Edmond DE Rothschild Holding S.A. Has $11.58 Million Stock Position in Oracle Corporation $ORCL

Key Points

• Edmond DE Rothschild Holding S.A. increased its Oracle stake by 8.7% in the second quarter, adding 6,296 shares to own 79,008 shares valued at approximately $11.58 million. Institutional investors and hedge funds collectively own 42.44% of Oracle.
• Oracle reported quarterly earnings of $2.11 per share, beating estimates of $1.96, while revenue rose 20.6% year over year to $19.18 billion. The company also maintains a $0.50 quarterly dividend, equivalent to a 1.4% annual yield.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and a $263.97 target price, though Oracle faces concerns over elevated debt, heavy AI infrastructure spending and execution risks tied to its planned data-center expansion.

Edmond DE Rothschild Holding S.A. grew its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 8.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 79,008 shares of the enterprise software provider's stock after purchasing an additional 6,296 shares during the period. Edmond DE Rothschild Holding S.A.'s holdings in Oracle were worth $11,579,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC grew its holdings in shares of Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after purchasing an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock valued at $903,000 after buying an additional 404 shares in the last quarter. Sivia Capital Partners LLC boosted its position in Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after buying an additional 768 shares in the last quarter. United Bank grew its stake in Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock worth $3,288,000 after buying an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock worth $11,556,000 after buying an additional 8,530 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Price Performance

ORCL opened at $143.82 on Thursday. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The company's 50 day simple moving average is $146.20 and its 200-day simple moving average is $160.87. The stock has a market capitalization of $414.27 billion, a P/E ratio of 24.67, a price-to-earnings-growth ratio of 0.89 and a beta of 1.72.

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 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 business had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same quarter last year, the business posted $1.70 earnings per share. Oracle's revenue for the quarter 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. Sell-side analysts anticipate that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Insider Activity

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company'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 transaction, the insider owned 400,000 shares of the company's stock, valued at $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

ORCL has been the subject of a number of research analyst reports. KeyCorp reiterated an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Evercore restated an "outperform" rating and set a $245.00 price target on shares of Oracle in a research report on Monday, June 8th. Citigroup reaffirmed a "market outperform" rating on shares of Oracle in a report on Thursday, June 11th. Sanford C. Bernstein lifted their price objective on Oracle from $319.00 to $325.00 and gave the company an "outperform" rating in a research report on Thursday, June 11th. Finally, Moffett Nathanson set a $325.00 price objective on Oracle 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 issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $263.97.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s remaining performance obligations reportedly reached a record $638 billion, strengthening the long-term revenue visibility for its cloud and AI infrastructure businesses. Analysts argue that the backlog could support a significant recovery if Oracle converts commitments into revenue. Oracle Price Prediction: Can Its $638 Billion Backlog Send the Stock Back Toward $250?
• Positive Sentiment: Strong cloud growth, the record AI backlog and what some analysts view as a discounted valuation have led to continued Buy ratings ahead of Oracle’s September earnings report. The company’s latest quarterly results also exceeded consensus estimates, with revenue up 20.6% year over year. What’s Going On With Oracle Stock Wednesday?
• Positive Sentiment: Oracle Health expanded its Clinical AI Agent with automated coding, physician dictation and chart-review tools, adding new monetization opportunities across healthcare workflows. Oracle Health Expands Clinical AI Agent with Automated Coding, Dictation, and Chart Review
• Neutral Sentiment: Oracle’s deepening partnership with AWS and expanding enterprise AI presence support the growth narrative, but investors remain focused on whether large customer commitments will translate into profitable, recurring cash flow.
• Negative Sentiment: Oracle’s aggressive AI data-center expansion is consuming substantial capital and increasing balance-sheet risk. The company faces elevated debt, pressure on free cash flow and competition with other AI infrastructure borrowers for financing. AI CapEx Risk: Amazon and Oracle Are the Most Vulnerable Hyperscalers
• Negative Sentiment: A planned $165 billion AI data-center buildout has encountered energy-supply and permitting challenges, raising questions about potential delays, execution costs and the timing of revenue realization. Exposure to major customers, including OpenAI, adds concentration risk. Oracle Stock Falls as Its $165 Billion AI Data Center Hits Another Pipeline Roadblock

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.

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source