5,282 Oracle Corporation $ORCL Shares Purchased by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC grew its holdings in shares of Oracle Corporation (NYSE:ORCL) by 4.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 122,932 shares of the enterprise software provider’s stock after acquiring an additional 5,282 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in Oracle were worth $16,879,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in ORCL. North Point Portfolio Managers Corp OH acquired a new position in shares of Oracle during the third quarter worth $27,000. Maseco LLP bought a new position in shares of Oracle in the 1st quarter valued at $29,000. Persistent Asset Partners Ltd acquired a new stake in shares of Oracle during the 2nd quarter valued at $29,000. Markowski Investments acquired a new stake in shares of Oracle during the 2nd quarter valued at $32,000. Finally, MBM Wealth Consultants LLC acquired a new stake in shares of Oracle during the 1st quarter valued at $33,000. Institutional investors own 42.44% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Maria Smith sold 2,631 shares of the stock in a transaction dated 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 approximately $9,762,956.90. This represents a 3.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Stephen H. Rusckowski acquired 25,000 shares of the stock in a transaction dated Tuesday, September 29th. The shares were bought at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the transaction, the director directly 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. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders have sold 36,075 shares of company stock valued at $5,342,123. 38.40% of the stock is currently owned by company insiders.

Oracle Price Performance

ORCL stock opened at $128.31 on Friday. The company has a fifty day moving average price of $145.38 and a 200-day moving average price of $158.64. The company has a market capitalization of $387.98 billion, a P/E ratio of 20.11, a PEG ratio of 0.95 and a beta of 1.78. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $304.28. 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 quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, topping the consensus estimate of $1.74 by $0.18. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The company had revenue of $19.34 billion for the quarter, compared to analysts’ expectations of $19.13 billion. During the same quarter in the previous year, the firm posted $1.47 earnings per share. Oracle’s revenue for the quarter was up 29.6% on a year-over-year basis. 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, equities analysts expect that Oracle Corporation will post 6.73 EPS for the current year.

Oracle Dividend Announcement

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

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud business remains a key long-term catalyst. Its fiscal first-quarter results showed strong cloud growth, while remaining performance obligations reached a record $664 billion. If those commitments convert into revenue as scheduled, analysts and investors see substantial upside potential. Oracle’s Cloud Backlog Just Hit $664 Billion
• Positive Sentiment: Oracle’s role in AI infrastructure is attracting strategic business. Bloom Energy’s technology is reportedly being deployed to support Oracle-related AI data-center ambitions, highlighting demand for power and infrastructure around Oracle’s cloud expansion. Bloom Energy Is Up 157% in 2026
• Neutral Sentiment: Oracle is also benefiting from government business, with approximately $2.1 billion in award payments reportedly received over the past year, including major electronic health-record contracts. These awards support revenue visibility but are unlikely to change near-term market sentiment by themselves.
• Negative Sentiment: Investors are worried that Oracle’s substantial AI and cloud build-out is consuming cash before contracted revenue is collected. Recent results showed negative free cash flow, increasing focus on leverage, borrowing costs and execution risk. Oracle’s credit rating downgrade to BBB- has added to those concerns. Oracle Shares Fall as AI Infrastructure Worries Weigh on Sentiment
• Negative Sentiment: Hotter inflation data pushed interest-rate expectations and bond yields higher, pressuring capital-intensive AI infrastructure companies. A selloff in CoreWeave and other AI-related stocks intensified fears that expensive financing could reduce returns on Oracle’s expansion.
• Negative Sentiment: Reported insider activity has been heavily skewed toward selling, including substantial sales by Vice Chairman Jeffrey Henley and CEO Michael Sicilia. While insider transactions may reflect personal financial decisions, the pattern can weigh on investor confidence amid broader concerns about valuation and execution.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on ORCL. Jefferies Financial Group restated a “buy” rating and set a $290.00 price objective (down from $320.00) on shares of Oracle in a research report on Thursday, September 10th. Morgan Stanley increased their target price on Oracle from $207.00 to $210.00 and gave the company an “equal weight” rating in a research report on Friday, September 4th. The Goldman Sachs Group reiterated a “buy” rating and issued a $240.00 target price (up from $239.00) on shares of Oracle in a research report on Monday, September 14th. Oppenheimer reissued an “outperform” rating and set a $275.00 price target (up from $235.00) on shares of Oracle in a research note on Tuesday, September 8th. Finally, Guggenheim restated a “buy” rating and set a $400.00 price target (up from $375.00) on shares of Oracle in a report on Tuesday, September 8th. One analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus 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.