Oracle Corporation $ORCL Shares Purchased by PFG Investments LLC

PFG Investments LLC raised its position in Oracle Corporation (NYSE:ORCL) by 14.3% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 48,236 shares of the enterprise software provider’s stock after purchasing an additional 6,038 shares during the period. PFG Investments LLC’s holdings in Oracle were worth $7,096,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. HFM Investment Advisors LLC lifted its stake in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after buying an additional 96 shares in the last quarter. Basepoint Wealth LLC purchased a new stake in Oracle during the 4th quarter valued at about $26,000. FSA Wealth Management LLC purchased a new stake in Oracle during the 3rd quarter valued at about $28,000. Osbon Capital Management LLC acquired a new stake in Oracle in the 4th quarter valued at about $28,000. Finally, Joseph Group Capital Management acquired a new stake in Oracle in the 4th quarter valued at about $29,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Price Performance

ORCL stock opened at $140.27 on Friday. The firm has a market cap of $404.04 billion, a PE ratio of 24.06, a PEG ratio of 0.88 and a beta of 1.72. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. The firm’s 50 day moving average price is $185.91 and its 200-day moving average price is $173.35. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping the consensus estimate of $1.96 by $0.15. The company had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm’s revenue for the quarter was up 20.6% compared to the same quarter last year. During the same period in the prior year, the business posted $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. On average, equities research analysts anticipate that Oracle Corporation will post 6.46 EPS for the current year.

Oracle Announces Dividend

The business also recently disclosed 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. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, July 10th. Oracle’s payout ratio is 34.31%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched Oracle Manager Edge and new AI agent tools across Fusion Cloud HCM and SCM, adding AI-driven coaching and supply-chain workflow features that could make its cloud platform stickier and support future growth. Oracle (ORCL) Unveils AI Agents For Supply Chains And Manager Coaching
• Positive Sentiment: William Blair reportedly added ORCL to its conviction list, and other firms have reiterated bullish views, reinforcing the idea that Wall Street still sees Oracle as a major AI beneficiary with upside from its cloud and enterprise software businesses. If You Lack Conviction in This Market, Here’s 1 Stock William Blair Thinks Deserves Your Attention
• Positive Sentiment: Recent commentary also highlighted Oracle’s strong earnings visibility and attractive valuation, with analysts describing it as one of the cheaper software names that could “explode” if AI demand and cloud adoption keep accelerating. Why Oracle Corporation (ORCL) Is One of the Most Profitable Software Stocks to Buy Right Now
• Neutral Sentiment: Oracle’s stock has also been hit by broader market worries, including renewed concerns that the AI trade may be getting ahead of fundamentals. Some recent reports say Oracle is weighing AI data-center-related risks and profitability, which may be contributing to the stock’s recent decline. Oracle mulls AI data center-related risks, profitability in filing
• Negative Sentiment: ORCL has been on a notable losing streak, with shares falling sharply from recent highs, as investors worry that AI spending may take time to pay off and that the company’s debt load could limit flexibility. Oracle Stock Is on Longest Losing Streak Since 2021 and Analysts Are Screaming ‘Buy’

Insider Transactions at Oracle

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

Analyst Upgrades and Downgrades

ORCL has been the topic of several recent research reports. TD Cowen boosted their target price on Oracle from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Oppenheimer increased their price target on Oracle from $235.00 to $275.00 and gave the company an “outperform” rating in a report on Monday, June 8th. DA Davidson lifted their price objective on Oracle from $200.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, June 11th. Evercore reissued an “outperform” rating and set a $245.00 price objective on shares of Oracle in a research note on Monday, June 8th. Finally, Stifel Nicolaus dropped their target price on Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a report on Wednesday, March 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $268.27.

Oracle 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.