Oracle (NYSE:ORCL) Director Stephen Rusckowski Acquires 25,000 Shares of Company Stock

October 2, 2026 by InsiderTrades.com

Key Points

Oracle director Stephen Rusckowski purchased 25,000 shares at an average price of $139.35, investing approximately $3.48 million and substantially increasing his ownership stake.
Oracle reported quarterly revenue of $19.34 billion, up 29.6% year over year, and earnings of $1.92 per share, beating analyst expectations.
The company declared a quarterly dividend of $0.50 per share, equivalent to $2.00 annually and a 1.4% yield; analysts maintain a consensus “Moderate Buy” rating with an average price target of $251.72.

Oracle Corporation (NYSE:ORCL - Get Free Report) Director Stephen Rusckowski acquired 25,000 shares of the business's stock in a transaction dated Tuesday, September 29th. The stock was purchased at an average cost of $139.35 per share, for a total transaction of $3,483,750.00. Following the transaction, the director owned 25,390 shares in the company, valued at approximately $3,538,096.50. The trade was a 6,410.26% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

Oracle Trading Up 0.6%

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NYSE ORCL opened at $138.09 on Friday. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $322.54. The company has a 50 day moving average price of $143.94 and a 200 day moving average price of $159.57. 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 firm has a market cap of $417.55 billion, a PE ratio of 21.64, a price-to-earnings-growth ratio of 0.97 and a beta of 1.78.

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. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The company had revenue of $19.34 billion during the quarter, compared to the consensus estimate of $19.13 billion. During the same period last year, the firm earned $1.47 earnings per share. Oracle's revenue was up 29.6% compared to the same quarter last year. 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, sell-side analysts forecast that Oracle Corporation will post 6.69 EPS for the current fiscal year.

Oracle Dividend Announcement

Oracle’s Force Majeure Notice Exposes a Bigger Problem for the AI Build-Out

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 $0.50 dividend. The ex-dividend date of this dividend is Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle's dividend payout ratio (DPR) is presently 31.35%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Reported $7 billion Tencent deal supports AI-cloud demand. Tencent reportedly agreed to a five-year lease giving it access to approximately 100,000 advanced AI chips across Oracle’s Southeast Asian data centers. The deal could provide substantial contracted revenue and an important endorsement of Oracle Cloud Infrastructure’s ability to serve customers that cannot access equivalent chips domestically. Reuters article
Positive Sentiment: Director bought $3.5 million of ORCL stock. Director Stephen H. Rusckowski purchased 25,000 shares at an average price of $139.35, a significant increase in his direct ownership. While insider buying does not guarantee performance, investors may view the transaction as a signal of confidence following the stock’s steep decline. SEC Form 4 filing
Positive Sentiment: Some analysts see a substantial recovery opportunity because Oracle’s cloud business is growing rapidly while the stock remains well below its prior high. Oracle’s latest reported quarter also showed 29.6% year-over-year revenue growth and earnings above consensus, reinforcing the long-term bullish case.
Neutral Sentiment: Oracle’s new AI applications and governance tools, including Fusion Claw, may broaden demand for its enterprise software and strengthen customer retention, although the near-term financial impact is unclear.
Negative Sentiment: Large AI spending is pressuring cash flow and increasing financial risk. Reports highlight capital expenditures exceeding quarterly revenue, rising debt costs and negative free cash flow. Investors are increasingly focused on whether AI contracts will generate sufficient margins and returns to justify the infrastructure buildout.
Negative Sentiment: Potential delays at Oracle’s 1.3-gigawatt Wisconsin data-center campus could push meaningful power availability from the company’s 2027 target toward mid-2028, threatening the timing of expected AI capacity and revenue.
Negative Sentiment: Flooding concerns near Oracle’s planned New Mexico AI facility added another execution risk, although reports indicated no critical infrastructure damage. If delays or costs mount, sentiment could deteriorate despite the Tencent agreement.

Institutional Trading of Oracle

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A number of hedge funds have recently modified their holdings of the stock. Capital Research Global Investors raised its position in Oracle by 29.3% during the fourth quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock valued at $5,874,070,000 after acquiring an additional 6,826,299 shares in the last quarter. Janus Henderson Group PLC boosted its position in Oracle by 8.6% in the 4th quarter. Janus Henderson Group PLC now owns 14,539,366 shares of the enterprise software provider's stock worth $2,815,242,000 after purchasing an additional 1,148,698 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of Oracle by 9.2% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,477,803 shares of the enterprise software provider's stock worth $2,626,959,000 after purchasing an additional 1,137,264 shares during the period. Bank of New York Mellon Corp increased its holdings in shares of Oracle by 7.8% during the 4th quarter. Bank of New York Mellon Corp now owns 12,866,075 shares of the enterprise software provider's stock valued at $2,507,727,000 after purchasing an additional 927,618 shares in the last quarter. Finally, Amundi increased its holdings in shares of Oracle by 1.5% during the 2nd quarter. Amundi now owns 9,878,184 shares of the enterprise software provider's stock valued at $1,447,648,000 after purchasing an additional 144,087 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Stifel Nicolaus lowered their price target on Oracle from $220.00 to $200.00 and set a "buy" rating for the company in a report on Friday, September 11th. Jefferies Financial Group reaffirmed a "buy" rating and issued a $290.00 price objective (down from $320.00) on shares of Oracle in a research report on Thursday, September 10th. Scotiabank lowered their target price on shares of Oracle from $241.00 to $215.00 and set a "sector outperform" rating for the company in a research note on Wednesday, September 9th. The Goldman Sachs Group reissued a "buy" rating and set a $240.00 target price (up from $239.00) on shares of Oracle in a research report on Monday, September 14th. Finally, President Capital decreased their price target on shares of Oracle from $360.00 to $300.00 and set an "overweight" rating for the company in a report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $251.72.

Check Out Our Latest Report on ORCL

Oracle Company Profile

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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.