Bridgewater Advisors Inc. Takes Position in Oracle Corporation $ORCL

Key Points

• Bridgewater Advisors acquired 7,677 Oracle shares during the second quarter, valued at approximately $1.09 million. Institutional investors and hedge funds collectively own 42.44% of Oracle’s stock.
• Analysts maintain a broadly positive outlook, with Oracle receiving a consensus “Moderate Buy” rating and an average price target of $263.97. Recent quarterly results also exceeded expectations, including $2.11 in EPS and 20.6% year-over-year revenue growth.
• Oracle’s AI and cloud expansion is attracting strategic partnerships with AWS and Quantinuum, but investors remain concerned about rising debt, infrastructure spending, potential layoffs and the risk that AI capacity may eventually outpace demand.

Bridgewater Advisors Inc. acquired a new stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 7,677 shares of the enterprise software provider's stock, valued at approximately $1,089,000.

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

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on ORCL. Arete Research set a $255.00 price objective on shares of Oracle and gave the stock a "buy" rating in a report on Thursday, May 7th. Guggenheim reaffirmed a "buy" rating on shares of Oracle in a research note on Thursday, July 23rd. Sanford C. Bernstein lifted their price target on shares of Oracle from $319.00 to $325.00 and gave the company an "outperform" rating in a report on Thursday, June 11th. BTIG Research restated a "buy" rating and set a $400.00 price objective on shares of Oracle in a report on Friday, June 5th. Finally, Scotiabank reaffirmed an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Oracle presently has a consensus rating of "Moderate Buy" and a consensus target price of $263.97.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle and Amazon Web Services expanded their long-term collaboration, with Oracle AI Database@AWS now available in 22 AWS regions. The offering includes Exadata-class performance and pay-per-use pricing, potentially accelerating enterprise cloud migrations and AI-related revenue. Oracle and AWS Deepen Strategic Collaboration
• Positive Sentiment: A multiyear partnership with Quantinuum will bring quantum-computing capabilities to Oracle Cloud Infrastructure. Although an early-stage opportunity, the deal broadens Oracle’s AI and cloud growth narrative and helped support investor interest. Quantinuum’s Cloud Deal With Oracle
• Neutral Sentiment: Oracle’s latest quarterly results exceeded expectations, with revenue rising 20.6% year over year and earnings surpassing consensus estimates. However, investors remain focused on whether growth can offset the capital requirements of Oracle’s AI infrastructure buildout.
• Neutral Sentiment: Technical coverage has identified the 50-day moving average as an important support or resistance level. This may encourage short-term trading activity but does not materially change the company’s fundamental outlook. Oracle Crossed Above the 50-Day Moving Average
• Negative Sentiment: Reports that Oracle is considering additional layoffs have heightened concerns about cash flow and operating pressure as the company funds aggressive AI data-center expansion. The spending is also increasing leverage and debt-servicing risk. Oracle Weighs Another Round of Job Cuts
• Negative Sentiment: Credit-downgrade concerns, higher bond-insurance costs and Oracle’s substantial debt burden are fueling fears that AI investment could strain its balance sheet. These concerns are the primary reason behind the recent sell-off. Oracle Junk Bond Fears and Debt Surge
• Negative Sentiment: Investor Michael Burry reportedly increased his short position in Oracle, arguing that excess AI-computing capacity could emerge by 2028. The high-profile bearish call adds pressure to a stock already facing skepticism about AI valuations and spending returns. Michael Burry Doubles Down on Oracle Shorts

Insider Activity at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm's stock in a transaction dated 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 filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

Oracle Price Performance

Oracle stock opened at $150.32 on Friday. The firm has a fifty day moving average of $149.89 and a 200-day moving average of $161.60. Oracle Corporation has a 52-week low of $114.50 and a 52-week 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 firm has a market capitalization of $432.99 billion, a P/E ratio of 25.78, a PEG ratio of 0.94 and a beta of 1.72.

Oracle (NYSE:ORCL - Get Free Report) last posted its 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. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The business had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the previous year, the business posted $1.70 EPS. The business's quarterly revenue was up 20.6% on a year-over-year basis. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. As a group, analysts predict that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a $0.50 dividend. The ex-dividend date was Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle's dividend payout ratio (DPR) is 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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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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