Susquehanna Fundamental Investments LLC Takes Position in Oracle Corporation $ORCL

Susquehanna Fundamental Investments LLC acquired a new stake in shares of Oracle Corporation (NYSE:ORCL) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 159,214 shares of the enterprise software provider’s stock, valued at approximately $23,333,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of Oracle in the 2nd quarter worth approximately $625,454,000. Edmond DE Rothschild Holding S.A. increased its position in shares of Oracle by 8.7% during the second quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider’s stock valued at $11,579,000 after acquiring an additional 6,296 shares during the last quarter. New Mexico Educational Retirement Board increased its position in shares of Oracle by 4.2% during the fourth 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 during the last quarter. Valeo Financial Advisors LLC lifted its holdings in Oracle by 4.6% during the second quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider’s stock worth $11,825,000 after acquiring an additional 3,584 shares during the period. Finally, Axxcess Wealth Management LLC lifted its holdings in Oracle by 870.0% during the fourth quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider’s stock worth $128,012,000 after acquiring an additional 602,230 shares during the period. Institutional investors own 42.44% of the company’s stock.

Insider Activity at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm’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 value of $63,664,000.00. Following the completion of the transaction, the insider directly owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citigroup placed Oracle on a 90-day “positive catalyst watch,” arguing that the recent selloff was excessive and that strong AI-cloud demand, a large backlog and upcoming earnings could drive a rebound. The view helped improve sentiment toward the stock. Investors Are Missing Oracle’s AI Boom. Citi Says Buy.
• Positive Sentiment: Wall Street remains broadly bullish, with one report citing a Strong Buy consensus and substantial potential upside. Other analysts and investors highlighted Oracle’s cloud infrastructure scale, AI exposure and improving growth prospects. Most Active Stocks: Oracle Tops List with 71% Upside
• Positive Sentiment: Oracle was named a Leader in Gartner’s 2026 Magic Quadrant for Supply Chain Management Suites, reinforcing the competitiveness of its Fusion Cloud SCM products and enterprise-software portfolio. Oracle Named a Leader in the 2026 Gartner Magic Quadrant
• Neutral Sentiment: Oracle has rallied about 18% over the past month from a deeply depressed level, but commentary questions whether the rebound represents a durable leadership position compared with other cloud stocks. September earnings are viewed as the next major test. Oracle Just Rallied 18% in a Month
• Negative Sentiment: Investors continue to debate whether Oracle can convert its sizable order book into revenue quickly enough. The company’s roughly $55.7 billion data-center buildout, elevated leverage and reported payroll reductions raise questions about funding, execution and future margins. Oracle Capex Funding and Debt

Oracle Stock Up 0.2%

Shares of NYSE ORCL opened at $151.11 on Monday. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72. The business’s fifty day moving average price is $140.73 and its 200-day moving average price is $160.62. The stock has a market capitalization of $435.27 billion, a PE ratio of 25.92, a P/E/G ratio of 0.94 and a beta of 1.72. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating the consensus estimate of $1.96 by $0.15. The business had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company’s revenue was up 20.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $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 6.49 EPS for the current year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Friday, July 10th. Oracle’s dividend payout ratio is presently 34.31%.

Analyst Ratings Changes

A number of research analysts have issued reports on ORCL shares. Citigroup restated a “buy” rating on shares of Oracle in a research note on Wednesday. Scotiabank reissued an “overweight” rating on shares of Oracle in a report on Thursday, June 11th. DA Davidson increased their price target on shares of Oracle from $200.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday, June 11th. Morgan Stanley restated a “mixed” rating on shares of Oracle in a report on Thursday, June 11th. Finally, Sanford C. Bernstein lifted their price objective on shares of Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a research report on Thursday, June 11th. Two equities research 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 assigned a Sell rating to the company. According to data from MarketBeat, the company has an average 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.