Ashford Capital Management Inc. Purchases Shares of 6,828 Oracle Corporation $ORCL

Ashford Capital Management Inc. purchased a new stake in shares of Oracle Corporation (NYSE:ORCL) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 6,828 shares of the enterprise software provider’s stock, valued at approximately $1,331,000.

Other large investors have also recently made changes to their positions in the company. FSA Wealth Management LLC purchased a new position in shares of Oracle during the 3rd quarter valued at about $28,000. Mpwm Advisory Solutions LLC lifted its position in shares of Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. purchased a new position in shares of Oracle during the 3rd quarter valued at about $35,000. HFM Investment Advisors LLC lifted its position 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 valued at $25,000 after buying an additional 96 shares in the last quarter. Finally, Basepoint Wealth LLC purchased a new position in shares of Oracle during the 4th quarter valued at about $26,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Stock Down 2.3%

NYSE ORCL opened at $188.26 on Wednesday. The stock’s 50 day moving average is $186.43 and its 200 day moving average is $177.61. The company has a current ratio of 1.12, a quick ratio of 1.35 and a debt-to-equity ratio of 2.84. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. The stock has a market cap of $541.45 billion, a PE ratio of 32.29, a P/E/G ratio of 1.21 and a beta of 1.65.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. Oracle had a return on equity of 56.43% and a net margin of 25.37%.The business had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the previous year, the company posted $1.70 EPS. The company’s revenue 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. Research analysts predict that Oracle Corporation will post 6.46 EPS for the current fiscal year.

Oracle Dividend Announcement

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 $0.50 dividend. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Oracle’s payout ratio is presently 34.31%.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the sale, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by insiders.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle continued to highlight strong AI and cloud momentum, including new OPERA Cloud AI features for hotels and broader demand for its enterprise software and infrastructure, reinforcing the company’s long-term growth story. New AI Capabilities in Oracle OPERA Cloud Supercharge Hotel Operations
• Positive Sentiment: Several analysts and commentators reiterated a bullish view, pointing to Oracle’s huge backlog, improving monetization of AI demand, and the possibility that the market is underestimating its future revenue conversion. Oracle: Discounted AI Story With Outsized Monetization Prospects – Reiterate Buy
• Positive Sentiment: Oracle said details in a report about failed Microsoft cloud leasing talks were inaccurate, limiting the chance that the headline would become a lasting negative if the market views it as overblown. Microsoft’s cloud infrastructure talks with Oracle collapse, Business Insider reports
• Neutral Sentiment: Oracle also announced more customer adoption of its cloud applications, including the Centre for Addiction and Mental Health using Oracle Fusion Cloud Applications to improve operations and care. The Centre for Addiction and Mental Health Optimizes Operations and Patient Care with Oracle Fusion Cloud Applications
• Negative Sentiment: Investor anxiety increased after reports that Microsoft walked away from a potential Oracle cloud infrastructure deal worth more than $3 billion over security and compliance concerns, raising questions about near-term deal execution. Microsoft walked away from a $3 billion deal to lease Oracle cloud capacity over security concerns
• Negative Sentiment: Some market commentary also focused on Oracle’s heavy debt load and the cost of its large AI and cloud investment plans, which have fueled concerns about capital spending and financial flexibility. Oracle’s Massive Debt Problem

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on ORCL shares. Wolfe Research reaffirmed an “outperform” rating and set a $225.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Bank of America lifted their price objective on Oracle from $200.00 to $240.00 and gave the company a “buy” rating in a research report on Tuesday, June 9th. TD Cowen lifted their price objective on Oracle from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Citigroup reaffirmed a “market outperform” rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Piper Sandler boosted their price target on Oracle from $210.00 to $225.00 and gave the stock an “overweight” rating in a report on Thursday, June 11th. Three research 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 given a Sell rating to the company’s stock. According to data from MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $268.27.

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.