Cardinal Point Capital Management ULC Purchases 4,102 Shares of Oracle Corporation $ORCL

Cardinal Point Capital Management ULC lifted its position in shares of Oracle Corporation (NYSE:ORCL) by 5.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 74,358 shares of the enterprise software provider’s stock after acquiring an additional 4,102 shares during the quarter. Cardinal Point Capital Management ULC’s holdings in Oracle were worth $10,209,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Bank of New York Mellon Corp purchased a new stake in Oracle in the 2nd quarter valued at approximately $1,911,930,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of Oracle during the 2nd quarter worth approximately $625,454,000. Corient Private Wealth LP purchased a new position in shares of Oracle during the 2nd quarter worth approximately $186,175,000. First Trust Advisors LP raised its stake in shares of Oracle by 23.3% during the 1st quarter. First Trust Advisors LP now owns 3,633,070 shares of the enterprise software provider’s stock worth $534,461,000 after buying an additional 685,570 shares in the last quarter. Finally, Public Employees Retirement System of Ohio acquired a new stake in shares of Oracle in the 2nd quarter valued at approximately $94,955,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, Director Stephen H. Rusckowski bought 25,000 shares of the stock in a transaction on 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 acquisition, the director owned 25,390 shares of the company’s stock, valued at approximately $3,538,096.50. This trade represents a 6,410.26% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Maria Smith sold 2,631 shares of the company’s stock in a transaction on 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 sale, the executive vice president directly owned 64,357 shares in the company, valued at $9,762,956.90. This trade represents a 3.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 36,075 shares of company stock valued at $5,342,123. 38.40% of the stock is owned by insiders.

Oracle Trading Down 1.6%

Shares of Oracle stock opened at $129.10 on Thursday. The company has a 50-day moving average of $144.17 and a two-hundred day moving average of $158.44. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $287.19. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. The stock has a market cap of $390.36 billion, a PE ratio of 20.24, a price-to-earnings-growth ratio of 0.93 and a beta of 1.78.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, topping the consensus estimate of $1.74 by $0.18. The business had revenue of $19.34 billion for 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 company’s quarterly revenue was up 29.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $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. On average, research analysts anticipate that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 23rd. Investors 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 1.5%. Oracle’s payout ratio is currently 31.35%.

Oracle News Summary

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?

Wall Street Analyst Weigh In

A number of research firms recently weighed in on ORCL. President Capital decreased their price target on Oracle from $360.00 to $300.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 14th. KeyCorp set a $285.00 price objective on Oracle in a report on Friday, September 11th. Weiss Ratings reiterated a “hold (c)” rating on shares of Oracle in a research report on Friday, October 16th. Citigroup reiterated a “market outperform” rating on shares of Oracle in a research report on Friday, October 2nd. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $284.00 target price (up from $229.00) on shares of Oracle in a report on Friday, September 11th. One research 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 given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $249.52.

Oracle 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.