5,282 Oracle Corporation $ORCL Shares Purchased by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC grew its stake in Oracle Corporation (NYSE:ORCL) by 4.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 122,932 shares of the enterprise software provider’s stock after purchasing an additional 5,282 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Oracle were worth $16,879,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Sherman Asset Management Inc. raised its position in shares of Oracle by 5.5% during the first quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock valued at $155,000 after buying an additional 55 shares during the last quarter. Southern Capital Advisors LLC grew its position in Oracle by 1.3% during the first quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider’s stock worth $654,000 after buying an additional 57 shares in the last quarter. Global Financial Private Client LLC grew its position in Oracle by 0.8% during the first quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider’s stock worth $1,153,000 after buying an additional 59 shares in the last quarter. Key Financial Inc increased its stake in Oracle by 0.4% during the first quarter. Key Financial Inc now owns 14,203 shares of the enterprise software provider’s stock valued at $2,089,000 after acquiring an additional 62 shares during the period. Finally, Gould Asset Management LLC CA increased its stake in Oracle by 2.0% during the first quarter. Gould Asset Management LLC CA now owns 3,172 shares of the enterprise software provider’s stock valued at $467,000 after acquiring an additional 62 shares during the period. Institutional investors own 42.44% of the company’s stock.

Insider Activity

In related news, CEO Michael D. Sicilia sold 22,562 shares of the firm’s stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the sale, the chief executive officer directly owned 182,929 shares in the company, valued at $27,730,207.11. This trade represents a 10.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen H. 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 completion of the transaction, the director directly owned 25,390 shares in the company, valued at $3,538,096.50. This represents a 6,410.26% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold 36,075 shares of company stock worth $5,342,123 over the last quarter. 38.40% of the stock is currently owned by company insiders.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud business remains a key long-term catalyst. Its fiscal first-quarter results showed strong cloud growth, while remaining performance obligations reached a record $664 billion. If those commitments convert into revenue as scheduled, analysts and investors see substantial upside potential. Oracle’s Cloud Backlog Just Hit $664 Billion
• Positive Sentiment: Oracle’s role in AI infrastructure is attracting strategic business. Bloom Energy’s technology is reportedly being deployed to support Oracle-related AI data-center ambitions, highlighting demand for power and infrastructure around Oracle’s cloud expansion. Bloom Energy Is Up 157% in 2026
• Neutral Sentiment: Oracle is also benefiting from government business, with approximately $2.1 billion in award payments reportedly received over the past year, including major electronic health-record contracts. These awards support revenue visibility but are unlikely to change near-term market sentiment by themselves.
• Negative Sentiment: Investors are worried that Oracle’s substantial AI and cloud build-out is consuming cash before contracted revenue is collected. Recent results showed negative free cash flow, increasing focus on leverage, borrowing costs and execution risk. Oracle’s credit rating downgrade to BBB- has added to those concerns. Oracle Shares Fall as AI Infrastructure Worries Weigh on Sentiment
• Negative Sentiment: Hotter inflation data pushed interest-rate expectations and bond yields higher, pressuring capital-intensive AI infrastructure companies. A selloff in CoreWeave and other AI-related stocks intensified fears that expensive financing could reduce returns on Oracle’s expansion.
• Negative Sentiment: Reported insider activity has been heavily skewed toward selling, including substantial sales by Vice Chairman Jeffrey Henley and CEO Michael Sicilia. While insider transactions may reflect personal financial decisions, the pattern can weigh on investor confidence amid broader concerns about valuation and execution.

Oracle Stock Performance

NYSE:ORCL opened at $128.31 on Friday. The firm has a 50 day moving average of $145.38 and a 200-day moving average of $158.64. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $304.28. The stock has a market capitalization of $387.98 billion, a P/E ratio of 20.11, a price-to-earnings-growth ratio of 0.95 and a beta of 1.78.

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 the consensus estimate of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The business had revenue of $19.34 billion during the quarter, compared to analyst estimates of $19.13 billion. During the same period in the previous year, the firm earned $1.47 EPS. Oracle’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, sell-side analysts anticipate that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 23rd. Shareholders 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 dividend on an annualized basis and a yield of 1.6%. Oracle’s payout ratio is presently 31.35%.

Wall Street Analyst Weigh In

A number of brokerages have commented on ORCL. Freedom Broker reduced their price objective on Oracle from $210.00 to $205.00 and set a “buy” rating for the company in a research report on Monday, September 14th. Barclays boosted their price objective on Oracle from $250.00 to $252.00 and gave the company an “overweight” rating in a research report on Friday, September 11th. Sanford C. Bernstein restated a “buy” rating on shares of Oracle in a research note on Friday, September 25th. Stephens reaffirmed an “equal weight” rating and issued a $175.00 target price on shares of Oracle in a research report on Friday, September 11th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $290.00 target price (down from $320.00) on shares of Oracle in a research report on Thursday, September 10th. One analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $251.72.

Oracle Profile

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.