Elevated Capital Advisors LLC Has $718,000 Stake in Oracle Corporation $ORCL

Key Points

• Elevated Capital Advisors increased its Oracle stake by 1,455.4% in Q1, ending with 4,884 shares worth about $718,000.
• Wall Street sentiment remains largely positive, with several firms raising price targets; Oracle’s consensus rating is Moderate Buy and the average target is $268.27.
• Oracle reported strong quarterly results, beating EPS and revenue estimates, while also declaring a $0.50 quarterly dividend payable July 24.

Elevated Capital Advisors LLC raised its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 1,455.4% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,884 shares of the enterprise software provider's stock after purchasing an additional 4,570 shares during the period. Elevated Capital Advisors LLC's holdings in Oracle were worth $718,000 at the end of the most recent quarter.

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

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. BMO Capital Markets upped their target price on Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a research report on Thursday, June 11th. Arete Research set a $255.00 price target on Oracle and gave the stock a "buy" rating in a research report on Thursday, May 7th. Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $284.00 price target on shares of Oracle in a research note on Thursday, June 11th. UBS Group upped their price objective on shares of Oracle from $250.00 to $285.00 and gave the stock a "buy" rating in a research report on Tuesday, June 2nd. Finally, Barclays increased their price objective on shares of Oracle from $240.00 to $250.00 and gave the stock an "overweight" rating in a research note on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, Oracle presently has a consensus rating of "Moderate Buy" and a consensus price target of $268.27.

Insider Buying and Selling

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. Also, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the transaction, the insider directly owned 400,000 shares of the company's stock, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 Down 2.4%

Shares of ORCL opened at $140.69 on Friday. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The firm has a market cap of $405.24 billion, a price-to-earnings ratio of 24.13, a PEG ratio of 0.91 and a beta of 1.72. The business's fifty day moving average is $183.07 and its 200-day moving average is $171.86.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data 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 return on equity of 58.62% and a net margin of 25.37%.The business had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same period last year, the firm posted $1.70 earnings per share. Oracle'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. Equities analysts anticipate that Oracle Corporation will post 6.46 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, July 10th. Oracle's dividend payout ratio (DPR) is presently 34.31%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s record AI backlog, stronger fiscal 2027 outlook, and expanding cloud businesses are being highlighted as reasons long-term investors may want to hold the stock despite the recent selloff. Article Title
• Positive Sentiment: Bernstein reiterated support for Oracle, and several articles point to Oracle’s massive cloud backlog and AI-related demand as evidence that the company still has meaningful growth potential. Article Title
• Neutral Sentiment: Oracle announced new partnerships and innovation initiatives, including IMSA Labs and a racing-focused cloud studio, which expand its cloud ecosystem but are not yet material enough to move the stock on their own. Article Title
• Negative Sentiment: S&P Global cut Oracle’s credit rating closer to junk, reinforcing worries about the company’s large debt burden and financing needs for its AI infrastructure buildout. Article Title
• Negative Sentiment: Recent commentary suggests Oracle may be facing concentration risk in its backlog and investor concern over the scale of spending required to support AI growth, which is keeping pressure on the shares. Article Title

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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