N.E.W. Advisory Services LLC Invests $496,000 in Oracle Corporation $ORCL

N.E.W. Advisory Services LLC bought a new stake in shares of Oracle Corporation (NYSE:ORCL) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 3,386 shares of the enterprise software provider’s stock, valued at approximately $496,000.

Several other large investors also recently bought and sold shares of the business. 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 in the last quarter. Basepoint Wealth LLC purchased a new stake in shares of Oracle during the 4th quarter valued at about $26,000. FSA Wealth Management LLC bought a new position in shares of Oracle in the 3rd quarter valued at about $28,000. Osbon Capital Management LLC purchased a new position in Oracle in the fourth quarter worth about $28,000. Finally, Joseph Group Capital Management bought a new stake in Oracle during the fourth quarter worth approximately $29,000. Institutional investors own 42.44% of the company’s stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle and Amazon Web Services expanded their long-term collaboration, with Oracle AI Database@AWS now available in 22 AWS regions. The offering includes Exadata-class performance and pay-per-use pricing, potentially accelerating enterprise cloud migrations and AI-related revenue. Oracle and AWS Deepen Strategic Collaboration
• Positive Sentiment: A multiyear partnership with Quantinuum will bring quantum-computing capabilities to Oracle Cloud Infrastructure. Although an early-stage opportunity, the deal broadens Oracle’s AI and cloud growth narrative and helped support investor interest. Quantinuum’s Cloud Deal With Oracle
• Neutral Sentiment: Oracle’s latest quarterly results exceeded expectations, with revenue rising 20.6% year over year and earnings surpassing consensus estimates. However, investors remain focused on whether growth can offset the capital requirements of Oracle’s AI infrastructure buildout.
• Neutral Sentiment: Technical coverage has identified the 50-day moving average as an important support or resistance level. This may encourage short-term trading activity but does not materially change the company’s fundamental outlook. Oracle Crossed Above the 50-Day Moving Average
• Negative Sentiment: Reports that Oracle is considering additional layoffs have heightened concerns about cash flow and operating pressure as the company funds aggressive AI data-center expansion. The spending is also increasing leverage and debt-servicing risk. Oracle Weighs Another Round of Job Cuts
• Negative Sentiment: Credit-downgrade concerns, higher bond-insurance costs and Oracle’s substantial debt burden are fueling fears that AI investment could strain its balance sheet. These concerns are the primary reason behind the recent sell-off. Oracle Junk Bond Fears and Debt Surge
• Negative Sentiment: Investor Michael Burry reportedly increased his short position in Oracle, arguing that excess AI-computing capacity could emerge by 2028. The high-profile bearish call adds pressure to a stock already facing skepticism about AI valuations and spending returns. Michael Burry Doubles Down on Oracle Shorts

Oracle Trading Down 0.1%

Shares of NYSE ORCL opened at $150.32 on Monday. 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. The company has a market cap of $432.99 billion, a price-to-earnings ratio of 25.78, a PEG ratio of 0.94 and a beta of 1.72. The business’s 50 day moving average price is $149.89 and its 200-day moving average price is $161.46.

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. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the prior year, the company posted $1.70 EPS. Oracle’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, sell-side analysts expect that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were issued a $0.50 dividend. 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 dividend payout ratio is presently 34.31%.

Insider Buying and Selling

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm’s stock in a transaction dated 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 transaction, the insider owned 400,000 shares of the company’s stock, valued at $63,664,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

ORCL has been the subject of several analyst reports. Arete Research set a $255.00 price objective on Oracle and gave the company a “buy” rating in a research note on Thursday, May 7th. Scotiabank reissued an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Bank of America increased their price target on Oracle from $200.00 to $240.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. BMO Capital Markets raised their price target on Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a research report on Thursday, June 11th. Finally, Stephens reaffirmed an “equal weight” rating and set a $164.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $263.97.

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.