Oracle Corporation $ORCL Stock Position Reduced by YHB Investment Advisors Inc.

YHB Investment Advisors Inc. lessened its stake in shares of Oracle Corporation (NYSE:ORCL) by 6.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 58,859 shares of the enterprise software provider’s stock after selling 3,773 shares during the period. YHB Investment Advisors Inc.’s holdings in Oracle were worth $8,081,000 as of its most recent filing with the Securities & Exchange Commission.

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

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. BNP Paribas Exane boosted their price objective on shares of Oracle from $283.00 to $290.00 and gave the stock an “outperform” rating in a report on Friday, June 12th. Weiss Ratings downgraded Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, July 20th. DA Davidson reissued a “buy” rating and issued a $225.00 target price on shares of Oracle in a report on Friday, September 11th. Citizens Jmp reiterated a “market outperform” rating and issued a $285.00 price target on shares of Oracle in a research note on Friday, October 2nd. Finally, KeyCorp set a $285.00 price objective on shares of Oracle in a report on Friday, September 11th. 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. According to MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $251.72.

Insider Transactions at Oracle

In related news, Director Stephen Rusckowski bought 25,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 29th. The stock was purchased at an average price of $139.35 per share, for a total transaction of $3,483,750.00. Following the completion of the transaction, 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 ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Maria Smith sold 2,631 shares of the business’s stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $151.70, for a total transaction of $399,122.70. Following the completion of the sale, the executive vice president owned 64,357 shares in the company, valued at approximately $9,762,956.90. The trade was a 3.93% decrease in their position. The SEC filing for this sale provides additional information. 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 Stock Performance

Shares of NYSE:ORCL traded down $6.42 during mid-day trading on Thursday, reaching $137.14. 20,788,387 shares of the company traded hands, compared to its average volume of 29,296,566. The company’s 50 day moving average price is $145.96 and its 200-day moving average price is $159.25. The firm has a market cap of $414.66 billion, a PE ratio of 21.48, a PEG ratio of 1.03 and a beta of 1.78. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $322.54. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.17 and a quick ratio of 1.17.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, topping 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 business had revenue of $19.34 billion during the quarter, compared to analyst estimates of $19.13 billion. During the same period in the prior year, the business posted $1.47 earnings per share. The company’s revenue was up 29.6% on a year-over-year basis. 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, equities analysts expect that Oracle Corporation will post 6.69 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm 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. This represents a $2.00 annualized dividend and a yield of 1.5%. The ex-dividend date is Friday, October 9th. Oracle’s dividend payout ratio is presently 31.35%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Mizuho added Oracle to its top-picks list with a $320 price target, citing surging demand for Oracle Cloud Infrastructure and AI services. Oracle added to Mizuho top picks
• Positive Sentiment: Oracle signed a virtual power purchase agreement for most of the output from Scout Clean Energy’s 300-megawatt Ranchero Wind Farm in Texas. The deal supports Oracle’s plan to invest in more than 1.7 gigawatts of renewable energy and could help provide power for its expanding data-center operations. Scout Clean Energy announces Oracle wind agreement
• Positive Sentiment: Analysts and investors continue to highlight Oracle’s rapidly growing cloud infrastructure business, a substantial cloud backlog and the possibility that earnings growth is accelerating as AI capacity comes online. Oracle earnings acceleration analysis
• Neutral Sentiment: Former Oracle executive Mark Sunday joined the advisory council of AI-governance company Oximy. The appointment may enhance Oximy’s credibility but has no direct financial impact on Oracle. Oximy appoints former Oracle executive
• Neutral Sentiment: Options-market commentary describes trading strategies designed to benefit from Oracle’s volatility and relative underperformance, reflecting investor uncertainty rather than a fundamental change in the business. Oracle options strategy commentary
• Negative Sentiment: Oracle is reportedly seeking tens of billions of dollars in private financing to purchase AI chips, potentially through a structure in which investors buy the hardware and lease it to Oracle. The scale of the proposed commitments raises concerns about leverage, financing costs, chip obsolescence and whether future AI revenue will justify the investment. Oracle seeks debt financing for AI chips
• Negative Sentiment: Investors are also weighing heavy infrastructure spending, elevated debt leverage and delays affecting Project Jupiter, despite Oracle’s large cloud backlog. These concerns have weakened confidence in the timing and profitability of the AI buildout. Oracle infrastructure spending and debt concerns

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.