Oracle Corporation $ORCL Position Decreased by Modera Wealth Management LLC

Modera Wealth Management LLC cut its stake in Oracle Corporation (NYSE:ORCL) by 4.6% in the third quarter, Holdings Channel.com reports. The firm owned 91,590 shares of the enterprise software provider’s stock after selling 4,465 shares during the quarter. Modera Wealth Management LLC’s holdings in Oracle were worth $12,575,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Oracle by 0.8% during 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 worth $2,151,395,000 after buying an additional 123,294 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in Oracle by 3.0% in the 1st 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 grew its holdings in Oracle by 1.5% in the 2nd 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 increased its stake in shares of Oracle by 1.7% in the 1st 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 last quarter. Finally, First Eagle Investment Management LLC increased its stake in shares of Oracle by 1.0% in the 2nd 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 last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Down 6.5%

Shares of NYSE:ORCL opened at $130.50 on Friday. The business has a 50-day moving average price of $141.81 and a 200 day moving average price of $157.19. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. The company has a market capitalization of $394.60 billion, a price-to-earnings ratio of 20.45, a PEG ratio of 0.99 and a beta of 1.78. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $265.81.

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. The firm had revenue of $19.34 billion for the quarter, compared to analyst estimates of $19.13 billion. Oracle had a net margin of 26.36% and a return on equity of 48.85%. Oracle’s revenue was up 29.6% on a year-over-year basis. During the same period in the previous 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. Sell-side analysts expect that Oracle Corporation will post 6.72 EPS for the current year.

Oracle Announces Dividend

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

Oracle News Roundup

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

Analyst Upgrades and Downgrades

ORCL has been the topic of several analyst reports. Stifel Nicolaus reduced their price target on Oracle from $220.00 to $200.00 and set a “buy” rating on the stock in a report on Friday, September 11th. KeyCorp set a $285.00 price objective on shares of Oracle in a research report on Friday, September 11th. UBS Group raised their price objective on shares of Oracle from $245.00 to $250.00 and gave the stock a “buy” rating in a research report on Friday, September 11th. Morgan Stanley increased their price target on shares of Oracle from $207.00 to $210.00 and gave the company an “equal weight” rating in a research note on Friday, September 4th. Finally, Yorkville Ives began coverage on shares of Oracle in a report on Wednesday, October 7th. They set an “in-line” rating and a $155.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $248.41.

Insider Transactions at Oracle

In other Oracle news, Director Stephen Rusckowski purchased 25,000 shares of Oracle stock in a transaction dated Tuesday, September 29th. The shares were acquired at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the completion of the transaction, 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Michael Sicilia sold 22,562 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, 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 position. 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. Over the last quarter, insiders have sold 36,075 shares of company stock valued at $5,342,123. 38.40% of the stock is currently owned by corporate insiders.

Oracle 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.