Oracle Corporation $ORCL Stake Increased by MBL Wealth LLC

MBL Wealth LLC grew its stake in Oracle Corporation (NYSE:ORCL) by 81.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,784 shares of the enterprise software provider’s stock after acquiring an additional 7,551 shares during the quarter. MBL Wealth LLC’s holdings in Oracle were worth $2,304,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Oracle by 0.8% during the second 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 worth $2,151,395,000 after purchasing an additional 123,294 shares during the period. Bank of New York Mellon Corp boosted its holdings in Oracle by 3.0% in the 1st quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider’s stock valued at $1,949,363,000 after purchasing an additional 384,984 shares during the last quarter. Amundi boosted its holdings in Oracle by 1.5% in the 2nd quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock valued at $1,447,648,000 after purchasing an additional 144,087 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in shares of Oracle by 1.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider’s stock valued at $1,262,827,000 after buying an additional 147,048 shares during the period. Finally, First Eagle Investment Management LLC grew its stake in shares of Oracle by 1.0% in the 2nd quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider’s stock valued at $1,248,148,000 after buying an additional 81,700 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Trading Down 2.9%

Shares of ORCL stock opened at $125.35 on Friday. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17. The firm has a market cap of $379.02 billion, a PE ratio of 19.65, a price-to-earnings-growth ratio of 0.91 and a beta of 1.78. The company has a 50-day moving average of $143.55 and a two-hundred day moving average of $158.29. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $287.19.

Oracle (NYSE:ORCL) last announced its quarterly earnings results 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 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 business’s revenue for the quarter was up 29.6% on a year-over-year basis. During the same period last year, the business 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. On average, analysts predict that Oracle Corporation will post 6.73 EPS for the current year.

Oracle Announces Dividend

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

Analyst Ratings Changes

A number of analysts have recently issued reports on ORCL shares. Morgan Stanley raised their price target on shares of Oracle from $207.00 to $210.00 and gave the stock an “equal weight” rating in a report on Friday, September 4th. Scotiabank decreased their price objective on Oracle from $241.00 to $215.00 and set a “sector outperform” rating on the stock in a report on Wednesday, September 9th. Guggenheim reiterated a “buy” rating and issued a $400.00 price objective (up from $375.00) on shares of Oracle in a research report on Tuesday, September 8th. Citizens Jmp reissued a “market outperform” rating and set a $285.00 target price on shares of Oracle in a research note on Friday, October 2nd. Finally, Barclays lifted their target price on Oracle from $250.00 to $252.00 and gave the company an “overweight” rating in a research report on Friday, September 11th. One analyst has rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and an average price target of $249.52.

Insider Buying and Selling

In related news, CEO Michael Sicilia sold 22,562 shares of Oracle stock in a transaction that occurred on 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 sale, the chief executive officer owned 182,929 shares in the company, valued at approximately $27,730,207.11. This trade represents a 10.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Maria Smith sold 2,631 shares of the business’s stock in a transaction that occurred on Tuesday, September 22nd. The shares were 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 in the company, valued at approximately $9,762,956.90. The trade was a 3.93% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 36,075 shares of company stock valued at $5,342,123. Company insiders own 38.40% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts see significant upside. Cantor Fitzgerald reaffirmed its Overweight rating and $284 price target, implying substantial potential appreciation from current levels. Evercore ISI also reportedly believes concerns about Oracle’s debt and growth outlook may be excessive. Oracle stock falls 4 percent: why this analyst sees a 120 percent upside
• Positive Sentiment: Investor Day could support the growth narrative. RBC expects Oracle to discuss its Oracle Cloud Infrastructure capacity ramp and applications growth, potentially providing more visibility into demand, backlog conversion, and future revenue expansion. Oracle Investor Day to Focus on OCI Capacity Ramp and Applications Growth
• Positive Sentiment: New AI and cloud offerings broaden Oracle’s opportunity. Oracle introduced Fusion Claw agentic HR applications and a no-code/low-code AI Agent Studio for industry-specific workflows. New customer and partner deployments could strengthen its applications business and help monetize its AI strategy. Oracle AI Agent Studio for Industry Applications
• Neutral Sentiment: Financing remains a key swing factor. Reports suggest Oracle may receive support from suppliers such as Nvidia as it finances data-center construction, but investors remain focused on high bond yields, elevated leverage, and whether the company can convert its large cloud backlog into sustainable cash flow. TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
• Negative Sentiment: AI spending and balance-sheet concerns are driving the weakness. Oracle is reportedly spending more on infrastructure than it generates in free cash flow, while its debt load and borrowing costs raise questions about returns on the buildout. The risk is particularly concerning because the company’s credit rating is only modestly above junk status. Oracle: Bond Yields Near 9 Percent

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.