Cibc World Market Inc. Has $71.11 Million Holdings in Oracle Corporation $ORCL

Key Points

• CIBC World Market reduced its Oracle stake by 9.1% in the second quarter, selling 48,539 shares and retaining 485,198 shares valued at approximately $71.11 million. Institutional investors collectively own 42.44% of Oracle.
• Analysts remain broadly positive, with a consensus rating of “Moderate Buy” and an average price target of $263.97. Oracle also reported quarterly earnings and revenue above estimates, with revenue up 20.6% year over year.
• Oracle’s AI and cloud expansion—including its AWS partnership and healthcare initiatives—supports its growth outlook, but investors face risks from high leverage, infrastructure spending and potential AI financing pressures. Vice Chairman Jeffrey Henley separately sold 400,000 shares under a Rule 10b5-1 plan.

Cibc World Market Inc. lessened its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 9.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 485,198 shares of the enterprise software provider's stock after selling 48,539 shares during the quarter. Cibc World Market Inc.'s holdings in Oracle were worth $71,106,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. HFM Investment Advisors LLC boosted its stake in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after buying an additional 96 shares during the last quarter. Basepoint Wealth LLC bought a new position in shares of Oracle in the 4th quarter valued at about $26,000. FSA Wealth Management LLC acquired a new stake in shares of Oracle in the third quarter valued at about $28,000. Osbon Capital Management LLC acquired a new stake in shares of Oracle in the fourth quarter valued at about $28,000. Finally, Joseph Group Capital Management bought a new stake in Oracle during the fourth quarter worth about $29,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages recently commented on ORCL. UBS Group reissued an "outperform" rating on shares of Oracle in a research report on Friday. Weiss Ratings lowered Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research report on Monday, July 20th. Arete Research set a $255.00 price objective on Oracle and gave the stock a "buy" rating in a research note on Thursday, May 7th. Moffett Nathanson set a $325.00 price objective on Oracle in a report on Thursday, June 11th. Finally, Sanford C. Bernstein raised their target price on shares of Oracle from $319.00 to $325.00 and gave the company an "outperform" rating in a research note on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $263.97.

Key Oracle News

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

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm's 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 completion of the sale, the insider owned 400,000 shares of the company's stock, valued at $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 available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

Oracle Trading Up 0.2%

Oracle stock opened at $146.70 on Monday. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. The stock has a market capitalization of $422.56 billion, a P/E ratio of 25.16, a PEG ratio of 0.92 and a beta of 1.72. The stock has a 50-day simple moving average of $144.61 and a 200 day simple moving average of $160.61.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly 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 return on equity of 58.62% and a net margin of 25.37%.The firm had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the previous year, the business earned $1.70 earnings per share. The business's 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. Analysts expect that Oracle Corporation will post 6.49 earnings per share for the current year.

Oracle Dividend Announcement

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

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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