Meeder Advisory Services Inc. Purchases Shares of 47,223 Oracle Corporation $ORCL

Meeder Advisory Services Inc. acquired a new position in shares of Oracle Corporation (NYSE:ORCL) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 47,223 shares of the enterprise software provider’s stock, valued at approximately $6,920,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. increased 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 worth $34,070,674,000 after purchasing an additional 5,841,584 shares during the last quarter. State Street Corp grew its stake in shares of Oracle by 4.4% in the 4th quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider’s stock worth $14,916,026,000 after buying an additional 3,216,915 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Oracle by 1.8% in the 4th quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider’s stock worth $7,328,754,000 after buying an additional 665,374 shares during the last quarter. Capital Research Global Investors raised its position in shares of Oracle by 29.3% during the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock valued at $5,874,070,000 after buying an additional 6,826,299 shares in the last quarter. Finally, Morgan Stanley raised its position in shares of Oracle by 1.9% during the 4th quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider’s stock valued at $5,286,953,000 after buying an additional 495,146 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Oracle Stock Down 2.7%

Shares of NYSE:ORCL opened at $142.67 on Wednesday. The firm has a market capitalization of $410.96 billion, a PE ratio of 24.47, a price-to-earnings-growth ratio of 0.94 and a beta of 1.72. The business has a 50 day simple moving average of $147.34 and a two-hundred day simple moving average of $161.05. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72. 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 (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping 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 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 business 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. On average, equities analysts predict that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Dividend Announcement

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

Analyst Ratings Changes

Several research analysts recently commented on ORCL shares. Citigroup reiterated a “market outperform” rating on shares of Oracle in a research report on Thursday, June 11th. Arete Research set a $255.00 price objective on Oracle and gave the company a “buy” rating in a research note on Thursday, May 7th. Morgan Stanley reiterated a “mixed” rating on shares of Oracle in a report on Thursday, June 11th. Sanford C. Bernstein increased their price target on Oracle from $319.00 to $325.00 and gave the company an “outperform” rating in a report on Thursday, June 11th. Finally, Mizuho set a $320.00 price target on Oracle in a research report on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $263.97.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s record cloud backlog, expanding partnerships—including deeper integration with Amazon Web Services—and stronger guidance support the case that the company is transitioning from a legacy database provider into a major AI infrastructure and hyperscale cloud player. Should You Buy Oracle Stock Despite Its Big AI Data Center Bet?
• Positive Sentiment: Oracle raised its dividend to $2 per share, marking the 12th consecutive annual increase. The payout is viewed as relatively safe for now, providing some support for income-oriented investors despite heavy AI spending. Oracle Just Raised Its Dividend for a 12th Straight Year
• Neutral Sentiment: Unusually large, long-dated call-option activity may indicate that institutional investors see value in Oracle’s depressed valuation, although the trades could also involve covered-call strategies rather than outright bullish bets. Huge Unusual Long-Dated Call Options in Oracle
• Negative Sentiment: Oracle’s approximately $165 billion AI data-center expansion faces another energy and pipeline roadblock in New Mexico. Delays in securing sufficient power raise questions about project timing, execution and the pace at which planned capacity can generate revenue. Oracle Stock Falls as Its AI Data Center Hits Another Pipeline Roadblock
• Negative Sentiment: Investors are increasingly concerned that AI infrastructure spending is consuming cash faster than Oracle can generate it. The company has increased borrowing substantially alongside other technology companies, adding balance-sheet and interest-rate risk while pressuring free cash flow and potentially the long-term safety of its dividend. AI’s Half-Trillion-Dollar Borrowing Binge
• Negative Sentiment: Broader rotation away from software stocks and concern over the sustainability of the AI trade have added selling pressure, as investors favor chipmakers and other direct AI beneficiaries. Oracle, Software Stocks Fall as AI Trade Seesaws

Insider Activity

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business’s stock in a transaction on 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 completion of the sale, the insider directly owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

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.