Aureus Asset Management LLC Has $20.78 Million Holdings in Oracle Corporation $ORCL

Key Points

• Aureus Asset Management LLC increased its Oracle stake by 74% in Q1, buying an additional 60,084 shares and bringing its total holding to 141,255 shares worth about $20.78 million.
• Wall Street sentiment remains broadly positive on Oracle, with analysts assigning an average “Moderate Buy” rating and a consensus price target of about $265.03.
• Oracle reported better-than-expected quarterly results, with EPS of $2.11 versus estimates of $1.96 and revenue up 20.6% year over year, while also declaring a $0.50 quarterly dividend.

Aureus Asset Management LLC boosted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 74.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 141,255 shares of the enterprise software provider's stock after purchasing an additional 60,084 shares during the quarter. Oracle comprises 1.4% of Aureus Asset Management LLC's portfolio, making the stock its 26th largest holding. Aureus Asset Management LLC's holdings in Oracle were worth $20,780,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently bought and sold shares of the company. DDD Partners LLC acquired a new position in Oracle in the fourth quarter valued at approximately $1,677,000. New Mexico Educational Retirement Board grew its holdings in Oracle by 4.2% during the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider's stock worth $14,928,000 after acquiring an additional 3,100 shares during the period. Planning Center Inc. raised its position in shares of Oracle by 142.2% during the 4th quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider's stock valued at $1,243,000 after acquiring an additional 3,743 shares during the last quarter. U.S. Capital Wealth Advisors LLC lifted its stake in shares of Oracle by 15.4% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 42,616 shares of the enterprise software provider's stock valued at $8,306,000 after purchasing an additional 5,692 shares during the period. Finally, Axxcess Wealth Management LLC boosted its position in shares of Oracle by 870.0% in the 4th quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider's stock worth $128,012,000 after purchasing an additional 602,230 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on ORCL shares. Sanford C. Bernstein upped their price objective on Oracle from $319.00 to $325.00 and gave the company an "outperform" rating in a report on Thursday, June 11th. KeyCorp reiterated an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. Cantor Fitzgerald reissued an "overweight" rating and set a $284.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Morgan Stanley reaffirmed a "mixed" rating on shares of Oracle in a research note on Thursday, June 11th. Finally, Wolfe Research reiterated an "outperform" rating and issued a $225.00 target price on shares of Oracle in a 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 issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Oracle has an average rating of "Moderate Buy" and an average price target of $265.03.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business's stock in a transaction that occurred 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 transaction, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Some analysts remain bullish, arguing Oracle’s massive backlog and cloud growth support long-term upside despite the selloff. Oracle stock is still a buy: Analyst outlines his bull case
• Positive Sentiment: Mizuho reiterated an outperform/buy view, saying Oracle’s risk/reward looks attractive and that the stock may have become oversold. Mizuho analyst on Oracle stock
• Neutral Sentiment: Several recent pieces say Oracle may be deeply oversold and could rebound technically if selling pressure eases. Oracle Corp. (ORCL) Price Forecast
• Negative Sentiment: Reports that Oracle could face a $7 billion collateral bill for its Wisconsin data center have intensified funding and execution worries. Oracle could face $7bn collateral bill for Wisconsin data centre
• Negative Sentiment: Investors are also worried that AI-related spending is consuming free cash flow across big tech, including Oracle, which could pressure margins and capital returns. Analysis-AI investment boom puts Big Tech's free cash flow under pressure

Oracle Stock Down 0.9%

Oracle stock opened at $125.86 on Thursday. Oracle Corporation has a twelve month low of $120.03 and a twelve month high of $345.72. 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 company has a 50 day moving average of $173.38 and a 200-day moving average of $167.78. The stock has a market capitalization of $362.54 billion, a PE ratio of 21.59, a price-to-earnings-growth ratio of 0.80 and a beta of 1.72.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping analysts' consensus estimates 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 during the quarter, compared to analyst estimates of $19.10 billion. During the same period in the prior year, the business earned $1.70 EPS. The company'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. On average, equities research analysts anticipate that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Friday, July 10th. Oracle's dividend payout ratio (DPR) is currently 34.31%.

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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