Oracle Corporation $ORCL Stock Holdings Lowered by Avity Investment Management Inc.

Avity Investment Management Inc. lowered its position in shares of Oracle Corporation (NYSE:ORCL) by 87.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,285 shares of the enterprise software provider’s stock after selling 159,550 shares during the period. Avity Investment Management Inc.’s holdings in Oracle were worth $3,060,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Basso Capital Management L.P. purchased a new stake in Oracle during the 4th quarter valued at $29,000. Maseco LLP purchased a new position in shares of Oracle in the first quarter worth $29,000. Persistent Asset Partners Ltd bought a new position in shares of Oracle during the second quarter valued at $29,000. North Point Portfolio Managers Corp OH bought a new position in shares of Oracle during the third quarter valued at $27,000. Finally, Markowski Investments purchased a new stake in shares of Oracle during the second quarter valued at $32,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Stock Performance

ORCL traded up $5.87 during trading on Friday, hitting $141.56. The company’s stock had a trading volume of 25,487,253 shares, compared to its average volume of 29,400,031. 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 Corporation has a one year low of $114.50 and a one year high of $322.54. The firm has a market cap of $428.03 billion, a PE ratio of 22.19, a P/E/G ratio of 1.02 and a beta of 1.78. The business’s 50 day simple moving average is $146.12 and its 200-day simple moving average is $159.15.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) 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 firm had revenue of $19.34 billion during the quarter, compared to the consensus estimate of $19.13 billion. During the same quarter in the previous year, the firm posted $1.47 EPS. The company’s revenue for the quarter 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, sell-side analysts predict that Oracle Corporation will post 6.69 EPS for the current fiscal 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 paid a $0.50 dividend. The ex-dividend date of this dividend is Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s dividend payout ratio (DPR) is 31.35%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: A bullish analyst view helped support the recovery. Mizuho added Oracle to its top-picks list with a $320 price target, citing strong demand for Oracle Cloud Infrastructure and AI services. Oracle added to Mizuho Top Picks
• Positive Sentiment: Investors continue to point to Oracle’s growing cloud backlog, recent earnings beats and strong infrastructure growth as evidence that the long-term AI opportunity remains intact despite the stock’s decline from its yearly high. Oracle cloud backlog and potential upside
• Positive Sentiment: Oracle is using trucked natural gas to keep data-center construction moving while pipeline infrastructure is delayed, including consideration of the approach for its 2.45-gigawatt New Mexico project. This could reduce schedule risk, though it may raise operating costs. Oracle trucks natural gas to AI data centers
• Neutral Sentiment: Oracle signed a virtual power-purchase agreement for Texas wind power, supporting its goal of investing in more than 1.7 gigawatts of renewable-energy projects. The agreement may improve the company’s energy profile but is unlikely to materially affect near-term earnings. Oracle Texas wind-power agreement
• Negative Sentiment: OpenAI’s reported annualized revenue of roughly $50 billion was below the previously circulated $68 billion figure. Although the difference reportedly reflects measurement and accounting rather than weaker demand, it renewed concerns about Oracle’s exposure to a small number of major AI customers. OpenAI revenue report pressures AI stocks
• Negative Sentiment: Reports that Oracle is pursuing large-scale private financing to buy AI chips have raised concerns about leverage, fixed-margin cloud contracts and the risk of overbuilding capacity. Separately, unusual options activity appeared tilted toward bearish call spreads, while Mar Vista disclosed exiting its Oracle position as the stock’s rally reduced its margin of safety. Oracle AI chip financing

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Stephens restated an “equal weight” rating and set a $175.00 target price on shares of Oracle in a research note on Friday, September 11th. Sanford C. Bernstein reiterated a “buy” rating on shares of Oracle in a research note on Friday, September 25th. President Capital decreased their price objective on shares of Oracle from $360.00 to $300.00 and set an “overweight” rating for the company in a report on Tuesday, July 14th. Freedom Broker lowered their price objective on shares of Oracle from $210.00 to $205.00 and set a “buy” rating on the stock in a research report on Monday, September 14th. Finally, BNP Paribas Exane lifted their target price on shares of Oracle from $283.00 to $290.00 and gave the stock an “outperform” rating in a research report on Friday, June 12th. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $251.72.

Insider Activity

In related news, Director Stephen Rusckowski acquired 25,000 shares of the business’s stock in a transaction that occurred on Tuesday, September 29th. The stock was bought at an average cost of $139.35 per share, for a total transaction of $3,483,750.00. Following the purchase, the director owned 25,390 shares in the company, valued at $3,538,096.50. The trade was a 6,410.26% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Michael Sicilia sold 22,562 shares of the stock in a transaction that occurred 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 of the company’s stock, valued at $27,730,207.11. This represents a 10.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 36,075 shares of company stock valued at $5,342,123 in the last ninety days. Corporate insiders own 38.40% of the company’s stock.

About Oracle

Oracle Corporation (NYSE: ORCL) is a global technology company that develops enterprise software, cloud services and related hardware. Its offerings help businesses manage databases, applications, data, infrastructure and other core information-technology operations.

The company is best known for its Oracle Database, along with cloud-based infrastructure and platform services. Oracle also provides enterprise applications for functions such as finance, human resources, supply-chain management, customer experience and industry-specific operations.