Oracle Corporation $ORCL Holdings Raised by Fulcrum Wealth Advisors LLC

Fulcrum Wealth Advisors LLC lifted its stake in Oracle Corporation (NYSE:ORCL) by 327.4% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 20,296 shares of the enterprise software provider’s stock after purchasing an additional 15,547 shares during the quarter. Oracle accounts for approximately 1.9% of Fulcrum Wealth Advisors LLC’s investment portfolio, making the stock its 16th largest holding. Fulcrum Wealth Advisors LLC’s holdings in Oracle were worth $2,787,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Kintegral Advisory LLC increased its position in shares of Oracle by 0.6% in the third quarter. Kintegral Advisory LLC now owns 28,189 shares of the enterprise software provider’s stock worth $3,870,000 after purchasing an additional 159 shares during the period. Avail Investment Partners LLC lifted its position in Oracle by 39.1% during the third quarter. Avail Investment Partners LLC now owns 4,643 shares of the enterprise software provider’s stock worth $637,000 after purchasing an additional 1,304 shares during the period. RKL Wealth Management LLC lifted its position in Oracle by 20.3% during the third quarter. RKL Wealth Management LLC now owns 3,752 shares of the enterprise software provider’s stock worth $515,000 after purchasing an additional 632 shares during the period. St. Louis Financial Planners Asset Management LLC bought a new stake in Oracle during the third quarter worth about $3,367,000. Finally, Mosley Wealth Management grew its stake in Oracle by 11.1% during the third quarter. Mosley Wealth Management now owns 4,002 shares of the enterprise software provider’s stock worth $538,000 after buying an additional 401 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud business remains a key long-term catalyst. Its fiscal first-quarter results showed strong cloud growth, while remaining performance obligations reached a record $664 billion. If those commitments convert into revenue as scheduled, analysts and investors see substantial upside potential. Oracle’s Cloud Backlog Just Hit $664 Billion
• Positive Sentiment: Oracle’s role in AI infrastructure is attracting strategic business. Bloom Energy’s technology is reportedly being deployed to support Oracle-related AI data-center ambitions, highlighting demand for power and infrastructure around Oracle’s cloud expansion. Bloom Energy Is Up 157% in 2026
• Neutral Sentiment: Oracle is also benefiting from government business, with approximately $2.1 billion in award payments reportedly received over the past year, including major electronic health-record contracts. These awards support revenue visibility but are unlikely to change near-term market sentiment by themselves.
• Negative Sentiment: Investors are worried that Oracle’s substantial AI and cloud build-out is consuming cash before contracted revenue is collected. Recent results showed negative free cash flow, increasing focus on leverage, borrowing costs and execution risk. Oracle’s credit rating downgrade to BBB- has added to those concerns. Oracle Shares Fall as AI Infrastructure Worries Weigh on Sentiment
• Negative Sentiment: Hotter inflation data pushed interest-rate expectations and bond yields higher, pressuring capital-intensive AI infrastructure companies. A selloff in CoreWeave and other AI-related stocks intensified fears that expensive financing could reduce returns on Oracle’s expansion.
• Negative Sentiment: Reported insider activity has been heavily skewed toward selling, including substantial sales by Vice Chairman Jeffrey Henley and CEO Michael Sicilia. While insider transactions may reflect personal financial decisions, the pattern can weigh on investor confidence amid broader concerns about valuation and execution.

Analyst Upgrades and Downgrades

Several research firms have commented on ORCL. Rothschild & Co Redburn decreased their target price on shares of Oracle from $155.00 to $110.00 and set a “sell” rating on the stock in a report on Monday, July 20th. DZ Bank restated a “buy” rating on shares of Oracle in a research report on Thursday, September 17th. Weiss Ratings downgraded shares of Oracle from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, July 20th. Guggenheim reaffirmed a “buy” rating and set a $400.00 price target (up from $375.00) on shares of Oracle in a report on Tuesday, September 8th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $240.00 price target (up from $239.00) on shares of Oracle in a research report on Monday, September 14th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and an average target price of $251.72.

Insiders Place Their Bets

In related news, Director Stephen H. Rusckowski bought 25,000 shares of the company’s stock in a transaction dated Tuesday, September 29th. The stock was purchased at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the acquisition, the director owned 25,390 shares of the company’s stock, valued at $3,538,096.50. The trade was a 6,410.26% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Michael D. Sicilia sold 22,562 shares of the firm’s stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the completion of the sale, the chief executive officer owned 182,929 shares in the company, valued at approximately $27,730,207.11. The trade was a 10.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 36,075 shares of company stock valued at $5,342,123. 38.40% of the stock is currently owned by corporate insiders.

Oracle Trading Down 4.6%

Shares of ORCL opened at $128.31 on Friday. 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 Corporation has a 52-week low of $114.50 and a 52-week high of $304.28. The firm has a market cap of $387.98 billion, a price-to-earnings ratio of 20.11, a PEG ratio of 0.90 and a beta of 1.78. The business’s fifty day moving average is $145.38 and its 200-day moving average is $158.64.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, topping the consensus estimate of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The business had revenue of $19.34 billion during the quarter, compared to the consensus estimate of $19.13 billion. During the same period in the prior year, the company earned $1.47 EPS. Oracle’s revenue for the quarter was up 29.6% on a year-over-year basis. 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 analysts anticipate that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Shareholders 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 yield of 1.6%. The ex-dividend date is Friday, October 9th. Oracle’s payout ratio is currently 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.