Allianz SE Trims Holdings in Oracle Corporation $ORCL

Key Points

• Allianz SE trimmed its Oracle stake by 4.4% in the fourth quarter, selling 4,798 shares and leaving it with 104,209 shares valued at about $20.3 million.
• Oracle posted stronger-than-expected fiscal Q4 results, with EPS of $2.11 on revenue of $19.18 billion, and cloud infrastructure revenue surged 93% year over year alongside a record $638 billion remaining performance obligation.
• Despite the strong quarter, investors were rattled by rising AI spending plans: Oracle said capital expenditures could reach $95 billion in FY2027 and may raise about $40 billion more through financing, raising concerns about leverage, dilution, and margin pressure.

Allianz SE lessened its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 4.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 104,209 shares of the enterprise software provider's stock after selling 4,798 shares during the period. Allianz SE's holdings in Oracle were worth $20,311,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Norges Bank purchased a new position in shares of Oracle during the 4th quarter worth approximately $4,336,031,000. Capital Research Global Investors grew its holdings in shares of Oracle by 29.3% during the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock worth $5,874,070,000 after acquiring an additional 6,826,299 shares during the period. Vanguard Group Inc. grew its holdings in shares of Oracle by 3.5% during the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after acquiring an additional 5,841,584 shares during the period. American Century Companies Inc. grew its holdings in shares of Oracle by 333.7% during the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock worth $1,473,137,000 after acquiring an additional 4,030,382 shares during the period. Finally, Amundi grew its holdings in shares of Oracle by 32.9% during the 3rd quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock worth $2,809,609,000 after acquiring an additional 2,385,556 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 estimates, with adjusted EPS of $2.11 and revenue of $19.18 billion, while cloud infrastructure revenue jumped 93% year over year and the company cited a record $638 billion remaining performance obligation, signaling strong demand for its AI and cloud services.
• Positive Sentiment: The U.S. Office of Personnel Management awarded Oracle a $395.8 million federal HR modernization contract, expanding Oracle’s government cloud footprint and adding a new revenue stream tied to more than 2 million federal employees. Article Title
• Positive Sentiment: Several recent analyst notes remained bullish, with firms like Guggenheim, Piper Sandler, BMO Capital Markets, and Cantor Fitzgerald reiterating constructive ratings and higher price targets, suggesting Wall Street still sees upside despite the selloff.
• Neutral Sentiment: Zacks noted that the broader earnings revisions trend for 2026 has been improving, especially in Technology, which may support sentiment for Oracle and other software/cloud names.
• Negative Sentiment: Oracle’s stock fell sharply because management said AI-related capital expenditures will be far higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion more through debt and equity financing, raising concerns about dilution, leverage, and free cash flow.
• Negative Sentiment: Investors also reacted to warnings that margins may step down as Oracle ramps data-center buildout, while a cyber issue in PeopleSoft and reports of active exploitation added a small layer of operational risk. Article Title

Oracle Stock Down 0.1%

ORCL opened at $184.01 on Friday. The firm has a 50-day simple moving average of $184.68 and a two-hundred day simple moving average of $177.93. Oracle Corporation has a 52 week low of $134.57 and a 52 week high of $345.72. The company has a market capitalization of $529.21 billion, a PE ratio of 31.56, a price-to-earnings-growth ratio of 1.44 and a beta of 1.65. The company has a quick ratio of 1.35, a current ratio of 1.12 and a debt-to-equity ratio of 2.84.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating analysts' consensus estimates of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The firm had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter last year, the firm earned $1.70 EPS. The firm's revenue for the quarter 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. Analysts forecast that Oracle Corporation will post 6.33 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Oracle's dividend payout ratio (DPR) is 35.91%.

Insider Activity at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the firm's stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares of the company's stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The sale 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. Company insiders own 40.90% of the company's stock.

Analyst Ratings Changes

A number of research analysts have weighed in on the company. Robert W. Baird reduced their target price on Oracle from $300.00 to $200.00 and set an "outperform" rating on the stock in a report on Tuesday, March 10th. TD Cowen boosted their price target on Oracle from $250.00 to $300.00 and gave the stock a "buy" rating in a research report on Monday. DA Davidson boosted their price target on Oracle from $200.00 to $225.00 and gave the stock a "buy" rating in a research report on Thursday. Mizuho set a $320.00 price target on Oracle in a research report on Wednesday, June 3rd. Finally, Jefferies Financial Group dropped their price target on Oracle from $400.00 to $320.00 and set a "buy" rating on the stock in a research report on Thursday, March 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $268.27.

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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