Aureus Asset Management LLC Acquires 60,084 Shares of Oracle Corporation $ORCL

Aureus Asset Management LLC increased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 74.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 141,255 shares of the enterprise software provider’s stock after acquiring an additional 60,084 shares during the quarter. Oracle comprises 1.4% of Aureus Asset Management LLC’s portfolio, making the stock its 26th biggest holding. Aureus Asset Management LLC’s holdings in Oracle were worth $20,780,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. FSA Wealth Management LLC bought a new position in shares of Oracle in the third quarter valued at about $28,000. Mpwm Advisory Solutions LLC raised its holdings in Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. bought a new position in Oracle in the 3rd quarter valued at about $35,000. HFM Investment Advisors LLC lifted its position in Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after acquiring an additional 96 shares during the last quarter. Finally, Basepoint Wealth LLC bought a new stake in shares of Oracle during the fourth quarter worth approximately $26,000. 42.44% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on ORCL. Weiss Ratings cut Oracle from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday. Oppenheimer lifted their target price on Oracle from $235.00 to $275.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. CLSA started coverage on shares of Oracle in a research note on Monday. They issued a “hold” rating and a $145.00 price target on the stock. DA Davidson raised their price target on shares of Oracle from $200.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, June 11th. Finally, BMO Capital Markets boosted their price objective on shares of Oracle from $200.00 to $220.00 and gave the company an “outperform” rating in a report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and a consensus price target of $265.03.

Oracle Trading Down 0.9%

Shares of Oracle stock opened at $125.86 on Thursday. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle Corporation has a 12-month low of $120.03 and a 12-month high of $345.72. The company has a market capitalization of $362.54 billion, a price-to-earnings ratio of 21.59, a PEG ratio of 0.80 and a beta of 1.72. The firm’s 50-day moving average price is $173.38 and its two-hundred day moving average price is $167.78.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company had revenue of $19.18 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same period in the previous year, the company earned $1.70 EPS. The business’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 forecast that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced 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 1.6%. Oracle’s dividend payout ratio is presently 34.31%.

Insider Buying and Selling at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction on 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 owned 400,000 shares in the company, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their position. 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. Corporate insiders own 40.90% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Some analysts remain bullish, arguing Oracle’s massive backlog and cloud growth support long-term upside despite the selloff. Oracle stock is still a buy: Analyst outlines his bull case
• Positive Sentiment: Mizuho reiterated an outperform/buy view, saying Oracle’s risk/reward looks attractive and that the stock may have become oversold. Mizuho analyst on Oracle stock
• Neutral Sentiment: Several recent pieces say Oracle may be deeply oversold and could rebound technically if selling pressure eases. Oracle Corp. (ORCL) Price Forecast
• Negative Sentiment: Reports that Oracle could face a $7 billion collateral bill for its Wisconsin data center have intensified funding and execution worries. Oracle could face $7bn collateral bill for Wisconsin data centre
• Negative Sentiment: Investors are also worried that AI-related spending is consuming free cash flow across big tech, including Oracle, which could pressure margins and capital returns. Analysis-AI investment boom puts Big Tech’s free cash flow under pressure

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.