Oracle Corporation $ORCL Position Lessened by Zevenbergen Capital Investments LLC

Posted by Francis Steltz on Oct 8th, 2026

Zevenbergen Capital Investments LLC lessened its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 11.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 57,890 shares of the enterprise software provider’s stock after selling 7,475 shares during the quarter. Zevenbergen Capital Investments LLC’s holdings in Oracle were worth $7,948,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Sherman Asset Management Inc. lifted its position in shares of Oracle by 5.5% in the 1st quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock worth $155,000 after purchasing an additional 55 shares during the period. Southern Capital Advisors LLC boosted its stake in shares of 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 in the last quarter. Global Financial Private Client LLC increased its position in shares of Oracle by 0.8% during the first quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider’s stock valued at $1,153,000 after buying an additional 59 shares during the period. Key Financial Inc increased its position in shares of Oracle by 0.4% during the first quarter. Key Financial Inc now owns 14,203 shares of the enterprise software provider’s stock valued at $2,089,000 after buying an additional 62 shares during the period. Finally, Gould Asset Management LLC CA raised its stake in 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. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Stock Down 5.7%

Shares of NYSE ORCL traded down $8.21 during trading on Thursday, reaching $135.35. The company had a trading volume of 42,181,815 shares, compared to its average volume of 29,418,791. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $322.54. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89. The business’s 50-day moving average is $146.12 and its 200 day moving average is $159.15. The stock has a market cap of $409.25 billion, a PE ratio of 21.21, a P/E/G ratio of 1.03 and a beta of 1.78.

Oracle (NYSE:ORCL – Get Free Report) last announced its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.74 by $0.18. The company had revenue of $19.34 billion for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter in the previous year, the business posted $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, equities analysts forecast that Oracle Corporation will post 6.69 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 23rd. Investors of record on Friday, October 9th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Friday, October 9th. Oracle’s payout ratio is presently 31.35%.

Insider Activity at Oracle

In other Oracle news, Director Stephen Rusckowski acquired 25,000 shares of the stock in a transaction that occurred on Tuesday, September 29th. The shares were acquired at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the transaction, 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. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Michael Sicilia sold 22,562 shares of Oracle 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 of the company’s stock, valued at approximately $27,730,207.11. The trade was a 10.98% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 36,075 shares of company stock valued at $5,342,123. 38.40% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

ORCL has been the topic of several research reports. TD Cowen reaffirmed a “buy” rating and set a $240.00 price objective (down from $300.00) on shares of Oracle in a research report on Wednesday, September 9th. Barclays increased their target price on Oracle from $250.00 to $252.00 and gave the stock an “overweight” rating in a research report on Friday, September 11th. UBS Group raised their target price on Oracle from $245.00 to $250.00 and gave the company a “buy” rating in a research note on Friday, September 11th. Stephens restated an “equal weight” rating and set a $175.00 price target on shares of Oracle in a research report on Friday, September 11th. Finally, BNP Paribas Exane upped their price target on Oracle from $283.00 to $290.00 and gave the stock an “outperform” rating in a research note on Friday, June 12th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $251.72.

View Our Latest Stock Report on ORCL

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: AI cloud demand remains a major long-term opportunity. Mizuho added Oracle to its top picks and assigned a $320 price target, citing strong demand for AI cloud services. Oracle’s cloud infrastructure business is also growing faster than AWS, although it remains much smaller. Mizuho Oracle top pick article
Positive Sentiment: Oracle is expanding its renewable-energy commitments. The company signed a virtual power purchase agreement with Scout Clean Energy for most of the output from the 300-megawatt Ranchero Wind Farm in Texas, part of Oracle’s planned investment in more than 1.7 gigawatts of Texas renewable projects. This could support the company’s sustainability goals and provide power-market certainty for data-center operations. Oracle Scout wind power article
Neutral Sentiment: Power constraints are complicating data-center development. Reports say Oracle is trucking natural gas to some facilities, including the Project Jupiter campus in New Mexico, while it waits for pipeline infrastructure. The workaround may help preserve construction schedules but adds logistical complexity and potentially higher operating costs. Oracle natural gas trucks report
Negative Sentiment: OpenAI revenue figures triggered a broader AI-stock selloff. OpenAI reportedly told investors that its annualized revenue was approaching $50 billion at the end of September, below the previously circulated $68 billion estimate. The gap raised concerns about AI growth assumptions and weighed on Oracle, Nvidia, CoreWeave and other related stocks. AI stocks OpenAI revenue report
Negative Sentiment: Investors are increasingly focused on debt and margin risk. Oracle is reportedly seeking private financing for a large AI-chip purchase, potentially involving Apollo and Goldman Sachs. Analysts also warn that fixed-margin cloud contracts could limit Oracle’s ability to benefit from higher GPU prices, while financing costs and leverage could pressure returns. Oracle AI chip financing article
Neutral Sentiment: An insider purchase offered a modest confidence signal. Director Stephen Rusckowski reportedly bought 25,000 Oracle shares worth approximately $3.5 million, but the transaction was not enough to offset broader concerns about AI spending, debt and demand expectations. Oracle insider purchase article

Oracle Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Oracle (NYSE:ORCL)

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