First Trust Advisors LP Raises Position in Oracle Corporation $ORCL

First Trust Advisors LP increased its stake in Oracle Corporation (NYSE:ORCL) by 23.3% in the first quarter, Holdings Channel.com reports. The institutional investor owned 3,633,070 shares of the enterprise software provider’s stock after purchasing an additional 685,570 shares during the quarter. First Trust Advisors LP’s holdings in Oracle were worth $534,461,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of ORCL. Vanguard Group Inc. grew its position in Oracle by 3.5% in the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock valued at $34,070,674,000 after acquiring an additional 5,841,584 shares in the last quarter. State Street Corp raised its stake in shares of Oracle by 4.4% during the fourth quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider’s stock valued at $14,916,026,000 after purchasing an additional 3,216,915 shares during the period. Geode Capital Management LLC lifted its position in shares of Oracle by 1.8% during the fourth quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider’s stock worth $7,328,754,000 after purchasing an additional 665,374 shares in the last quarter. Capital Research Global Investors lifted its position in shares of 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 worth $5,874,070,000 after purchasing an additional 6,826,299 shares in the last quarter. Finally, Morgan Stanley boosted its stake in shares of Oracle by 1.9% in the fourth quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider’s stock valued at $5,286,953,000 after purchasing an additional 495,146 shares during the period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Price Performance

Shares of NYSE:ORCL opened at $127.13 on Wednesday. The company has a market cap of $366.19 billion, a PE ratio of 21.81, a P/E/G ratio of 0.76 and a beta of 1.72. Oracle Corporation has a fifty-two week low of $120.03 and a fifty-two week high of $345.72. The firm has a 50-day simple moving average of $174.66 and a 200 day simple moving average of $168.27. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL) last issued its 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. Oracle had a net margin of 25.37% and a return on equity of 58.62%. 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 posted $1.70 earnings per share. Oracle’s 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. On average, sell-side analysts anticipate that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.6%. Oracle’s dividend payout ratio (DPR) is 34.31%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on ORCL shares. Wedbush lowered their price target on shares of Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a report on Thursday, June 11th. Moffett Nathanson set a $325.00 price objective on shares of Oracle in a report on Thursday, June 11th. BTIG Research reissued a “buy” rating and issued a $400.00 price objective on shares of Oracle in a research report on Friday, June 5th. CLSA assumed coverage on Oracle in a research note on Monday. They set a “hold” rating and a $145.00 target price for the company. Finally, Sanford C. Bernstein lifted their target price on Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a research report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Oracle presently has an average rating of “Moderate Buy” and a consensus target price of $265.03.

Insider Transactions 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 transaction of $63,664,000.00. Following the completion of the transaction, the insider owned 400,000 shares in the company, valued at $63,664,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Mizuho said Oracle still offers one of the most attractive risk/reward setups in its coverage, highlighting sizable upside potential and supporting the recent rebound in the stock. ORCL Stock Gains Nearly 4% — Why Mizuho Sees 164% Upside Despite Oracle’s 38% YTD Slump
• Positive Sentiment: Several notes say Oracle is technically oversold after a sharp drop, suggesting the selling pressure may be exhausted and a trend reversal could be starting. Oracle (ORCL) Loses 30.7% in 4 Weeks, Here’s Why a Trend Reversal May be Around the Corner
• Positive Sentiment: Analysts remain constructive on Oracle’s long-term AI and cloud outlook, citing its massive backlog as a possible offset to short-term balance-sheet worries. Oracle’s Credit Risk Nears an 18-Year High: Can AI Backlog Save Stock?
• Neutral Sentiment: Broader market commentary says the AI/momentum selloff may be nearing its end, which could help Oracle if investors rotate back into beaten-down cloud and semiconductor names. Oracle Corp. (ORCL) Price Forecast: Can Oversold Conditions Fuel a Powerful Rebound?
• Negative Sentiment: Investor concern remains high over Oracle’s heavy AI spending, rising debt, and dependence on a concentrated set of AI customers, which has pushed credit risk to an 18-year high and weighed on the shares. Oracle Is One Step From Junk—Can It Afford the AI Boom?
• Negative Sentiment: Wisconsin’s decision to uphold a collateral requirement tied to Oracle’s AI data-center plans added to funding worries and reinforced concerns that the company may need substantial capital to support its buildout. Oracle Faces $7 Billion Wisconsin Collateral Bill

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.