Focused Investors LLC Has $90.79 Million Stock Holdings in Oracle Corporation $ORCL

Key Points

• Focused Investors LLC increased its Oracle stake by 79.9% in the first quarter, buying 274,100 additional shares to bring its total to 617,150 shares valued at about $90.8 million.
• Oracle reported better-than-expected quarterly results, with EPS of $2.11 versus $1.96 expected and revenue of $19.18 billion, up 20.6% from a year earlier. The company also issued guidance for fiscal 2027 and continues to see strong demand for its cloud and AI infrastructure.
• Analysts remain broadly positive on ORCL, with a consensus rating of Moderate Buy and an average price target of $268.27. Several firms raised targets or reiterated bullish ratings, though one major insider transaction showed EVP Stuart Levey sold 15,000 shares.

Focused Investors LLC lifted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 79.9% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 617,150 shares of the enterprise software provider's stock after buying an additional 274,100 shares during the quarter. Oracle comprises 3.0% of Focused Investors LLC's portfolio, making the stock its 20th biggest holding. Focused Investors LLC's holdings in Oracle were worth $90,789,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Norges Bank bought a new position in shares of Oracle in the fourth quarter worth about $4,336,031,000. Capital Research Global Investors lifted its position in shares of Oracle by 29.3% during the fourth quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock worth $5,874,070,000 after purchasing an additional 6,826,299 shares in the last quarter. Vanguard Group Inc. grew its stake in shares of Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock valued at $34,070,674,000 after purchasing an additional 5,841,584 shares during the last quarter. Cardano Risk Management B.V. grew its stake in shares of Oracle by 882.3% during the fourth quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider's stock valued at $972,798,000 after purchasing an additional 4,482,934 shares during the last quarter. Finally, American Century Companies Inc. increased its holdings in shares of Oracle by 333.7% in the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock valued at $1,473,137,000 after purchasing an additional 4,030,382 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Oracle Price Performance

Shares of ORCL stock opened at $184.66 on Monday. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The stock has a market cap of $531.10 billion, a PE ratio of 31.67, a PEG ratio of 1.16 and a beta of 1.65. 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 firm's 50 day moving average price is $188.84 and its two-hundred day moving average price is $177.23.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping analysts' consensus estimates of $1.96 by $0.15. The firm 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 56.43%. The business'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. As a group, analysts forecast that Oracle Corporation will post 6.45 EPS for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Oracle's payout ratio is 34.31%.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on ORCL shares. Arete Research set a $255.00 price objective on Oracle and gave the stock a "buy" rating in a report on Thursday, May 7th. Citigroup reiterated a "market outperform" rating on shares of Oracle in a research report on Thursday, June 11th. UBS Group boosted their target price on Oracle from $250.00 to $285.00 and gave the stock a "buy" rating in a research report on Tuesday, June 2nd. Piper Sandler upped their price target on Oracle from $210.00 to $225.00 and gave the company an "overweight" rating in a research note on Thursday, June 11th. Finally, Robert W. Baird cut their price target on Oracle from $300.00 to $200.00 and set an "outperform" rating on the stock in a research note on Tuesday, March 10th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $268.27.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s quarterly results showed strong demand for AI infrastructure, with remaining performance obligations jumping to $638 billion, reinforcing the company’s long-term cloud growth story. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
• Positive Sentiment: Mizuho reiterated an outperform rating with a $320 price target, saying Oracle’s cloud growth and financing clarity help offset some of the market’s concerns about the AI buildout. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
• Neutral Sentiment: Oracle continues to benefit from large government contracts and strong institutional interest, which supports the investment case but does not directly change the near-term trading narrative. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
• Negative Sentiment: Investors remain focused on Oracle’s aggressive AI data-center spending and the recently announced $40 billion financing raise, which has raised concerns about margins, dilution, and capital intensity. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
• Negative Sentiment: Separate commentary noted that the data-center boom is straining insurance capacity, highlighting broader financing and execution risks around the AI infrastructure expansion. Zurich warns data centre boom is outpacing insurance capacity – report
• Negative Sentiment: Insider and congressional trading data showed more selling than buying in ORCL, which may add a slight cautionary tone for sentiment. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans

Insider Buying and Selling

In related news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed 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.

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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