Catalyst Investment Management LLC acquired a new stake in Oracle Corporation (NYSE:ORCL – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 3,084 shares of the enterprise software provider’s stock, valued at approximately $601,000.
Several other institutional investors have also recently added to or reduced their stakes in the business. HFM Investment Advisors LLC grew its holdings in Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after purchasing an additional 96 shares during the period. Basepoint Wealth LLC acquired a new position in Oracle during the fourth quarter valued at approximately $26,000. FSA Wealth Management LLC acquired a new position in Oracle during the third quarter valued at approximately $28,000. Osbon Capital Management LLC purchased a new position in Oracle in the fourth quarter valued at about $28,000. Finally, Joseph Group Capital Management acquired a new position in shares of Oracle during the fourth quarter worth about $29,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at Oracle
In related news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the sale, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.
Oracle Stock Performance
Oracle (NYSE:ORCL – Get Free Report) last released its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The firm had revenue of $19.18 billion for the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter last year, the company earned $1.70 EPS. Oracle’s quarterly revenue was up 20.6% on a year-over-year basis. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Sell-side analysts predict that Oracle Corporation will post 6.45 earnings per share for the current fiscal year.
Oracle Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Friday, July 10th. Oracle’s dividend payout ratio (DPR) is currently 34.31%.
Oracle News Roundup
Here are the key news stories impacting Oracle this week:
- Positive Sentiment: Oracle continues to land cloud and AI-related business, including new use cases from Lightpath, Uplynk, and One NZ, suggesting demand for its infrastructure and applications remains healthy. Lightpath Monetizes Digital Services and Powers AI-Driven Innovation with Oracle
- Positive Sentiment: Some analysts and market commentators remain constructive on ORCL after Q4 results, with price-target boosts and articles arguing the selloff may have created an opportunity. Analysts Boosts Oracle (ORCL) Price Target Following Q4 Results
- Neutral Sentiment: Several pieces compare Oracle with other large-cap tech names, reinforcing that investors are still debating whether Oracle’s AI/cloud strategy offers better upside than peers like Salesforce or IBM. Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?
- Negative Sentiment: Investor concern is centered on Oracle’s massive AI capital spending plans, which have fueled fears that near-term cash flow could be pressured even as cloud growth remains strong. ETFs to Bet on as Oracle Slides 10% on Massive AI Spending Plans
- Negative Sentiment: Oracle also pushed back on a report about failed Microsoft cloud-deal talks, calling the details inaccurate, which keeps focus on execution risk and competitive pressure in the cloud market. Oracle says details in report of failed Microsoft cloud deal talks ‘inaccurate’
Analyst Upgrades and Downgrades
Several analysts have recently weighed in on the company. Scotiabank restated an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. Deutsche Bank Aktiengesellschaft dropped their price target on Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research report on Monday, March 9th. Cantor Fitzgerald reiterated an “overweight” rating and set a $284.00 target price on shares of Oracle in a research note on Thursday, June 11th. Robert W. Baird dropped their target price on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a report on Tuesday, March 10th. Finally, JPMorgan Chase & Co. upgraded shares of Oracle from a “neutral” rating to an “overweight” rating and reduced their price target for the stock from $230.00 to $210.00 in a research report on Wednesday, March 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and an average target price of $268.27.
View Our Latest Stock Report on Oracle
Oracle 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.
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