Siemens Fonds Invest GmbH Trims Holdings in Oracle Corporation $ORCL

Siemens Fonds Invest GmbH cut its holdings in Oracle Corporation (NYSE:ORCL) by 10.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,618 shares of the enterprise software provider’s stock after selling 5,385 shares during the quarter. Oracle makes up about 0.5% of Siemens Fonds Invest GmbH’s holdings, making the stock its 27th biggest holding. Siemens Fonds Invest GmbH’s holdings in Oracle were worth $9,588,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. FSA Wealth Management LLC purchased a new stake in shares of Oracle in the 3rd quarter worth approximately $28,000. Mpwm Advisory Solutions LLC grew its stake in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after buying an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. purchased a new stake in shares of Oracle in the 3rd quarter worth approximately $35,000. HFM Investment Advisors LLC grew its stake in shares of Oracle by 290.9% in the 4th 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 during the last quarter. Finally, Basepoint Wealth LLC purchased a new stake in shares of Oracle in the 4th quarter worth approximately $26,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle continued to highlight strong AI and cloud momentum, including new OPERA Cloud AI features for hotels and broader demand for its enterprise software and infrastructure, reinforcing the company’s long-term growth story. New AI Capabilities in Oracle OPERA Cloud Supercharge Hotel Operations
• Positive Sentiment: Several analysts and commentators reiterated a bullish view, pointing to Oracle’s huge backlog, improving monetization of AI demand, and the possibility that the market is underestimating its future revenue conversion. Oracle: Discounted AI Story With Outsized Monetization Prospects – Reiterate Buy
• Positive Sentiment: Oracle said details in a report about failed Microsoft cloud leasing talks were inaccurate, limiting the chance that the headline would become a lasting negative if the market views it as overblown. Microsoft’s cloud infrastructure talks with Oracle collapse, Business Insider reports
• Neutral Sentiment: Oracle also announced more customer adoption of its cloud applications, including the Centre for Addiction and Mental Health using Oracle Fusion Cloud Applications to improve operations and care. The Centre for Addiction and Mental Health Optimizes Operations and Patient Care with Oracle Fusion Cloud Applications
• Negative Sentiment: Investor anxiety increased after reports that Microsoft walked away from a potential Oracle cloud infrastructure deal worth more than $3 billion over security and compliance concerns, raising questions about near-term deal execution. Microsoft walked away from a $3 billion deal to lease Oracle cloud capacity over security concerns
• Negative Sentiment: Some market commentary also focused on Oracle’s heavy debt load and the cost of its large AI and cloud investment plans, which have fueled concerns about capital spending and financial flexibility. Oracle’s Massive Debt Problem

Oracle Stock Performance

Shares of ORCL stock opened at $188.26 on Wednesday. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company’s 50-day moving average is $186.43 and its 200 day moving average is $177.61. The company has a market capitalization of $541.45 billion, a price-to-earnings ratio of 32.29, a price-to-earnings-growth ratio of 1.21 and a beta of 1.65. The company has a debt-to-equity ratio of 2.84, a quick ratio of 1.35 and a current ratio of 1.12.

Oracle (NYSE:ORCL) last announced 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 company 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 56.43%. Oracle’s revenue for the quarter was up 20.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.70 EPS. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Sell-side analysts expect that Oracle Corporation will post 6.46 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Friday, July 10th. Oracle’s dividend payout ratio (DPR) is presently 34.31%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Wolfe Research restated an “outperform” rating and issued a $225.00 price target on shares of Oracle in a research note on Thursday, June 11th. Deutsche Bank Aktiengesellschaft cut their price objective on shares of Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research report on Monday, March 9th. TD Cowen increased their price objective on shares of Oracle from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Oppenheimer increased their price objective on shares of Oracle from $235.00 to $275.00 and gave the company an “outperform” rating in a research report on Monday, June 8th. Finally, KeyCorp reissued an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and a consensus target price of $268.27.

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the firm’s 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 sale, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. This trade represents a 81.39% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by insiders.

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.