Applied Finance Capital Management LLC Increases Stock Holdings in Oracle Corporation $ORCL

Applied Finance Capital Management LLC increased its position in Oracle Corporation (NYSE:ORCL) by 31.5% in the first quarter, Holdings Channel.com reports. The fund owned 155,918 shares of the enterprise software provider’s stock after acquiring an additional 37,323 shares during the quarter. Oracle makes up about 1.7% of Applied Finance Capital Management LLC’s holdings, making the stock its 19th biggest holding. Applied Finance Capital Management LLC’s holdings in Oracle were worth $22,937,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. DDD Partners LLC purchased a new stake in Oracle during the 4th quarter valued at about $1,677,000. New Mexico Educational Retirement Board lifted its position in Oracle by 4.2% in the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock valued at $14,928,000 after acquiring an additional 3,100 shares in the last quarter. KADENSA CAPITAL Ltd boosted its stake in Oracle by 1,945.8% during the 3rd quarter. KADENSA CAPITAL Ltd now owns 92,736 shares of the enterprise software provider’s stock valued at $26,081,000 after purchasing an additional 88,203 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in shares of Oracle by 13.0% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 917,304 shares of the enterprise software provider’s stock worth $178,001,000 after purchasing an additional 105,368 shares in the last quarter. Finally, Planning Center Inc. raised its stake in shares of Oracle by 142.2% in the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider’s stock worth $1,243,000 after purchasing an additional 3,743 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Trading Up 0.0%

Oracle stock opened at $140.69 on Monday. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The firm has a market capitalization of $405.24 billion, a price-to-earnings ratio of 24.13, a P/E/G ratio of 0.88 and a beta of 1.72. The firm has a 50 day moving average of $183.07 and a 200 day moving average of $171.67. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21.

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, beating the consensus estimate of $1.96 by $0.15. The business had revenue of $19.18 billion for 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 company’s revenue for the quarter was up 20.6% on a year-over-year basis. During the same quarter in the previous year, the firm 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. As a group, research analysts predict that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.4%. Oracle’s dividend payout ratio is currently 34.31%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s record AI backlog, stronger fiscal 2027 outlook, and expanding cloud businesses are being highlighted as reasons long-term investors may want to hold the stock despite the recent selloff. Article Title
• Positive Sentiment: Bernstein reiterated support for Oracle, and several articles point to Oracle’s massive cloud backlog and AI-related demand as evidence that the company still has meaningful growth potential. Article Title
• Neutral Sentiment: Oracle announced new partnerships and innovation initiatives, including IMSA Labs and a racing-focused cloud studio, which expand its cloud ecosystem but are not yet material enough to move the stock on their own. Article Title
• Negative Sentiment: S&P Global cut Oracle’s credit rating closer to junk, reinforcing worries about the company’s large debt burden and financing needs for its AI infrastructure buildout. Article Title
• Negative Sentiment: Recent commentary suggests Oracle may be facing concentration risk in its backlog and investor concern over the scale of spending required to support AI growth, which is keeping pressure on the shares. Article Title

Insider Buying and Selling at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business’s stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total value of $63,664,000.00. Following the transaction, the insider directly owned 400,000 shares in the company, valued at $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Stuart Levey sold 15,000 shares of the company’s 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 directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently commented on ORCL shares. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $190.00 price objective on shares of Oracle in a research report on Thursday, June 11th. UBS Group upped their target price on shares of Oracle from $250.00 to $285.00 and gave the company a “buy” rating in a research note on Tuesday, June 2nd. Bank of America raised their price target on shares of Oracle from $200.00 to $240.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. 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, Stephens restated an “equal weight” rating and set a $164.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average 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.