Concurrent Investment Advisors LLC Raises Stock Position in Oracle Corporation $ORCL

Concurrent Investment Advisors LLC raised its position in Oracle Corporation (NYSE:ORCL) by 9.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 174,482 shares of the enterprise software provider’s stock after purchasing an additional 14,385 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Oracle were worth $25,570,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new position in Oracle in the fourth quarter valued at approximately $4,336,031,000. Bank of New York Mellon Corp purchased a new stake in Oracle in the second quarter valued at $1,911,930,000. Capital Research Global Investors raised its position in Oracle by 29.3% in 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 purchasing an additional 6,826,299 shares during the period. Cardano Risk Management B.V. lifted its stake in shares of Oracle by 882.3% in the 4th quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider’s stock valued at $972,798,000 after purchasing an additional 4,482,934 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of Oracle during the 2nd quarter worth $625,454,000. Institutional investors and hedge funds 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 stock in a transaction on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total value of $63,664,000.00. Following the transaction, the insider owned 400,000 shares of the company’s stock, valued at $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available 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.

Analyst Ratings Changes

A number of research analysts have commented on ORCL shares. DA Davidson upped their target price 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. Citigroup restated a “buy” rating on shares of Oracle in a report on Wednesday, August 26th. Mizuho set a $320.00 target price on Oracle in a research report on Wednesday, June 3rd. Evercore restated an “outperform” rating and set a $245.00 price target on shares of Oracle in a research report on Monday, June 8th. Finally, Piper Sandler boosted their price objective on Oracle from $210.00 to $225.00 and gave the company an “overweight” rating in a report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given 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 target price of $261.61.

Oracle Stock Up 6.0%

ORCL stock opened at $154.50 on Friday. The company’s 50 day moving average price is $139.54 and its 200 day moving average price is $160.32. The firm has a market capitalization of $445.03 billion, a price-to-earnings ratio of 26.50, a PEG ratio of 1.08 and a beta of 1.74. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) 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 58.62%. The company had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the previous year, the firm earned $1.70 earnings per share. The firm’s quarterly revenue was up 20.6% on a year-over-year basis. 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 fiscal year.

Oracle Dividend Announcement

The company also recently announced 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. The ex-dividend date was Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle’s payout ratio is presently 34.31%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts see substantial upside: Jefferies maintained a Buy rating and set a $290 price target, while other analysts remain optimistic that Oracle’s AI-cloud growth can offset concerns about elevated spending and leverage. Bernstein also expects a potential recovery toward the company’s prior high. Oracle Stock Could Be Software’s Next Big Winner
• Positive Sentiment: Lower interest rates could provide outsized relief: Oracle has taken on tens of billions of dollars in debt to finance AI data-center construction. A lower-rate environment could reduce financing costs and improve the economics of its capital-intensive expansion. Why Is Oracle Stock Up Today?
• Positive Sentiment: AI infrastructure demand remains strong: Oracle is expanding its multi-year relationship with Hewlett Packard Enterprise to deploy Juniper networking equipment across global AI data centers. The arrangement supports Oracle’s planned infrastructure buildout and could improve visibility into future capacity expansion. HPE and Oracle Deepen Networking Collaboration
• Neutral Sentiment: Upcoming earnings are the next major test: Investors will look for evidence that Oracle’s large cloud backlog is converting into revenue, along with updates on capital expenditures, debt and AI-cloud margins. The company’s latest reported quarter exceeded EPS and revenue estimates, but the market now expects execution against significantly higher AI-related expectations. Oracle Sets Earnings Date
• Negative Sentiment: Debt and spending remain key risks: Oracle’s heavy AI-data-center investment has contributed to rising leverage and negative free cash flow concerns. Analysts have lowered some price targets, including TD Cowen’s reduction to $240, while investors remain cautious about whether future cloud growth will justify the spending. TD Cowen Lowers Oracle Price Target

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.