First Eagle Investment Management LLC Has $1.25 Billion Stock Holdings in Oracle Corporation $ORCL

Key Points

• First Eagle Investment Management increased its Oracle stake by 1% in the second quarter, owning 8.52 million shares valued at approximately $1.25 billion. Oracle represents about 1.3% of the firm’s portfolio.
• Oracle’s latest quarter exceeded expectations, with EPS of $2.11 and revenue of $19.18 billion, up 20.6% year over year. Investors are closely watching whether its reported $638 billion backlog and AI-cloud expansion can translate into sustained growth.
• The company faces significant financial risks from heavy AI infrastructure spending, including reported negative free cash flow of $23.7 billion, elevated leverage and potential additional financing needs. Analysts remain broadly positive, with a consensus “Moderate Buy” rating, despite some price-target reductions.

First Eagle Investment Management LLC increased its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 1.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,516,878 shares of the enterprise software provider's stock after buying an additional 81,700 shares during the quarter. Oracle accounts for approximately 1.3% of First Eagle Investment Management LLC's holdings, making the stock its 26th biggest position. First Eagle Investment Management LLC owned approximately 0.30% of Oracle worth $1,248,148,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. HFM Investment Advisors LLC lifted 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 worth $25,000 after purchasing an additional 96 shares in the last quarter. Basepoint Wealth LLC purchased a new position in Oracle during the fourth quarter valued at approximately $26,000. FSA Wealth Management LLC acquired a new position in Oracle in the 3rd quarter valued at approximately $28,000. Osbon Capital Management LLC acquired a new position in Oracle in the 4th quarter valued at approximately $28,000. Finally, Basso Capital Management L.P. purchased a new stake in Oracle in the 4th quarter worth approximately $29,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s expanded, multi-year partnership with Hewlett Packard Enterprise NYSE: HPE calls for HPE Juniper networking equipment, routing, switching and support across Oracle’s global AI data centers. The agreement reinforces expectations for gigawatt-scale infrastructure expansion and potentially makes Oracle’s massive cloud backlog more achievable. HPE and Oracle Deepen Networking Collaboration
• Positive Sentiment: Investors are focused on Oracle’s reported $638 billion backlog and management’s target for roughly 58%–64% cloud growth. Converting more of that backlog into revenue would support the bullish view that AI contracts can accelerate Oracle’s cloud business. Oracle Jumps Before Its $638 Billion Backlog Faces Reality
• Positive Sentiment: Several analysts remain constructive despite recent target reductions. Jefferies maintained a Buy rating with a $290 target, while RBC reaffirmed Sector Perform with a $190 target, leaving substantial potential upside based on the cited share price. Oracle Stock Could Be Software’s Next Big Winner
• Neutral Sentiment: Options markets imply Oracle could move about 11% or more after earnings, highlighting unusually high event risk. Investors want evidence that heavy AI infrastructure spending is producing durable revenue growth and improving cash generation. Oracle Stock Could Swing 11% on Q1 Earnings
• Negative Sentiment: Oracle’s investment program is weighing on financial quality: fiscal 2026 free cash flow was reported at negative $23.7 billion, leverage is elevated, and the company may require substantial additional financing. S&P’s BBB- rating and the prospect of higher interest rates increase sensitivity to borrowing costs.
• Negative Sentiment: Analysts have trimmed some fair-value estimates, reflecting concerns about capital expenditures, debt, earnings quality and whether Oracle’s backlog can be converted profitably. The September 10 report and forward spending guidance are therefore critical tests of the AI-cloud strategy. Oracle Stock Gets Fair Value Trim

Oracle Stock Performance

Shares of ORCL opened at $158.65 on Monday. The company's fifty day moving average is $139.73 and its 200-day moving average is $160.31. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72. The firm has a market cap of $456.99 billion, a price-to-earnings ratio of 27.21, a price-to-earnings-growth ratio of 1.18 and a beta of 1.74. The company has a quick ratio of 1.12, a current 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 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.96 by $0.15. The business had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. Oracle's quarterly revenue was up 20.6% compared to the same quarter last year. During the same quarter in the previous year, the business 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. Equities analysts expect that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared 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. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, July 10th. Oracle's dividend payout ratio is 34.31%.

Insider Activity

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

Wall Street Analyst Weigh In

ORCL has been the subject of a number of research reports. Guggenheim reissued a "buy" rating on shares of Oracle in a research note on Thursday, July 23rd. Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $190.00 price target on shares of Oracle in a research note on Friday. Weiss Ratings lowered Oracle from a "hold (c+)" rating to a "hold (c)" rating in a report on Monday, July 20th. Jefferies Financial Group reduced their price objective on Oracle from $320.00 to $290.00 and set a "buy" rating for the company in a research report on Wednesday. Finally, Wolfe Research restated an "outperform" rating and issued a $225.00 target price 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 given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Oracle currently has a consensus rating of "Moderate Buy" and a consensus price target of $261.68.

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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