AlTi Global Inc. Has $9.95 Million Position in Oracle Corporation $ORCL

AlTi Global Inc. cut its holdings in Oracle Corporation (NYSE:ORCL) by 22.1% during the first quarter, HoldingsChannel reports. The firm owned 67,622 shares of the enterprise software provider’s stock after selling 19,185 shares during the period. AlTi Global Inc.’s holdings in Oracle were worth $9,948,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the business. DDD Partners LLC bought a new position in shares of Oracle during the 4th quarter worth about $1,677,000. New Mexico Educational Retirement Board boosted its position in shares of Oracle by 4.2% during 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. Planning Center Inc. increased its stake in Oracle by 142.2% in the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider’s stock valued at $1,243,000 after acquiring an additional 3,743 shares during the period. Wealth Enhancement Advisory Services LLC raised its position in Oracle by 13.0% in the fourth 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, U.S. Capital Wealth Advisors LLC raised its position in Oracle by 15.4% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 42,616 shares of the enterprise software provider’s stock worth $8,306,000 after purchasing an additional 5,692 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Some analysts remain bullish, arguing Oracle’s huge cloud backlog could eventually translate into much stronger revenue and that the stock may be oversold after its steep decline. Oracle Stock Crash Erases $213 Billion from Billionaire Founder Larry Ellison’s Net Worth
• Positive Sentiment: Oracle’s database and multicloud AI businesses continue to show strong growth momentum, suggesting the long-term AI demand story is still intact. Can Oracle’s Database Business Sustain Long-Term Margins?
• Neutral Sentiment: Commentary from Jim Cramer and other market writers added to the volatility, with some calling Oracle a cautionary tale while others argued the selloff may be overdone. Jim Cramer Says Oracle Is “Going Down” and Avoid Every Liquor Stock. Here’s What He’d Buy Instead
• Negative Sentiment: New Mexico blocked the pipeline for Oracle’s 2.5 GW data-center project, increasing the chance of delays and adding uncertainty to its AI infrastructure expansion. New Mexico Blocks Pipeline for Oracle’s (ORCL) 2.5 GW Data Center Project
• Negative Sentiment: Investors are worried Oracle’s AI spending spree is being financed with too much debt, pushing the company’s credit profile close to junk territory. Oracle’s (ORCL) AI Spending Spree Pushes Its Credit Rating Near Junk
• Negative Sentiment: Oracle’s stock has also been hit by broader articles emphasizing that the company is falling fast as markets question whether the AI growth story can justify the spending and financing risks. Oracle Stock Slides To 52-Week Low Amid AI Spending Fears

Analyst Ratings Changes

A number of research analysts have commented on ORCL shares. Barclays raised their price target on shares of Oracle from $240.00 to $250.00 and gave the stock an “overweight” rating in a research note on Thursday, June 11th. KeyCorp reissued an “overweight” rating on shares of Oracle in a report on Thursday, June 11th. Weiss Ratings upgraded Oracle from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, May 29th. BTIG Research reaffirmed a “buy” rating and issued a $400.00 price target on shares of Oracle in a research note on Friday, June 5th. Finally, Guggenheim reiterated a “buy” rating and set a $400.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Two investment 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 given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $268.27.

Oracle Stock Performance

NYSE ORCL opened at $126.48 on Monday. Oracle Corporation has a 1-year low of $121.50 and a 1-year high of $345.72. The company has a 50 day moving average of $177.30 and a 200-day moving average of $169.28. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. The firm has a market cap of $364.32 billion, a price-to-earnings ratio of 21.69, a PEG ratio of 0.79 and a beta of 1.72.

Oracle (NYSE:ORCL) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping 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 return on equity of 58.62% and a net margin of 25.37%.Oracle’s revenue was up 20.6% compared to the same quarter last year. During the same period in the previous year, the business earned $1.70 EPS. 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 analysts forecast that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm 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 1.6%. Oracle’s payout ratio is currently 34.31%.

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the sale, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

About Oracle

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.