Private Wealth Partners LLC Sells 17,987 Shares of Oracle Corporation $ORCL

Key Points

• Private Wealth Partners LLC cut its Oracle stake by 36.9%, selling 17,987 shares and retaining 30,807 shares valued at approximately $4.23 million. Institutional investors own 42.44% of Oracle, while insiders have also sold shares recently.
• Oracle’s growth outlook is supported by a $1 billion partner investment, continued TikTok demand for Oracle Cloud Infrastructure and a roughly $664 billion backlog. However, investors remain concerned about heavy AI infrastructure spending, negative free cash flow and rising borrowing costs.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $248.75, despite targets ranging from $110 to $275. Oracle shares recently traded at $126.10, well below their 52-week high of $287.19.

Private Wealth Partners LLC reduced its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 36.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,807 shares of the enterprise software provider's stock after selling 17,987 shares during the period. Private Wealth Partners LLC's holdings in Oracle were worth $4,230,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the stock. Maseco LLP purchased a new position in shares of Oracle in the first quarter valued at about $29,000. Persistent Asset Partners Ltd purchased a new stake in shares of Oracle during the second quarter worth about $29,000. North Point Portfolio Managers Corp OH bought a new stake in shares of Oracle in the third quarter worth about $27,000. Markowski Investments purchased a new position in Oracle during the 2nd quarter valued at about $32,000. Finally, Strengthening Families & Communities LLC increased its holdings in Oracle by 231.3% during the 3rd quarter. Strengthening Families & Communities LLC now owns 222 shares of the enterprise software provider's stock valued at $30,000 after purchasing an additional 155 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Insiders Place Their Bets

In other Oracle news, EVP Maria Smith sold 2,631 shares of the firm's stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $151.70, for a total transaction of $399,122.70. Following the completion of the transaction, the executive vice president owned 64,357 shares of the company's stock, valued at approximately $9,762,956.90. This trade represents a 3.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Michael Sicilia sold 22,562 shares of the business's stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the sale, the chief executive officer owned 182,929 shares in the company, valued at approximately $27,730,207.11. This trade 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. Over the last 90 days, insiders sold 36,075 shares of company stock worth $5,342,123. 38.40% of the stock is owned by corporate insiders.

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

Wall Street Analyst Weigh In

A number of research firms have commented on ORCL. The Goldman Sachs Group lowered their price target on Oracle from $240.00 to $206.00 and set a "buy" rating for the company in a research report on Friday. Argus reissued a "buy" rating and set a $225.00 target price on shares of Oracle in a research note on Monday, September 14th. Rothschild & Co Redburn decreased their target price on Oracle from $155.00 to $110.00 and set a "sell" rating for the company in a report on Monday, July 20th. CLSA initiated coverage on Oracle in a research note on Monday, July 20th. They issued a "hold" rating and a $145.00 price target for the company. Finally, Oppenheimer reiterated an "outperform" rating and issued a $275.00 price target (up from $235.00) on shares of Oracle in a report on Tuesday, September 8th. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Oracle currently has an average rating of "Moderate Buy" and a consensus target price of $248.75.

Oracle Stock Up 0.4%

ORCL traded up $0.56 on Friday, hitting $126.10. The company had a trading volume of 19,172,792 shares, compared to its average volume of 29,586,912. The stock has a fifty day simple moving average of $143.07 and a 200-day simple moving average of $158.06. 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 capitalization of $381.31 billion, a P/E ratio of 19.77, a P/E/G ratio of 0.89 and a beta of 1.78. Oracle Corporation has a 52-week low of $114.50 and a 52-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 the consensus estimate of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The business's revenue for the quarter was up 29.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $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. As a group, equities analysts expect that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, October 23rd. Shareholders of record on Friday, October 9th were issued a $0.50 dividend. The ex-dividend date was Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.6%. Oracle's dividend 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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