Crossmark Global Holdings Inc. Acquires 12,049 Shares of Oracle Corporation $ORCL

Crossmark Global Holdings Inc. grew its stake in shares of Oracle Corporation (NYSE:ORCL) by 4.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 288,483 shares of the enterprise software provider’s stock after acquiring an additional 12,049 shares during the period. Crossmark Global Holdings Inc.’s holdings in Oracle were worth $39,609,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in ORCL. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in Oracle in the 2nd quarter valued at $625,454,000. Edmond DE Rothschild Holding S.A. grew its position in shares of Oracle by 8.7% during the 2nd 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 in the last quarter. Generate Investment Management Ltd increased 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 worth $55,924,000 after purchasing an additional 261,019 shares during the period. Verus Wealth Management LLC bought a new position in shares of Oracle in the third quarter worth $1,365,000. Finally, Sawyer & Company Inc bought a new position in shares of Oracle in the third quarter worth $8,243,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

Shares of NYSE:ORCL opened at $129.10 on Thursday. The stock has a market cap of $390.36 billion, a PE ratio of 20.24, a PEG ratio of 0.93 and a beta of 1.78. The company’s fifty day moving average is $144.17 and its 200 day moving average is $158.44. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $287.19. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89.

Oracle (NYSE:ORCL) last posted its quarterly earnings results 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 business had revenue of $19.34 billion during the quarter, compared to the consensus estimate of $19.13 billion. During the same period in the previous year, the firm posted $1.47 earnings per share. The firm’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. Research analysts anticipate that Oracle Corporation will post 6.73 earnings per share for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be issued a $0.50 dividend. The ex-dividend date is Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.5%. Oracle’s payout ratio is currently 31.35%.

Insider Transactions at Oracle

In related news, CEO Michael D. Sicilia sold 22,562 shares of the 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 completion of the sale, the chief executive officer directly owned 182,929 shares in the company, valued at $27,730,207.11. This represents a 10.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Maria Smith sold 2,631 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 64,357 shares in the company, valued at approximately $9,762,956.90. The trade was a 3.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 36,075 shares of company stock worth $5,342,123. Company insiders own 38.40% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle announced new Fusion Claw-powered agentic HR applications and an AI Agent Studio for building industry-specific agents. The products could strengthen Oracle’s applications business, increase customer productivity and support additional cloud demand. Oracle Introduces Claw-Powered Fusion Agentic Applications for HR
• Positive Sentiment: Southwest General is expanding its use of Oracle Health and Fusion Cloud products, providing evidence of continued adoption across healthcare, finance and operations. Southwest General Expands Relationship with Oracle
• Positive Sentiment: Oracle’s partnership with AstraZeneca to apply AI and real-world data to clinical-trial recruitment expands its healthcare opportunity beyond data-center infrastructure. However, the agreement is exploratory and may take time to generate material revenue. Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation
• Neutral Sentiment: Oracle is benefiting from strong AI-cloud enthusiasm, including reports that Nvidia could be helping support financing for Oracle’s data-center buildout. The potential arrangement could ease near-term funding pressure, but it also highlights concerns about Oracle’s leverage, credit rating and dependence on outside financing. TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
• Negative Sentiment: The main investor concern is that Oracle’s cloud backlog has risen above $664 billion while free cash flow remains deeply negative. Analysts are questioning when the buildout will begin generating cash and whether the valuation adequately compensates investors for execution and financing risks. Oracle’s Growth to Valuation Mismatch is Less and Less Compelling
• Negative Sentiment: Coverage also points to potential customer-concentration and contract risks, including concerns that a significant portion of the backlog may be tied to OpenAI. Comparisons with Salesforce and Microsoft emphasize that Oracle’s faster cloud growth comes with considerably heavier capital spending and debt. Oracle vs. Microsoft: Which Is the Better AI Cloud Stock to Own
• Negative Sentiment: Reports that Oracle is invoking force majeure or reassessing elements of its massive data-center plans reinforce worries about construction delays, power availability and the ability to execute its AI infrastructure commitments. Oracle Calls Force Majeure Already?

Analyst Ratings Changes

A number of equities research analysts recently issued reports on ORCL shares. Citigroup reiterated a “market outperform” rating on shares of Oracle in a research report on Friday, October 2nd. Jefferies Financial Group restated a “buy” rating and set a $290.00 target price (down from $320.00) on shares of Oracle in a research report on Thursday, September 10th. President Capital reduced their target price on Oracle from $360.00 to $300.00 and set an “overweight” rating for the company in a research report on Tuesday, July 14th. Weiss Ratings restated a “hold (c)” rating on shares of Oracle in a research note on Friday, October 16th. Finally, KeyCorp set a $285.00 price target on Oracle in a report on Friday, September 11th. One analyst has rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $249.52.

About Oracle

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.