Arete Wealth Advisors LLC Makes New $16.68 Million Investment in Oracle Corporation $ORCL

Key Points

• Arete Wealth Advisors acquired 113,844 Oracle shares worth approximately $16.68 million in the second quarter, making Oracle 0.7% of its portfolio and its 25th-largest holding.
• Oracle reported quarterly EPS of $2.11 and revenue of $19.18 billion, exceeding estimates, with revenue up 20.6% year over year. Analysts maintain a “Moderate Buy” consensus rating and an average price target of $263.97.
• Oracle’s cloud and AI expansion, including its AWS partnership and healthcare initiatives, supports its growth outlook, but its high debt-to-equity ratio and broader AI-financing risks remain concerns. Vice Chairman Jeffrey Henley also sold 400,000 shares under a pre-arranged trading plan.

Arete Wealth Advisors LLC acquired a new stake in Oracle Corporation (NYSE:ORCL - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 113,844 shares of the enterprise software provider's stock, valued at approximately $16,684,000. Oracle makes up 0.7% of Arete Wealth Advisors LLC's portfolio, making the stock its 25th biggest position.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Mpwm Advisory Solutions LLC lifted its position in shares of Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 50 shares in the last quarter. Sherman Asset Management Inc. boosted its stake in shares of Oracle by 5.5% in the first quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider's stock valued at $155,000 after purchasing an additional 55 shares during the period. Southern Capital Advisors LLC grew its holdings in Oracle by 1.3% during the 1st quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider's stock valued at $654,000 after purchasing an additional 57 shares in the last quarter. Global Financial Private Client LLC increased its stake in Oracle by 0.8% during the 1st quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider's stock worth $1,153,000 after buying an additional 59 shares during the period. Finally, Talisman Wealth Advisors LLC increased its stake in Oracle by 1.9% during the 2nd quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider's stock worth $675,000 after buying an additional 59 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Insider Buying and Selling

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the sale, the insider owned 400,000 shares of the company's stock, valued at $63,664,000. The trade was a 50.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI infrastructure expansion supports the growth story. Oracle’s collaboration with Amazon Web Services now offers Oracle Exadata Database Service on Exascale Infrastructure through Oracle AI Database@AWS across 22 AWS regions. The partnership could broaden Oracle’s cloud reach and help attract enterprise AI workloads. Oracle Corporation versus Amazon AI infrastructure article
• Positive Sentiment: Analysts remain constructive. Oracle has received an average “Moderate Buy” rating, while one report highlighted a consensus price target substantially above the current trading level. The valuation case depends on sustained cloud and AI execution. Oracle analyst rating article Oracle Wall Street target article
• Positive Sentiment: Healthcare AI provides another potential growth avenue. Oracle is making a fresh push into healthcare applications, reinforcing the view that AI could expand demand beyond its traditional database and enterprise software businesses. Oracle healthcare AI article
• Neutral Sentiment: The key debate is timing. One analysis characterizes Oracle as inexpensive relative to its long-term opportunity but argues that the most important improvement may not arrive until 2027. This supports the long-term thesis but suggests near-term upside may require patience. Oracle valuation and 2027 inflection article
• Negative Sentiment: AI financing risks are weighing on the broader theme. Michael Burry warned that circular financing, off-balance-sheet vehicles and captive insurers could be creating excessive leverage in AI data centers. Separately, Bank of America reported a sharp increase in investment-grade debt issued to fund AI projects. Oracle’s substantial infrastructure spending and high debt-to-equity ratio make the company potentially sensitive to higher funding costs or weaker AI demand. Michael Burry AI buildout warning AI bond market risks article

Oracle Stock Up 0.2%

NYSE:ORCL opened at $146.70 on Monday. The firm has a market capitalization of $422.56 billion, a PE ratio of 25.16, a price-to-earnings-growth ratio of 0.92 and a beta of 1.72. The stock has a 50 day moving average of $144.61 and a 200-day moving average of $160.61. 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 Corporation has a 52 week low of $114.50 and a 52 week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly 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 business had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company's quarterly revenue was up 20.6% on a year-over-year basis. During the same quarter in the prior year, the firm 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. Analysts predict that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date was Friday, July 10th. Oracle's dividend payout ratio (DPR) is currently 34.31%.

Wall Street Analyst Weigh In

ORCL has been the subject of several recent analyst reports. UBS Group restated an "outperform" rating on shares of Oracle in a research note on Friday. Arete Research set a $255.00 price target on Oracle and gave the stock a "buy" rating in a research note on Thursday, May 7th. CLSA initiated coverage on Oracle in a report on Monday, July 20th. They issued a "hold" rating and a $145.00 price target for the company. TD Cowen raised their price objective on Oracle from $250.00 to $300.00 and gave the company a "buy" rating in a research note on Monday, June 8th. Finally, Cantor Fitzgerald restated an "overweight" rating and set a $284.00 price objective on shares of Oracle in a report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $263.97.

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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