Sumitomo Mitsui Trust Group Inc. Sells 116,441 Shares of Oracle Corporation $ORCL

Sumitomo Mitsui Trust Group Inc. reduced its position in shares of Oracle Corporation (NYSE:ORCL) by 3.1% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,583,720 shares of the enterprise software provider’s stock after selling 116,441 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in Oracle were worth $492,045,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings 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 valued at $2,151,395,000 after buying an additional 123,294 shares during the period. Bank of New York Mellon Corp boosted its stake in Oracle by 3.0% during the first 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 buying an additional 384,984 shares in the last quarter. Amundi boosted its stake in Oracle by 1.5% during the second quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock valued at $1,447,648,000 after buying an additional 144,087 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in Oracle by 1.7% during the first quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider’s stock worth $1,262,827,000 after acquiring an additional 147,048 shares during the period. Finally, First Eagle Investment Management LLC grew its holdings in Oracle by 1.0% during the second quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider’s stock worth $1,248,148,000 after acquiring an additional 81,700 shares during the period. 42.44% of the stock is owned by institutional investors.

Insider Transactions at Oracle

In other news, EVP Maria Smith sold 2,631 shares of Oracle stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $151.70, for a total transaction 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. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Michael Sicilia sold 22,562 shares of Oracle stock in a transaction on Tuesday, September 22nd. The shares were 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 $27,730,207.11. This represents a 10.98% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 36,075 shares of company stock valued at $5,342,123 over the last quarter. Company insiders own 38.40% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have commented on ORCL. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Oracle in a research report on Thursday, September 10th. The Goldman Sachs Group reduced their price objective on shares of Oracle from $240.00 to $206.00 and set a “buy” rating for the company in a research report on Friday, October 23rd. Stifel Nicolaus lowered 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. BMO Capital Markets lowered their price objective on shares of Oracle from $220.00 to $195.00 and set an “outperform” rating on the stock in a research note on Friday, September 11th. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $285.00 target price on shares of Oracle in a report on Friday, October 2nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and an average target price of $248.41.

Oracle Stock Down 6.5%

Shares of NYSE:ORCL opened at $130.50 on Friday. The firm has a 50 day simple moving average of $141.81 and a 200 day simple moving average of $157.19. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $265.81. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17. The company has a market cap of $394.60 billion, a PE ratio of 20.45, a price-to-earnings-growth ratio of 0.92 and a beta of 1.78.

Oracle (NYSE:ORCL) last posted its quarterly earnings data 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 firm had revenue of $19.34 billion for the quarter, compared to analysts’ expectations of $19.13 billion. During the same period in the previous year, the company posted $1.47 EPS. The company’s quarterly revenue was up 29.6% compared to the same quarter last year. 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 6.72 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, October 23rd. Stockholders of record on Friday, October 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, October 9th. Oracle’s dividend payout ratio (DPR) is 31.35%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s investor-day outlook remains the main bullish catalyst. Management is targeting at least $225 billion in fiscal 2030 revenue, approximately $21 in fiscal 2030 EPS, and $30 billion in free cash flow by fiscal 2029. The company also reported exceptionally strong AI bookings and cloud backlog growth, suggesting demand for its AI infrastructure remains robust. Oracle Stock Forecast – Analysts React to Strong FY30 Outlook
• Positive Sentiment: Oracle pledged to limit additional capital-market funding to approximately $20 billion through fiscal 2030, addressing concerns that its data-center expansion could require unrestrained borrowing and share issuance. Analysts including Bank of America, TD Cowen, and Piper Sandler have maintained bullish ratings and substantial price targets. Oracle Analyst Day Eases Funding Concerns
• Neutral Sentiment: Fiscal 2027 guidance calls for $8.10 EPS, ahead of the $7.86 consensus, but the $90 billion revenue forecast is slightly below the $90.4 billion analyst estimate. This leaves investors focused on whether AI bookings convert into reported revenue and cash flow over the next two quarters. Oracle Just Told Investors What Many Already Knew
• Negative Sentiment: Oracle’s AI expansion has produced deeply negative free cash flow and required roughly $48 billion of debt and equity funding in fiscal 2026. Investors remain skeptical that the projected cash-flow turnaround will arrive quickly enough, particularly given Oracle’s debt-to-equity ratio of 1.89. Oracle Caps New Capital Raising
• Negative Sentiment: Broader technology weakness and concerns about lower-than-expected big-tech capital spending have pressured AI infrastructure stocks. Microsoft CEO Satya Nadella’s criticism of businesses dependent on leasing AI capacity to a small number of customers also raised questions about Oracle’s customer concentration and infrastructure economics. Satya Nadella Criticizes AI Capacity Rental Models

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.