Apella Capital LLC Increases Holdings in Oracle Corporation $ORCL

Apella Capital LLC grew its stake in shares of Oracle Corporation (NYSE:ORCL) by 55.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,745 shares of the enterprise software provider’s stock after buying an additional 6,296 shares during the period. Apella Capital LLC’s holdings in Oracle were worth $2,610,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Perennial Investment Advisors LLC grew its holdings in shares of Oracle by 0.5% during the third quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider’s stock worth $2,708,000 after purchasing an additional 45 shares in the last quarter. Consolidated Portfolio Review Corp grew its stake in Oracle by 1.0% in the 3rd quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider’s stock worth $1,403,000 after buying an additional 50 shares in the last quarter. Mpwm Advisory Solutions LLC increased its stake in Oracle by 76.9% in the third 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 last quarter. Clarion Wealth Managment Partners LLC raised its position in Oracle by 1.5% during the third quarter. Clarion Wealth Managment Partners LLC now owns 3,563 shares of the enterprise software provider’s stock valued at $1,002,000 after purchasing an additional 51 shares in the last quarter. Finally, Verum Partners LLC raised its holdings in shares of Oracle by 2.2% during the 4th quarter. Verum Partners LLC now owns 2,409 shares of the enterprise software provider’s stock valued at $470,000 after buying an additional 51 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Oracle Stock Down 3.0%

ORCL stock opened at $152.82 on Friday. The company has a market capitalization of $440.19 billion, a price-to-earnings ratio of 26.21, a price-to-earnings-growth ratio of 0.99 and a beta of 1.65. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.35 and a current ratio of 1.12. The business’s 50 day moving average price is $189.96 and its two-hundred day moving average price is $175.88. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 last year, the company posted $1.70 EPS. Oracle’s revenue was up 20.6% on a year-over-year basis. 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, analysts forecast that Oracle Corporation will post 6.46 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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 paid a dividend of $0.50 per share. The ex-dividend date is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. Oracle’s payout ratio is presently 34.31%.

Insider Buying and Selling

In related news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Analysts Set New Price Targets

ORCL has been the topic of a number of recent research reports. KeyCorp reissued an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. Sanford C. Bernstein upped their price objective on shares of Oracle from $319.00 to $325.00 and gave the company an “outperform” rating in a research note on Thursday, June 11th. Wolfe Research reaffirmed an “outperform” rating and set a $225.00 target price on shares of Oracle in a report on Thursday, June 11th. Evercore reiterated an “outperform” rating and issued a $245.00 target price on shares of Oracle in a research report on Monday, June 8th. Finally, Bank of America boosted their price target on shares of Oracle from $200.00 to $240.00 and gave the stock a “buy” rating in a research note on Tuesday, June 9th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $268.27.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle reported a record $638 billion backlog, which strengthens long-term revenue visibility and supports the bull case that AI cloud demand is translating into future sales. Oracle’s Contract Backlog Swells: Is Long-Term Revenue Growth Secured?
• Positive Sentiment: Oracle strengthened its defense ecosystem by adding new companies focused on mission-ready AI, cyber, and secure cloud capabilities, highlighting expanding demand for Oracle’s infrastructure and AI platform. Oracle Strengthens Defense Ecosystem to Help Emerging Technology Companies Scale Mission-Ready Capabilities
• Positive Sentiment: Oracle Health announced an AI collaboration with Theator, extending Oracle’s cloud and AI footprint into surgical intelligence and healthcare workflow automation. Oracle Health Extends AI into the Operating Room in Collaboration with Theator
• Neutral Sentiment: Several articles argued that Oracle could still be a major long-term AI winner, but these were mostly opinion pieces and valuation debates rather than new hard fundamentals. Can Oracle Become a $1 Trillion Company?
• Negative Sentiment: Oracle cut about 21,000 jobs, and the layoffs have fueled investor worries that the company’s AI transition is coming with disruption, restructuring risk, and potential pressure on sentiment. Oracle Reveals 21,000 Job Cuts as AI Adoption Reshapes Workforce
• Negative Sentiment: Bearish commentary also highlighted Oracle’s growing capital intensity, AI spending, and a warning that preferred-stock conversions or ATM issuance could dilute shareholders and weigh on the stock. Oracle: Becoming A Highly Capital-Intensive NG-Dependent Wholesale Colocation Utility (Rating Downgrade)

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.