M Holdings Securities Inc. Invests $2.42 Million in Oracle Corporation $ORCL

M Holdings Securities Inc. purchased a new position in Oracle Corporation (NYSE:ORCL) during the 4th quarter, Holdings Channel.com reports. The firm purchased 12,393 shares of the enterprise software provider’s stock, valued at approximately $2,416,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Jessup Wealth Management Inc purchased a new stake in shares of Oracle in the 4th quarter worth approximately $138,000. Signet Private Wealth LLC purchased a new stake in shares of Oracle in the 4th quarter worth approximately $1,148,000. Fidelity National Financial Inc. purchased a new stake in shares of Oracle in the 4th quarter worth approximately $14,618,000. Sharpepoint LLC purchased a new stake in shares of Oracle in the 4th quarter worth approximately $306,000. Finally, Johnson Wealth Management LLC purchased a new stake in shares of Oracle in the 4th quarter worth approximately $369,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. Weiss Ratings upgraded Oracle from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Arete Research set a $255.00 price objective on Oracle and gave the company a “buy” rating in a research report on Thursday, May 7th. Stifel Nicolaus lowered their price objective on Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research report on Wednesday, March 11th. Morgan Stanley reaffirmed a “mixed” rating on shares of Oracle in a research report on Thursday. Finally, Evercore reaffirmed an “outperform” rating and issued a $245.00 price objective on shares of Oracle in a research report on Monday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and an average target price of $273.08.

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. This trade represents a 81.39% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Oracle Price Performance

NYSE ORCL opened at $201.04 on Thursday. The stock has a market capitalization of $578.21 billion, a price-to-earnings ratio of 36.09, a PEG ratio of 1.61 and a beta of 1.65. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The business’s fifty day moving average price is $183.16 and its 200-day moving average price is $177.98.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. The firm had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company’s revenue for the quarter was up 20.6% on a year-over-year basis. During the same period last year, the business posted $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. On average, equities analysts predict that Oracle Corporation will post 6.09 earnings per share for the current year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, July 10th. Oracle’s dividend payout ratio (DPR) is 35.91%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle posted record Q4 results, beating expectations on EPS and revenue while raising forward guidance, which confirms strong demand for its cloud and AI infrastructure. Oracle beats fourth-quarter revenue estimates
• Positive Sentiment: Cloud momentum remained exceptional, with cloud infrastructure revenue reportedly up sharply and remaining performance obligations jumping to a much larger backlog, suggesting a deep pipeline of future business. Oracle Announces Record Q4 and FY 2026 Results Driven by Cloud Infrastructure & Cloud Applications
• Positive Sentiment: Oracle also won a U.S. government contract to provide government-wide HR software, adding another positive catalyst for its cloud and software businesses. Oracle awarded US government contract to provide government-wide HR software
• Neutral Sentiment: Analysts entered the print expecting strong AI-driven results, so the quarter may have been “good enough” rather than a major upside surprise, which can limit the stock reaction. Oracle Just Delivered a Record-Breaking Quarter, Complete with a Beat and Raise. So Why Is the Stock Falling?
• Negative Sentiment: Investors are worried Oracle’s AI buildout will require far more spending, with reports pointing to a roughly $40 billion fundraising plan and much higher capital expenditures to fund data center expansion. Oracle plans to raise $40bn for data centre build-out
• Negative Sentiment: The market is also questioning whether Oracle’s rapid AI growth can translate into attractive free cash flow, with debt and spending concerns weighing on sentiment. Oracle’s stock slides after earnings, as the steep price of AI spooks investors

Oracle Company 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.