Fjarde AP Fonden Fourth Swedish National Pension Fund Purchases 182,050 Shares of Oracle Corporation $ORCL

Key Points

• Fjarde AP Fonden increased its Oracle stake by 65.5% in the first quarter, buying 182,050 additional shares to bring its total holdings to 459,882 shares valued at about $67.7 million.
• Oracle’s recent earnings topped expectations, with quarterly EPS of $2.11 versus the $1.96 estimate and revenue of $19.18 billion, up 20.6% year over year.
• Despite bullish analyst commentary and product momentum in AI cloud software, Oracle shares have been pressured by concerns over heavy AI spending, profitability risks, and renewed AI-bubble fears.

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its position in Oracle Corporation (NYSE:ORCL - Free Report) by 65.5% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 459,882 shares of the enterprise software provider's stock after acquiring an additional 182,050 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund's holdings in Oracle were worth $67,653,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC increased its stake in 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 acquiring an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after acquiring an additional 404 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Oracle by 21.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after acquiring an additional 768 shares during the last quarter. United Bank grew its position in Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock worth $3,288,000 after acquiring an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in Oracle by 19.2% in the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after acquiring an additional 8,530 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: William Blair added Oracle to its Conviction List, and several analysts remain constructive on the company’s AI cloud growth outlook, seeing recent weakness as a potential buying opportunity. Oracle (ORCL) Stock Gains Momentum After Inclusion on William Blair’s Conviction List
• Positive Sentiment: Mizuho named Oracle one of its top July stock picks, while other research notes reportedly raised earnings estimates and reiterated bullish ratings, signaling continued Wall Street support. Mizuho Unveils July’s Premier Stock Selections: Robinhood (HOOD), Micron (MU), and Oracle (ORCL) Lead the Pack
• Positive Sentiment: Oracle launched Oracle Manager Edge, an AI-powered coaching assistant for Fusion Cloud HCM, showing continued product expansion in AI software. Is Oracle (ORCL) One of the Cheap Stocks That Are About to Explode?
• Neutral Sentiment: Crusoe, an AI data-center partner to Oracle, is reportedly seeking a large funding round, which reinforces demand for AI infrastructure but does not directly change Oracle’s fundamentals. Crusoe in Talks to Raise $3 Billion in Round That May Triple Firm’s Value
• Negative Sentiment: Recent reports say Oracle is facing renewed AI-bubble worries and is explicitly weighing the profitability risks of its AI data-center buildout in regulatory filings. Oracle mulls AI data center-related risks, profitability in filing
• Negative Sentiment: Oracle shares have been sliding for multiple sessions, with market commentary pointing to concerns that heavy AI spending and OpenAI-related exposure may not pay off quickly enough. Oracle Stock (ORCL) Falls Again Today on Renewed AI Bubble Fears

Oracle Stock Performance

NYSE:ORCL opened at $140.27 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 fifty-two week low of $134.57 and a fifty-two week high of $345.72. The firm has a market cap of $404.04 billion, a PE ratio of 24.06, a price-to-earnings-growth ratio of 0.89 and a beta of 1.72. The business has a 50 day moving average price of $186.86 and a 200-day moving average price of $173.58.

Oracle (NYSE:ORCL - Get Free Report) last issued its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping the consensus estimate of $1.96 by $0.15. The company had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm's revenue for the quarter was up 20.6% on a year-over-year basis. During the same period in the previous year, the firm 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. Equities research analysts predict that Oracle Corporation will post 6.46 earnings per share for the current year.

Oracle Dividend Announcement

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

Analyst Upgrades and Downgrades

Several brokerages have issued reports on ORCL. Monness Crespi & Hardt reaffirmed a "hold" rating on shares of Oracle in a research note on Wednesday, March 11th. DA Davidson raised their price objective on Oracle from $200.00 to $225.00 and gave the company a "buy" rating in a report on Thursday, June 11th. Stephens restated an "equal weight" rating and issued a $164.00 target price on shares of Oracle in a research report on Thursday, June 11th. Guggenheim reaffirmed a "buy" rating and issued a $400.00 target price on shares of Oracle in a research note on Thursday, June 11th. Finally, Royal Bank Of Canada reiterated a "sector perform" rating and set a $190.00 price target on shares of Oracle in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $268.27.

Insider Buying and Selling

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle 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 sale, the insider directly owned 400,000 shares in the company, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a filing 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. Also, EVP Stuart Levey sold 15,000 shares of the business'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 value of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company 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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