9,359 Shares in Oracle Corporation $ORCL Purchased by Everett Harris & Co. CA

Key Points

• Everett Harris & Co. CA purchased 9,359 Oracle shares worth approximately $1.37 million in the second quarter. Institutional investors and hedge funds collectively own 42.44% of Oracle.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $263.97; several firms recently raised their targets to between $300 and $325.
• Oracle exceeded quarterly expectations, reporting $2.11 in EPS and $19.18 billion in revenue, up 20.6% year over year. However, the stock traded down 3.8%, while concerns about heavy AI infrastructure spending, debt, potential layoffs and credit downgrades weighed on sentiment.

Everett Harris & Co. CA bought a new stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 9,359 shares of the enterprise software provider's stock, valued at approximately $1,372,000.

Several other institutional investors also recently bought and sold shares of ORCL. HFM Investment Advisors LLC grew its holdings in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after purchasing an additional 96 shares in the last quarter. Basepoint Wealth LLC acquired a new stake in Oracle during the 4th quarter worth approximately $26,000. FSA Wealth Management LLC purchased a new position in Oracle in the 3rd quarter valued at approximately $28,000. Osbon Capital Management LLC purchased a new position in Oracle in the 4th quarter valued at approximately $28,000. Finally, Joseph Group Capital Management acquired a new position in shares of Oracle in the fourth quarter worth $29,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of recent research reports. TD Cowen upped their price objective on Oracle from $250.00 to $300.00 and gave the stock a "buy" rating in a research report on Monday, June 8th. Bank of America lifted their target price on Oracle from $200.00 to $240.00 and gave the company a "buy" rating in a report on Tuesday, June 9th. Sanford C. Bernstein boosted their target price on Oracle from $319.00 to $325.00 and gave the stock an "outperform" rating in a research note on Thursday, June 11th. Moffett Nathanson set a $325.00 price target on Oracle in a report on Thursday, June 11th. Finally, Scotiabank reaffirmed an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $263.97.

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction dated 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 transaction, 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 legal filing with the SEC, which can be accessed 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 Trading Down 3.8%

Shares of NYSE:ORCL opened at $150.32 on Friday. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72. The company's 50 day moving average is $149.89 and its two-hundred day moving average is $161.60. The company has a market cap of $432.99 billion, a PE ratio of 25.78, a P/E/G ratio of 0.98 and a beta of 1.72. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21.

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, topping the consensus estimate 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 net margin of 25.37% and a return on equity of 58.62%. The company's revenue for the quarter was up 20.6% on a year-over-year basis. During the same period in the previous year, the company 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. Equities analysts predict that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, July 10th. Oracle's dividend payout ratio is currently 34.31%.

Key Oracle News

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

About Oracle

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.

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