Advisory Solutions Group LLC Makes New $500,000 Investment in Oracle Corporation $ORCL

Key Points

• Advisory Solutions Group LLC initiated a roughly $500,000 position in Oracle during the second quarter by purchasing 3,410 shares. Institutional investors and hedge funds collectively own 42.44% of Oracle’s stock.
• Wall Street remains broadly positive, with Oracle carrying a “Moderate Buy” consensus rating and an average price target of $261.68; recent quarterly revenue rose 20.6% year over year and earnings exceeded estimates.
• Oracle’s AI-cloud expansion offers significant growth potential, but heavy infrastructure spending, negative free cash flow, elevated leverage and uncertainty over converting its $638 billion backlog into profitable revenue remain major risks.

Advisory Solutions Group LLC bought a new stake in Oracle Corporation (NYSE:ORCL - Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 3,410 shares of the enterprise software provider's stock, valued at approximately $500,000.

A number of other hedge funds have also recently added to or reduced their stakes in the business. State Street Corp grew its position in shares of Oracle by 4.4% during 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 in the last quarter. Geode Capital Management LLC lifted its position in shares of Oracle by 1.8% during 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 purchasing an additional 665,374 shares during the last quarter. Capital Research Global Investors grew its stake in 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 worth $5,874,070,000 after purchasing an additional 6,826,299 shares in the last quarter. Morgan Stanley grew its stake in Oracle by 1.9% in the fourth quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider's stock worth $5,286,953,000 after purchasing an additional 495,146 shares in the last quarter. Finally, Norges Bank acquired a new stake in Oracle during the fourth quarter valued at approximately $4,336,031,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s expanded, multi-year partnership with Hewlett Packard Enterprise NYSE: HPE calls for HPE Juniper networking equipment, routing, switching and support across Oracle’s global AI data centers. The agreement reinforces expectations for gigawatt-scale infrastructure expansion and potentially makes Oracle’s massive cloud backlog more achievable. HPE and Oracle Deepen Networking Collaboration
• Positive Sentiment: Investors are focused on Oracle’s reported $638 billion backlog and management’s target for roughly 58%–64% cloud growth. Converting more of that backlog into revenue would support the bullish view that AI contracts can accelerate Oracle’s cloud business. Oracle Jumps Before Its $638 Billion Backlog Faces Reality
• Positive Sentiment: Several analysts remain constructive despite recent target reductions. Jefferies maintained a Buy rating with a $290 target, while RBC reaffirmed Sector Perform with a $190 target, leaving substantial potential upside based on the cited share price. Oracle Stock Could Be Software’s Next Big Winner
• Neutral Sentiment: Options markets imply Oracle could move about 11% or more after earnings, highlighting unusually high event risk. Investors want evidence that heavy AI infrastructure spending is producing durable revenue growth and improving cash generation. Oracle Stock Could Swing 11% on Q1 Earnings
• Negative Sentiment: Oracle’s investment program is weighing on financial quality: fiscal 2026 free cash flow was reported at negative $23.7 billion, leverage is elevated, and the company may require substantial additional financing. S&P’s BBB- rating and the prospect of higher interest rates increase sensitivity to borrowing costs.
• Negative Sentiment: Analysts have trimmed some fair-value estimates, reflecting concerns about capital expenditures, debt, earnings quality and whether Oracle’s backlog can be converted profitably. The September 10 report and forward spending guidance are therefore critical tests of the AI-cloud strategy. Oracle Stock Gets Fair Value Trim

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on ORCL shares. Barclays increased their target price on shares of Oracle from $240.00 to $250.00 and gave the stock an "overweight" rating in a report on Thursday, June 11th. Scotiabank reaffirmed an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. KeyCorp reiterated an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Royal Bank Of Canada reissued a "sector perform" rating and issued a $190.00 target price on shares of Oracle in a report on Friday. Finally, UBS Group restated an "outperform" rating on shares of Oracle in a research note on Friday, August 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $261.68.

Oracle Price Performance

Shares of NYSE ORCL opened at $158.65 on Friday. The firm's 50-day simple moving average is $139.73 and its 200 day simple moving average is $160.31. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock has a market cap of $456.99 billion, a P/E ratio of 27.21, a P/E/G ratio of 1.18 and a beta of 1.74. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping the consensus estimate of $1.96 by $0.15. The firm had revenue of $19.18 billion for 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 firm's quarterly revenue was up 20.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.70 earnings per share. 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 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 given 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 (DPR) is 34.31%.

Insider Transactions at Oracle

In other Oracle 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 directly owned 400,000 shares of the company's stock, valued at approximately $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

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.

Want to see what other hedge funds are holding ORCL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

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