Corient Private Wealth LP Acquires 87,178 Shares of Oracle Corporation $ORCL

Key Points

• Corient Private Wealth increased its Oracle stake by 7.3% in the second quarter, acquiring 87,178 shares and bringing its total holdings to 1.28 million shares valued at approximately $188.3 million.
• Oracle reported quarterly revenue of $19.18 billion and adjusted EPS of $2.11, exceeding analyst expectations, while institutional investors own 42.44% of the company. Vice Chairman Jeffrey Henley separately sold 400,000 shares worth $63.7 million under a pre-arranged trading plan.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and $263.97 price target, supported by strong AI and cloud demand, a reported $638 billion backlog and a potential $17 billion Veterans Affairs contract expansion. However, heavy data-center spending and uncertain AI monetization could pressure near-term cash flow and profits.

Corient Private Wealth LP grew its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 7.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,284,604 shares of the enterprise software provider's stock after acquiring an additional 87,178 shares during the quarter. Corient Private Wealth LP's holdings in Oracle were worth $188,259,000 at the end of the most recent reporting period.

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

Insider Buying and Selling

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company's stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total value of $63,664,000.00. Following the transaction, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citigroup identifies a potential rebound. Citi initiated a 90-day positive catalyst watch, maintained its Buy rating and reiterated a $330 price target. The firm views Oracle’s roughly 50% decline as an unusually severe selloff and believes negative expectations are largely reflected in the stock, creating an opportunity ahead of upcoming results and the company’s late-October investor day. Oracle Stock Gained 3% on Wednesday, Technical Indicators Point to Further Upside
• Positive Sentiment: AI demand and backlog support the long-term bull case. Reports highlighted Oracle’s approximately $638 billion contracted backlog and its growing role in AI data-center infrastructure. Investors are weighing the potential for substantial future cloud revenue against the cost and timing of building the required capacity. Oracle Jumps as $638 Billion Backlog Outruns Cash Burn
• Positive Sentiment: Oracle expanded a major U.S. government healthcare agreement. Oracle Health secured a potential $17 billion expansion of its Department of Veterans Affairs electronic health-record contract, increasing its exposure to a large, long-term public-sector customer. Oracle Secures $17 Billion VA Contract Expansion
• Neutral Sentiment: Technical and industry factors are improving but remain uncertain. Technical indicators point to possible further upside, and Oracle’s Deutsche Bank technology conference presentation kept attention on its cloud and AI strategy. Still, broader software stocks remain highly volatile as momentum trading and uncertainty over AI economics amplify price swings. Momentum and Leveraged Trading Keep Software Stocks on a Roller Coaster
• Negative Sentiment: Heavy AI infrastructure spending remains the principal concern. Oracle must finance data-center construction before much of its contracted revenue is recognized, potentially pressuring near-term profits and free cash flow. Project delays and questions about the pace of AI monetization could limit the recovery if execution disappoints.

Oracle Stock Up 2.9%

ORCL opened at $148.90 on Thursday. The stock's fifty day simple moving average is $142.06 and its 200 day simple moving average is $160.60. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $345.72. The stock has a market cap of $428.90 billion, a PE ratio of 25.54, a price-to-earnings-growth ratio of 0.91 and a beta of 1.72. 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 released its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS 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 analysts' expectations of $19.10 billion. The company'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 business posted $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. As a group, research analysts expect that Oracle Corporation will post 6.49 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued 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 payout ratio is presently 34.31%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on ORCL shares. Barclays upped their price objective on Oracle from $240.00 to $250.00 and gave the stock an "overweight" rating in a research note on Thursday, June 11th. 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. Cantor Fitzgerald restated an "overweight" rating and set a $284.00 target price on shares of Oracle in a report on Thursday, June 11th. Bank of America upped their price target on shares of Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a research report on Tuesday, June 9th. Finally, Morgan Stanley reiterated a "mixed" rating on shares of Oracle in a research note on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $263.97.

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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