Worth Asset Management LLC Sells 6,335 Shares of Oracle Corporation $ORCL

Key Points

• Worth Asset Management cut its Oracle stake by 76.4% in the third quarter, selling 6,335 shares and retaining 1,960 shares valued at approximately $269,000.
• Institutional ownership remains significant at 42.44%, while insider activity was mixed: CEO Michael Sicilia sold shares, but Director Stephen Rusckowski purchased nearly $3.5 million in Oracle stock.
• Oracle reported stronger-than-expected quarterly results, with revenue up 29.6% year over year, but investors continue to weigh its cloud and AI growth prospects against elevated leverage, potential financing needs, and cybersecurity concerns.

Worth Asset Management LLC lowered its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 76.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,960 shares of the enterprise software provider's stock after selling 6,335 shares during the period. Worth Asset Management LLC's holdings in Oracle were worth $269,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Bank of New York Mellon Corp purchased a new stake in Oracle during the second quarter valued at about $1,911,930,000. Cardano Risk Management B.V. boosted its position in shares of Oracle by 882.3% in the fourth quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider's stock worth $972,798,000 after buying an additional 4,482,934 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Oracle in the second quarter valued at approximately $625,454,000. Auto Owners Insurance Co increased its stake in Oracle by 19,391.0% during the 4th quarter. Auto Owners Insurance Co now owns 2,826,195 shares of the enterprise software provider's stock worth $550,854,000 after buying an additional 2,811,695 shares during the period. Finally, Hsbc Holdings PLC lifted its holdings in Oracle by 43.6% in the 4th quarter. Hsbc Holdings PLC now owns 5,525,291 shares of the enterprise software provider's stock worth $1,081,118,000 after buying an additional 1,676,629 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Oracle news, CEO Michael D. Sicilia sold 22,562 shares of Oracle 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 of the company's stock, 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 Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen H. Rusckowski purchased 25,000 shares of Oracle stock in a transaction on 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 transaction, the director directly owned 25,390 shares in the company, valued at $3,538,096.50. This trade represents a 6,410.26% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders sold 36,075 shares of company stock worth $5,342,123. Insiders own 38.40% of the company's stock.

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?

Oracle Stock Down 0.7%

NYSE:ORCL opened at $143.78 on Thursday. 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 stock has a 50 day moving average of $145.96 and a 200-day moving average of $159.25. The firm has a market capitalization of $434.77 billion, a PE ratio of 22.54, a price-to-earnings-growth ratio of 1.03 and a beta of 1.78. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $322.54.

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, beating analysts' consensus estimates of $1.74 by $0.18. The business had revenue of $19.34 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $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. Analysts predict that Oracle Corporation will post 6.69 EPS for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Shareholders of record on Friday, October 9th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Friday, October 9th. Oracle's payout ratio is presently 31.35%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the company. Citigroup restated a "market outperform" rating on shares of Oracle in a research note on Friday, October 2nd. UBS Group raised their price objective on Oracle from $245.00 to $250.00 and gave the company a "buy" rating in a research note on Friday, September 11th. Jefferies Financial Group reaffirmed a "buy" rating and issued a $290.00 target price (down from $320.00) on shares of Oracle in a research report on Thursday, September 10th. Morgan Stanley upped their price target on shares of Oracle from $207.00 to $210.00 and gave the company an "equal weight" rating in a report on Friday, September 4th. Finally, 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 report on Monday, September 14th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $251.72.

About Oracle

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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