Oracle Corporation $ORCL Stock Sold by Founders Financial Securities LLC

Key Points

• Founders Financial Securities LLC cut its Oracle stake by 68.4% in the third quarter, selling 7,876 shares and retaining 3,646 shares valued at approximately $501,000. Institutional investors and hedge funds collectively own 42.44% of Oracle.
• Oracle’s long-term outlook remains supported by strong AI bookings and cloud demand, with management targeting at least $225 billion in fiscal 2030 revenue and approximately $21 in fiscal 2030 EPS. However, significant AI-related spending, debt financing and negative free cash flow continue to concern investors.
• Analysts maintain a generally positive view, with Oracle carrying a consensus “Moderate Buy” rating and an average price target of $248.41, despite some firms lowering targets. The stock recently traded at $130.50, well below its 52-week high of $265.81.

Founders Financial Securities LLC lessened its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 68.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,646 shares of the enterprise software provider's stock after selling 7,876 shares during the quarter. Founders Financial Securities LLC's holdings in Oracle were worth $501,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Sherman Asset Management Inc. boosted its position in shares of Oracle by 5.5% during the 1st quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider's stock worth $155,000 after purchasing an additional 55 shares during the period. Gould Asset Management LLC CA raised its position in Oracle by 2.0% in the first quarter. Gould Asset Management LLC CA now owns 3,172 shares of the enterprise software provider's stock valued at $467,000 after purchasing an additional 62 shares during the period. One Charles Private Wealth Services LLC raised its position in Oracle by 1.6% in the first quarter. One Charles Private Wealth Services LLC now owns 3,859 shares of the enterprise software provider's stock valued at $568,000 after purchasing an additional 62 shares during the period. Main Street Group LTD raised its position in Oracle by 3.9% in the first quarter. Main Street Group LTD now owns 1,662 shares of the enterprise software provider's stock valued at $245,000 after purchasing an additional 63 shares during the period. Finally, Capstone Financial Advisors Inc. lifted its stake in Oracle by 3.6% during the second quarter. Capstone Financial Advisors Inc. now owns 1,809 shares of the enterprise software provider's stock worth $265,000 after purchasing an additional 63 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting 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

Wall Street Analyst Weigh In

Several research firms have recently commented on ORCL. Citizens Jmp restated a "market outperform" rating and set a $285.00 price target on shares of Oracle in a research report on Friday, October 2nd. JPMorgan Chase & Co. reiterated a "buy" rating on shares of Oracle in a report on Thursday, September 10th. Royal Bank Of Canada cut their price objective on Oracle from $190.00 to $165.00 and set a "sector perform" rating on the stock in a report on Friday, September 11th. CLSA began coverage on Oracle in a research note on Monday, July 20th. They set a "hold" rating and a $145.00 target price on the stock. Finally, Stifel Nicolaus lowered their target price on Oracle from $220.00 to $200.00 and set a "buy" rating for the company in a report on Friday, September 11th. One analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $248.41.

Insiders Place Their Bets

In other Oracle news, EVP Maria Smith sold 2,631 shares of the company's stock in a transaction dated Tuesday, September 22nd. The stock was sold at an average price of $151.70, for a total transaction of $399,122.70. Following the sale, the executive vice president owned 64,357 shares in the company, valued at $9,762,956.90. This represents a 3.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Michael Sicilia sold 22,562 shares of the stock in a transaction dated 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 sale, the chief executive officer directly owned 182,929 shares in the company, valued at $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. Insiders have sold a total of 36,075 shares of company stock worth $5,342,123 in the last quarter. 38.40% of the stock is owned by company insiders.

Oracle Stock Performance

Shares of ORCL stock opened at $130.50 on Monday. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $265.81. The stock has a market capitalization of $394.60 billion, a PE ratio of 20.45, a P/E/G ratio of 0.91 and a beta of 1.79. The firm has a 50 day moving average of $141.81 and a two-hundred day moving average of $157.19.

Oracle (NYSE:ORCL - Get Free Report) last posted 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. The business had revenue of $19.34 billion during 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%. The company's quarterly revenue was up 29.6% compared to the same quarter last year. 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. On average, research analysts predict that Oracle Corporation will post 6.72 EPS for the current fiscal year.

Oracle Dividend Announcement

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

About Oracle

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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