Oracle Corporation $ORCL Position Lifted by Dividend Assets Capital LLC

Dividend Assets Capital LLC raised its holdings in shares of Oracle Corporation (NYSE:ORCL) by 24.4% during the first quarter, HoldingsChannel reports. The institutional investor owned 90,802 shares of the enterprise software provider’s stock after acquiring an additional 17,837 shares during the quarter. Oracle accounts for about 2.7% of Dividend Assets Capital LLC’s investment portfolio, making the stock its 7th largest holding. Dividend Assets Capital LLC’s holdings in Oracle were worth $13,358,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Fortune 45 LLC increased its position in shares of Oracle by 76.6% in the first quarter. Fortune 45 LLC now owns 3,654 shares of the enterprise software provider’s stock worth $537,000 after acquiring an additional 1,585 shares in the last quarter. DGS Capital Management LLC lifted its holdings in shares of Oracle by 7.6% during the 1st quarter. DGS Capital Management LLC now owns 7,912 shares of the enterprise software provider’s stock valued at $1,164,000 after acquiring an additional 559 shares in the last quarter. Ascentis Independent Advisors boosted its position in Oracle by 61.9% during the 1st quarter. Ascentis Independent Advisors now owns 12,474 shares of the enterprise software provider’s stock worth $1,835,000 after purchasing an additional 4,768 shares during the period. Raleigh Capital Management Inc. lifted its stake in shares of Oracle by 297.0% during the first quarter. Raleigh Capital Management Inc. now owns 3,748 shares of the enterprise software provider’s stock worth $551,000 after purchasing an additional 2,804 shares in the last quarter. Finally, Lee Danner & Bass Inc. grew its stake in shares of Oracle by 4.1% in the first quarter. Lee Danner & Bass Inc. now owns 60,717 shares of the enterprise software provider’s stock valued at $8,932,000 after buying an additional 2,410 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the company. Morgan Stanley reissued a “mixed” rating on shares of Oracle in a research report on Thursday, June 11th. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a research report on Monday, March 9th. Stifel Nicolaus reduced their target price on shares of Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research report on Wednesday, March 11th. Weiss Ratings upgraded shares of Oracle from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Finally, Stephens reaffirmed an “equal weight” rating and set a $164.00 price target on shares of Oracle in a report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Oracle currently has an average rating of “Moderate Buy” and an average price target of $268.27.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched Oracle Manager Edge and new AI agent tools across Fusion Cloud HCM and SCM, adding AI-driven coaching and supply-chain workflow features that could make its cloud platform stickier and support future growth. Oracle (ORCL) Unveils AI Agents For Supply Chains And Manager Coaching
• Positive Sentiment: William Blair reportedly added ORCL to its conviction list, and other firms have reiterated bullish views, reinforcing the idea that Wall Street still sees Oracle as a major AI beneficiary with upside from its cloud and enterprise software businesses. If You Lack Conviction in This Market, Here’s 1 Stock William Blair Thinks Deserves Your Attention
• Positive Sentiment: Recent commentary also highlighted Oracle’s strong earnings visibility and attractive valuation, with analysts describing it as one of the cheaper software names that could “explode” if AI demand and cloud adoption keep accelerating. Why Oracle Corporation (ORCL) Is One of the Most Profitable Software Stocks to Buy Right Now
• Neutral Sentiment: Oracle’s stock has also been hit by broader market worries, including renewed concerns that the AI trade may be getting ahead of fundamentals. Some recent reports say Oracle is weighing AI data-center-related risks and profitability, which may be contributing to the stock’s recent decline. Oracle mulls AI data center-related risks, profitability in filing
• Negative Sentiment: ORCL has been on a notable losing streak, with shares falling sharply from recent highs, as investors worry that AI spending may take time to pay off and that the company’s debt load could limit flexibility. Oracle Stock Is on Longest Losing Streak Since 2021 and Analysts Are Screaming ‘Buy’

Oracle Stock Performance

Shares of ORCL opened at $140.27 on Monday. The firm has a market cap of $404.04 billion, a price-to-earnings ratio of 24.06, a PEG ratio of 0.88 and a beta of 1.72. 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 business’s 50 day moving average is $185.91 and its two-hundred day moving average is $173.27. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. The business had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The business’s quarterly revenue was up 20.6% compared to the same quarter last year. During the same quarter last year, the company earned $1.70 earnings per share. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Analysts forecast that Oracle Corporation will post 6.46 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, July 10th. Oracle’s dividend payout ratio (DPR) is currently 34.31%.

Insider Buying and Selling at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the 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 transaction, the insider owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction dated 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 completion of the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Oracle 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.