TSG Advice Partners LLC Buys New Shares in Oracle Corporation $ORCL

Key Points

• TSG Advice Partners initiated a position in Oracle by purchasing 5,945 shares valued at approximately $871,000. Other institutional investors also increased their holdings, with institutions collectively owning 42.44% of Oracle.
• Oracle plans to raise up to $20 billion through a combination of $10 billion in stock and $10 billion in debt to fund AI and cloud investments, acquisitions, dividends and other needs. The financing has raised concerns about shareholder dilution, higher debt costs and the timing of free-cash-flow improvements.
• Analysts maintain a generally positive outlook, with Oracle receiving a consensus “Moderate Buy” rating and a $249.27 average price target. However, the stock opened at $118.79, well below its 52-week high of $265.62, amid investor concerns over AI spending and execution.

TSG Advice Partners LLC purchased a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 5,945 shares of the enterprise software provider's stock, valued at approximately $871,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in ORCL. SilverOak Wealth Management LLC boosted its stake in Oracle by 10.1% in the 3rd quarter. SilverOak Wealth Management LLC now owns 3,532 shares of the enterprise software provider's stock worth $485,000 after purchasing an additional 323 shares in the last quarter. Sicart Associates LLC increased its stake in Oracle by 4.8% during the 3rd quarter. Sicart Associates LLC now owns 50,906 shares of the enterprise software provider's stock valued at $6,528,000 after purchasing an additional 2,346 shares in the last quarter. Welch Group LLC raised its holdings in Oracle by 10.4% in the third quarter. Welch Group LLC now owns 87,507 shares of the enterprise software provider's stock worth $12,015,000 after buying an additional 8,237 shares during the last quarter. Bank Julius Baer & Co. Ltd Zurich raised its holdings in Oracle by 2.5% in the third quarter. Bank Julius Baer & Co. Ltd Zurich now owns 676,936 shares of the enterprise software provider's stock worth $92,975,000 after buying an additional 16,360 shares during the last quarter. Finally, Greenleaf Trust raised its holdings in Oracle by 3.0% in the third quarter. Greenleaf Trust now owns 59,859 shares of the enterprise software provider's stock worth $8,219,000 after buying an additional 1,758 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle plans to use the funding to support AI and cloud capital expenditures, while also allowing for debt repayment, acquisitions, dividends and share repurchases. Management has said new fundraising will be capped at $20 billion through fiscal 2030, and the company expects positive free cash flow in the second half of fiscal 2028. Oracle files to sell $20 billion in new stock and bonds
• Positive Sentiment: Stephens upgraded Oracle from “equal weight” to “overweight” and raised its price target to $213 from $185, arguing that the stock’s recent weakness may create significant long-term upside if Oracle successfully monetizes its AI infrastructure investments. Stephens upgrades Oracle
• Neutral Sentiment: Rapidflow, an Oracle cloud and technology partner, acquired GreenCube Global to expand Oracle EPM, business intelligence and Hyperion consulting capabilities across Asia-Pacific and the Middle East. The deal could support Oracle’s partner ecosystem but is not expected to materially affect near-term results. Rapidflow acquires GreenCube
• Negative Sentiment: The proposed financing consists of $10 billion in new common stock and $10 billion in fixed- and floating-rate notes. The equity sale could dilute existing shareholders, while the debt issuance adds to concerns about Oracle’s already-large debt load and interest costs. Oracle to offer $10 billion in bonds
• Negative Sentiment: Investors interpreted the fundraising as evidence that Oracle’s AI buildout is expensive and may require continued external financing, despite last week’s promise to limit additional funding. The announcement intensified worries about execution, free-cash-flow timing and whether further capital raises could be needed. Oracle sinks on $20 billion stock and bond sale

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on ORCL shares. Oppenheimer reiterated an "outperform" rating and issued a $275.00 target price on shares of Oracle in a research note on Thursday. President Capital reduced their price target on shares of Oracle from $360.00 to $300.00 and set an "overweight" rating for the company in a research report on Tuesday, July 14th. Citigroup restated a "market outperform" rating on shares of Oracle in a report on Thursday. Freedom Broker lowered their price objective on Oracle from $210.00 to $205.00 and set a "buy" rating on the stock in a research report on Monday, September 14th. Finally, Royal Bank Of Canada cut their target price on Oracle from $190.00 to $165.00 and set a "sector perform" rating on the stock in a research note on Friday, September 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, Oracle has an average rating of "Moderate Buy" and a consensus target price of $249.27.

Insider Activity

In other Oracle news, Director Stephen Rusckowski acquired 25,000 shares of the stock in a transaction dated Tuesday, September 29th. The shares were purchased at an average price of $139.35 per share, for a total transaction 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 ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Michael Sicilia sold 22,562 shares of the stock in a transaction that occurred on Tuesday, September 22nd. The stock was sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the completion of the transaction, the chief executive officer owned 182,929 shares in the company, valued at $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. Insiders sold 36,075 shares of company stock valued at $5,342,123 in the last quarter. 38.40% of the stock is currently owned by insiders.

Oracle Stock Performance

Shares of ORCL opened at $118.79 on Tuesday. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17. Oracle Corporation has a one year low of $114.50 and a one year high of $265.62. The firm has a market capitalization of $359.20 billion, a P/E ratio of 18.62, a PEG ratio of 1.02 and a beta of 1.78. The business has a fifty day moving average of $141.25 and a 200 day moving average of $156.77.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, beating analysts' consensus estimates of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The company had revenue of $19.34 billion during the quarter, compared to analysts' expectations of $19.13 billion. During the same quarter in the prior year, the business earned $1.47 earnings per share. Oracle's revenue for the quarter was up 29.6% compared to the same quarter last year. 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, sell-side analysts anticipate that Oracle Corporation will post 6.72 EPS for the current year.

Oracle Dividend Announcement

The firm 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 annualized dividend and a dividend yield of 1.7%. Oracle's dividend 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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