Evanson Financial LLC Invests $791,000 in Oracle Corporation $ORCL

Evanson Financial LLC purchased a new stake in shares of Oracle Corporation (NYSE:ORCL) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 5,399 shares of the enterprise software provider’s stock, valued at approximately $791,000.

Several other institutional investors also recently modified their holdings of the business. Mpwm Advisory Solutions LLC raised its position in Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Sherman Asset Management Inc. boosted its holdings in shares of Oracle by 5.5% in the 1st quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock valued at $155,000 after purchasing an additional 55 shares in the last quarter. Southern Capital Advisors LLC boosted its holdings in shares of Oracle by 1.3% in the 1st quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider’s stock valued at $654,000 after purchasing an additional 57 shares in the last quarter. Investment Advisory Group LLC increased its stake in shares of Oracle by 2.9% in the 4th quarter. Investment Advisory Group LLC now owns 2,078 shares of the enterprise software provider’s stock valued at $405,000 after purchasing an additional 58 shares during the last quarter. Finally, Talisman Wealth Advisors LLC raised its holdings in shares of Oracle by 1.9% during the 2nd quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider’s stock worth $675,000 after buying an additional 59 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud infrastructure and AI businesses continue to attract strong demand, supported by a record backlog and optimism that the company can sustain rapid growth. Recent earnings also showed revenue increasing 20.6% year over year, with earnings and sales exceeding analyst expectations. Oracle Surges: What’s Driving the Sudden Rally
• Positive Sentiment: Some analysts remain bullish despite Oracle’s recent selloff. Wall Street’s long-term outlook reflects expectations that cloud ERP, database software and AI infrastructure could support substantial upside if Oracle converts its backlog into profitable revenue. Oracle: Cloud ERP And Oracle Database Software Driving Growth
• Neutral Sentiment: UBS lowered its Oracle price target to $245 from $285 but retained a Buy rating. The firm cited risks involving AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI, suggesting analysts see meaningful long-term potential but greater execution risk. Oracle price target lowered by UBS amid AI spending concerns
• Negative Sentiment: Investors remain concerned that Oracle is funding its AI data-center buildout with substantial borrowing. Warnings about weaker returns, credit-rating pressure and higher financing costs could weigh on future margins and shareholder returns. Borrowing to the Brink: How Oracle’s AI Expansion Put Its Credit Rating on Life Support
• Negative Sentiment: Investor Michael Burry reportedly reopened a bearish Oracle position, arguing that AI-related technology stocks and data-center spending may be overvalued. The reports are contradictory about whether he fully exited or re-entered the trade, but the publicity reinforces near-term skepticism surrounding ORCL. Michael Burry says he’s shorting AI stars Oracle and Nebius

Analyst Upgrades and Downgrades

ORCL has been the subject of several recent analyst reports. Moffett Nathanson set a $325.00 price objective on Oracle in a research report on Thursday, June 11th. KeyCorp reissued an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. Cantor Fitzgerald reissued an “overweight” rating and set a $284.00 target price on shares of Oracle in a research note on Thursday, June 11th. Sanford C. Bernstein increased their target price on shares of Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a report on Thursday, June 11th. Finally, BMO Capital Markets raised their price target on shares of Oracle from $200.00 to $220.00 and gave the company an “outperform” rating in a research note on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Oracle currently has an average rating of “Moderate Buy” and an average target price of $263.97.

Insider Transactions 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 owned 400,000 shares in the company, valued at $63,664,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Oracle Trading Up 2.4%

Shares of ORCL stock opened at $146.93 on Friday. The firm has a market capitalization of $423.23 billion, a P/E ratio of 25.20, a P/E/G ratio of 0.90 and a beta of 1.72. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $345.72. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock’s fifty day simple moving average is $158.22 and its 200 day simple moving average is $162.61.

Oracle (NYSE:ORCL) last issued its 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. The business had revenue of $19.18 billion during the quarter, compared to analysts’ expectations of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business’s revenue for the quarter was up 20.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $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. As a group, sell-side analysts predict that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a $0.50 dividend. The ex-dividend date of this dividend was Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s dividend payout ratio is currently 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.