Neumann Capital Management LLC Makes New Investment in Oracle Corporation $ORCL

Neumann Capital Management LLC bought a new position in Oracle Corporation (NYSE:ORCL) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 84,458 shares of the enterprise software provider’s stock, valued at approximately $11,596,000. Oracle accounts for 2.9% of Neumann Capital Management LLC’s holdings, making the stock its 10th biggest holding.

Several other hedge funds have also made changes to their positions in ORCL. NFSG Corp grew its position in shares of Oracle by 18.2% during the 3rd quarter. NFSG Corp now owns 69,798 shares of the enterprise software provider’s stock worth $9,583,000 after buying an additional 10,769 shares in the last quarter. Activest Wealth Management raised its holdings in shares of Oracle by 152.6% in the third quarter. Activest Wealth Management now owns 2,129 shares of the enterprise software provider’s stock valued at $292,000 after acquiring an additional 1,286 shares in the last quarter. SLT Holdings LLC bought a new stake in shares of Oracle in the third quarter valued at about $1,019,000. Whitener Capital Management Inc. lifted its stake in Oracle by 4.2% in the third quarter. Whitener Capital Management Inc. now owns 5,365 shares of the enterprise software provider’s stock worth $737,000 after acquiring an additional 216 shares during the period. Finally, Walser Wealth Management Company A Ltd Liability Co lifted its stake in Oracle by 41.8% in the third quarter. Walser Wealth Management Company A Ltd Liability Co now owns 8,904 shares of the enterprise software provider’s stock worth $1,223,000 after acquiring an additional 2,625 shares during the period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI-related selloff is being viewed by some investors as a potential buying opportunity. One analysis argues that the company’s cloud growth and large contracted backlog could support a long-term recovery after the stock’s steep decline. Oracle’s AI Selloff Is Creating a Rare Setup
• Positive Sentiment: Mizuho reaffirmed a $320 price target and an Outperform rating, signaling substantial upside in the analyst’s view despite regulatory and infrastructure challenges. Oracle’s reported $664 billion remaining performance obligation also provides visibility into future revenue, although funding the required buildout remains important. Wall Street analyst updates Oracle stock price target
• Positive Sentiment: Vertex announced that its Oracle tax engine achieved Oracle Validated status and is available through Oracle Cloud Infrastructure’s marketplace, supporting Oracle’s partner ecosystem and enterprise-cloud adoption. Vertex Delivers Enhanced Value to Customers
• Neutral Sentiment: Oracle’s push for expedited approval of a New Mexico natural-gas pipeline highlights both the scale of Project Jupiter and the risk that power availability or regulatory delays could slow its AI data-center expansion. Oracle urges FERC to expedite New Mexico gas pipeline
• Negative Sentiment: Investors remain concerned that hot inflation and higher Treasury yields could raise Oracle’s financing costs and pressure its valuation. The broader AI trade was also weakened by CoreWeave’s sharply higher bond yields, raising questions about the ability of AI customers to fund expansion.
• Negative Sentiment: Oracle’s aggressive AI infrastructure spending is pushing free cash flow negative, while reports of uncertainty around Project Jupiter approvals and a separate Oracle Health data-breach investigation add execution and legal risks. Will Rising Capex Weigh on Oracle’s Free Cash Flow Outlook?

Insider Transactions at Oracle

In other news, CEO Michael D. Sicilia sold 22,562 shares of the stock in a transaction 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 sale, the chief executive officer owned 182,929 shares in the company, valued at approximately $27,730,207.11. This represents a 10.98% decrease in their position. The sale was disclosed in a document filed with the SEC, 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 stock was sold at an average price of $151.70, for a total value of $399,122.70. Following the completion of the sale, the executive vice president directly owned 64,357 shares of the company’s stock, valued at $9,762,956.90. The trade was a 3.93% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 36,075 shares of company stock valued at $5,342,123. Corporate insiders own 38.40% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on ORCL shares. Barclays increased their target price on shares of Oracle from $250.00 to $252.00 and gave the stock an “overweight” rating in a report on Friday, September 11th. Argus restated a “buy” rating and issued a $225.00 price target on shares of Oracle in a report on Monday, September 14th. President Capital lowered their price target on shares of Oracle from $360.00 to $300.00 and set an “overweight” rating for the company in a research report on Tuesday, July 14th. UBS Group upped their price target on shares of Oracle from $245.00 to $250.00 and gave the stock a “buy” rating in a research report on Friday, September 11th. Finally, BMO Capital Markets dropped their price objective on shares of Oracle from $220.00 to $195.00 and set an “outperform” rating on the stock in a research note on Friday, September 11th. One research analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $251.72.

Oracle Stock Up 3.2%

Shares of Oracle stock opened at $134.69 on Friday. The firm’s 50 day moving average price is $145.75 and its 200-day moving average price is $158.86. 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 Corporation has a 52-week low of $114.50 and a 52-week high of $322.54. The company has a market cap of $407.28 billion, a P/E ratio of 21.11, a PEG ratio of 0.92 and a beta of 1.78.

Oracle (NYSE:ORCL) last posted its quarterly earnings data 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. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The firm had revenue of $19.34 billion during the quarter, compared to analyst estimates of $19.13 billion. During the same quarter in the previous year, the business posted $1.47 EPS. Oracle’s revenue 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. On average, sell-side analysts predict that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, October 23rd. Shareholders of record on Friday, October 9th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend 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 services and related hardware. Its offerings help businesses manage databases, applications, data, infrastructure and other core information-technology operations.

The company is best known for its Oracle Database, along with cloud-based infrastructure and platform services. Oracle also provides enterprise applications for functions such as finance, human resources, supply-chain management, customer experience and industry-specific operations.