Oracle Corporation $ORCL Stock: Simplicity Wealth LLC Raises Holdings

Key Points

• Simplicity Wealth LLC increased its Oracle position by 9.8% in the third quarter, owning 55,512 shares valued at approximately $7.6 million. Institutional investors collectively hold 42.44% of Oracle’s stock.
• Oracle’s AI and cloud growth outlook is supported by a $1 billion partner investment, continued Oracle Cloud Infrastructure demand from TikTok, and a reported backlog of roughly $664 billion. However, investors remain concerned about heavy AI infrastructure spending, negative free cash flow and rising borrowing costs.
• Analysts maintain a broadly positive view, with Oracle carrying a “Moderate Buy” consensus rating and an average price target of $248.75. The stock recently traded near $126, while the company reported quarterly revenue growth of 29.6% and earnings that exceeded expectations.

Simplicity Wealth LLC grew its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 9.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 55,512 shares of the enterprise software provider's stock after buying an additional 4,966 shares during the quarter. Simplicity Wealth LLC's holdings in Oracle were worth $7,622,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in ORCL. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of 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 purchasing an additional 123,294 shares in the last quarter. Bank of New York Mellon Corp increased its stake in Oracle by 3.0% during the first quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider's stock valued at $1,949,363,000 after acquiring an additional 384,984 shares during the period. Amundi raised 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 valued at $1,447,648,000 after purchasing an additional 144,087 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of Oracle by 1.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider's stock worth $1,262,827,000 after acquiring an additional 147,048 shares during the period. Finally, First Eagle Investment Management LLC lifted its stake in Oracle by 1.0% during the second 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 during the period. Institutional investors own 42.44% of the company's stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle committed $1 billion over four years to its partner ecosystem, offering incentives, expertise and resources to expand AI-driven modernization projects. The investment could help generate additional cloud demand and broaden Oracle’s sales reach. Oracle Announces $1 Billion Investment to Accelerate Partner Growth and AI-Driven Modernization for Customers
• Positive Sentiment: TikTok’s U.S. operation is seeking multiple gigawatts of computing capacity and said Oracle Cloud Infrastructure will remain its primary U.S. provider. A large, continuing commitment from TikTok would support Oracle’s AI infrastructure utilization and cloud revenue outlook. TikTok U.S. hunts for multiple gigawatts of computing capacity
• Positive Sentiment: Analysts continue to identify significant upside if Oracle converts its roughly $664 billion backlog into revenue and earnings. Cantor Fitzgerald maintained an Overweight rating with a $284 target, while Erste Group modestly raised its FY2028 EPS estimate to $9.32. Could Oracle Actually Achieve 120% Upside?
• Neutral Sentiment: Oracle expanded its Marketplace with broader use of Universal Credits, new co-selling tools and additional purchasing options. The changes should make it easier for partners to sell through Oracle, although the financial impact will depend on adoption. Oracle Expands Marketplace to Unlock New Partner Growth Opportunities
• Neutral Sentiment: Oracle’s October 28 Investor Day is expected to provide more detail on OCI capacity expansion, applications growth, capital spending and financing. The event could be an important catalyst for the stock.
• Negative Sentiment: Investors remain concerned that Oracle is spending heavily on AI data centers while free cash flow is negative and borrowing costs are elevated. Reports that Oracle’s bond yields are approaching 9% have intensified fears that future AI growth may require expensive debt, equity issuance or customer prepayments. Oracle: Bond Yields Near 9%
• Negative Sentiment: Wedbush analyst Dan Ives described the current AI-related selloff as “SaaS Apocalypse 2.0” and said Oracle is in “the toughest spot,” reflecting market anxiety over valuation, execution and the profitability of its AI infrastructure buildout. Dan Ives Calls AI Sell-Off SaaS Apocalypse 2.0

Insider Activity

In related news, CEO Michael D. Sicilia sold 22,562 shares of the stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $151.59, for a total value of $3,420,173.58. Following the transaction, the chief executive officer directly owned 182,929 shares in the company, valued at $27,730,207.11. This trade represents a 10.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Maria Smith sold 2,631 shares of Oracle 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 transaction, the executive vice president owned 64,357 shares of the company's stock, valued at $9,762,956.90. This trade represents a 3.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 36,075 shares of company stock worth $5,342,123 in the last quarter. 38.40% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

ORCL has been the topic of several research analyst reports. The Goldman Sachs Group decreased their price objective on shares of Oracle from $240.00 to $206.00 and set a "buy" rating on the stock in a research note on Friday. BMO Capital Markets dropped their price objective on Oracle from $220.00 to $195.00 and set an "outperform" rating for the company in a report on Friday, September 11th. Guggenheim reiterated a "buy" rating and set a $400.00 price objective (up from $375.00) on shares of Oracle in a report on Tuesday, September 8th. Scotiabank reduced their price target on Oracle from $241.00 to $215.00 and set a "sector outperform" rating for the company in a research report on Wednesday, September 9th. Finally, Argus reissued a "buy" rating and issued a $225.00 target price on shares of Oracle in a research note on Monday, September 14th. One investment 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 assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Oracle currently has a consensus rating of "Moderate Buy" and an average target price of $248.75.

Oracle Trading Up 0.4%

Shares of ORCL stock opened at $126.10 on Friday. The company has a market cap of $381.31 billion, a PE ratio of 19.77, 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's fifty day moving average price is $143.07 and its two-hundred day moving average price is $158.06. 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 posted its 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. The firm had revenue of $19.34 billion for the quarter, compared to analysts' expectations of $19.13 billion. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The company's revenue was up 29.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.47 earnings per share. 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 analysts predict that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Announces Dividend

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

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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