SCS Capital Management LLC Invests $8.49 Million in Oracle Corporation $ORCL

SCS Capital Management LLC purchased a new stake in shares of Oracle Corporation (NYSE:ORCL) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 57,910 shares of the enterprise software provider’s stock, valued at approximately $8,487,000.

Other large investors have also added to or reduced their stakes in the company. CORDA Investment Management LLC. purchased a new position in Oracle during the 2nd quarter valued at about $1,049,000. Silverlake Wealth Management LLC purchased a new stake in Oracle in the 2nd quarter worth approximately $381,000. Bank of New York Mellon Corp purchased a new stake in Oracle in the 2nd quarter worth approximately $1,911,930,000. Sandro Wealth Management LLC bought a new stake in shares of Oracle in the 2nd quarter worth approximately $296,000. Finally, Leeward Financial Partners LLC purchased a new position in shares of Oracle during the second quarter valued at approximately $898,000. Institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

Shares of ORCL stock opened at $150.32 on Monday. The business’s fifty day moving average is $149.89 and its 200 day moving average is $161.46. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock has a market cap of $432.99 billion, a price-to-earnings ratio of 25.78, a PEG ratio of 0.94 and a beta of 1.72. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings data 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. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same quarter last year, the firm posted $1.70 earnings per share. The company’s revenue for the quarter 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 expect that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is 34.31%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle and Amazon Web Services expanded their long-term collaboration, with Oracle AI Database@AWS now available in 22 AWS regions. The offering includes Exadata-class performance and pay-per-use pricing, potentially accelerating enterprise cloud migrations and AI-related revenue. Oracle and AWS Deepen Strategic Collaboration
• Positive Sentiment: A multiyear partnership with Quantinuum will bring quantum-computing capabilities to Oracle Cloud Infrastructure. Although an early-stage opportunity, the deal broadens Oracle’s AI and cloud growth narrative and helped support investor interest. Quantinuum’s Cloud Deal With Oracle
• Neutral Sentiment: Oracle’s latest quarterly results exceeded expectations, with revenue rising 20.6% year over year and earnings surpassing consensus estimates. However, investors remain focused on whether growth can offset the capital requirements of Oracle’s AI infrastructure buildout.
• Neutral Sentiment: Technical coverage has identified the 50-day moving average as an important support or resistance level. This may encourage short-term trading activity but does not materially change the company’s fundamental outlook. Oracle Crossed Above the 50-Day Moving Average
• Negative Sentiment: Reports that Oracle is considering additional layoffs have heightened concerns about cash flow and operating pressure as the company funds aggressive AI data-center expansion. The spending is also increasing leverage and debt-servicing risk. Oracle Weighs Another Round of Job Cuts
• Negative Sentiment: Credit-downgrade concerns, higher bond-insurance costs and Oracle’s substantial debt burden are fueling fears that AI investment could strain its balance sheet. These concerns are the primary reason behind the recent sell-off. Oracle Junk Bond Fears and Debt Surge
• Negative Sentiment: Investor Michael Burry reportedly increased his short position in Oracle, arguing that excess AI-computing capacity could emerge by 2028. The high-profile bearish call adds pressure to a stock already facing skepticism about AI valuations and spending returns. Michael Burry Doubles Down on Oracle Shorts

Insider Buying and Selling

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the sale, the insider owned 400,000 shares of the company’s stock, valued at $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal 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 owned by insiders.

Wall Street Analyst Weigh In

ORCL has been the subject of a number of recent analyst reports. Barclays upped their target price on Oracle from $240.00 to $250.00 and gave the company an “overweight” rating in a report on Thursday, June 11th. DA Davidson boosted their price objective on shares of Oracle from $200.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday, June 11th. Bank of America upped their price objective on shares of Oracle from $200.00 to $240.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. Morgan Stanley reaffirmed a “mixed” rating on shares of Oracle in a research report on Thursday, June 11th. Finally, TD Cowen lifted their target price on shares of Oracle from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $263.97.

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.