Oracle Corporation $ORCL Stake Increased by Kestra Advisory Services LLC

Kestra Advisory Services LLC boosted its holdings in Oracle Corporation (NYSE:ORCL) by 6.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 399,825 shares of the enterprise software provider’s stock after buying an additional 23,522 shares during the period. Kestra Advisory Services LLC’s holdings in Oracle were worth $54,896,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ORCL. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased 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 worth $2,151,395,000 after acquiring an additional 123,294 shares in the last quarter. Bank of New York Mellon Corp raised its stake in shares of Oracle by 3.0% in the 1st quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider’s stock valued at $1,949,363,000 after acquiring an additional 384,984 shares during the period. Amundi lifted its holdings 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 valued at $1,447,648,000 after acquiring an additional 144,087 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings 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 valued at $1,262,827,000 after acquiring an additional 147,048 shares in the last quarter. Finally, First Eagle Investment Management LLC lifted its holdings in shares of Oracle by 1.0% during the 2nd quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider’s stock valued at $1,248,148,000 after acquiring an additional 81,700 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle received the strongest valuation grade among seven major technology companies in a comparison following the sector selloff, potentially drawing interest from investors looking for relative value. Article: Oracle beats Microsoft and Amazon on a key Wall Street metric
• Neutral Sentiment: Scotiabank lowered its fiscal 2027 EPS estimate to $6.63 from $6.73, but kept its Sector Outperform rating and $205 price target. The estimate cut tempers, but does not reverse, the analyst’s positive stance. Article: Scotiabank revises Oracle EPS estimate
• Neutral Sentiment: Oracle’s annual stockholder meeting is scheduled for November 18; the announcement did not identify a new business or earnings development. Article: Oracle’s annual meeting of stockholders
• Negative Sentiment: Microsoft is reportedly winding down its arrangement to rent AI computing capacity from Oracle. The news adds to concern that major customers may reassess AI infrastructure spending and could weigh on expectations for Oracle’s cloud growth. Article: Microsoft is winding down Oracle deal to rent AI cloud capacity
• Negative Sentiment: Broader doubts about the AI data-center build-out are also pressuring sentiment. Reports cite possible changes to OpenAI’s capacity plans, political scrutiny of data-center construction, and debt tied to a Stargate project—risks that could challenge the expected returns on Oracle’s substantial infrastructure investment. Article: OpenAI weighs smaller data-center plans

Insider Activity

In related news, CEO Michael D. Sicilia sold 22,562 shares of the business’s stock in a transaction dated Tuesday, September 22nd. The stock was sold at an average price of $151.59, for a total value of $3,420,173.58. Following the transaction, the chief executive officer owned 182,929 shares in the company, valued at approximately $27,730,207.11. The trade was a 10.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total value of $399,122.70. Following the completion of the transaction, the executive vice president directly owned 64,357 shares of the company’s stock, valued at $9,762,956.90. This represents a 3.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 36,075 shares of company stock worth $5,342,123 over the last ninety days. Corporate insiders own 38.40% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Wells Fargo & Company lowered their price target on Oracle from $280.00 to $250.00 and set an “overweight” rating for the company in a report on Monday, October 26th. Stephens raised Oracle from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $185.00 to $213.00 in a research report on Monday, November 2nd. Morgan Stanley cut Oracle from a “positive” rating to an “underweight” rating in a research note on Monday. KeyCorp set a $285.00 target price on Oracle in a research report on Friday, September 11th. Finally, Melius Research set a $170.00 target price on Oracle in a research note on Thursday, October 29th. One research analyst has rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $249.27.

Oracle Stock Up 0.7%

Shares of ORCL stock traded up $0.80 on Friday, hitting $115.96. The stock had a trading volume of 47,481,064 shares, compared to its average volume of 33,719,972. The firm has a market capitalization of $350.64 billion, a price-to-earnings ratio of 18.18, a P/E/G ratio of 0.83 and a beta of 1.79. The stock’s 50 day moving average is $139.11 and its 200-day moving average is $155.40. 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 Corporation has a 52-week low of $109.21 and a 52-week high of $250.25.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $19.13 billion. During the same period last year, the business earned $1.47 EPS. The business’s revenue 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, research analysts expect that Oracle Corporation will post 6.71 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, October 23rd. Stockholders of record on Friday, October 9th were paid a dividend of $0.50 per share. The ex-dividend date was Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.7%. Oracle’s dividend payout ratio (DPR) is currently 31.35%.

About Oracle

Oracle Corporation is a technology company that develops and provides database software, cloud services, and enterprise applications. Its products help organizations manage data, run business operations, and build and deploy applications.

Oracle’s offerings include Oracle Database, Oracle Cloud Infrastructure, and cloud-based applications for functions such as finance, human resources, supply chain management, and customer experience. The company also provides software support, consulting, and related services.

Founded in 1977 as Software Development Laboratories, Oracle serves businesses and public-sector organizations across geographies worldwide.