21,880 Shares in Oracle Corporation $ORCL Acquired by Evolve Private Wealth LLC

Evolve Private Wealth LLC bought a new position in Oracle Corporation (NYSE:ORCL) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 21,880 shares of the enterprise software provider’s stock, valued at approximately $4,265,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Perennial Investment Advisors LLC grew its holdings in Oracle by 0.5% during the third quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider’s stock worth $2,708,000 after acquiring an additional 45 shares during the period. Consolidated Portfolio Review Corp lifted its stake in Oracle by 1.0% during the third quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider’s stock valued at $1,403,000 after buying an additional 50 shares in the last quarter. Mpwm Advisory Solutions LLC boosted its holdings in shares of Oracle by 76.9% in the third 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 period. Clarion Wealth Managment Partners LLC raised its holdings in shares of Oracle by 1.5% during the third quarter. Clarion Wealth Managment Partners LLC now owns 3,563 shares of the enterprise software provider’s stock valued at $1,002,000 after acquiring an additional 51 shares during the period. Finally, Verum Partners LLC lifted its position in shares of Oracle by 2.2% in the 4th quarter. Verum Partners LLC now owns 2,409 shares of the enterprise software provider’s stock valued at $470,000 after acquiring an additional 51 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is still drawing support from its strong quarterly results and upbeat analyst reaction after reporting a double beat on earnings and revenue, reinforcing the view that cloud and AI demand remain solid. The Stock Market Is Underestimating the Massive Growth Potential of This Artificial Intelligence (AI) Giant That Could Easily Become a $1 Trillion Company
• Positive Sentiment: Oracle announced new AI capabilities in OPERA Cloud and a new hybrid streaming architecture on OCI, highlighting continued product momentum and broader adoption of Oracle Cloud Infrastructure. New AI Capabilities in Oracle OPERA Cloud Supercharge Hotel Operations
• Positive Sentiment: Several articles pointed to Oracle as a trending or potentially undervalued AI/cloud name, with commentary that Wall Street still sees meaningful upside if Oracle can convert its large backlog into revenue. Oracle (ORCL) Has AI Demand. Now It Needs to Prove It Can Scale
• Neutral Sentiment: Oracle received additional visibility from business updates such as Lightpath using Oracle Cloud Scale Billing and Oracle’s executive speaking slot at an AI infrastructure panel, which may help sentiment but do not materially change fundamentals. Lightpath Monetizes Digital Services and Powers AI-Driven Innovation with Oracle
• Negative Sentiment: Investor caution remains high after reports that Microsoft walked away from a potential multibillion-dollar Oracle cloud capacity deal, raising concerns about the pace and quality of Oracle’s cloud expansion. Microsoft’s cloud infrastructure talks with Oracle collapse, Business Insider reports
• Negative Sentiment: Bearish commentary also focused on Oracle’s leverage and the risks of its hyperscaler strategy, with some analysts arguing the market is underestimating debt and execution challenges. Oracle’s Massive Debt Problem

Oracle Stock Performance

Shares of ORCL opened at $183.31 on Thursday. The firm has a market cap of $527.20 billion, a price-to-earnings ratio of 31.44, a price-to-earnings-growth ratio of 1.18 and a beta of 1.65. The company’s fifty day moving average is $187.19 and its 200-day moving average is $177.46. The company has a quick ratio of 1.35, a current ratio of 1.12 and a debt-to-equity ratio of 2.84. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings data 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. The firm had revenue of $19.18 billion during the quarter, compared to analysts’ expectations 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 company posted $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. Equities analysts expect that Oracle Corporation will post 6.45 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently disclosed 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. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Oracle’s dividend payout ratio is currently 34.31%.

Insider Buying and Selling at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of research reports. Scotiabank restated an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Stifel Nicolaus decreased their price target on shares of Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a report on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft lowered 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. Cantor Fitzgerald reiterated an “overweight” rating and issued a $284.00 target price on shares of Oracle in a research report on Thursday, June 11th. Finally, Evercore reissued an “outperform” rating and set a $245.00 target price on shares of Oracle in a research note on Monday, June 8th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.27.

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.