Aptus Capital Advisors LLC Raises Position in Oracle Corporation $ORCL

Aptus Capital Advisors LLC lifted its stake in Oracle Corporation (NYSE:ORCL) by 3.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 152,204 shares of the enterprise software provider’s stock after buying an additional 4,621 shares during the period. Aptus Capital Advisors LLC’s holdings in Oracle were worth $29,666,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of ORCL. Brighton Jones LLC boosted its position in shares of Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after buying an additional 100,494 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of 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 during the period. Sivia Capital Partners LLC boosted its position in shares of 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 boosted its position in shares of 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 shares of Oracle by 19.2% in the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after buying an additional 8,530 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Trading Down 0.1%

Shares of NYSE ORCL opened at $184.01 on Friday. The stock’s 50 day moving average price is $184.68 and its two-hundred day moving average price is $177.93. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The stock has a market capitalization of $529.21 billion, a P/E ratio of 31.56, a PEG ratio of 1.44 and a beta of 1.65. The company has a quick ratio of 1.35, a current ratio of 1.12 and a debt-to-equity ratio of 2.84.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a return on equity of 56.43% and a net margin of 25.37%.The firm had revenue of $19.18 billion for the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter in the prior year, the firm posted $1.70 earnings per share. Oracle’s revenue for the quarter was up 20.6% compared to the same quarter last year. 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, analysts anticipate that Oracle Corporation will post 6.32 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be paid a dividend of $0.50 per share. The ex-dividend date is Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.1%. Oracle’s dividend payout ratio is presently 35.91%.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 estimates, with adjusted EPS of $2.11 and revenue of $19.18 billion, while cloud infrastructure revenue jumped 93% year over year and the company cited a record $638 billion remaining performance obligation, signaling strong demand for its AI and cloud services.
• Positive Sentiment: The U.S. Office of Personnel Management awarded Oracle a $395.8 million federal HR modernization contract, expanding Oracle’s government cloud footprint and adding a new revenue stream tied to more than 2 million federal employees. Article Title
• Positive Sentiment: Several recent analyst notes remained bullish, with firms like Guggenheim, Piper Sandler, BMO Capital Markets, and Cantor Fitzgerald reiterating constructive ratings and higher price targets, suggesting Wall Street still sees upside despite the selloff.
• Neutral Sentiment: Zacks noted that the broader earnings revisions trend for 2026 has been improving, especially in Technology, which may support sentiment for Oracle and other software/cloud names.
• Negative Sentiment: Oracle’s stock fell sharply because management said AI-related capital expenditures will be far higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion more through debt and equity financing, raising concerns about dilution, leverage, and free cash flow.
• Negative Sentiment: Investors also reacted to warnings that margins may step down as Oracle ramps data-center buildout, while a cyber issue in PeopleSoft and reports of active exploitation added a small layer of operational risk. Article Title

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on ORCL. Barclays upped their target price on Oracle from $240.00 to $250.00 and gave the stock an “overweight” rating in a research report on Thursday. KeyCorp reiterated an “overweight” rating on shares of Oracle in a research note on Thursday. Arete Research set a $255.00 price target on Oracle and gave the stock a “buy” rating in a research note on Thursday, May 7th. Guggenheim reiterated a “buy” rating and issued a $400.00 price target on shares of Oracle in a research note on Thursday. Finally, UBS Group boosted their price target on Oracle from $250.00 to $285.00 and gave the stock a “buy” rating in a research note on Tuesday, June 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Oracle presently has an average rating of “Moderate Buy” and a consensus price target of $268.27.

Insider Buying and Selling at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the sale, 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. The sale was disclosed in a document filed 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. Insiders own 40.90% of the company’s stock.

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.