Oracle Corporation $ORCL Stock Sold by Bahl & Gaynor LLC

Key Points

• Bahl & Gaynor cut its Oracle stake by 15.8% in the third quarter, selling 4,704 shares and retaining 25,129 shares valued at about $3.45 million.
• Oracle beat quarterly earnings and revenue estimates, reporting EPS of $1.92 and revenue of $19.34 billion; revenue rose 29.6% year over year.
• Insider activity was mixed: CEO Michael Sicilia sold 22,562 shares under a pre-arranged trading plan, while Director Stephen Rusckowski bought 25,000 shares. Analysts’ consensus rating was “Moderate Buy,” with a $249.27 average target price.

Bahl & Gaynor LLC cut its position in Oracle Corporation (NYSE:ORCL - Free Report) by 15.8% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 25,129 shares of the enterprise software provider's stock after selling 4,704 shares during the quarter. Bahl & Gaynor LLC's holdings in Oracle were worth $3,450,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ORCL. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Oracle during the second quarter valued at about $625,454,000. Edmond DE Rothschild Holding S.A. increased its position in shares of Oracle by 8.7% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider's stock worth $11,579,000 after acquiring an additional 6,296 shares in the last quarter. Generate Investment Management Ltd increased its position in shares of Oracle by 178.4% in the third quarter. Generate Investment Management Ltd now owns 407,314 shares of the enterprise software provider's stock worth $55,924,000 after acquiring an additional 261,019 shares in the last quarter. Sawyer & Company Inc acquired a new stake in shares of Oracle during the third quarter valued at approximately $8,243,000. Finally, Verus Wealth Management LLC acquired a new stake in shares of Oracle during the third quarter valued at approximately $1,365,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO Michael D. Sicilia sold 22,562 shares of Oracle stock in a transaction dated 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 approximately $27,730,207.11. The trade was a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen H. Rusckowski acquired 25,000 shares of the business's stock in a transaction that occurred on Tuesday, September 29th. The shares were acquired at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the transaction, the director directly owned 25,390 shares in the company, valued at $3,538,096.50. The trade was a 6,410.26% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold 36,075 shares of company stock worth $5,342,123 in the last quarter. 38.40% of the stock is currently owned by company insiders.

Oracle Price Performance

ORCL opened at $128.46 on Thursday. The stock has a market cap of $388.42 billion, a price-to-earnings ratio of 20.13, a PEG ratio of 0.83 and a beta of 1.79. Oracle Corporation has a 1 year low of $109.21 and a 1 year high of $250.25. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. The stock has a fifty day moving average price of $137.60 and a 200 day moving average price of $154.59.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 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 analyst estimates of $19.13 billion. During the same quarter in the prior year, the business posted $1.47 EPS. Oracle'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. Analysts forecast that Oracle Corporation will post 6.71 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, October 23rd. Investors of record on Friday, October 9th were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.6%. The ex-dividend date was Friday, October 9th. Oracle's dividend payout ratio (DPR) is 31.35%.

Wall Street Analysts Forecast Growth

ORCL has been the subject of a number of recent analyst reports. HC Wainwright initiated coverage on shares of Oracle in a research note on Monday, November 2nd. They issued a "buy" rating for the company. Scotiabank reissued a "sector outperform" rating and set a $205.00 target price on shares of Oracle in a research note on Thursday, October 29th. Morgan Stanley downgraded shares of Oracle from a "positive" rating to an "underweight" rating in a research note on Monday, November 2nd. BMO Capital Markets reduced their target price on Oracle from $220.00 to $195.00 and set an "outperform" rating for the company in a report on Friday, September 11th. Finally, Yorkville Ives began coverage on Oracle in a research report on Wednesday, October 7th. They issued an "in-line" rating and a $155.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and a consensus price target of $249.27.

Oracle News Roundup

These are some of the ORCL news items that stood out recently:

• Positive Sentiment: Analysts see Oracle as better positioned for potential data-center restrictions. Mizuho said Oracle’s five largest data-center sites are already under construction, potentially reducing its exposure to new limits on building. Oracle’s CFO also said the company plans to add 7 gigawatts of data-center capacity. Oracle Stock Just Surged After CoreWeave Earnings
• Positive Sentiment: Management outlined a path to stronger cash generation. CFO Hilary Maxson said Oracle expects to become cash-flow positive in the second half of fiscal 2028 and generate more than $30 billion in free cash flow in fiscal 2029, with the outlook depending partly on capital spending peaking. Oracle CFO Promises More Than $30 Billion in Free Cash Flow
• Negative Sentiment: Financing and contract risks have not disappeared. Reports cited borrowing costs as high as 8.65% on new notes, while Oracle recently lost a reported Tencent deal and a Microsoft contract. These developments underscore execution and funding risks around its large AI infrastructure investment. Oracle Shares Climb as CoreWeave Funding Reset Eases AI Debt Fears

Oracle Profile

Oracle Corporation is a technology company that develops and provides database software, cloud services, and enterprise applications. Its products help organizations manage data, run business operations, and build and deploy applications. Oracle's offerings include Oracle Database, Oracle Cloud Infrastructure, and cloud-based applications for functions such as finance, human resources, supply chain management, and customer experience. The company also provides software support, consulting, and related services.

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