Oracle Corporation $ORCL Stock Acquired by Simplicity Wealth LLC

Simplicity Wealth LLC grew its position in shares of Oracle Corporation (NYSE:ORCL) by 9.8% during the 3rd quarter, Holdings Channel.com reports. The firm owned 55,512 shares of the enterprise software provider’s stock after acquiring an additional 4,966 shares during the period. Simplicity Wealth LLC’s holdings in Oracle were worth $7,622,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ORCL. Madrona Financial Services LLC purchased a new stake in shares of Oracle in the 3rd quarter worth about $232,000. Mountain Hill Investment Partners Corp. increased its position in Oracle by 140.5% during the 3rd quarter. Mountain Hill Investment Partners Corp. now owns 125,403 shares of the enterprise software provider’s stock valued at $17,218,000 after buying an additional 73,255 shares in the last quarter. Sowell Financial Services LLC raised its position in shares of Oracle by 0.7% in the 3rd quarter. Sowell Financial Services LLC now owns 17,229 shares of the enterprise software provider’s stock worth $2,365,000 after purchasing an additional 114 shares during the last quarter. Evergreen Capital Management LLC raised its holdings in Oracle by 32.1% in the third quarter. Evergreen Capital Management LLC now owns 125,484 shares of the enterprise software provider’s stock worth $17,229,000 after buying an additional 30,466 shares during the last quarter. Finally, Gibbs Wealth Management lifted its position in Oracle by 15.3% in the 3rd quarter. Gibbs Wealth Management now owns 35,503 shares of the enterprise software provider’s stock valued at $4,875,000 after acquiring an additional 4,723 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Insider Buying and Selling

In other Oracle news, CEO Michael D. 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 value 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 approximately $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 can be accessed through 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 stock in a transaction that occurred on Tuesday, September 29th. The stock was acquired at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the purchase, the director owned 25,390 shares of the company’s stock, valued at $3,538,096.50. This trade represents a 6,410.26% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders sold 36,075 shares of company stock valued at $5,342,123. Insiders own 38.40% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle committed $1 billion over four years to its partner ecosystem, offering incentives, expertise and resources to expand AI-driven modernization projects. The investment could help generate additional cloud demand and broaden Oracle’s sales reach. Oracle Announces $1 Billion Investment to Accelerate Partner Growth and AI-Driven Modernization for Customers
• Positive Sentiment: TikTok’s U.S. operation is seeking multiple gigawatts of computing capacity and said Oracle Cloud Infrastructure will remain its primary U.S. provider. A large, continuing commitment from TikTok would support Oracle’s AI infrastructure utilization and cloud revenue outlook. TikTok U.S. hunts for multiple gigawatts of computing capacity
• Positive Sentiment: Analysts continue to identify significant upside if Oracle converts its roughly $664 billion backlog into revenue and earnings. Cantor Fitzgerald maintained an Overweight rating with a $284 target, while Erste Group modestly raised its FY2028 EPS estimate to $9.32. Could Oracle Actually Achieve 120% Upside?
• Neutral Sentiment: Oracle expanded its Marketplace with broader use of Universal Credits, new co-selling tools and additional purchasing options. The changes should make it easier for partners to sell through Oracle, although the financial impact will depend on adoption. Oracle Expands Marketplace to Unlock New Partner Growth Opportunities
• Neutral Sentiment: Oracle’s October 28 Investor Day is expected to provide more detail on OCI capacity expansion, applications growth, capital spending and financing. The event could be an important catalyst for the stock.
• Negative Sentiment: Investors remain concerned that Oracle is spending heavily on AI data centers while free cash flow is negative and borrowing costs are elevated. Reports that Oracle’s bond yields are approaching 9% have intensified fears that future AI growth may require expensive debt, equity issuance or customer prepayments. Oracle: Bond Yields Near 9%
• Negative Sentiment: Wedbush analyst Dan Ives described the current AI-related selloff as “SaaS Apocalypse 2.0” and said Oracle is in “the toughest spot,” reflecting market anxiety over valuation, execution and the profitability of its AI infrastructure buildout. Dan Ives Calls AI Sell-Off SaaS Apocalypse 2.0

Oracle Stock Performance

ORCL opened at $126.10 on Friday. The stock has a market capitalization of $381.31 billion, a price-to-earnings ratio of 19.77, a PEG ratio of 0.89 and a beta of 1.78. The company has a fifty day moving average of $143.07 and a 200 day moving average of $158.06. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $287.19.

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, topping the consensus estimate of $1.74 by $0.18. The business had revenue of $19.34 billion for 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 revenue for the quarter was up 29.6% on a year-over-year basis. During the same period in the prior year, the firm 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. As a group, sell-side analysts forecast that Oracle Corporation will post 6.73 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, October 23rd. Investors of record on Friday, October 9th were given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend was Friday, October 9th. Oracle’s dividend payout ratio is 31.35%.

Wall Street Analysts Forecast Growth

ORCL has been the subject of several recent analyst reports. Citigroup restated a “market outperform” rating on shares of Oracle in a research note on Friday, October 2nd. DA Davidson reaffirmed a “buy” rating and issued a $225.00 target price on shares of Oracle in a research report on Friday, September 11th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Oracle in a research report on Friday, October 16th. Oppenheimer reiterated an “outperform” rating and set a $275.00 target price (up from $235.00) on shares of Oracle in a research note on Tuesday, September 8th. Finally, DZ Bank reissued a “buy” rating on shares of Oracle in a report on Thursday, September 17th. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $248.75.

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.