable-energy projects. The agreement may improve the company’s energy profile but is unlikely to materially affect near-term earnings. Oracle Texas wind-power agreement
• Negative Sentiment: OpenAI’s reported annualized revenue of roughly $50 billion was below the previously circulated $68 billion figure. Although the difference reportedly reflects measurement and accounting rather than weaker demand, it renewed concerns about Oracle’s exposure to a small number of major AI customers. OpenAI revenue report pressures AI stocks
• Negative Sentiment: Reports that Oracle is pursuing large-scale private financing to buy AI chips have raised concerns about leverage, fixed-margin cloud contracts and the risk of overbuilding capacity. Separately, unusual options activity appeared tilted toward bearish call spreads, while Mar Vista disclosed exiting its Oracle position as the stock’s rally reduced its margin of safety. Oracle AI chip financing

Oracle Price Performance

ORCL opened at $141.56 on Friday. The stock has a 50-day moving average price of $146.35 and a 200-day moving average price of $159.03. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17. The firm has a market cap of $428.03 billion, a PE ratio of 22.19, a P/E/G ratio of 0.96 and a beta of 1.78. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $322.54.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, beating 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 for the quarter was up 29.6% on a year-over-year basis. During the same period in the prior year, the firm posted $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. Sell-side analysts predict that Oracle Corporation will post 6.69 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be issued a dividend of $0.50 per share. The ex-dividend date is Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle's dividend payout ratio is presently 31.35%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. KeyCorp set a $285.00 price target on Oracle in a research note on Friday, September 11th. BNP Paribas Exane raised their price objective on Oracle from $283.00 to $290.00 and gave the company an "outperform" rating in a research report on Friday, June 12th. Citizens Jmp reaffirmed a "market outperform" rating and issued a $285.00 target price on shares of Oracle in a research report on Friday, October 2nd. Jefferies Financial Group reiterated a "buy" rating and issued a $290.00 price target (down from $320.00) on shares of Oracle in a research note on Thursday, September 10th. Finally, Morgan Stanley lifted their price target on shares of Oracle from $207.00 to $210.00 and gave the company an "equal weight" rating in a research report on Friday, September 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $251.72.

About Oracle

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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