Empirical Asset Management LLC Has $656,000 Stock Position in Oracle Corporation $ORCL

Key Points

• Empirical Asset Management cut its Oracle stake by 62.2% in the second quarter, retaining 4,474 shares valued at approximately $656,000. Institutional investors collectively own 42.44% of Oracle.
• Oracle’s latest quarterly results exceeded expectations, with earnings of $2.11 per share and revenue of $19.18 billion, up 20.6% year over year. The stock opened at $142.67, well below its 12-month high of $345.72.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $263.97. Oracle also pays a quarterly dividend of $0.50 per share, equivalent to a 1.4% yield.

Empirical Asset Management LLC cut its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 62.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,474 shares of the enterprise software provider's stock after selling 7,362 shares during the period. Empirical Asset Management LLC's holdings in Oracle were worth $656,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in Oracle during the second quarter worth about $625,454,000. New Mexico Educational Retirement Board increased its holdings in shares of Oracle by 4.2% in the fourth quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider's stock worth $14,928,000 after acquiring an additional 3,100 shares in the last quarter. Planning Center Inc. increased its holdings in shares of Oracle by 142.2% in the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider's stock worth $1,243,000 after acquiring an additional 3,743 shares in the last quarter. Valeo Financial Advisors LLC raised its position in shares of Oracle by 4.6% during the second quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider's stock worth $11,825,000 after purchasing an additional 3,584 shares during the period. Finally, Axxcess Wealth Management LLC raised its position in shares of Oracle by 870.0% during the fourth quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider's stock worth $128,012,000 after purchasing an additional 602,230 shares during the period. Institutional investors own 42.44% of the company's stock.

Oracle Trading Down 2.7%

NYSE ORCL opened at $142.67 on Wednesday. The company has a market cap of $410.96 billion, a PE ratio of 24.47, a PEG ratio of 0.94 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 Corporation has a 12 month low of $114.50 and a 12 month high of $345.72. The stock has a 50 day moving average of $147.34 and a 200-day moving average of $161.05.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results 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 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 analysts' expectations of $19.10 billion. During the same period last year, the business earned $1.70 earnings per share. The firm's revenue was up 20.6% on a year-over-year basis. 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 anticipate that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Announces Dividend

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

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s record cloud backlog, expanding partnerships—including deeper integration with Amazon Web Services—and stronger guidance support the case that the company is transitioning from a legacy database provider into a major AI infrastructure and hyperscale cloud player. Should You Buy Oracle Stock Despite Its Big AI Data Center Bet?
• Positive Sentiment: Oracle raised its dividend to $2 per share, marking the 12th consecutive annual increase. The payout is viewed as relatively safe for now, providing some support for income-oriented investors despite heavy AI spending. Oracle Just Raised Its Dividend for a 12th Straight Year
• Neutral Sentiment: Unusually large, long-dated call-option activity may indicate that institutional investors see value in Oracle’s depressed valuation, although the trades could also involve covered-call strategies rather than outright bullish bets. Huge Unusual Long-Dated Call Options in Oracle
• Negative Sentiment: Oracle’s approximately $165 billion AI data-center expansion faces another energy and pipeline roadblock in New Mexico. Delays in securing sufficient power raise questions about project timing, execution and the pace at which planned capacity can generate revenue. Oracle Stock Falls as Its AI Data Center Hits Another Pipeline Roadblock
• Negative Sentiment: Investors are increasingly concerned that AI infrastructure spending is consuming cash faster than Oracle can generate it. The company has increased borrowing substantially alongside other technology companies, adding balance-sheet and interest-rate risk while pressuring free cash flow and potentially the long-term safety of its dividend. AI’s Half-Trillion-Dollar Borrowing Binge
• Negative Sentiment: Broader rotation away from software stocks and concern over the sustainability of the AI trade have added selling pressure, as investors favor chipmakers and other direct AI beneficiaries. Oracle, Software Stocks Fall as AI Trade Seesaws

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Oppenheimer boosted their price objective on Oracle from $235.00 to $275.00 and gave the company an "outperform" rating in a research report on Monday, June 8th. Piper Sandler lifted their price target on shares of Oracle from $210.00 to $225.00 and gave the company an "overweight" rating in a research note on Thursday, June 11th. Morgan Stanley reiterated a "mixed" rating on shares of Oracle in a report on Thursday, June 11th. Guggenheim restated a "buy" rating on shares of Oracle in a report on Thursday, July 23rd. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $284.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $263.97.

Insider Buying and Selling at Oracle

In other 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 sale, the insider directly owned 400,000 shares of the company's stock, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

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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