Wealth Enhancement Trust Services Inc. Lowers Stake in Oracle Corporation $ORCL

Key Points

• Wealth Enhancement Trust Services reduced its Oracle stake by 67.1% in the third quarter, selling 4,486 shares and retaining 2,201 shares valued at approximately $302,000. Institutional investors collectively own 42.44% of Oracle.
• Analysts maintain a generally positive view, with a consensus “Moderate Buy” rating and an average price target of $251.72. Oracle’s latest quarter exceeded expectations, reporting $1.92 in EPS and $19.34 billion in revenue, up 29.6% year over year.
• Oracle declared a quarterly dividend of $0.50 per share, equivalent to a $2.00 annualized payout and a 1.4% yield. Shares opened at $143.78, well below the company’s 52-week high of $322.54, while elevated leverage and reported insider selling remain considerations for investors.

Wealth Enhancement Trust Services Inc. cut its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 67.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,201 shares of the enterprise software provider's stock after selling 4,486 shares during the period. Wealth Enhancement Trust Services Inc.'s holdings in Oracle were worth $302,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the stock. Sherman Asset Management Inc. raised its stake in Oracle by 5.5% in the first quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider's stock valued at $155,000 after purchasing an additional 55 shares in the last quarter. Southern Capital Advisors LLC grew its stake in Oracle by 1.3% during the first quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider's stock worth $654,000 after buying an additional 57 shares in the last quarter. Global Financial Private Client LLC grew its stake in Oracle by 0.8% during the first quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider's stock worth $1,153,000 after buying an additional 59 shares in the last quarter. Key Financial Inc increased its holdings in Oracle by 0.4% in the 1st quarter. Key Financial Inc now owns 14,203 shares of the enterprise software provider's stock valued at $2,089,000 after buying an additional 62 shares during the period. Finally, Gould Asset Management LLC CA increased its holdings in Oracle by 2.0% in the 1st quarter. Gould Asset Management LLC CA now owns 3,172 shares of the enterprise software provider's stock valued at $467,000 after buying an additional 62 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Citigroup reaffirmed a "market outperform" rating on shares of Oracle in a report on Friday, October 2nd. Moffett Nathanson set a $325.00 price target on shares of Oracle in a research report on Thursday, June 11th. JPMorgan Chase & Co. reissued a "buy" rating on shares of Oracle in a research note on Thursday, September 10th. Weiss Ratings downgraded shares of Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research report on Monday, July 20th. Finally, Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $300.00 target price (down from $375.00) on shares of Oracle in a research note on Wednesday, June 10th. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Oracle has a consensus rating of "Moderate Buy" and an average target price of $251.72.

Oracle Trading Down 0.7%

ORCL opened at $143.78 on Thursday. The company's 50 day moving average is $145.96 and its 200-day moving average is $159.25. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $322.54. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. The company has a market cap of $434.77 billion, a P/E ratio of 22.54, a PEG ratio of 1.03 and a beta of 1.78.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.74 by $0.18. The business had revenue of $19.34 billion during the quarter, compared to analysts' expectations of $19.13 billion. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The firm's quarterly revenue was up 29.6% compared to the same quarter last year. During the same period in the prior year, the company 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. Equities research analysts predict that Oracle Corporation will post 6.69 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be issued a dividend of $0.50 per share. The ex-dividend date is Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle's dividend payout ratio is 31.35%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud and AI opportunity remains the key bullish catalyst. Analysts highlight accelerating earnings, a reported $664 billion cloud backlog, and infrastructure growth that is outpacing Amazon Web Services. A separate report points to a potential 100,000-chip deal with Tencent, underscoring demand for Oracle’s AI capacity. Cloud 2027: Can Oracle’s Fastest-Growing Engine Bridge the AWS Gap? 100,000 Reasons to Buy Oracle Stock
• Positive Sentiment: Oracle signed a virtual power purchase agreement with Scout Clean Energy covering most of the output from a 300-megawatt Texas wind farm. The agreement supports Oracle’s broader investment in more than 1.7 gigawatts of Texas renewable projects and may help secure power for energy-intensive data centers. Scout Clean Energy Announces PPA with Oracle for Texas Wind Energy Farm
• Positive Sentiment: A director purchased nearly $3.5 million of Oracle stock, providing a signal of insider confidence after the shares’ substantial retreat from their peak. Monster Insider Trading Alert for Oracle Stock
• Neutral Sentiment: Investment commentary remains divided: some analysts view the pullback as a buying opportunity, while others question whether Oracle can close the revenue gap with AWS despite faster percentage growth. Oracle’s recent earnings beat and 29.6% year-over-year revenue growth provide support, but the market is focused on converting its backlog into profitable capacity.
• Negative Sentiment: Oracle is reportedly seeking a debt financing package worth tens of billions of dollars to purchase AI chips, alongside Broadcom and SpaceX. Additional borrowing could accelerate data-center expansion, but it also raises interest expense and leverage concerns; Oracle already has a debt-to-equity ratio of 1.89. Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals To Pay for AI Chips
• Negative Sentiment: A Texas attorney general’s disclosure said a 2025 breach involving Oracle’s healthcare business affected nearly 20 million people and exposed sensitive personal and medical information. Potential regulatory, legal, remediation, and reputational costs add an overhang. Oracle 2025 Health Breach Compromised Data of 20 Million People
• Negative Sentiment: Reports of possible December layoffs indicate Oracle may be seeking to offset the costs of its aggressive AI infrastructure buildout. Investors may interpret workforce reductions as a margin-protection measure, but also as evidence of rising cost pressure. Oracle Layoffs Returning In December?

Insider Transactions at Oracle

In related news, CEO Michael D. Sicilia sold 22,562 shares of the business's stock in a transaction 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 sale, the chief executive officer owned 182,929 shares in the company, valued at $27,730,207.11. The trade was a 10.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $399,122.70. Following the completion of the transaction, the executive vice president directly owned 64,357 shares of the company's stock, valued at approximately $9,762,956.90. The trade was a 3.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 36,075 shares of company stock worth $5,342,123. Corporate insiders own 38.40% of the company's stock.

Oracle Profile

Oracle Corporation NYSE: ORCL is a global technology company that develops enterprise software, cloud services and related hardware. Its offerings help businesses manage databases, applications, data, infrastructure and other core information-technology operations.

The company is best known for its Oracle Database, along with cloud-based infrastructure and platform services. Oracle also provides enterprise applications for functions such as finance, human resources, supply-chain management, customer experience and industry-specific operations.

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