Oracle Corporation $ORCL Shares Bought by Vest Financial LLC

Vest Financial LLC increased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 67.3% during the 3rd quarter, HoldingsChannel reports. The firm owned 379,321 shares of the enterprise software provider’s stock after purchasing an additional 152,652 shares during the period. Vest Financial LLC’s holdings in Oracle were worth $52,081,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Bank of New York Mellon Corp bought a new stake in Oracle during the 2nd quarter worth approximately $1,911,930,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Oracle during the 2nd quarter worth approximately $625,454,000. Corient Private Wealth LP bought a new position in Oracle in the second quarter valued at approximately $186,175,000. First Trust Advisors LP lifted its stake in Oracle by 23.3% in the first quarter. First Trust Advisors LP now owns 3,633,070 shares of the enterprise software provider’s stock valued at $534,461,000 after buying an additional 685,570 shares in the last quarter. Finally, Public Employees Retirement System of Ohio bought a new position in Oracle in the second quarter valued at approximately $94,955,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle announced new Fusion Claw-powered agentic HR applications and an AI Agent Studio for building industry-specific agents. The products could strengthen Oracle’s applications business, increase customer productivity and support additional cloud demand. Oracle Introduces Claw-Powered Fusion Agentic Applications for HR
• Positive Sentiment: Southwest General is expanding its use of Oracle Health and Fusion Cloud products, providing evidence of continued adoption across healthcare, finance and operations. Southwest General Expands Relationship with Oracle
• Positive Sentiment: Oracle’s partnership with AstraZeneca to apply AI and real-world data to clinical-trial recruitment expands its healthcare opportunity beyond data-center infrastructure. However, the agreement is exploratory and may take time to generate material revenue. Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation
• Neutral Sentiment: Oracle is benefiting from strong AI-cloud enthusiasm, including reports that Nvidia could be helping support financing for Oracle’s data-center buildout. The potential arrangement could ease near-term funding pressure, but it also highlights concerns about Oracle’s leverage, credit rating and dependence on outside financing. TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
• Negative Sentiment: The main investor concern is that Oracle’s cloud backlog has risen above $664 billion while free cash flow remains deeply negative. Analysts are questioning when the buildout will begin generating cash and whether the valuation adequately compensates investors for execution and financing risks. Oracle’s Growth to Valuation Mismatch is Less and Less Compelling
• Negative Sentiment: Coverage also points to potential customer-concentration and contract risks, including concerns that a significant portion of the backlog may be tied to OpenAI. Comparisons with Salesforce and Microsoft emphasize that Oracle’s faster cloud growth comes with considerably heavier capital spending and debt. Oracle vs. Microsoft: Which Is the Better AI Cloud Stock to Own
• Negative Sentiment: Reports that Oracle is invoking force majeure or reassessing elements of its massive data-center plans reinforce worries about construction delays, power availability and the ability to execute its AI infrastructure commitments. Oracle Calls Force Majeure Already?

Oracle Stock Down 1.6%

NYSE:ORCL opened at $129.10 on Thursday. The stock has a 50-day simple moving average of $144.17 and a 200 day simple moving average of $158.44. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $287.19. The company has a market cap of $390.36 billion, a PE ratio of 20.24, a PEG ratio of 0.93 and a beta of 1.78. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17.

Oracle (NYSE:ORCL) last released its 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 for the quarter, compared to analysts’ expectations of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The business’s quarterly revenue was up 29.6% compared to the same quarter last year. During the same quarter in the previous year, the business 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. On average, sell-side analysts expect that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, October 9th. Oracle’s payout ratio is currently 31.35%.

Insider Transactions at Oracle

In related news, CEO Michael D. Sicilia sold 22,562 shares of the firm’s stock in a transaction on 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 transaction, the chief executive officer owned 182,929 shares of the company’s stock, valued at approximately $27,730,207.11. This trade represents a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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, EVP Maria Smith sold 2,631 shares of the firm’s stock in a transaction on Tuesday, September 22nd. The shares were 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 directly 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 36,075 shares of company stock valued at $5,342,123 over the last 90 days. 38.40% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

ORCL has been the subject of several research analyst reports. Rothschild & Co Redburn reduced their price target on shares of Oracle from $155.00 to $110.00 and set a “sell” rating for the company in a report on Monday, July 20th. Oppenheimer restated an “outperform” rating and set a $275.00 price objective (up from $235.00) on shares of Oracle in a report on Tuesday, September 8th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $284.00 price objective (up from $229.00) on shares of Oracle in a research report on Friday, September 11th. Freedom Broker cut their price objective on shares of Oracle from $210.00 to $205.00 and set a “buy” rating on the stock in a research report on Monday, September 14th. Finally, Yorkville Ives began coverage on shares of Oracle in a research note on Wednesday, October 7th. They issued an “in-line” rating and a $155.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $249.52.

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.