Valeo Financial Advisors LLC increased its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 4.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 80,686 shares of the enterprise software provider’s stock after acquiring an additional 3,584 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Oracle were worth $11,825,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. New Mexico Educational Retirement Board raised its stake in Oracle by 4.2% in the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock worth $14,928,000 after acquiring an additional 3,100 shares during the last quarter. Planning Center Inc. increased its holdings in shares of Oracle by 142.2% in the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider’s stock valued at $1,243,000 after purchasing an additional 3,743 shares during the period. U.S. Capital Wealth Advisors LLC increased its holdings in shares of Oracle by 15.4% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 42,616 shares of the enterprise software provider’s stock valued at $8,306,000 after purchasing an additional 5,692 shares during the period. Axxcess Wealth Management LLC raised its stake in shares of Oracle by 870.0% in the fourth quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider’s stock worth $128,012,000 after purchasing an additional 602,230 shares during the last quarter. Finally, Curtis Advisory Group LLC lifted its holdings in shares of Oracle by 555.6% during the fourth quarter. Curtis Advisory Group LLC now owns 5,900 shares of the enterprise software provider’s stock worth $1,150,000 after purchasing an additional 5,000 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.
Insider Buying and Selling
In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm’s stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the sale, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.
Oracle Trading Up 2.4%
Oracle (NYSE:ORCL – Get Free Report) last issued its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. The business had revenue of $19.18 billion for the quarter, compared to analysts’ expectations of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The business’s revenue was up 20.6% on a year-over-year basis. During the same quarter last year, the company earned $1.70 EPS. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. As a group, analysts forecast that Oracle Corporation will post 6.47 EPS for the current year.
Oracle Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle’s dividend payout ratio is 34.31%.
Wall Street Analyst Weigh In
A number of equities research analysts recently commented on ORCL shares. Oppenheimer upped their target price on Oracle from $235.00 to $275.00 and gave the company an “outperform” rating in a research report on Monday, June 8th. Guggenheim restated a “buy” rating on shares of Oracle in a research note on Thursday, July 23rd. Weiss Ratings downgraded shares of Oracle from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, July 20th. DA Davidson upped their price objective on shares of Oracle from $200.00 to $225.00 and gave the company a “buy” rating in a report on Thursday, June 11th. Finally, TD Cowen boosted their target price on shares of Oracle from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $263.97.
Get Our Latest Analysis on Oracle
Oracle News Roundup
Here are the key news stories impacting Oracle this week:
- Positive Sentiment: Oracle’s cloud infrastructure and AI businesses continue to attract strong demand, supported by a record backlog and optimism that the company can sustain rapid growth. Recent earnings also showed revenue increasing 20.6% year over year, with earnings and sales exceeding analyst expectations. Oracle Surges: What’s Driving the Sudden Rally
- Positive Sentiment: Some analysts remain bullish despite Oracle’s recent selloff. Wall Street’s long-term outlook reflects expectations that cloud ERP, database software and AI infrastructure could support substantial upside if Oracle converts its backlog into profitable revenue. Oracle: Cloud ERP And Oracle Database Software Driving Growth
- Neutral Sentiment: UBS lowered its Oracle price target to $245 from $285 but retained a Buy rating. The firm cited risks involving AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI, suggesting analysts see meaningful long-term potential but greater execution risk. Oracle price target lowered by UBS amid AI spending concerns
- Negative Sentiment: Investors remain concerned that Oracle is funding its AI data-center buildout with substantial borrowing. Warnings about weaker returns, credit-rating pressure and higher financing costs could weigh on future margins and shareholder returns. Borrowing to the Brink: How Oracle’s AI Expansion Put Its Credit Rating on Life Support
- Negative Sentiment: Investor Michael Burry reportedly reopened a bearish Oracle position, arguing that AI-related technology stocks and data-center spending may be overvalued. The reports are contradictory about whether he fully exited or re-entered the trade, but the publicity reinforces near-term skepticism surrounding ORCL. Michael Burry says he’s shorting AI stars Oracle and Nebius
About Oracle
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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