Oracle Corporation $ORCL Shares Acquired by EP Wealth Advisors LLC

EP Wealth Advisors LLC increased its position in shares of Oracle Corporation (NYSE:ORCL) by 203.2% in the 2nd quarter, HoldingsChannel reports. The firm owned 466,837 shares of the enterprise software provider’s stock after purchasing an additional 312,863 shares during the period. EP Wealth Advisors LLC’s holdings in Oracle were worth $68,415,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in the company. HFM Investment Advisors LLC raised its stake in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after buying an additional 96 shares in the last quarter. Basepoint Wealth LLC acquired a new stake in shares of Oracle in the 4th quarter valued at approximately $26,000. FSA Wealth Management LLC purchased a new stake in shares of Oracle in the third quarter valued at approximately $28,000. Osbon Capital Management LLC acquired a new position in Oracle during the fourth quarter worth $28,000. Finally, Joseph Group Capital Management acquired a new position in Oracle during the fourth quarter worth $29,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Trading Up 3.3%

NYSE:ORCL opened at $146.70 on Friday. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $345.72. 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 fifty day simple moving average of $144.61 and a 200-day simple moving average of $160.61. The company has a market capitalization of $422.56 billion, a PE ratio of 25.16, a price-to-earnings-growth ratio of 0.89 and a beta of 1.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating 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 period in the prior year, the company earned $1.70 EPS. The firm’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, equities research analysts expect that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 24th. Stockholders 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 annualized dividend and a dividend yield of 1.4%. Oracle’s dividend payout ratio is currently 34.31%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI infrastructure expansion supports the growth story. Oracle’s collaboration with Amazon Web Services now offers Oracle Exadata Database Service on Exascale Infrastructure through Oracle AI Database@AWS across 22 AWS regions. The partnership could broaden Oracle’s cloud reach and help attract enterprise AI workloads. Oracle Corporation versus Amazon AI infrastructure article
• Positive Sentiment: Analysts remain constructive. Oracle has received an average “Moderate Buy” rating, while one report highlighted a consensus price target substantially above the current trading level. The valuation case depends on sustained cloud and AI execution. Oracle analyst rating article Oracle Wall Street target article
• Positive Sentiment: Healthcare AI provides another potential growth avenue. Oracle is making a fresh push into healthcare applications, reinforcing the view that AI could expand demand beyond its traditional database and enterprise software businesses. Oracle healthcare AI article
• Neutral Sentiment: The key debate is timing. One analysis characterizes Oracle as inexpensive relative to its long-term opportunity but argues that the most important improvement may not arrive until 2027. This supports the long-term thesis but suggests near-term upside may require patience. Oracle valuation and 2027 inflection article
• Negative Sentiment: AI financing risks are weighing on the broader theme. Michael Burry warned that circular financing, off-balance-sheet vehicles and captive insurers could be creating excessive leverage in AI data centers. Separately, Bank of America reported a sharp increase in investment-grade debt issued to fund AI projects. Oracle’s substantial infrastructure spending and high debt-to-equity ratio make the company potentially sensitive to higher funding costs or weaker AI demand. Michael Burry AI buildout warning AI bond market risks article

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of recent analyst reports. Arete Research set a $255.00 target price on Oracle and gave the company a “buy” rating in a report on Thursday, May 7th. TD Cowen increased their price target on shares of Oracle from $250.00 to $300.00 and gave the company a “buy” rating in a report on Monday, June 8th. UBS Group reiterated an “outperform” rating on shares of Oracle in a research note on Friday. BTIG Research reissued a “buy” rating and set a $400.00 price objective on shares of Oracle in a report on Friday, June 5th. Finally, Barclays upped their target price on shares of Oracle from $240.00 to $250.00 and gave the stock an “overweight” rating 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, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Oracle presently has an average rating of “Moderate Buy” and an average target price of $263.97.

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm’s stock in a transaction that occurred 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 transaction, the insider directly owned 400,000 shares of the company’s stock, valued at $63,664,000. This trade 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 owned by corporate insiders.

Oracle Company 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.