Pinnacle Associates Ltd. Acquires 11,806 Shares of Oracle Corporation $ORCL

Pinnacle Associates Ltd. boosted its holdings in Oracle Corporation (NYSE:ORCL) by 5.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 238,348 shares of the enterprise software provider’s stock after acquiring an additional 11,806 shares during the quarter. Pinnacle Associates Ltd.’s holdings in Oracle were worth $32,725,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Oracle during the 2nd quarter worth $625,454,000. Edmond DE Rothschild Holding S.A. raised its holdings in shares of Oracle by 8.7% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider’s stock valued at $11,579,000 after purchasing an additional 6,296 shares during the last quarter. Generate Investment Management Ltd raised its holdings in shares of Oracle by 178.4% in the third quarter. Generate Investment Management Ltd now owns 407,314 shares of the enterprise software provider’s stock valued at $55,924,000 after purchasing an additional 261,019 shares during the last quarter. Verus Wealth Management LLC purchased a new stake in shares of Oracle in the third quarter valued at about $1,365,000. Finally, Valeo Financial Advisors LLC lifted its position in shares of Oracle by 4.6% during the second quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider’s stock valued at $11,825,000 after purchasing an additional 3,584 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Healthcare AI partnership: Oracle and AstraZeneca agreed to explore AI and real-world data tools that could improve clinical-trial recruitment, accelerate evidence generation, and connect research with patient-care workflows. The deal expands Oracle’s AI opportunity beyond cloud infrastructure and data centers. Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation
• Positive Sentiment: Potential AI infrastructure support: TD Cowen said Nvidia may be helping finance Oracle’s new AI data centers, potentially easing the burden of Oracle’s large infrastructure spending. Reports also highlighted strong progress at the Project Jupiter campus. Nvidia May Be Helping Finance Oracle’s AI Data Centers
• Positive Sentiment: Improving demand and bullish valuation views: A BNP Paribas reseller survey pointed to stronger software and AI demand, while Bank of America maintained a highly optimistic outlook and estimated substantial upside. Oracle’s multicloud database revenue has also reportedly grown rapidly, supporting its cloud strategy. Oracle Sees Stronger AI Demand as BNP Paribas Survey Shows Major Improvement
• Neutral Sentiment: Long-term opportunity versus valuation: Commentators see Oracle’s cloud growth, database position, and AI backlog as potential catalysts, but some argue the stock remains overvalued relative to execution and financing risks. Oracle Is Winning in AI, but It’s Still Overvalued
• Negative Sentiment: Debt and buildout concerns: Investors remain worried that Oracle’s aggressive AI data-center expansion could require substantial external financing. Rising borrowing costs, possible credit-rating pressure, and reports that credit-default protection has become more expensive have weighed on the stock. Credit Stress Is Threatening to Unwind the AI Bull

Oracle Stock Up 0.9%

Shares of NYSE:ORCL opened at $130.77 on Wednesday. The company has a market capitalization of $395.42 billion, a PE ratio of 20.50, a price-to-earnings-growth ratio of 0.91 and a beta of 1.78. 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 business has a fifty day moving average price of $144.66 and a two-hundred day moving average price of $158.56. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $287.19.

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, beating the consensus estimate of $1.74 by $0.18. The firm 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%. The business’s revenue was up 29.6% compared to the same quarter last year. During the same period last year, the firm posted $1.47 EPS. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. Analysts forecast that Oracle Corporation will post 6.73 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently declared 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 is Friday, October 9th. This represents a $2.00 annualized dividend and a yield of 1.5%. Oracle’s dividend payout ratio is presently 31.35%.

Insider Activity at Oracle

In related news, EVP Maria Smith sold 2,631 shares of the stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total transaction of $399,122.70. Following the completion of the transaction, the executive vice president owned 64,357 shares in the company, valued at approximately $9,762,956.90. This represents a 3.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Michael Sicilia sold 22,562 shares of the firm’s stock in a transaction dated Tuesday, September 22nd. The stock was sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following 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 position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 36,075 shares of company stock worth $5,342,123. 38.40% of the stock is owned by company insiders.

Analyst Ratings Changes

ORCL has been the topic of a number of recent analyst reports. Freedom Broker dropped their price target on shares of Oracle from $210.00 to $205.00 and set a “buy” rating on the stock in a research report on Monday, September 14th. Sanford C. Bernstein reaffirmed a “buy” rating on shares of Oracle in a research report on Friday, September 25th. TD Cowen reiterated a “buy” rating and issued a $240.00 price objective (down from $300.00) on shares of Oracle in a research note on Wednesday, September 9th. Royal Bank Of Canada decreased their price objective on shares of Oracle from $190.00 to $165.00 and set a “sector perform” rating for the company in a research note on Friday, September 11th. Finally, KeyCorp set a $285.00 target price on shares of Oracle in a research report on Friday, September 11th. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $249.52.

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.