First National Bank of Mount Dora Trust Investment Services Increases Position in Oracle Corporation $ORCL

Key Points

• Institutional buying increased: First National Bank of Mount Dora Trust Investment Services raised its Oracle position by 31.1% to 47,844 shares, valued at approximately $7.04 million. Institutional investors collectively own 42.44% of the stock.
• Analyst sentiment remains positive: Oracle has a consensus “Moderate Buy” rating and an average price target of $265.03, while recent quarterly earnings and revenue exceeded expectations, with revenue rising 20.6% year over year.
• Risks accompany Oracle’s AI expansion: The company’s heavy debt and data-center spending could pressure cash flow if AI-cloud demand falls short, while Vice Chairman Jeffrey Henley sold 400,000 shares under a pre-arranged trading plan.

First National Bank of Mount Dora Trust Investment Services raised its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 31.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 47,844 shares of the enterprise software provider's stock after purchasing an additional 11,356 shares during the period. Oracle accounts for 1.5% of First National Bank of Mount Dora Trust Investment Services' portfolio, making the stock its 26th largest position. First National Bank of Mount Dora Trust Investment Services' holdings in Oracle were worth $7,038,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Wealthquest Corp grew its stake in shares of Oracle by 12.6% in the first quarter. Wealthquest Corp now owns 2,403 shares of the enterprise software provider's stock worth $354,000 after acquiring an additional 269 shares during the last quarter. Stillwater Private Wealth LLC bought a new position in Oracle in the 1st quarter worth about $432,000. First Nebraska Trust Co purchased a new stake in Oracle during the 1st quarter valued at about $4,430,000. Foguth Wealth Management LLC. increased its stake in Oracle by 21.4% during the 1st quarter. Foguth Wealth Management LLC. now owns 1,275 shares of the enterprise software provider's stock valued at $188,000 after purchasing an additional 225 shares in the last quarter. Finally, Financial Solutions Advisory Group Inc. bought a new stake in Oracle during the 1st quarter valued at about $286,000. 42.44% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

ORCL has been the topic of several analyst reports. Cantor Fitzgerald reiterated an "overweight" rating and issued a $284.00 target price on shares of Oracle in a research note on Thursday, June 11th. Stephens reissued an "equal weight" rating and set a $164.00 price target on shares of Oracle in a research report on Thursday, June 11th. Weiss Ratings downgraded shares of Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research report on Monday, July 20th. Mizuho set a $320.00 price objective on shares of Oracle in a report on Wednesday, June 3rd. Finally, Scotiabank reaffirmed an "overweight" rating 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 assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $265.03.

Oracle Stock Performance

Shares of NYSE ORCL opened at $129.99 on Monday. The firm's 50-day moving average price is $163.86 and its 200-day moving average price is $164.13. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The company has a market cap of $374.42 billion, a PE ratio of 22.30, a PEG ratio of 0.82 and a beta of 1.72. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $345.72.

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. The firm had revenue of $19.18 billion during the quarter, compared to analysts' expectations of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm's quarterly revenue was up 20.6% on a year-over-year basis. During the same period in the previous year, the company earned $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, analysts anticipate that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Shareholders 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 dividend on an annualized basis and a yield of 1.5%. Oracle's payout ratio is currently 34.31%.

Insiders Place Their Bets

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

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Expanded Google Cloud AI partnership: Oracle and Google Cloud will make Google’s Gemini models available across Oracle Fusion Cloud Applications and NetSuite. The integration could help thousands of enterprise customers automate workflows, improve decision-making and build agentic applications, strengthening Oracle’s cloud platform and AI monetization prospects. Oracle to Make Gemini Models Available to Thousands of Enterprise Applications Customers
• Positive Sentiment: Analysts see substantial upside: Coverage points to a consensus price target near $248 and notes that three Wall Street analysts have targets of $400. The forecasts reflect confidence that Oracle’s cloud growth and AI-related demand are not fully reflected in its depressed valuation. 3 Wall Street Analysts Have Oracle Going to $400
• Positive Sentiment: Backlog viewed as undervalued: Bullish commentary argues that Oracle’s large, OCI-driven remaining performance obligations and cloud backlog are receiving little credit from the market. If converted into revenue as expected, the backlog could support stronger long-term growth. Oracle’s Massive Backlog Gets No Credit
• Neutral Sentiment: Broader AI-cloud rebound: Oracle’s move occurred alongside a sharp recovery in AI infrastructure stocks, suggesting that sector-wide risk appetite and technical factors are also contributing, rather than the movement being driven solely by company fundamentals. AI Cloud Names Snap Back
• Negative Sentiment: Debt and capital-spending risks remain: Reporting highlights the substantial debt Oracle has taken on to build data centers for AI workloads. Heavy investment could pressure cash flow and returns if cloud demand or utilization falls short of expectations. Five Takeaways From the Times Investigation Into Larry Ellison’s A.I. Gamble

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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