Pingora Partners LLC Takes Position in Oracle Corporation $ORCL

Posted by Brian Himes on Aug 18th, 2026

Pingora Partners LLC purchased a new stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) during the 2nd quarter, Holdings Channel reports. The fund purchased 4,700 shares of the enterprise software provider’s stock, valued at approximately $689,000.

Other hedge funds have also recently bought and sold shares of the company. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Oracle in the 2nd quarter worth approximately $625,454,000. New Mexico Educational Retirement Board grew its holdings in shares of Oracle by 4.2% during the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock valued at $14,928,000 after acquiring an additional 3,100 shares in the last quarter. Planning Center Inc. grew its holdings in shares of Oracle by 142.2% during the 4th quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider’s stock valued at $1,243,000 after acquiring an additional 3,743 shares in the last quarter. Valeo Financial Advisors LLC increased its stake in shares of Oracle by 4.6% in the second quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider’s stock worth $11,825,000 after acquiring an additional 3,584 shares during the last quarter. Finally, Axxcess Wealth Management LLC increased 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 acquiring an additional 602,230 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business’s stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total value of $63,664,000.00. Following the completion of the sale, the insider directly owned 400,000 shares in the company, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. Guggenheim reissued a “buy” rating on shares of Oracle in a research report on Thursday, July 23rd. UBS Group dropped their target price on Oracle from $285.00 to $245.00 and set a “buy” rating on the stock in a research report on Thursday, August 6th. KeyCorp reaffirmed an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. Wedbush reduced their price target on Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a report on Thursday, June 11th. Finally, Weiss Ratings cut Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, July 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and an average price target of $263.97.

View Our Latest Analysis on Oracle

Oracle Trading Down 2.5%

Oracle stock opened at $146.71 on Tuesday. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The company has a market capitalization of $422.59 billion, a price-to-earnings ratio of 25.16, a PEG ratio of 0.94 and a beta of 1.72. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72. The company’s fifty day moving average price is $148.60 and its two-hundred day moving average price is $161.26.

Oracle (NYSE:ORCL – Get Free Report) last posted its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same period last year, the company earned $1.70 earnings per share. The business’s revenue was up 20.6% compared to the same quarter last year. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. On average, analysts forecast that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is presently 34.31%.

More Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle’s expanding partnership with Amazon Web Services now supports Oracle AI Database@AWS across 22 regions, strengthening its cloud distribution and enterprise AI positioning. As Oracle Deepens Its Partnership with AWS
Positive Sentiment: A bullish investment thesis argues that the market continues to value Oracle like a legacy database provider even as it builds hyperscale cloud and AI infrastructure. Strong demand visibility and backlog conversion could support long-term growth. Oracle as a Tier-1 Hyperscaler
Neutral Sentiment: Unusually large, long-dated call-option activity may indicate institutional investors are positioning for a recovery, although the trades could also represent covered-call strategies rather than outright bullish bets. Unusual Oracle Call Options
Negative Sentiment: Oracle and other software shares sold off as the AI trade rotated toward favored chip and infrastructure companies, making software stocks less attractive in the near term. Oracle and Software Stocks Drop
Negative Sentiment: Investor concerns are growing over Oracle’s aggressive AI infrastructure commitments, potential additional debt or equity financing, negative free cash flow, execution timelines and customer concentration. Separate commentary also highlighted heavy AI spending across big technology companies and higher interest-rate risks. Oracle AI Data Center Investment Commentary
Negative Sentiment: Reported insider activity showed Oracle insiders selling shares without recorded purchases during the past six months, adding a potentially cautious signal for investors.

About Oracle

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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.