Oracle Corporation $ORCL Stock Holdings Lifted by Generate Investment Management Ltd

Generate Investment Management Ltd increased its holdings in Oracle Corporation (NYSE:ORCL) by 178.4% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 407,314 shares of the enterprise software provider’s stock after purchasing an additional 261,019 shares during the quarter. Oracle makes up about 2.2% of Generate Investment Management Ltd’s investment portfolio, making the stock its 13th largest position. Generate Investment Management Ltd’s holdings in Oracle were worth $55,924,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Janus Henderson Group PLC lifted its holdings in shares of Oracle by 8.6% in the fourth quarter. Janus Henderson Group PLC now owns 14,539,366 shares of the enterprise software provider’s stock valued at $2,815,242,000 after purchasing an additional 1,148,698 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of 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 valued at $2,151,395,000 after purchasing an additional 123,294 shares during the last quarter. Bank of New York Mellon Corp increased its stake in shares of Oracle by 3.0% during the 1st quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider’s stock worth $1,949,363,000 after purchasing an additional 384,984 shares in the last quarter. Amundi increased its stake in shares of Oracle by 1.5% during the 2nd quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock worth $1,447,648,000 after purchasing an additional 144,087 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its stake in shares of Oracle by 1.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider’s stock worth $1,262,827,000 after purchasing an additional 147,048 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Mizuho reaffirmed its $320 price target and “Outperform” rating, indicating substantial long-term upside if Oracle successfully scales its cloud and AI infrastructure business. Wall Street analyst updates Oracle stock price target
• Positive Sentiment: Oracle continues to benefit from expectations for strong AI-driven cloud growth, and Zacks’ growth-oriented analysis highlights the company’s expansion potential and earnings outlook. Why Oracle is a strong growth stock
• Positive Sentiment: Board member Stephen Rusckowski reportedly purchased approximately $3.48 million of Oracle stock, a potential signal that an insider views the selloff as an opportunity. Oracle insider trading alert
• Neutral Sentiment: Oracle is urging regulators to expedite approval of the Green Chile natural-gas pipeline needed for its New Mexico Project Jupiter data center. Approval would support the project, but the request underscores infrastructure and timing dependencies. Oracle urges FERC to expedite New Mexico gas pipeline
• Negative Sentiment: Investors are questioning Oracle’s AI spending and balance-sheet risk, particularly in a weaker environment for heavily leveraged AI infrastructure providers. Concerns about financing costs and the need to prioritize cash generation are outweighing bullish analyst recommendations. Oracle faces AI balance sheet risk warning
• Negative Sentiment: Reports that OpenAI’s revenue run rate may be below earlier expectations have raised questions about demand supporting Oracle’s reported multibillion-dollar AI-computing commitments. OpenAI revenue concerns
• Negative Sentiment: A law firm is investigating potential customer claims related to an Oracle Health data breach, creating additional legal, privacy and reputational risk. Oracle Health data breach investigation

Oracle Trading Down 7.1%

Shares of ORCL traded down $10.22 on Wednesday, hitting $132.98. 28,638,973 shares of the stock traded hands, compared to its average volume of 29,330,664. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89. The firm has a market capitalization of $402.11 billion, a P/E ratio of 20.86, a P/E/G ratio of 0.97 and a beta of 1.78. The stock’s 50 day moving average is $146.20 and its two-hundred day moving average is $158.98. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $322.54.

Oracle (NYSE:ORCL) last announced its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.74 by $0.18. The firm 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%. Oracle’s revenue was up 29.6% compared to the same quarter last year. During the same quarter 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. As a group, sell-side analysts predict that Oracle Corporation will post 6.69 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 23rd. Shareholders of record on Friday, October 9th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, October 9th. Oracle’s dividend payout ratio is currently 31.35%.

Insiders Place Their Bets

In other news, EVP Maria Smith sold 2,631 shares of Oracle 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 owned 64,357 shares of the company’s stock, valued at $9,762,956.90. The trade was a 3.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Stephen H. Rusckowski bought 25,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 29th. The stock was acquired at an average price 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 of the company’s stock, valued at approximately $3,538,096.50. The trade was a 6,410.26% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have sold a total of 36,075 shares of company stock valued at $5,342,123 in the last quarter. 38.40% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages recently issued reports on ORCL. Oppenheimer reaffirmed an “outperform” rating and issued a $275.00 target price (up from $235.00) on shares of Oracle in a research note on Tuesday, September 8th. Guggenheim reissued a “buy” rating and issued a $400.00 price target (up from $375.00) on shares of Oracle in a report on Tuesday, September 8th. TD Cowen restated a “buy” rating and issued a $240.00 price objective (down from $300.00) on shares of Oracle in a research report on Wednesday, September 9th. The Goldman Sachs Group restated a “buy” rating and issued a $240.00 price objective (up from $239.00) on shares of Oracle in a research report on Monday, September 14th. Finally, CLSA started coverage on Oracle in a research note on Monday, July 20th. They set a “hold” rating and a $145.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $251.72.

Oracle Company Profile

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.