Apella Capital LLC Buys 6,296 Shares of Oracle Corporation $ORCL

Key Points

• Apella Capital LLC boosted its Oracle stake by 55% in the first quarter, buying 6,296 additional shares and bringing its total holdings to 17,745 shares worth about $2.61 million.
• Oracle recently posted strong quarterly results, with EPS of $2.11 beating estimates and revenue of $19.18 billion topping expectations, while revenue rose 20.6% year over year.
• The company’s latest news mix is mostly positive, including a record $638 billion backlog and new AI/cloud initiatives, though investor concerns remain around 21,000 job cuts and higher capital intensity.

Apella Capital LLC raised its position in Oracle Corporation (NYSE:ORCL - Free Report) by 55.0% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 17,745 shares of the enterprise software provider's stock after buying an additional 6,296 shares during the period. Apella Capital LLC's holdings in Oracle were worth $2,610,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its holdings in Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after purchasing an additional 100,494 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after purchasing an additional 404 shares during the period. Sivia Capital Partners LLC raised its position in shares of Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after buying an additional 768 shares in the last quarter. United Bank raised its position in Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after purchasing an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in shares of Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after purchasing an additional 8,530 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. Cantor Fitzgerald reissued an "overweight" rating and issued a $284.00 target price on shares of Oracle in a report on Thursday, June 11th. Piper Sandler increased their price objective on shares of Oracle from $210.00 to $225.00 and gave the company an "overweight" rating in a research note on Thursday, June 11th. Royal Bank Of Canada restated a "sector perform" rating and issued a $190.00 target price on shares of Oracle in a research report on Thursday, June 11th. Oppenheimer increased their price target on Oracle from $235.00 to $275.00 and gave the company an "outperform" rating in a research note on Monday, June 8th. Finally, Evercore restated an "outperform" rating and set a $245.00 price objective on shares of Oracle in a research report on Monday, June 8th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $268.27.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle reported a record $638 billion backlog, which strengthens long-term revenue visibility and supports the bull case that AI cloud demand is translating into future sales. Oracle's Contract Backlog Swells: Is Long-Term Revenue Growth Secured?
• Positive Sentiment: Oracle strengthened its defense ecosystem by adding new companies focused on mission-ready AI, cyber, and secure cloud capabilities, highlighting expanding demand for Oracle’s infrastructure and AI platform. Oracle Strengthens Defense Ecosystem to Help Emerging Technology Companies Scale Mission-Ready Capabilities
• Positive Sentiment: Oracle Health announced an AI collaboration with Theator, extending Oracle’s cloud and AI footprint into surgical intelligence and healthcare workflow automation. Oracle Health Extends AI into the Operating Room in Collaboration with Theator
• Neutral Sentiment: Several articles argued that Oracle could still be a major long-term AI winner, but these were mostly opinion pieces and valuation debates rather than new hard fundamentals. Can Oracle Become a $1 Trillion Company?
• Negative Sentiment: Oracle cut about 21,000 jobs, and the layoffs have fueled investor worries that the company’s AI transition is coming with disruption, restructuring risk, and potential pressure on sentiment. Oracle Reveals 21,000 Job Cuts as AI Adoption Reshapes Workforce
• Negative Sentiment: Bearish commentary also highlighted Oracle’s growing capital intensity, AI spending, and a warning that preferred-stock conversions or ATM issuance could dilute shareholders and weigh on the stock. Oracle: Becoming A Highly Capital-Intensive NG-Dependent Wholesale Colocation Utility (Rating Downgrade)

Oracle Price Performance

Shares of ORCL opened at $152.82 on Friday. The firm has a market cap of $440.19 billion, a PE ratio of 26.21, a price-to-earnings-growth ratio of 0.99 and a beta of 1.65. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The business's 50 day moving average price is $189.96 and its two-hundred day moving average price is $175.88. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.35 and a current ratio of 1.12.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share 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 firm had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the prior year, the business earned $1.70 earnings per share. The business'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. On average, equities analysts anticipate that Oracle Corporation will post 6.46 EPS for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Investors 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 annualized dividend and a dividend yield of 1.3%. Oracle's payout ratio is presently 34.31%.

Insider Transactions at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares of the company's stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

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.

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