Capital Investment Services of America Inc. Sells 47,508 Shares of Oracle Corporation $ORCL

Capital Investment Services of America Inc. decreased its stake in Oracle Corporation (NYSE:ORCL) by 27.6% during the third quarter, Holdings Channel.com reports. The institutional investor owned 124,554 shares of the enterprise software provider’s stock after selling 47,508 shares during the quarter. Oracle accounts for about 1.6% of Capital Investment Services of America Inc.’s portfolio, making the stock its 27th largest position. Capital Investment Services of America Inc.’s holdings in Oracle were worth $17,101,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Sherman Asset Management Inc. boosted its holdings in shares of Oracle by 5.5% in the 1st quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock worth $155,000 after purchasing an additional 55 shares in the last quarter. Gould Asset Management LLC CA lifted its position in Oracle by 2.0% in the 1st quarter. Gould Asset Management LLC CA now owns 3,172 shares of the enterprise software provider’s stock worth $467,000 after buying an additional 62 shares during the last quarter. One Charles Private Wealth Services LLC boosted its stake in Oracle by 1.6% in the first quarter. One Charles Private Wealth Services LLC now owns 3,859 shares of the enterprise software provider’s stock worth $568,000 after buying an additional 62 shares in the last quarter. Main Street Group LTD boosted its stake in Oracle by 3.9% in the first quarter. Main Street Group LTD now owns 1,662 shares of the enterprise software provider’s stock worth $245,000 after buying an additional 63 shares in the last quarter. Finally, Capstone Financial Advisors Inc. boosted its stake in Oracle by 3.6% in the second quarter. Capstone Financial Advisors Inc. now owns 1,809 shares of the enterprise software provider’s stock worth $265,000 after buying an additional 63 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on ORCL. JPMorgan Chase & Co. reissued a “buy” rating on shares of Oracle in a research note on Thursday, September 10th. Royal Bank Of Canada lowered their price objective on shares of Oracle from $190.00 to $165.00 and set a “sector perform” rating for the company in a report on Friday, September 11th. Stifel Nicolaus lowered their price target on shares of Oracle from $220.00 to $200.00 and set a “buy” rating for the company in a research note on Friday, September 11th. Morgan Stanley cut Oracle from a “positive” rating to an “underweight” rating in a research note on Monday. Finally, President Capital decreased their price objective on Oracle from $360.00 to $300.00 and set an “overweight” rating on the stock in a report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $249.27.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: UBS maintained its Buy rating and $250 price target, arguing that concerns about AI demand and supply are overstated. Oracle has also retained ambitious growth targets, including a $90 billion fiscal 2027 revenue goal. Oracle gets UBS backing as broker pushes back on AI demand concerns
• Neutral Sentiment: Oracle and Credo are working with the Open Compute Project community to standardize optical-transceiver telemetry, a technical collaboration that could support data-center operations but has no disclosed near-term financial impact. Credo and Oracle Advance Optical Transceiver Telemetry Standardization
• Negative Sentiment: Oracle reportedly scrapped a proposed five-year, roughly $7 billion chip-leasing agreement with Tencent after U.S. government pressure over Chinese access to advanced AI chips. The canceled deal removes a potential source of business and underscores regulatory limits on serving Chinese AI customers. Oracle abandons $7 billion Tencent AI deal under Trump pressure
• Negative Sentiment: Investors are also digesting Oracle’s completed $20 billion financing package: $10 billion from selling about 86.2 million shares at $116 each and $10 billion in notes with coupons ranging from 7% to 8.65%. The equity issuance dilutes shareholders, while borrowing costs heighten scrutiny of whether AI infrastructure spending will generate adequate returns. Oracle Completes $10 Billion Debt Offering Across Five Maturities

Insider Buying and Selling

In related news, Director Stephen H. Rusckowski purchased 25,000 shares of Oracle stock in a transaction that occurred on Tuesday, September 29th. The shares were bought at an average price of $139.35 per share, for a total transaction of $3,483,750.00. Following the completion of the transaction, the director directly owned 25,390 shares of the company’s stock, valued at $3,538,096.50. This represents a 6,410.26% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, 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 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. The trade was a 3.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 36,075 shares of company stock valued at $5,342,123 over the last quarter. 38.40% of the stock is owned by company insiders.

Oracle Price Performance

Shares of Oracle stock opened at $123.82 on Thursday. The company’s fifty day simple moving average is $140.51 and its two-hundred day simple moving average is $156.10. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $252.40. The firm has a market cap of $374.39 billion, a PE ratio of 19.41, a price-to-earnings-growth ratio of 0.99 and a beta of 1.79. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89.

Oracle (NYSE:ORCL) last issued its quarterly earnings data 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 during 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 period in the prior year, the firm posted $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. As a group, equities analysts expect that Oracle Corporation will post 6.72 EPS for the current year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, October 23rd. Investors of record on Friday, October 9th were paid a $0.50 dividend. The ex-dividend date of this dividend was Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.6%. Oracle’s dividend payout ratio (DPR) is presently 31.35%.

Oracle Company Profile

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.