Saranac Partners Ltd Acquires 3,562 Shares of Oracle Corporation $ORCL

Saranac Partners Ltd grew its stake in shares of Oracle Corporation (NYSE:ORCL) by 12.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 31,809 shares of the enterprise software provider’s stock after purchasing an additional 3,562 shares during the quarter. Oracle makes up approximately 1.4% of Saranac Partners Ltd’s investment portfolio, making the stock its 28th largest position. Saranac Partners Ltd’s holdings in Oracle were worth $4,667,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in the stock. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Oracle during the second quarter valued at approximately $625,454,000. Edmond DE Rothschild Holding S.A. increased its holdings in shares of Oracle by 8.7% in the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider’s stock valued at $11,579,000 after acquiring an additional 6,296 shares during the period. New Mexico Educational Retirement Board raised its position in shares of Oracle by 4.2% in the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock worth $14,928,000 after acquiring an additional 3,100 shares in the last quarter. Planning Center Inc. boosted its position in Oracle by 142.2% during the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider’s stock valued at $1,243,000 after purchasing an additional 3,743 shares in the last quarter. Finally, Valeo Financial Advisors LLC grew its stake in Oracle by 4.6% in the second quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider’s stock valued at $11,825,000 after purchasing an additional 3,584 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle News Summary

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

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on ORCL. TD Cowen raised their price target on shares of Oracle from $250.00 to $300.00 and gave the company a “buy” rating in a report on Monday, June 8th. Guggenheim reiterated a “buy” rating on shares of Oracle in a report on Thursday, July 23rd. Moffett Nathanson set a $325.00 target price on Oracle in a research note on Thursday, June 11th. BMO Capital Markets raised their price target on Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a report on Thursday, June 11th. Finally, Royal Bank Of Canada restated a “sector perform” rating and set a $190.00 price objective on shares of Oracle in a report on Thursday, June 11th. Two equities research 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 given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $263.97.

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total value of $63,664,000.00. Following the sale, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible 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.

Oracle Stock Up 0.2%

ORCL stock opened at $146.70 on Monday. The company has a market capitalization 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 12 month low of $114.50 and a 12 month high of $345.72. The firm’s fifty day simple moving average is $144.61 and its 200-day simple moving average is $160.61. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12.

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 the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm had revenue of $19.18 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter last year, the company posted $1.70 earnings per share. The firm’s revenue was up 20.6% compared to the same quarter last year. 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, equities research analysts forecast that Oracle Corporation will post 6.49 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is 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.