Oracle Corporation $ORCL Shares Acquired by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC lifted its holdings in Oracle Corporation (NYSE:ORCL) by 20.7% in the third quarter, HoldingsChannel reports. The firm owned 42,792 shares of the enterprise software provider’s stock after buying an additional 7,343 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Oracle were worth $5,875,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in ORCL. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in Oracle by 0.8% in 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 buying an additional 123,294 shares during the period. Bank of New York Mellon Corp increased its position in shares of 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 worth $1,949,363,000 after acquiring an additional 384,984 shares during the period. Amundi increased its position in shares of Oracle by 1.5% during the second quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock worth $1,447,648,000 after acquiring an additional 144,087 shares during the period. Dimensional Fund Advisors LP increased its position in shares of Oracle by 1.7% during 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 acquiring an additional 147,048 shares during the period. Finally, First Eagle Investment Management LLC increased its position in shares of Oracle by 1.0% during the second quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider’s stock worth $1,248,148,000 after acquiring an additional 81,700 shares during the period. 42.44% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on ORCL. Morgan Stanley lifted their target price on Oracle from $207.00 to $210.00 and gave the company an “equal weight” rating in a report on Friday, September 4th. Weiss Ratings reissued a “hold (c)” rating on shares of Oracle in a research note on Friday, October 16th. TD Cowen restated a “buy” rating and set a $240.00 price target on shares of Oracle in a report on Thursday. Freedom Broker reduced their price target on Oracle from $210.00 to $205.00 and set a “buy” rating on the stock in a research report on Monday, September 14th. Finally, Rothschild & Co Redburn decreased their price objective on Oracle from $155.00 to $110.00 and set a “sell” rating for the company in a research note on Monday, July 20th. Thirty-six investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Oracle has an average rating of “Moderate Buy” and an average price target of $248.41.

Insiders Place Their Bets

In other news, EVP Maria Smith sold 2,631 shares of the 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 transaction, the executive vice president owned 64,357 shares in the company, valued at approximately $9,762,956.90. This represents a 3.93% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Michael D. Sicilia sold 22,562 shares of the stock in a transaction dated 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 in the company, valued at approximately $27,730,207.11. The trade was a 10.98% decrease in their position. 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. Insiders sold 36,075 shares of company stock valued at $5,342,123 in the last ninety days. Insiders own 38.40% of the company’s stock.

Oracle Price Performance

Shares of ORCL opened at $139.51 on Friday. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $269.76. The firm’s fifty day simple moving average is $142.04 and its 200-day simple moving average is $157.56. The firm has a market capitalization of $421.84 billion, a price-to-earnings ratio of 21.26, a PEG ratio of 1.02 and a beta of 1.78. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89.

Oracle (NYSE:ORCL) 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 the consensus estimate 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 company’s revenue for the quarter was up 29.6% on a year-over-year basis. During the same period in the previous 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 analysts forecast that Oracle Corporation will post 6.72 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, October 23rd. Shareholders of record on Friday, October 9th were issued 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 was Friday, October 9th. Oracle’s payout ratio is 31.35%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle projected fiscal 2030 revenue of at least $225 billion, implying more than 35% average annual growth from fiscal 2026, along with non-GAAP EPS of at least $21 and an operating margin above 40%. The outlook was viewed favorably by analysts. Oracle stock pops on forecast for 35% average revenue growth through 2030
• Positive Sentiment: Management said Oracle expects to become free-cash-flow positive in the second half of fiscal 2028 and generate more than $30 billion in free cash flow in fiscal 2029. It also plans to limit additional capital raising for data-center expansion to approximately $20 billion, easing funding concerns. Oracle Investor Day 2026
• Positive Sentiment: Analysts including Bank of America, TD Cowen and Piper Sandler reaffirmed bullish ratings, with price targets ranging from $225 to $240. The company’s AI infrastructure demand, cloud backlog and multicloud growth remain key parts of the bullish thesis.
• Neutral Sentiment: The investor-day rally was followed by profit-taking and heightened scrutiny of whether Oracle can execute its ambitious growth and cash-flow targets. The company’s heavy data-center investment remains central to both its opportunity and risk profile.
• Negative Sentiment: Large-cap technology stocks sold off broadly, with the Nasdaq declining more sharply than the broader market. Weakness in AI-cloud shares was also linked to concerns that major technology companies’ capital expenditures may be coming in below expectations, potentially slowing near-term demand for infrastructure suppliers. Oracle stock falls: why experts aren’t bothered

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.