Kovack Advisors Inc. Grows Stock Position in Oracle Corporation $ORCL

Kovack Advisors Inc. grew its position in shares of Oracle Corporation (NYSE:ORCL) by 156.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,055 shares of the enterprise software provider’s stock after purchasing an additional 18,329 shares during the period. Kovack Advisors Inc.’s holdings in Oracle were worth $5,858,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Norges Bank purchased a new stake in Oracle during the 4th quarter worth $4,336,031,000. Capital Research Global Investors grew its stake in shares of Oracle by 29.3% during the fourth quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock valued at $5,874,070,000 after acquiring an additional 6,826,299 shares in the last quarter. Vanguard Group Inc. increased its position in shares of Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock worth $34,070,674,000 after acquiring an additional 5,841,584 shares during the last quarter. American Century Companies Inc. increased its position in shares of Oracle by 333.7% during the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock worth $1,473,137,000 after acquiring an additional 4,030,382 shares during the last quarter. Finally, Amundi lifted its stake in shares of Oracle by 32.9% in the third quarter. Amundi now owns 9,636,090 shares of the enterprise software provider’s stock worth $2,809,609,000 after acquiring an additional 2,385,556 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle posted record fiscal Q4 results, with revenue and EPS both beating estimates, and cloud infrastructure revenue surged as demand for AI-related capacity stayed strong.
• Positive Sentiment: The company reported a massive $638 billion remaining performance obligation backlog, signaling deep customer demand and a long runway for future revenue.
• Positive Sentiment: Oracle also won a $395.8 million U.S. Office of Personnel Management contract to modernize federal HR systems, adding a new government growth opportunity. Article Title
• Neutral Sentiment: Several analysts raised price targets or reiterated bullish ratings after the report, suggesting some on Wall Street still see upside despite the selloff.
• Negative Sentiment: Shares are under pressure because Oracle said AI-related capital expenditures will be much higher than expected, with spending potentially reaching about $95 billion in fiscal 2027.
• Negative Sentiment: Management also signaled more debt and equity funding, including plans to raise roughly $40 billion, which raised concerns about leverage, dilution, and weaker free cash flow.
• Negative Sentiment: Oracle warned that gross margins may step down as it ramps data-center buildout, adding to worries that strong AI growth may come with lower near-term profitability.

Analysts Set New Price Targets

ORCL has been the subject of a number of recent analyst reports. UBS Group raised their price objective on 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 increased their target price on Oracle from $200.00 to $240.00 and gave the company a “buy” rating in a research note on Tuesday. Monness Crespi & Hardt restated a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. DA Davidson upped their price target on shares of Oracle from $200.00 to $225.00 and gave the company a “buy” rating in a report on Thursday. Finally, TD Cowen raised their price objective on shares of Oracle from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $268.27.

Oracle Stock Performance

Shares of ORCL opened at $184.03 on Friday. The stock has a market capitalization of $529.27 billion, a PE ratio of 31.57, a price-to-earnings-growth ratio of 1.58 and a beta of 1.65. The business’s fifty day moving average price is $183.90 and its 200 day moving average price is $177.88. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72.

Oracle (NYSE:ORCL) last issued its 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. Oracle had a net margin of 25.37% and a return on equity of 62.74%. The company had revenue of $19.18 billion for the quarter, compared to analysts’ expectations of $19.10 billion. During the same period in the prior year, the company earned $1.70 earnings per share. The firm’s revenue 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. Equities research analysts forecast that Oracle Corporation will post 6.33 EPS for the current year.

Oracle Dividend Announcement

The business 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 $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, July 10th. Oracle’s payout ratio is presently 35.91%.

Insider Activity at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the executive vice president 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 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. Company insiders own 40.90% of the company’s stock.

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.