Cladis Investment Advisory LLC Takes Position in Oracle Corporation $ORCL

Key Points

• Cladis Investment Advisory LLC disclosed a new fourth-quarter stake in Oracle, buying 6,574 shares valued at about $1.28 million.
• Oracle reported better-than-expected fiscal Q4 results, with adjusted EPS of $2.11 on revenue of $19.18 billion, helped by a 93% surge in cloud infrastructure revenue and a record remaining performance obligation of $638 billion.
• The stock has been pressured by concerns that AI-related capital spending could climb sharply, with management warning FY2027 capex may reach $95 billion and that additional financing could increase leverage and dilute shareholders.

Cladis Investment Advisory LLC acquired a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 6,574 shares of the enterprise software provider's stock, valued at approximately $1,281,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Xponance Inc. boosted its holdings in shares of Oracle by 1.8% during the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider's stock worth $114,336,000 after buying an additional 7,320 shares during the period. DDD Partners LLC acquired a new position in shares of Oracle in the fourth quarter valued at about $1,677,000. William Blair Investment Management LLC raised its stake in Oracle by 28.6% in the 3rd quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider's stock worth $311,497,000 after purchasing an additional 246,243 shares in the last quarter. New Mexico Educational Retirement Board raised its stake in Oracle by 4.2% in 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 purchasing an additional 3,100 shares in the last quarter. Finally, KADENSA CAPITAL Ltd boosted its holdings in Oracle by 1,945.8% in the 3rd quarter. KADENSA CAPITAL Ltd now owns 92,736 shares of the enterprise software provider's stock valued at $26,081,000 after purchasing an additional 88,203 shares during the period. Institutional investors own 42.44% of the company's stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 estimates, with adjusted EPS of $2.11 and revenue of $19.18 billion, while cloud infrastructure revenue jumped 93% year over year and the company cited a record $638 billion remaining performance obligation, signaling strong demand for its AI and cloud services.
• Positive Sentiment: The U.S. Office of Personnel Management awarded Oracle a $395.8 million federal HR modernization contract, expanding Oracle’s government cloud footprint and adding a new revenue stream tied to more than 2 million federal employees. Article Title
• Positive Sentiment: Several recent analyst notes remained bullish, with firms like Guggenheim, Piper Sandler, BMO Capital Markets, and Cantor Fitzgerald reiterating constructive ratings and higher price targets, suggesting Wall Street still sees upside despite the selloff.
• Neutral Sentiment: Zacks noted that the broader earnings revisions trend for 2026 has been improving, especially in Technology, which may support sentiment for Oracle and other software/cloud names.
• Negative Sentiment: Oracle’s stock fell sharply because management said AI-related capital expenditures will be far higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion more through debt and equity financing, raising concerns about dilution, leverage, and free cash flow.
• Negative Sentiment: Investors also reacted to warnings that margins may step down as Oracle ramps data-center buildout, while a cyber issue in PeopleSoft and reports of active exploitation added a small layer of operational risk. Article Title

Analyst Ratings Changes

A number of research firms have issued reports on ORCL. Stephens reissued an "equal weight" rating and issued a $164.00 price objective on shares of Oracle in a report on Thursday. UBS Group boosted their price objective on shares of Oracle from $250.00 to $285.00 and gave the company a "buy" rating in a report on Tuesday, June 2nd. Stifel Nicolaus cut their price objective on shares of Oracle from $275.00 to $220.00 and set a "buy" rating for the company in a report on Wednesday, March 11th. Barclays boosted their price objective on shares of Oracle from $240.00 to $250.00 and gave the company an "overweight" rating in a report on Thursday. Finally, Scotiabank reissued an "overweight" rating on shares of Oracle in a report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $268.27.

Insider Transactions at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 corporate insiders.

Oracle Price Performance

Shares of NYSE:ORCL opened at $184.01 on Friday. The firm has a 50 day moving average of $184.68 and a 200-day moving average of $177.93. The stock has a market capitalization of $529.21 billion, a PE ratio of 31.56, a PEG ratio of 1.44 and a beta of 1.65. The company has a current ratio of 1.12, a quick ratio of 1.35 and a debt-to-equity ratio of 2.84. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last issued its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating the consensus estimate of $1.96 by $0.15. The company had revenue of $19.18 billion during the quarter, compared to analysts' expectations of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The business's revenue for the quarter was up 20.6% compared to the same quarter last year. During the same period in the previous year, the company earned $1.70 EPS. 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 predict that Oracle Corporation will post 6.32 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, July 10th. Oracle's dividend payout ratio is currently 35.91%.

Oracle Company 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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