Oracle Corporation $ORCL Stock Sold by Optima Capital LLC

Optima Capital LLC lowered its holdings in shares of Oracle Corporation (NYSE:ORCL) by 53.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,699 shares of the enterprise software provider’s stock after selling 5,325 shares during the quarter. Optima Capital LLC’s holdings in Oracle were worth $645,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in ORCL. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of Oracle by 0.8% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 14,680,278 shares of the enterprise software provider’s stock valued at $2,151,395,000 after acquiring an additional 123,294 shares during the period. Bank of New York Mellon Corp lifted its position in Oracle by 3.0% during the first quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider’s stock valued at $1,949,363,000 after purchasing an additional 384,984 shares in the last quarter. Amundi grew its holdings in Oracle by 1.5% during the second quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock valued at $1,447,648,000 after purchasing an additional 144,087 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Oracle by 1.7% in the first quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider’s stock worth $1,262,827,000 after buying an additional 147,048 shares during the period. Finally, First Eagle Investment Management LLC lifted its position in shares of Oracle by 1.0% during the 2nd quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider’s stock valued at $1,248,148,000 after buying an additional 81,700 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s investor-day outlook remains the main bullish catalyst. Management is targeting at least $225 billion in fiscal 2030 revenue, approximately $21 in fiscal 2030 EPS, and $30 billion in free cash flow by fiscal 2029. The company also reported exceptionally strong AI bookings and cloud backlog growth, suggesting demand for its AI infrastructure remains robust. Oracle Stock Forecast – Analysts React to Strong FY30 Outlook
• Positive Sentiment: Oracle pledged to limit additional capital-market funding to approximately $20 billion through fiscal 2030, addressing concerns that its data-center expansion could require unrestrained borrowing and share issuance. Analysts including Bank of America, TD Cowen, and Piper Sandler have maintained bullish ratings and substantial price targets. Oracle Analyst Day Eases Funding Concerns
• Neutral Sentiment: Fiscal 2027 guidance calls for $8.10 EPS, ahead of the $7.86 consensus, but the $90 billion revenue forecast is slightly below the $90.4 billion analyst estimate. This leaves investors focused on whether AI bookings convert into reported revenue and cash flow over the next two quarters. Oracle Just Told Investors What Many Already Knew
• Negative Sentiment: Oracle’s AI expansion has produced deeply negative free cash flow and required roughly $48 billion of debt and equity funding in fiscal 2026. Investors remain skeptical that the projected cash-flow turnaround will arrive quickly enough, particularly given Oracle’s debt-to-equity ratio of 1.89. Oracle Caps New Capital Raising
• Negative Sentiment: Broader technology weakness and concerns about lower-than-expected big-tech capital spending have pressured AI infrastructure stocks. Microsoft CEO Satya Nadella’s criticism of businesses dependent on leasing AI capacity to a small number of customers also raised questions about Oracle’s customer concentration and infrastructure economics. Satya Nadella Criticizes AI Capacity Rental Models

Insider Transactions at Oracle

In related news, CEO Michael D. 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 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen H. Rusckowski acquired 25,000 shares of Oracle stock in a transaction on Tuesday, September 29th. The stock was purchased at an average cost of $139.35 per share, for a total transaction of $3,483,750.00. Following the purchase, the director owned 25,390 shares in the company, valued at approximately $3,538,096.50. The trade was a 6,410.26% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have sold 36,075 shares of company stock valued at $5,342,123. 38.40% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on ORCL shares. Melius Research set a $170.00 target price on shares of Oracle in a report on Thursday. Royal Bank Of Canada dropped their price target on shares of Oracle from $190.00 to $165.00 and set a “sector perform” rating for the company in a research report on Friday, September 11th. Argus reissued a “buy” rating and issued a $225.00 price objective on shares of Oracle in a research note on Monday, September 14th. Piper Sandler restated an “overweight” rating and set a $225.00 price objective on shares of Oracle in a research report on Thursday. Finally, Rothschild & Co Redburn decreased their price objective on shares of Oracle from $155.00 to $110.00 and set a “sell” rating on the stock in a research report on Monday, July 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and a consensus target price of $248.41.

Oracle Trading Down 0.1%

Shares of ORCL opened at $130.50 on Monday. The firm has a market cap of $394.60 billion, a P/E ratio of 20.45, a price-to-earnings-growth ratio of 0.91 and a beta of 1.79. 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 1 year low of $114.50 and a 1 year high of $265.81. The company has a 50 day simple moving average of $141.81 and a two-hundred day simple moving average of $157.19.

Oracle (NYSE:ORCL) last released its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, topping the consensus estimate of $1.74 by $0.18. The firm had revenue of $19.34 billion for 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%. The company’s quarterly revenue was up 29.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.47 earnings per share. 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, equities analysts expect that Oracle Corporation will post 6.72 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed 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 was Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.5%. Oracle’s dividend payout ratio (DPR) 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.