StoneRidge PMG Advisors LLC Makes New Investment in Oracle Corporation $ORCL

Key Points

• StoneRidge PMG Advisors opened a new Oracle position, buying 11,799 shares worth about $1.62 million in the third quarter; the shares represent 1.1% of its portfolio.
• Institutional investors and hedge funds own 42.44% of Oracle stock. Recent insider trades were mixed: a director bought 25,000 shares, while the CEO sold 22,562 under a pre-arranged trading plan.
• Oracle’s latest quarterly results beat analyst estimates, but reports that Microsoft may wind down its AI-capacity rental deal and broader uncertainty around data-center spending pose potential risks to cloud-growth expectations.

StoneRidge PMG Advisors LLC purchased a new position in shares of Oracle Corporation (NYSE:ORCL - Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 11,799 shares of the enterprise software provider's stock, valued at approximately $1,620,000. Oracle comprises 1.1% of StoneRidge PMG Advisors LLC's holdings, making the stock its 21st largest position.

Several other institutional investors and hedge funds have also made changes to their positions in ORCL. Burton Enright Welch lifted its position in shares of Oracle by 21.6% during the 3rd quarter. Burton Enright Welch now owns 5,587 shares of the enterprise software provider's stock worth $767,000 after buying an additional 991 shares during the last quarter. Beverly Hills Private Wealth LLC boosted its holdings in shares of Oracle by 5.9% in the 3rd quarter. Beverly Hills Private Wealth LLC now owns 2,218 shares of the enterprise software provider's stock valued at $305,000 after buying an additional 123 shares in the last quarter. Hohimer Wealth Management LLC acquired a new position in shares of Oracle in the 3rd quarter valued at $3,512,000. Almanack Investment Partners LLC. boosted its holdings in shares of Oracle by 21.3% in the 3rd quarter. Almanack Investment Partners LLC. now owns 3,332 shares of the enterprise software provider's stock valued at $457,000 after buying an additional 584 shares in the last quarter. Finally, Means Investment CO. Inc. grew its position in shares of Oracle by 2.1% in the 3rd quarter. Means Investment CO. Inc. now owns 35,178 shares of the enterprise software provider's stock valued at $4,830,000 after buying an additional 739 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Oracle

In other news, CEO Michael Sicilia sold 22,562 shares of the company's 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 of the company's stock, valued at approximately $27,730,207.11. This represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen Rusckowski bought 25,000 shares of the firm'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 purchase, the director directly owned 25,390 shares of the company's stock, valued at approximately $3,538,096.50. This trade represents a 6,410.26% increase in their position. The SEC filing for this purchase provides additional information. Over the last three months, insiders have sold 36,075 shares of company stock worth $5,342,123. 38.40% of the stock is owned by company insiders.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle received the strongest valuation grade among seven major technology companies in a comparison following the sector selloff, potentially drawing interest from investors looking for relative value. Article: Oracle beats Microsoft and Amazon on a key Wall Street metric
• Neutral Sentiment: Scotiabank lowered its fiscal 2027 EPS estimate to $6.63 from $6.73, but kept its Sector Outperform rating and $205 price target. The estimate cut tempers, but does not reverse, the analyst’s positive stance. Article: Scotiabank revises Oracle EPS estimate
• Neutral Sentiment: Oracle’s annual stockholder meeting is scheduled for November 18; the announcement did not identify a new business or earnings development. Article: Oracle's annual meeting of stockholders
• Negative Sentiment: Microsoft is reportedly winding down its arrangement to rent AI computing capacity from Oracle. The news adds to concern that major customers may reassess AI infrastructure spending and could weigh on expectations for Oracle’s cloud growth. Article: Microsoft is winding down Oracle deal to rent AI cloud capacity
• Negative Sentiment: Broader doubts about the AI data-center build-out are also pressuring sentiment. Reports cite possible changes to OpenAI’s capacity plans, political scrutiny of data-center construction, and debt tied to a Stargate project—risks that could challenge the expected returns on Oracle’s substantial infrastructure investment. Article: OpenAI weighs smaller data-center plans

Oracle Stock Performance

Shares of ORCL opened at $115.96 on Monday. The company's 50 day simple moving average is $139.11 and its 200-day simple moving average is $155.40. The firm has a market cap of $350.64 billion, a PE ratio of 18.18, a price-to-earnings-growth ratio of 0.81 and a beta of 1.79. Oracle Corporation has a 12-month low of $109.21 and a 12-month 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.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, beating the consensus estimate of $1.74 by $0.18. The firm 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%. Oracle's revenue for the quarter was up 29.6% on a year-over-year basis. During the same quarter in the prior year, the firm 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 predict that Oracle Corporation will post 6.71 EPS for the current year.

Oracle Dividend Announcement

The firm also recently disclosed 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 was Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.7%. Oracle's payout ratio is currently 31.35%.

Wall Street Analyst Weigh In

ORCL has been the subject of a number of research reports. Cantor Fitzgerald reissued an "overweight" rating and issued a $284.00 price target on shares of Oracle in a research report on Thursday, October 22nd. Freedom Broker decreased their price objective on shares of Oracle from $210.00 to $205.00 and set a "buy" rating for the company in a research note on Monday, September 14th. TD Cowen reaffirmed a "buy" rating and set a $240.00 price objective on shares of Oracle in a report on Thursday, October 29th. Wells Fargo & Company cut their target price on Oracle from $280.00 to $250.00 and set an "overweight" rating on the stock in a research report on Monday, October 26th. Finally, Stephens raised Oracle from an "equal weight" rating to an "overweight" rating and boosted their target price for the company from $185.00 to $213.00 in a report on Monday, November 2nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, Oracle has an average rating of "Moderate Buy" and a consensus target price of $249.27.

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.

Founded in 1977 as Software Development Laboratories, Oracle serves businesses and public-sector organizations across geographies worldwide.

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