Lifeworks Advisors LLC Acquires 21,960 Shares of Oracle Corporation $ORCL

Lifeworks Advisors LLC grew its holdings in Oracle Corporation (NYSE:ORCL) by 72.6% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 52,202 shares of the enterprise software provider’s stock after acquiring an additional 21,960 shares during the period. Oracle accounts for approximately 1.0% of Lifeworks Advisors LLC’s investment portfolio, making the stock its 27th biggest holding. Lifeworks Advisors LLC’s holdings in Oracle were worth $7,679,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after buying an additional 404 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after buying an additional 768 shares during the period. United Bank lifted its holdings in Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after buying an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. boosted its position in Oracle by 19.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock valued at $11,556,000 after acquiring an additional 8,530 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s record AI backlog, stronger fiscal 2027 outlook, and expanding cloud businesses are being highlighted as reasons long-term investors may want to hold the stock despite the recent selloff. Article Title
• Positive Sentiment: Bernstein reiterated support for Oracle, and several articles point to Oracle’s massive cloud backlog and AI-related demand as evidence that the company still has meaningful growth potential. Article Title
• Neutral Sentiment: Oracle announced new partnerships and innovation initiatives, including IMSA Labs and a racing-focused cloud studio, which expand its cloud ecosystem but are not yet material enough to move the stock on their own. Article Title
• Negative Sentiment: S&P Global cut Oracle’s credit rating closer to junk, reinforcing worries about the company’s large debt burden and financing needs for its AI infrastructure buildout. Article Title
• Negative Sentiment: Recent commentary suggests Oracle may be facing concentration risk in its backlog and investor concern over the scale of spending required to support AI growth, which is keeping pressure on the shares. Article Title

Insider Buying and Selling at Oracle

In related 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 transaction of $63,664,000.00. Following the completion of the sale, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Stuart Levey sold 15,000 shares of the stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Oracle Stock Performance

Shares of ORCL opened at $140.69 on Monday. The company has a market cap of $405.24 billion, a price-to-earnings ratio of 24.13, a P/E/G ratio of 0.88 and a beta of 1.72. The business’s fifty day simple moving average is $183.07 and its two-hundred day simple moving average is $171.67. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same period in the prior year, the company posted $1.70 earnings per share. The company’s quarterly 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. Research analysts anticipate that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Analyst Ratings Changes

Several brokerages have recently issued reports on ORCL. BTIG Research reissued a “buy” rating and issued a $400.00 target price on shares of Oracle in a research report on Friday, June 5th. Cantor Fitzgerald restated an “overweight” rating and set a $284.00 price target on shares of Oracle in a research report on Thursday, June 11th. DA Davidson upped their price target on Oracle from $200.00 to $225.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Stephens reiterated an “equal weight” rating and issued a $164.00 price objective on shares of Oracle in a report on Thursday, June 11th. Finally, Scotiabank reissued an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $268.27.

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.