Formuepleje A S Makes New $1.36 Million Investment in Oracle Corporation $ORCL

Key Points

• Formuepleje A S acquired 9,264 Oracle shares in the second quarter, worth approximately $1.36 million. Institutional investors own about 42.44% of Oracle.
• Oracle exceeded quarterly earnings and revenue expectations, reporting $2.11 EPS and $19.18 billion in revenue, with revenue up 20.6% year over year. The company also maintained a quarterly dividend of $0.50 per share, yielding about 1.3% annually.
• Investor sentiment remains broadly positive due to Oracle’s large cloud backlog and AI-data-center expansion, but negative free cash flow, elevated leverage and heavy capital spending pose risks. Analysts hold a “Moderate Buy” consensus with an average price target of $261.68.

Formuepleje A S acquired a new position in shares of Oracle Corporation (NYSE:ORCL - Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 9,264 shares of the enterprise software provider's stock, valued at approximately $1,358,000.

A number of other hedge funds have also made changes to their positions in the business. FSA Wealth Management LLC purchased a new position in Oracle in the third quarter valued at approximately $28,000. Mpwm Advisory Solutions LLC lifted its position in shares of Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after buying an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. purchased a new stake in shares of Oracle during the 3rd quarter worth approximately $35,000. HFM Investment Advisors LLC grew its position in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after buying an additional 96 shares during the last quarter. Finally, Basepoint Wealth LLC purchased a new position in shares of Oracle in the 4th quarter valued at $26,000. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Trading Down 0.1%

NYSE:ORCL opened at $158.65 on Monday. The firm has a market cap of $456.99 billion, a P/E ratio of 27.21, a PEG ratio of 1.18 and a beta of 1.74. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock's 50 day simple moving average is $139.73 and its 200-day simple moving average is $160.31. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results 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 58.62% and a net margin of 25.37%.The firm had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period last year, the company earned $1.70 earnings per share. The company's revenue for the quarter was up 20.6% on a year-over-year basis. 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 anticipate that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a $0.50 dividend. 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 (DPR) is 34.31%.

Oracle News Roundup

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

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business's stock in a transaction dated Wednesday, June 24th. The shares were 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 in the company, valued at $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available 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.

Analyst Ratings Changes

A number of brokerages recently weighed in on ORCL. Scotiabank reissued an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. Oppenheimer raised their price objective on Oracle from $235.00 to $275.00 and gave the stock an "outperform" rating in a report on Monday, June 8th. Wedbush cut their target price on Oracle from $275.00 to $240.00 and set an "outperform" rating on the stock in a research report on Thursday, June 11th. Sanford C. Bernstein reissued an "outperform" rating on shares of Oracle in a report on Wednesday. Finally, Piper Sandler upped their target price on Oracle from $210.00 to $225.00 and gave the company an "overweight" rating in a research report on Thursday, June 11th. Two 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 given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $261.68.

Oracle Company 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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