Sax Wealth Advisors LLC Has $1.76 Million Holdings in Oracle Corporation $ORCL

Sax Wealth Advisors LLC boosted its stake in shares of Oracle Corporation (NYSE:ORCL) by 113.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,936 shares of the enterprise software provider’s stock after acquiring an additional 6,338 shares during the period. Sax Wealth Advisors LLC’s holdings in Oracle were worth $1,756,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the stock. Everpar Advisors LLC increased its position in shares of Oracle by 1.0% in the second quarter. Everpar Advisors LLC now owns 13,088 shares of the enterprise software provider’s stock worth $1,918,000 after purchasing an additional 132 shares during the period. Avity Investment Management Inc. grew its stake in Oracle by 231.8% during the second quarter. Avity Investment Management Inc. now owns 181,835 shares of the enterprise software provider’s stock worth $26,648,000 after buying an additional 127,037 shares in the last quarter. Hennion & Walsh Asset Management Inc. increased its holdings in Oracle by 7.1% in the 2nd quarter. Hennion & Walsh Asset Management Inc. now owns 37,098 shares of the enterprise software provider’s stock valued at $5,437,000 after buying an additional 2,448 shares during the period. Lexington Hill Partners LLC acquired a new position in shares of Oracle in the 2nd quarter valued at approximately $416,000. Finally, Legacy Wealth Management LLC MS lifted its holdings in shares of Oracle by 7.7% during the 2nd quarter. Legacy Wealth Management LLC MS now owns 2,073 shares of the enterprise software provider’s stock worth $304,000 after acquiring an additional 148 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction dated 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 completion of the sale, the insider directly 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 legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Oracle Stock Down 0.1%

Shares of ORCL opened at $146.93 on Monday. The stock’s 50-day moving average price is $158.22 and its two-hundred day moving average price is $162.41. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72. The company has a market capitalization of $423.23 billion, a PE ratio of 25.20, a PEG ratio of 0.92 and a beta of 1.72. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL) last released its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share 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 business had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the prior year, the firm posted $1.70 EPS. The company’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 anticipate that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle’s dividend payout ratio is 34.31%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud infrastructure and AI businesses continue to attract strong demand, supported by a record backlog and optimism that the company can sustain rapid growth. Recent earnings also showed revenue increasing 20.6% year over year, with earnings and sales exceeding analyst expectations. Oracle Surges: What’s Driving the Sudden Rally
• Positive Sentiment: Some analysts remain bullish despite Oracle’s recent selloff. Wall Street’s long-term outlook reflects expectations that cloud ERP, database software and AI infrastructure could support substantial upside if Oracle converts its backlog into profitable revenue. Oracle: Cloud ERP And Oracle Database Software Driving Growth
• Neutral Sentiment: UBS lowered its Oracle price target to $245 from $285 but retained a Buy rating. The firm cited risks involving AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI, suggesting analysts see meaningful long-term potential but greater execution risk. Oracle price target lowered by UBS amid AI spending concerns
• Negative Sentiment: Investors remain concerned that Oracle is funding its AI data-center buildout with substantial borrowing. Warnings about weaker returns, credit-rating pressure and higher financing costs could weigh on future margins and shareholder returns. Borrowing to the Brink: How Oracle’s AI Expansion Put Its Credit Rating on Life Support
• Negative Sentiment: Investor Michael Burry reportedly reopened a bearish Oracle position, arguing that AI-related technology stocks and data-center spending may be overvalued. The reports are contradictory about whether he fully exited or re-entered the trade, but the publicity reinforces near-term skepticism surrounding ORCL. Michael Burry says he’s shorting AI stars Oracle and Nebius

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Piper Sandler lifted their price target on Oracle from $210.00 to $225.00 and gave the company an “overweight” rating in a research note on Thursday, June 11th. Citigroup reiterated a “market outperform” rating on shares of Oracle in a research report on Thursday, June 11th. CLSA began coverage on shares of Oracle in a report on Monday, July 20th. They issued a “hold” rating and a $145.00 target price for the company. Bank of America lifted their price target on shares of Oracle from $200.00 to $240.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. Finally, Evercore reissued an “outperform” rating and issued a $245.00 price objective on shares of Oracle in a research note on Monday, June 8th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $263.97.

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.