Neumann Capital Management LLC Acquires New Position in Oracle Corporation $ORCL

Neumann Capital Management LLC bought a new position in Oracle Corporation (NYSE:ORCL) in the third quarter, Holdings Channel reports. The firm bought 84,458 shares of the enterprise software provider’s stock, valued at approximately $11,596,000. Oracle accounts for approximately 2.9% of Neumann Capital Management LLC’s investment portfolio, making the stock its 10th largest position.

A number of other institutional investors also recently bought and sold shares of the stock. 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 valued at $2,151,395,000 after purchasing an additional 123,294 shares in the last quarter. Janus Henderson Group PLC raised its holdings in shares of Oracle by 8.6% in the fourth quarter. Janus Henderson Group PLC now owns 14,539,366 shares of the enterprise software provider’s stock worth $2,815,242,000 after buying an additional 1,148,698 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in shares of 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 worth $1,949,363,000 after buying an additional 384,984 shares during the period. Amundi lifted its stake in shares of Oracle by 1.5% during the second quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock worth $1,447,648,000 after buying an additional 144,087 shares during the period. Finally, Dimensional Fund Advisors LP grew its holdings in shares of 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 valued at $1,262,827,000 after buying an additional 147,048 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Oracle

In related news, EVP Maria Smith sold 2,631 shares of the business’s stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total transaction of $399,122.70. Following the completion of the transaction, the executive vice president directly owned 64,357 shares in the company, valued at $9,762,956.90. The trade was a 3.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Stephen Rusckowski purchased 25,000 shares of the stock in a transaction 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 acquisition, the director owned 25,390 shares of the company’s stock, valued at $3,538,096.50. The trade was 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 three months. Company insiders own 38.40% of the company’s stock.

Oracle Stock Performance

ORCL opened at $134.69 on Friday. 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 12-month low of $114.50 and a 12-month high of $322.54. The firm has a 50 day moving average of $145.75 and a two-hundred day moving average of $158.86. The firm has a market capitalization of $407.28 billion, a PE ratio of 21.11, a P/E/G ratio of 0.92 and a beta of 1.78.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, beating the consensus estimate of $1.74 by $0.18. The business had revenue of $19.34 billion for the quarter, compared to the consensus estimate of $19.13 billion. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The business’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. On average, analysts anticipate that Oracle Corporation will post 6.73 EPS for the current year.

Oracle Announces Dividend

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

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on ORCL shares. Cantor Fitzgerald reissued an “overweight” rating and set a $284.00 price objective (up from $229.00) on shares of Oracle in a report on Friday, September 11th. JPMorgan Chase & Co. restated a “buy” rating on shares of Oracle in a research note on Thursday, September 10th. TD Cowen reaffirmed a “buy” rating and set a $240.00 price target (down from $300.00) on shares of Oracle in a research report on Wednesday, September 9th. Barclays lifted their price target on Oracle from $250.00 to $252.00 and gave the stock an “overweight” rating in a research report on Friday, September 11th. Finally, Argus reiterated a “buy” rating and set a $225.00 price target on shares of Oracle in a research note on Monday, September 14th. One research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $251.72.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI-related selloff is being viewed by some investors as a potential buying opportunity. One analysis argues that the company’s cloud growth and large contracted backlog could support a long-term recovery after the stock’s steep decline. Oracle’s AI Selloff Is Creating a Rare Setup
• Positive Sentiment: Mizuho reaffirmed a $320 price target and an Outperform rating, signaling substantial upside in the analyst’s view despite regulatory and infrastructure challenges. Oracle’s reported $664 billion remaining performance obligation also provides visibility into future revenue, although funding the required buildout remains important. Wall Street analyst updates Oracle stock price target
• Positive Sentiment: Vertex announced that its Oracle tax engine achieved Oracle Validated status and is available through Oracle Cloud Infrastructure’s marketplace, supporting Oracle’s partner ecosystem and enterprise-cloud adoption. Vertex Delivers Enhanced Value to Customers
• Neutral Sentiment: Oracle’s push for expedited approval of a New Mexico natural-gas pipeline highlights both the scale of Project Jupiter and the risk that power availability or regulatory delays could slow its AI data-center expansion. Oracle urges FERC to expedite New Mexico gas pipeline
• Negative Sentiment: Investors remain concerned that hot inflation and higher Treasury yields could raise Oracle’s financing costs and pressure its valuation. The broader AI trade was also weakened by CoreWeave’s sharply higher bond yields, raising questions about the ability of AI customers to fund expansion.
• Negative Sentiment: Oracle’s aggressive AI infrastructure spending is pushing free cash flow negative, while reports of uncertainty around Project Jupiter approvals and a separate Oracle Health data-breach investigation add execution and legal risks. Will Rising Capex Weigh on Oracle’s Free Cash Flow Outlook?

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.