Oracle Corporation $ORCL Stock: Segment Wealth Management LLC Increases Holdings

Segment Wealth Management LLC raised its holdings in Oracle Corporation (NYSE:ORCL) by 49.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 68,160 shares of the enterprise software provider’s stock after purchasing an additional 22,538 shares during the period. Segment Wealth Management LLC’s holdings in Oracle were worth $9,358,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the company. Bank of New York Mellon Corp acquired a new position in shares of Oracle in the 2nd quarter worth approximately $1,911,930,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of Oracle in the 2nd quarter worth about $625,454,000. Corient Private Wealth LP bought a new stake in shares of Oracle during the second quarter valued at approximately $186,175,000. First Trust Advisors LP boosted its position in Oracle by 23.3% during the 1st quarter. First Trust Advisors LP now owns 3,633,070 shares of the enterprise software provider’s stock worth $534,461,000 after acquiring an additional 685,570 shares during the period. Finally, Public Employees Retirement System of Ohio acquired a new stake in Oracle in the second quarter worth about $94,955,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Oracle

In related news, CEO Michael Sicilia sold 22,562 shares of the firm’s 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 of the company’s stock, valued at $27,730,207.11. This trade represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen Rusckowski bought 25,000 shares of the company’s stock in a transaction dated Tuesday, September 29th. The shares were purchased at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the transaction, the director owned 25,390 shares of the company’s stock, valued at $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. In the last 90 days, insiders sold 36,075 shares of company stock worth $5,342,123. 38.40% of the stock is currently owned by corporate insiders.

Oracle Stock Down 0.2%

NYSE ORCL opened at $125.94 on Tuesday. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $287.00. The stock has a market cap of $380.81 billion, a PE ratio of 19.74, a PEG ratio of 0.89 and a beta of 1.78. The firm has a 50-day simple moving average of $142.90 and a 200 day simple moving average of $158.73. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current 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, beating analysts’ consensus estimates of $1.74 by $0.18. The business had revenue of $19.34 billion during the quarter, compared to analyst estimates of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%. Oracle’s revenue was up 29.6% on a year-over-year basis. During the same period in the prior 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 forecast that Oracle Corporation will post 6.73 EPS for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, October 23rd. Stockholders of record on Friday, October 9th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.6%. The ex-dividend date was Friday, October 9th. Oracle’s dividend payout ratio is presently 31.35%.

Analyst Ratings Changes

ORCL has been the topic of several research analyst reports. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Oracle in a research report on Thursday, September 10th. Citigroup reissued a “market outperform” rating on shares of Oracle in a research note on Friday, October 2nd. DZ Bank reissued a “buy” rating on shares of Oracle in a research report on Thursday, September 17th. Rothschild & Co Redburn lowered their target price on Oracle from $155.00 to $110.00 and set a “sell” rating on the stock in a research note on Monday, July 20th. Finally, Jefferies Financial Group restated a “buy” rating and set a $290.00 price target (down from $320.00) on shares of Oracle in a report on Thursday, September 10th. Thirty-six investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $248.07.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle unveiled a broad portfolio of enterprise AI products at Oracle AI World, including agentic applications for finance, human resources, supply chain, sales and customer service. The offerings are designed to automate complex work while maintaining enterprise controls, potentially strengthening Fusion Cloud adoption and recurring revenue. Oracle Expands AI Software Offerings Ahead of Investor Day
• Positive Sentiment: New capabilities—including Fusion Claw, AI Success Navigator, the Fusion Setup and Configuration Registry, Autonomous AI Lakehouse enhancements and the Deep Trust AI Architecture—could reduce implementation costs, improve data governance and differentiate Oracle’s secure enterprise AI platform. Oracle Announces Deep Trust AI Architecture
• Positive Sentiment: Analysts continue to point to Oracle’s record AI-related backlog and unusually strong cloud growth as potential catalysts. Some commentary suggests the backlog could support substantial long-term upside if Oracle converts bookings into revenue and cash flow. Oracle Could Have a Massive AI Opportunity
• Neutral Sentiment: Reports indicate Nvidia may be helping finance Oracle’s data-center expansion in addition to supplying chips. The arrangement could support Nvidia demand and Oracle’s AI capacity, but it may also increase financial and execution risks for both companies. Nvidia May Be Bankrolling More Than Chips in Oracle’s AI Expansion
• Negative Sentiment: Investors remain concerned that Oracle’s debt-funded AI buildout is producing negative free cash flow, while management has not provided a clear timeline for improvement. The company’s leverage makes successful backlog conversion and disciplined spending increasingly important. Balancing Oracle’s Backlog Against Its Balance Sheet
• Negative Sentiment: ETF net selling and a broader valuation warning—the Buffett Indicator is near a record high—are adding to risk aversion. Oracle has decreased substantially over the past year and remains near its 52-week low as investors question whether AI infrastructure spending represents an opportunity or a value trap. ETFs Are Net Sellers of Oracle

Oracle 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.