Focus Partners Wealth Has $134.37 Million Stock Holdings in Oracle Corporation $ORCL

Key Points

• Focus Partners Wealth increased its Oracle stake by 78.1% in the fourth quarter, ending with 686,502 shares valued at about $134.37 million.
• Oracle reported better-than-expected quarterly results, with EPS of $2.11 on revenue of $19.18 billion, and revenue rose 20.6% year over year as cloud infrastructure revenue jumped 93%.
• Despite strong results and bullish analyst updates, Oracle’s stock has been pressured by concerns that AI-related capex could surge to as much as $95 billion in FY2027, with plans to raise additional financing potentially weighing on leverage and free cash flow.

Focus Partners Wealth lifted its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 78.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 686,502 shares of the enterprise software provider's stock after acquiring an additional 301,023 shares during the quarter. Focus Partners Wealth's holdings in Oracle were worth $134,370,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of ORCL. Brighton Jones LLC boosted its holdings in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after purchasing an additional 404 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after purchasing an additional 768 shares in the last quarter. United Bank boosted its holdings 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 purchasing an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings 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 worth $11,556,000 after purchasing an additional 8,530 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction dated Thursday, April 16th. The stock was 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 owned 3,429 shares of the company's stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

Oracle Price Performance

NYSE ORCL opened at $184.01 on Friday. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The company has a debt-to-equity ratio of 2.84, a quick ratio of 1.35 and a current ratio of 1.12. The stock has a market capitalization of $529.21 billion, a PE ratio of 31.56, a P/E/G ratio of 1.44 and a beta of 1.65. The stock has a 50-day simple moving average of $184.68 and a 200 day simple moving average of $177.93.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping the consensus estimate of $1.96 by $0.15. Oracle had a return on equity of 56.43% and a net margin of 25.37%.The business had revenue of $19.18 billion during the quarter, compared to analysts' expectations of $19.10 billion. During the same quarter in the previous year, the firm earned $1.70 EPS. The firm'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. Research analysts anticipate that Oracle Corporation will post 6.32 EPS for the current year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Friday, July 10th. Oracle's payout ratio is currently 35.91%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on ORCL shares. Morgan Stanley reiterated a "mixed" rating on shares of Oracle in a report on Thursday. 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 report on Tuesday, June 2nd. TD Cowen upped their price objective on shares of Oracle from $250.00 to $300.00 and gave the stock a "buy" rating in a report on Monday, June 8th. Sanford C. Bernstein upped their price objective on shares of Oracle from $319.00 to $325.00 and gave the stock an "outperform" rating in a report on Thursday. Finally, Wedbush decreased their price objective on shares of Oracle from $275.00 to $240.00 and set an "outperform" rating for the company in a report on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Oracle has an average rating of "Moderate Buy" and a consensus price target of $268.27.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 estimates, with adjusted EPS of $2.11 and revenue of $19.18 billion, while cloud infrastructure revenue jumped 93% year over year and the company cited a record $638 billion remaining performance obligation, signaling strong demand for its AI and cloud services.
• Positive Sentiment: The U.S. Office of Personnel Management awarded Oracle a $395.8 million federal HR modernization contract, expanding Oracle’s government cloud footprint and adding a new revenue stream tied to more than 2 million federal employees. Article Title
• Positive Sentiment: Several recent analyst notes remained bullish, with firms like Guggenheim, Piper Sandler, BMO Capital Markets, and Cantor Fitzgerald reiterating constructive ratings and higher price targets, suggesting Wall Street still sees upside despite the selloff.
• Neutral Sentiment: Zacks noted that the broader earnings revisions trend for 2026 has been improving, especially in Technology, which may support sentiment for Oracle and other software/cloud names.
• Negative Sentiment: Oracle’s stock fell sharply because management said AI-related capital expenditures will be far higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion more through debt and equity financing, raising concerns about dilution, leverage, and free cash flow.
• Negative Sentiment: Investors also reacted to warnings that margins may step down as Oracle ramps data-center buildout, while a cyber issue in PeopleSoft and reports of active exploitation added a small layer of operational risk. 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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