First Trust Advisors LP Lowers Stock Position in Oracle Corporation $ORCL

First Trust Advisors LP lowered its stake in shares of Oracle Corporation (NYSE:ORCL) by 11.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,430,969 shares of the enterprise software provider’s stock after selling 311,093 shares during the period. Oracle accounts for about 0.5% of First Trust Advisors LP’s investment portfolio, making the stock its 25th biggest holding. First Trust Advisors LP owned approximately 0.09% of Oracle worth $683,685,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Winnow Wealth LLC bought a new position in shares of Oracle in the 2nd quarter worth $28,000. Kilter Group LLC bought a new stake in Oracle during the second quarter valued at about $30,000. Darwin Wealth Management LLC grew its stake in Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 65 shares during the last quarter. Financial Consulate Inc. purchased a new position in Oracle in the third quarter valued at about $37,000. Finally, Collier Financial bought a new position in Oracle in the third quarter worth about $38,000. Institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

Shares of ORCL opened at $152.95 on Friday. The firm has a market capitalization of $439.45 billion, a PE ratio of 28.75, a price-to-earnings-growth ratio of 1.36 and a beta of 1.66. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company’s fifty day moving average price is $169.72 and its 200-day moving average price is $220.82.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. During the same quarter last year, the business posted $1.47 EPS. The firm’s quarterly revenue was up 14.2% on a year-over-year basis. On average, equities research analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle’s payout ratio is 37.59%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle rolled out an AI Construction & Engineering safety advisor — another revenue/AI product proof point that underscores continued commercialization of its AI stack. Oracle Transforms Construction Safety Management with AI
• Positive Sentiment: Technicals and some analyst notes suggest a potential bottom: chart patterns and a reclaim of short moving averages have prompted bullish short‑term commentary and supportive analyst views on accelerating cloud growth. Oracle Price Forecast: Reversal Signals
• Neutral Sentiment: Market focus is now squarely on Q3 results and OCI growth rates — analysts are parsing cloud/AI revenue guidance, margins and capex plans; that makes the upcoming earnings release the primary catalyst. Oracle Cloud Outlook Key Focus Ahead of Earnings
• Negative Sentiment: Reports say Oracle and OpenAI have scrapped plans to expand the Abilene, Texas data‑center site after financing and changing customer needs — a headline that investors interpret as lost growth visibility for AI infrastructure. Oracle and OpenAI end plans to expand Texas data center site
• Negative Sentiment: Multiple reports indicate Oracle is planning large layoffs and is under cash/capex pressure from its AI data‑center buildout — investors worry about near‑term cash flow, higher leverage and the need to raise substantial capital. Oracle cutting thousands of jobs to pay for AI infrastructure
• Negative Sentiment: Heightened legal risk — several firms have filed or opened notices for securities‑class‑action suits alleging misstatements about data‑center plans and capex, creating potential litigation costs and investor uncertainty (lead‑plaintiff deadlines in early April). Class Action Notice for Oracle Investors

Insider Transactions at Oracle

In related news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the sale, the director owned 25,596 shares in the company, valued at $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the transaction, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 72,223 shares of company stock worth $13,689,064. 40.90% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several analysts have commented on the stock. DA Davidson raised shares of Oracle from a “neutral” rating to a “buy” rating and set a $180.00 price target for the company in a research report on Monday, February 9th. Citigroup decreased their price objective on Oracle from $370.00 to $310.00 and set a “buy” rating for the company in a report on Wednesday. Royal Bank Of Canada dropped their target price on Oracle from $195.00 to $160.00 and set a “sector perform” rating on the stock in a research note on Wednesday. Guggenheim reaffirmed a “buy” rating and set a $400.00 target price on shares of Oracle in a research report on Thursday, December 11th. Finally, Citizens Jmp decreased their price target on Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research note on Thursday, February 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $280.09.

Oracle Company Profile

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.