LM Advisors LLC Has $2.30 Million Position in Oracle Corporation $ORCL

LM Advisors LLC grew its stake in Oracle Corporation (NYSE:ORCL) by 631.3% during the 2nd quarter, Holdings Channel.com reports. The firm owned 15,701 shares of the enterprise software provider’s stock after acquiring an additional 13,554 shares during the period. LM Advisors LLC’s holdings in Oracle were worth $2,301,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently modified their holdings of ORCL. Mpwm Advisory Solutions LLC raised its holdings in Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 50 shares during the period. Sherman Asset Management Inc. boosted its holdings in shares of Oracle by 5.5% during the first quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock worth $155,000 after acquiring an additional 55 shares during the period. Southern Capital Advisors LLC boosted its holdings in shares of Oracle by 1.3% during the first quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider’s stock worth $654,000 after acquiring an additional 57 shares during the period. Global Financial Private Client LLC grew its position in shares of Oracle by 0.8% in the first quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider’s stock valued at $1,153,000 after purchasing an additional 59 shares during the last quarter. Finally, Talisman Wealth Advisors LLC grew its position in shares of Oracle by 1.9% in the second quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider’s stock valued at $675,000 after purchasing an additional 59 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI infrastructure expansion supports the growth story. Oracle’s collaboration with Amazon Web Services now offers Oracle Exadata Database Service on Exascale Infrastructure through Oracle AI Database@AWS across 22 AWS regions. The partnership could broaden Oracle’s cloud reach and help attract enterprise AI workloads. Oracle Corporation versus Amazon AI infrastructure article
• Positive Sentiment: Analysts remain constructive. Oracle has received an average “Moderate Buy” rating, while one report highlighted a consensus price target substantially above the current trading level. The valuation case depends on sustained cloud and AI execution. Oracle analyst rating article Oracle Wall Street target article
• Positive Sentiment: Healthcare AI provides another potential growth avenue. Oracle is making a fresh push into healthcare applications, reinforcing the view that AI could expand demand beyond its traditional database and enterprise software businesses. Oracle healthcare AI article
• Neutral Sentiment: The key debate is timing. One analysis characterizes Oracle as inexpensive relative to its long-term opportunity but argues that the most important improvement may not arrive until 2027. This supports the long-term thesis but suggests near-term upside may require patience. Oracle valuation and 2027 inflection article
• Negative Sentiment: AI financing risks are weighing on the broader theme. Michael Burry warned that circular financing, off-balance-sheet vehicles and captive insurers could be creating excessive leverage in AI data centers. Separately, Bank of America reported a sharp increase in investment-grade debt issued to fund AI projects. Oracle’s substantial infrastructure spending and high debt-to-equity ratio make the company potentially sensitive to higher funding costs or weaker AI demand. Michael Burry AI buildout warning AI bond market risks article

Insider Buying and Selling

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the sale, 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 document filed with the SEC, which is available through the SEC website. 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 3.3%

Shares of ORCL stock opened at $146.70 on Friday. The stock has a market cap of $422.56 billion, a P/E ratio of 25.16, a price-to-earnings-growth ratio of 0.92 and a beta of 1.72. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock has a 50 day simple moving average of $144.61 and a 200 day simple moving average of $160.61.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating the consensus estimate 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 return on equity of 58.62% and a net margin of 25.37%.The company’s quarterly revenue was up 20.6% compared to the same quarter last year. During the same period in the previous 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. On average, research analysts predict that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s payout ratio is 34.31%.

Analysts Set New Price Targets

ORCL has been the subject of several research reports. Cantor Fitzgerald reissued an “overweight” rating and set a $284.00 price target on shares of Oracle in a report on Thursday, June 11th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $190.00 price objective on shares of Oracle in a report on Thursday, June 11th. UBS Group reiterated an “outperform” rating on shares of Oracle in a research report on Friday. Weiss Ratings downgraded Oracle from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, July 20th. Finally, Scotiabank reissued an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target 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.