24,888 Oracle Corporation $ORCL Shares Sold by Howland Capital Management LLC

Posted by Geri Gentry on Oct 23rd, 2026

Howland Capital Management LLC reduced its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 14.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 152,747 shares of the enterprise software provider’s stock after selling 24,888 shares during the quarter. Howland Capital Management LLC’s holdings in Oracle were worth $20,972,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in ORCL. Bank of New York Mellon Corp bought a new stake in Oracle in the second quarter valued at $1,911,930,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Oracle during the second quarter worth about $625,454,000. Corient Private Wealth LP bought a new position in shares of Oracle during the second quarter worth about $186,175,000. First Trust Advisors LP increased its holdings in shares of Oracle by 23.3% in the 1st quarter. First Trust Advisors LP now owns 3,633,070 shares of the enterprise software provider’s stock worth $534,461,000 after acquiring an additional 685,570 shares during the period. Finally, Public Employees Retirement System of Ohio acquired a new stake in shares of Oracle in the 2nd quarter worth about $94,955,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Stock Performance

Shares of NYSE ORCL opened at $125.35 on Friday. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $287.19. The firm has a market cap of $379.02 billion, a P/E ratio of 19.65, a PEG ratio of 0.91 and a beta of 1.78. The stock has a fifty day moving average price of $143.55 and a two-hundred day moving average price of $158.29. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17.

Oracle (NYSE:ORCL – Get Free Report) last announced its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, beating the consensus estimate of $1.74 by $0.18. The business had revenue of $19.34 billion during the quarter, compared to analysts’ expectations of $19.13 billion. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The company’s quarterly revenue was up 29.6% on a year-over-year basis. During the same quarter last year, the business posted $1.47 earnings per share. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. Research analysts forecast that Oracle Corporation will post 6.73 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be given a dividend of $0.50 per share. The ex-dividend date is Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.6%. Oracle’s dividend payout ratio (DPR) is 31.35%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. DZ Bank reiterated a “buy” rating on shares of Oracle in a research report on Thursday, September 17th. Jefferies Financial Group restated a “buy” rating and issued a $290.00 target price (down from $320.00) on shares of Oracle in a research report on Thursday, September 10th. Oppenheimer reaffirmed an “outperform” rating and set a $275.00 price target (up from $235.00) on shares of Oracle in a report on Tuesday, September 8th. UBS Group boosted their price objective on Oracle from $245.00 to $250.00 and gave the stock a “buy” rating in a research report on Friday, September 11th. Finally, KeyCorp set a $285.00 price objective on Oracle in a report on Friday, September 11th. One research analyst has rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $249.52.

Check Out Our Latest Report on Oracle

More Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Analysts see significant upside. Cantor Fitzgerald reaffirmed its Overweight rating and $284 price target, implying substantial potential appreciation from current levels. Evercore ISI also reportedly believes concerns about Oracle’s debt and growth outlook may be excessive. Oracle stock falls 4 percent: why this analyst sees a 120 percent upside
Positive Sentiment: Investor Day could support the growth narrative. RBC expects Oracle to discuss its Oracle Cloud Infrastructure capacity ramp and applications growth, potentially providing more visibility into demand, backlog conversion, and future revenue expansion. Oracle Investor Day to Focus on OCI Capacity Ramp and Applications Growth
Positive Sentiment: New AI and cloud offerings broaden Oracle’s opportunity. Oracle introduced Fusion Claw agentic HR applications and a no-code/low-code AI Agent Studio for industry-specific workflows. New customer and partner deployments could strengthen its applications business and help monetize its AI strategy. Oracle AI Agent Studio for Industry Applications
Neutral Sentiment: Financing remains a key swing factor. Reports suggest Oracle may receive support from suppliers such as Nvidia as it finances data-center construction, but investors remain focused on high bond yields, elevated leverage, and whether the company can convert its large cloud backlog into sustainable cash flow. TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
Negative Sentiment: AI spending and balance-sheet concerns are driving the weakness. Oracle is reportedly spending more on infrastructure than it generates in free cash flow, while its debt load and borrowing costs raise questions about returns on the buildout. The risk is particularly concerning because the company’s credit rating is only modestly above junk status. Oracle: Bond Yields Near 9 Percent

Insider Activity

In other Oracle news, Director Stephen Rusckowski acquired 25,000 shares of the stock in a transaction dated Tuesday, September 29th. The shares were bought at an average price of $139.35 per share, with a total value of $3,483,750.00. Following the purchase, the director directly owned 25,390 shares of the company’s stock, valued at approximately $3,538,096.50. This trade represents a 6,410.26% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Michael Sicilia sold 22,562 shares of the business’s stock in a transaction that occurred on Tuesday, September 22nd. The stock was sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the completion of the sale, the chief executive officer owned 182,929 shares in the company, valued at $27,730,207.11. The trade was a 10.98% decrease in their ownership of the stock. 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. In the last quarter, insiders sold 36,075 shares of company stock worth $5,342,123. Corporate insiders own 38.40% of the company’s stock.

Oracle Company Profile

(Free Report)

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.