Oracle Corporation $ORCL Stock: Optima Capital LLC Decreases Position

Optima Capital LLC decreased its stake in Oracle Corporation (NYSE:ORCL) by 53.1% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,699 shares of the enterprise software provider’s stock after selling 5,325 shares during the quarter. Optima Capital LLC’s holdings in Oracle were worth $645,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the stock. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Oracle by 0.8% in 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 buying an additional 123,294 shares during the last quarter. Bank of New York Mellon Corp increased its position in 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 valued at $1,949,363,000 after acquiring an additional 384,984 shares during the last quarter. Amundi raised its stake in shares of Oracle by 1.5% in the second quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock valued at $1,447,648,000 after acquiring an additional 144,087 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Oracle by 1.7% in the first 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 acquiring an additional 147,048 shares during the period. Finally, First Eagle Investment Management LLC lifted its holdings 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 worth $1,248,148,000 after acquiring an additional 81,700 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

ORCL has been the subject of a number of recent analyst reports. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Oracle in a research note on Tuesday, October 27th. Wells Fargo & Company reduced their price objective on shares of Oracle from $280.00 to $250.00 and set an “overweight” rating on the stock in a research report on Monday, October 26th. Citizens Jmp restated a “market outperform” rating and set a $285.00 target price on shares of Oracle in a research report on Friday, October 2nd. Royal Bank Of Canada cut their target price on Oracle from $190.00 to $165.00 and set a “sector perform” rating on the stock in a research note on Friday, September 11th. Finally, Yorkville Ives initiated coverage on Oracle in a report on Wednesday, October 7th. They issued an “in-line” rating and a $155.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $248.41.

Oracle Trading Down 0.1%

ORCL stock opened at $130.50 on Monday. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $265.81. The firm’s 50-day moving average is $141.81 and its 200 day moving average is $157.19. The company has a market capitalization of $394.60 billion, a PE ratio of 20.45, a P/E/G ratio of 0.91 and a beta of 1.79. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17.

Oracle (NYSE:ORCL) last issued its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, topping analysts’ consensus estimates of $1.74 by $0.18. The business had revenue of $19.34 billion for the quarter, compared to analyst estimates 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 last year, the company 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. On average, research analysts anticipate that Oracle Corporation will post 6.72 EPS for the current year.

Oracle Dividend Announcement

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 $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Friday, October 9th. Oracle’s dividend payout ratio is currently 31.35%.

Trending Headlines about Oracle

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

Insider Transactions at Oracle

In other Oracle news, Director Stephen Rusckowski acquired 25,000 shares of the stock in a transaction that occurred on Tuesday, September 29th. The stock was bought at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the purchase, the director directly owned 25,390 shares in the company, valued at $3,538,096.50. The trade was a 6,410.26% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Michael Sicilia sold 22,562 shares of the stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 36,075 shares of company stock valued at $5,342,123. 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.