66,804 Shares in Oracle Corporation $ORCL Purchased by NFJ Investment Group LLC

Key Points

• NFJ Investment Group LLC purchased 66,804 Oracle shares during the second quarter, valued at approximately $9.79 million. Institutional investors and hedge funds collectively own 42.44% of ORCL.
• Oracle reported quarterly revenue of $19.18 billion, up 20.6% year over year, and EPS of $2.11, exceeding analyst expectations of $1.96. The company also declared a quarterly dividend of $0.50 per share, representing a 1.4% annualized yield.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and a $263.97 price target, though concerns remain about Oracle’s high debt burden and the significant financing required for its AI infrastructure expansion.

NFJ Investment Group LLC purchased a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 66,804 shares of the enterprise software provider's stock, valued at approximately $9,790,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of ORCL. Vanguard Group Inc. lifted its stake in Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock valued at $34,070,674,000 after purchasing an additional 5,841,584 shares during the last quarter. State Street Corp grew its position in Oracle by 4.4% in the fourth quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider's stock worth $14,916,026,000 after buying an additional 3,216,915 shares during the last quarter. Geode Capital Management LLC grew its position in Oracle by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider's stock worth $7,328,754,000 after buying an additional 665,374 shares during the last quarter. Capital Research Global Investors increased its holdings in shares of Oracle by 29.3% in the fourth quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock valued at $5,874,070,000 after buying an additional 6,826,299 shares in the last quarter. Finally, Morgan Stanley increased its holdings in shares of Oracle by 1.9% in the fourth quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider's stock valued at $5,286,953,000 after buying an additional 495,146 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Stock Performance

Shares of ORCL opened at $142.05 on Friday. The company's fifty day moving average is $145.36 and its 200-day moving average is $160.71. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72. The firm has a market cap of $409.17 billion, a price-to-earnings ratio of 24.37, a price-to-earnings-growth ratio of 0.90 and a beta of 1.72. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating 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 business had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the previous year, the business earned $1.70 EPS. Oracle's quarterly 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. Equities analysts expect that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Dividend Announcement

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

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s remaining performance obligations reportedly reached approximately $638 billion, strengthening the investment case by providing significant contracted future revenue. Analysts believe strong cloud growth and enterprise AI demand could eventually support a substantial recovery in ORCL shares. Oracle Price Prediction: Can Its $638 Billion Backlog Send the Stock Back Toward $250?
• Positive Sentiment: Several analysts continue to favor Oracle over other enterprise technology companies, citing its record AI backlog, cloud momentum and relatively discounted valuation. Buy ratings ahead of the September earnings report may provide additional support. Oracle vs. Microsoft: Which Enterprise AI Stock Is the Better Buy?
• Positive Sentiment: Oracle Health expanded its Clinical AI Agent with automated professional-fee coding, physician dictation and chart-review tools. The rollout broadens Oracle’s healthcare AI opportunity and could improve adoption of its healthcare software platform. Oracle Health Expands Clinical AI Agent with Automated Coding, Dictation, and Chart Review
• Neutral Sentiment: One analysis characterizes Oracle as inexpensive but argues that the key business inflection may not arrive until 2027. That outlook supports the long-term thesis but implies limited near-term catalysts while the company converts its backlog into revenue and profits. Oracle: Cheap, But Too Early - The Real Inflection Comes In 2027
• Negative Sentiment: Investors remain concerned that Oracle’s AI infrastructure expansion will require heavy borrowing. A broader surge in investment-grade debt used to fund AI projects raises questions about leverage, capital returns and the risk of an AI spending pullback. Oracle’s high debt burden and exposure to large customers, including OpenAI, add to those concerns. Oracle stock has become a bargain, but a risky pattern has emerged
• Negative Sentiment: Billionaire investor Steve Cohen reportedly chose Broadcom over Oracle as his preferred AI stock, a comparison that may reinforce concerns that ORCL’s upside depends on longer-dated execution rather than immediate AI monetization. Broadcom or Oracle: Billionaire Steve Cohen Loads Up on One Top AI Stock

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm's stock in a transaction 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 sale, the insider directly owned 400,000 shares in the company, valued at $63,664,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at 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.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on ORCL. Barclays raised their price objective on Oracle from $240.00 to $250.00 and gave the stock an "overweight" rating in a research note on Thursday, June 11th. Evercore reaffirmed an "outperform" rating and set a $245.00 target price on shares of Oracle in a research report on Monday, June 8th. Morgan Stanley reaffirmed a "mixed" rating on shares of Oracle in a report on Thursday, June 11th. BTIG Research reiterated a "buy" rating and issued a $400.00 price target on shares of Oracle in a research report on Friday, June 5th. Finally, Scotiabank reissued an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Two investment 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 issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $263.97.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source