Oracle Corporation $ORCL Stock Sold by Choreo LLC

Key Points

• Choreo LLC reduced its Oracle stake by 7.3% in the third quarter, selling 5,984 shares and retaining 76,059 shares worth approximately $10.4 million. Hedge funds and other institutional investors own 42.44% of Oracle.
• Oracle’s long-term outlook remains bullish, with management targeting at least $225 billion in fiscal 2030 revenue and citing strong AI bookings and cloud-backlog growth. Analysts maintain a “Moderate Buy” consensus, with an average price target of $248.41.
• Investors remain concerned about Oracle’s AI-related spending, negative free cash flow and leverage, including a debt-to-equity ratio of 1.89. The stock opened at $130.50, well below its 52-week high of $265.81.

Choreo LLC trimmed its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 7.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,059 shares of the enterprise software provider's stock after selling 5,984 shares during the period. Choreo LLC's holdings in Oracle were worth $10,443,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently bought and sold shares of ORCL. Bank of New York Mellon Corp purchased a new position in shares of Oracle during the 2nd quarter worth about $1,911,930,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Oracle in the 2nd quarter worth about $625,454,000. Corient Private Wealth LP purchased a new stake in Oracle in the 2nd quarter worth about $186,175,000. First Trust Advisors LP lifted its stake in Oracle by 23.3% in the first quarter. First Trust Advisors LP now owns 3,633,070 shares of the enterprise software provider's stock worth $534,461,000 after purchasing an additional 685,570 shares during the last quarter. Finally, Public Employees Retirement System of Ohio bought a new stake in Oracle in the second quarter worth about $94,955,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s investor-day outlook remains the main bullish catalyst. Management is targeting at least $225 billion in fiscal 2030 revenue, approximately $21 in fiscal 2030 EPS, and $30 billion in free cash flow by fiscal 2029. The company also reported exceptionally strong AI bookings and cloud backlog growth, suggesting demand for its AI infrastructure remains robust. Oracle Stock Forecast – Analysts React to Strong FY30 Outlook
• Positive Sentiment: Oracle pledged to limit additional capital-market funding to approximately $20 billion through fiscal 2030, addressing concerns that its data-center expansion could require unrestrained borrowing and share issuance. Analysts including Bank of America, TD Cowen, and Piper Sandler have maintained bullish ratings and substantial price targets. Oracle Analyst Day Eases Funding Concerns
• Neutral Sentiment: Fiscal 2027 guidance calls for $8.10 EPS, ahead of the $7.86 consensus, but the $90 billion revenue forecast is slightly below the $90.4 billion analyst estimate. This leaves investors focused on whether AI bookings convert into reported revenue and cash flow over the next two quarters. Oracle Just Told Investors What Many Already Knew
• Negative Sentiment: Oracle’s AI expansion has produced deeply negative free cash flow and required roughly $48 billion of debt and equity funding in fiscal 2026. Investors remain skeptical that the projected cash-flow turnaround will arrive quickly enough, particularly given Oracle’s debt-to-equity ratio of 1.89. Oracle Caps New Capital Raising
• Negative Sentiment: Broader technology weakness and concerns about lower-than-expected big-tech capital spending have pressured AI infrastructure stocks. Microsoft CEO Satya Nadella’s criticism of businesses dependent on leasing AI capacity to a small number of customers also raised questions about Oracle’s customer concentration and infrastructure economics. Satya Nadella Criticizes AI Capacity Rental Models

Insider Transactions at Oracle

In other news, Director Stephen Rusckowski purchased 25,000 shares of the company's stock in a transaction dated Tuesday, September 29th. The shares were acquired at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Michael Sicilia sold 22,562 shares of the firm's stock in a transaction 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 transaction, the chief executive officer owned 182,929 shares in the company, valued at approximately $27,730,207.11. This represents a 10.98% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 36,075 shares of company stock valued at $5,342,123. 38.40% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on ORCL shares. Guggenheim reaffirmed a "buy" rating on shares of Oracle in a research note on Thursday. TD Cowen reissued a "buy" rating and set a $240.00 price target on shares of Oracle in a research note on Thursday. The Goldman Sachs Group dropped their price objective on Oracle from $240.00 to $206.00 and set a "buy" rating for the company in a report on Friday, October 23rd. Rothschild & Co Redburn cut their price objective on Oracle from $155.00 to $110.00 and set a "sell" rating on the stock in a research report on Monday, July 20th. Finally, DA Davidson reiterated a "buy" rating and issued a $225.00 target price on shares of Oracle in a research note on Friday, September 11th. Thirty-six equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $248.41.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $130.50 on Friday. The firm has a market cap of $394.60 billion, a PE ratio of 20.52, a price-to-earnings-growth ratio of 0.99 and a beta of 1.78. The firm's 50 day simple moving average is $141.81 and its 200-day simple moving average is $157.19. Oracle Corporation has a one year low of $114.50 and a one year high of $265.81. 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 announced its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.74 by $0.18. The firm had revenue of $19.34 billion during the quarter, compared to analyst estimates of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%. Oracle's quarterly revenue was up 29.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $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. As a group, equities analysts predict that Oracle Corporation will post 6.72 EPS for the current year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, October 23rd. Stockholders of record on Friday, October 9th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.5%. Oracle's dividend payout ratio is presently 31.35%.

Oracle Company 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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