Oracle Corporation $ORCL Shares Sold by Modera Wealth Management LLC

Modera Wealth Management LLC cut its holdings in shares of Oracle Corporation (NYSE:ORCL) by 4.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 91,590 shares of the enterprise software provider’s stock after selling 4,465 shares during the period. Modera Wealth Management LLC’s holdings in Oracle were worth $12,575,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in ORCL. Foresight Capital Management Advisors Inc. purchased a new position in Oracle during the 3rd quarter worth $26,000. Persistent Asset Partners Ltd purchased a new stake in Oracle in the second quarter valued at about $29,000. North Point Portfolio Managers Corp OH purchased a new stake in Oracle in the third quarter valued at about $27,000. Markowski Investments acquired a new stake in Oracle in the second quarter worth about $32,000. Finally, Strengthening Families & Communities LLC boosted its holdings in Oracle by 231.3% in the third quarter. Strengthening Families & Communities LLC now owns 222 shares of the enterprise software provider’s stock worth $30,000 after acquiring an additional 155 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

More Oracle News

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

Analyst Ratings Changes

Several equities analysts have recently issued reports on ORCL shares. Rothschild & Co Redburn cut their price objective 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. Piper Sandler reiterated an “overweight” rating and issued a $225.00 target price on shares of Oracle in a research note on Thursday. JPMorgan Chase & Co. reissued a “buy” rating on shares of Oracle in a research report on Thursday, September 10th. Citizens Jmp reissued a “market outperform” rating and set a $285.00 target price on shares of Oracle in a research report on Friday, October 2nd. Finally, TD Cowen restated a “buy” rating and set a $240.00 price target on shares of Oracle in a research note on Thursday. One 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 given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $248.41.

Oracle Stock Down 6.5%

Shares of ORCL stock opened at $130.50 on Friday. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $265.81. The stock has a market cap of $394.60 billion, a P/E ratio of 20.45, a P/E/G ratio of 0.99 and a beta of 1.78. The stock has a 50 day moving average of $141.81 and a 200 day moving average of $157.19. 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 for the quarter, beating analysts’ consensus estimates of $1.74 by $0.18. The company 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 firm’s revenue for the quarter was up 29.6% on a year-over-year basis. During the same quarter in the previous year, the company 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. As a group, sell-side analysts expect that Oracle Corporation will post 6.72 EPS for the current year.

Oracle Announces Dividend

The company also recently announced 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. The ex-dividend date of this dividend 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 is presently 31.35%.

Insider Activity

In other news, EVP Maria Smith sold 2,631 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 64,357 shares in the company, valued at $9,762,956.90. This trade represents a 3.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Stephen Rusckowski purchased 25,000 shares of the stock in a transaction dated 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 completion of the purchase, the director directly owned 25,390 shares of the company’s stock, valued at approximately $3,538,096.50. The trade was a 6,410.26% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold a total of 36,075 shares of company stock worth $5,342,123 over the last quarter. 38.40% of the stock is currently owned by corporate insiders.

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.