One Wealth Advisors LLC Acquires New Shares in Oracle Corporation $ORCL

One Wealth Advisors LLC bought a new stake in Oracle Corporation (NYSE:ORCL) during the second quarter, Holdings Channel reports. The institutional investor bought 5,545 shares of the enterprise software provider’s stock, valued at approximately $813,000.

Several other hedge funds also recently bought and sold shares of ORCL. New Mexico Educational Retirement Board raised its stake in shares of Oracle by 4.2% in the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock valued at $14,928,000 after acquiring an additional 3,100 shares in the last quarter. Planning Center Inc. raised its position in shares of Oracle by 142.2% in the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider’s stock valued at $1,243,000 after purchasing an additional 3,743 shares during the period. Valeo Financial Advisors LLC lifted its stake in shares of Oracle by 4.6% in the second quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider’s stock worth $11,825,000 after buying an additional 3,584 shares during the last quarter. Axxcess Wealth Management LLC boosted its holdings in shares of Oracle by 870.0% during the 4th quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider’s stock worth $128,012,000 after buying an additional 602,230 shares during the period. Finally, Stevens Capital Management LP raised its holdings in Oracle by 348.1% in the 4th quarter. Stevens Capital Management LP now owns 48,587 shares of the enterprise software provider’s stock worth $9,470,000 after acquiring an additional 37,744 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle and Amazon Web Services expanded their long-term collaboration, with Oracle AI Database@AWS now available in 22 AWS regions. The offering includes Exadata-class performance and pay-per-use pricing, potentially accelerating enterprise cloud migrations and AI-related revenue. Oracle and AWS Deepen Strategic Collaboration
• Positive Sentiment: A multiyear partnership with Quantinuum will bring quantum-computing capabilities to Oracle Cloud Infrastructure. Although an early-stage opportunity, the deal broadens Oracle’s AI and cloud growth narrative and helped support investor interest. Quantinuum’s Cloud Deal With Oracle
• Neutral Sentiment: Oracle’s latest quarterly results exceeded expectations, with revenue rising 20.6% year over year and earnings surpassing consensus estimates. However, investors remain focused on whether growth can offset the capital requirements of Oracle’s AI infrastructure buildout.
• Neutral Sentiment: Technical coverage has identified the 50-day moving average as an important support or resistance level. This may encourage short-term trading activity but does not materially change the company’s fundamental outlook. Oracle Crossed Above the 50-Day Moving Average
• Negative Sentiment: Reports that Oracle is considering additional layoffs have heightened concerns about cash flow and operating pressure as the company funds aggressive AI data-center expansion. The spending is also increasing leverage and debt-servicing risk. Oracle Weighs Another Round of Job Cuts
• Negative Sentiment: Credit-downgrade concerns, higher bond-insurance costs and Oracle’s substantial debt burden are fueling fears that AI investment could strain its balance sheet. These concerns are the primary reason behind the recent sell-off. Oracle Junk Bond Fears and Debt Surge
• Negative Sentiment: Investor Michael Burry reportedly increased his short position in Oracle, arguing that excess AI-computing capacity could emerge by 2028. The high-profile bearish call adds pressure to a stock already facing skepticism about AI valuations and spending returns. Michael Burry Doubles Down on Oracle Shorts

Analyst Upgrades and Downgrades

A number of research firms have issued reports on ORCL. CLSA assumed coverage on shares of Oracle in a report on Monday, July 20th. They set a “hold” rating and a $145.00 price target for the company. Arete Research set a $255.00 price objective on Oracle and gave the stock a “buy” rating in a research report on Thursday, May 7th. Citigroup reaffirmed a “market outperform” rating on shares of Oracle in a report on Thursday, June 11th. Guggenheim reaffirmed a “buy” rating on shares of Oracle in a research report on Thursday, July 23rd. Finally, TD Cowen upped their price target on Oracle from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $263.97.

Insider Activity

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business’s stock in a transaction that occurred on 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 sale, the insider directly owned 400,000 shares in the company, valued at approximately $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Oracle Stock Down 3.8%

NYSE ORCL opened at $150.32 on Friday. 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 has a 50-day simple moving average of $149.89 and a 200 day simple moving average of $161.60. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $345.72. The stock has a market cap of $432.99 billion, a PE ratio of 25.78, a PEG ratio of 0.94 and a beta of 1.72.

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, topping analysts’ consensus estimates of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same period last year, the business earned $1.70 earnings per share. The firm’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, research analysts forecast that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is presently 34.31%.

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.