Benjamin Edwards Inc. Increases Stock Position in Oracle Corporation $ORCL

Key Points

• Benjamin Edwards Inc. increased its Oracle position by 71.5% in the second quarter, acquiring 45,549 additional shares. Its holdings totaled 109,275 shares valued at approximately $16.0 million.
• Oracle’s latest quarterly results exceeded expectations, with adjusted earnings of $2.11 per share and revenue of $19.18 billion, up 20.6% year over year. Analysts maintain a “Moderate Buy” consensus with an average price target of $263.97.
• Despite positive sentiment around AI-cloud demand and Oracle’s backlog, investors remain concerned about the company’s large data-center spending, elevated leverage and ability to convert its order book into revenue. Vice Chairman Jeffrey Henley also sold 400,000 shares worth $63.7 million under a 10b5-1 plan.

Benjamin Edwards Inc. grew its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 71.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 109,275 shares of the enterprise software provider's stock after acquiring an additional 45,549 shares during the period. Benjamin Edwards Inc.'s holdings in Oracle were worth $16,014,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of ORCL. FSA Wealth Management LLC purchased a new position in shares of Oracle during the third quarter valued at approximately $28,000. Mpwm Advisory Solutions LLC raised its holdings in Oracle by 76.9% in the 3rd 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. Turning Point Benefit Group Inc. bought a new position in Oracle in the 3rd quarter worth $35,000. HFM Investment Advisors LLC lifted its position in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after purchasing an additional 96 shares during the period. Finally, Basepoint Wealth LLC bought a new stake in shares of Oracle during the 4th quarter valued at about $26,000. Hedge funds and other institutional investors own 42.44% of the company's stock.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the 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 directly owned 400,000 shares in the company, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citigroup placed Oracle on a 90-day “positive catalyst watch,” arguing that the recent selloff was excessive and that strong AI-cloud demand, a large backlog and upcoming earnings could drive a rebound. The view helped improve sentiment toward the stock. Investors Are Missing Oracle’s AI Boom. Citi Says Buy.
• Positive Sentiment: Wall Street remains broadly bullish, with one report citing a Strong Buy consensus and substantial potential upside. Other analysts and investors highlighted Oracle’s cloud infrastructure scale, AI exposure and improving growth prospects. Most Active Stocks: Oracle Tops List with 71% Upside
• Positive Sentiment: Oracle was named a Leader in Gartner’s 2026 Magic Quadrant for Supply Chain Management Suites, reinforcing the competitiveness of its Fusion Cloud SCM products and enterprise-software portfolio. Oracle Named a Leader in the 2026 Gartner Magic Quadrant
• Neutral Sentiment: Oracle has rallied about 18% over the past month from a deeply depressed level, but commentary questions whether the rebound represents a durable leadership position compared with other cloud stocks. September earnings are viewed as the next major test. Oracle Just Rallied 18% in a Month
• Negative Sentiment: Investors continue to debate whether Oracle can convert its sizable order book into revenue quickly enough. The company’s roughly $55.7 billion data-center buildout, elevated leverage and reported payroll reductions raise questions about funding, execution and future margins. Oracle Capex Funding and Debt

Oracle Stock Down 0.5%

Shares of NYSE:ORCL opened at $151.11 on Friday. The stock has a fifty day simple moving average of $140.73 and a two-hundred day simple moving average of $160.60. The stock has a market capitalization of $435.27 billion, a price-to-earnings ratio of 25.92, a PEG ratio of 0.94 and a beta of 1.72. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $345.72. 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 (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results 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. The firm had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company's revenue was up 20.6% on a year-over-year basis. During the same period last 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. On average, research analysts anticipate that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle's dividend payout ratio (DPR) is 34.31%.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on ORCL. Morgan Stanley reissued a "mixed" rating on shares of Oracle in a research note on Thursday, June 11th. Scotiabank reiterated an "overweight" rating on shares of Oracle in a report on Thursday, June 11th. KeyCorp reissued an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. BMO Capital Markets raised their target price on Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a research note on Thursday, June 11th. Finally, Wolfe Research restated an "outperform" rating and set a $225.00 price target on shares of Oracle in a research report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price 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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