Grandfield & Dodd LLC Invests $928,000 in Oracle Corporation $ORCL

Grandfield & Dodd LLC bought a new stake in Oracle Corporation (NYSE:ORCL) in the 2nd quarter, according to its most recent filing with the SEC. The fund bought 6,330 shares of the enterprise software provider’s stock, valued at approximately $928,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of Oracle in the second quarter worth approximately $625,454,000. 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 valued at $14,928,000 after purchasing an additional 3,100 shares during the last quarter. Planning Center Inc. lifted its holdings in Oracle by 142.2% in the 4th 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 in the last quarter. Valeo Financial Advisors LLC lifted its holdings in Oracle by 4.6% in the 2nd quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider’s stock valued at $11,825,000 after purchasing an additional 3,584 shares in the last quarter. Finally, Axxcess Wealth Management LLC boosted its stake in Oracle by 870.0% during the 4th 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. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle News Summary

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.

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction 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 transaction, the insider owned 400,000 shares of the company’s stock, valued at $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 Stock Down 2.5%

Shares of NYSE ORCL opened at $146.71 on Tuesday. The company has a 50 day simple moving average of $148.60 and a 200-day simple moving average of $161.26. The company has a market capitalization of $422.59 billion, a P/E ratio of 25.16, a P/E/G ratio of 0.94 and a beta of 1.72. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly 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. The firm had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The business’s revenue for the quarter was up 20.6% compared to the same quarter last year. During the same quarter in the previous 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. On average, equities research analysts predict that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were given a $0.50 dividend. The ex-dividend date was Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle’s payout ratio is currently 34.31%.

Analyst Ratings Changes

A number of research firms have recently issued reports on ORCL. Citigroup reaffirmed a “market outperform” rating on shares of Oracle in a report on Thursday, June 11th. Sanford C. Bernstein upped their price objective on shares of Oracle from $319.00 to $325.00 and gave the company an “outperform” rating in a research note on Thursday, June 11th. Mizuho set a $320.00 target price on Oracle in a report on Wednesday, June 3rd. DA Davidson lifted their price objective on Oracle from $200.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, June 11th. Finally, CLSA assumed coverage on Oracle in a report on Monday, July 20th. They issued a “hold” rating and a $145.00 target price for the company. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and a consensus price target of $263.97.

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.