Oracle Corporation $ORCL Stock: Lmcg Investments LLC Reduces Holdings

Lmcg Investments LLC reduced its stake in Oracle Corporation (NYSE:ORCL) by 11.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 37,142 shares of the enterprise software provider’s stock after selling 4,748 shares during the period. Lmcg Investments LLC’s holdings in Oracle were worth $5,100,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Oracle by 0.8% during the 2nd 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 during the period. Bank of New York Mellon Corp raised its holdings in 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 in the last quarter. Amundi lifted its position 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 during the period. Dimensional Fund Advisors LP lifted its position 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 during the period. Finally, First Eagle Investment Management LLC lifted its position 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 during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

ORCL has been the topic of several analyst reports. JPMorgan Chase & Co. reissued a “buy” rating on shares of Oracle in a report on Thursday, September 10th. Freedom Broker dropped their price target on Oracle from $210.00 to $205.00 and set a “buy” rating for the company in a research note on Monday, September 14th. CLSA started coverage on shares of Oracle in a research report on Monday, July 20th. They set a “hold” rating and a $145.00 price objective for the company. Morgan Stanley upped their price objective on shares of Oracle from $207.00 to $210.00 and gave the stock an “equal weight” rating in a research report on Friday, September 4th. Finally, Stifel Nicolaus reduced their price objective on shares of Oracle from $220.00 to $200.00 and set a “buy” rating on the stock in a research note 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $249.52.

Oracle Stock Down 1.6%

Shares of ORCL opened at $129.10 on Thursday. Oracle Corporation has a one year low of $114.50 and a one year high of $287.19. The company has a market cap of $390.36 billion, a P/E ratio of 20.24, a P/E/G ratio of 0.93 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 firm has a 50 day simple moving average of $144.17 and a two-hundred day simple moving average of $158.44.

Oracle (NYSE:ORCL) last released its 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. The firm had revenue of $19.34 billion during the quarter, compared to analysts’ expectations 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 period in the prior year, the company earned $1.47 earnings per share. 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 forecast that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.5%. Oracle’s payout ratio is 31.35%.

Insider Buying and Selling

In related news, CEO Michael Sicilia sold 22,562 shares of the company’s stock in a transaction on 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 filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen Rusckowski acquired 25,000 shares of Oracle stock in a transaction that occurred on Tuesday, September 29th. The stock was acquired at an average cost of $139.35 per share, for a total transaction of $3,483,750.00. Following the completion of the purchase, the director directly owned 25,390 shares of the company’s stock, valued at $3,538,096.50. This represents a 6,410.26% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders sold a total of 36,075 shares of company stock worth $5,342,123 in the last ninety days. 38.40% of the stock is owned by insiders.

Key Oracle News

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?

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.