Glenview Trust Co Makes New $44.76 Million Investment in Oracle Corporation $ORCL

Key Points

• Glenview Trust Co. bought a new $44.76 million Oracle stake, acquiring 305,415 shares during the second quarter. Institutional investors now own 42.44% of Oracle.
• Analysts remain broadly positive, with Oracle receiving a “Moderate Buy” consensus rating and an average price target of $263.97, despite some hold ratings.
• Oracle exceeded quarterly expectations with $2.11 in EPS and $19.18 billion in revenue, up 20.6% year over year. The company also paid a $0.50 quarterly dividend, while Vice Chairman Jeffrey Henley sold 400,000 shares under a Rule 10b5-1 plan.

Glenview Trust Co purchased a new stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 305,415 shares of the enterprise software provider's stock, valued at approximately $44,759,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Oracle during the second quarter worth about $625,454,000. Edmond DE Rothschild Holding S.A. boosted its holdings in Oracle by 8.7% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider's stock valued at $11,579,000 after acquiring an additional 6,296 shares during the last quarter. New Mexico Educational Retirement Board boosted its holdings in Oracle by 4.2% in the fourth quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider's stock valued at $14,928,000 after acquiring an additional 3,100 shares during the last quarter. Planning Center Inc. increased its position in Oracle by 142.2% during the 4th quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider's stock valued at $1,243,000 after purchasing an additional 3,743 shares during the period. Finally, Valeo Financial Advisors LLC increased its position in Oracle by 4.6% during the 2nd quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider's stock valued at $11,825,000 after purchasing an additional 3,584 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on ORCL. Oppenheimer boosted their target price on shares of Oracle from $235.00 to $275.00 and gave the company an "outperform" rating in a report on Monday, June 8th. Piper Sandler increased their price target on Oracle from $210.00 to $225.00 and gave the stock an "overweight" rating in a report on Thursday, June 11th. CLSA began coverage on Oracle in a research report on Monday, July 20th. They issued a "hold" rating and a $145.00 price objective for the company. Citigroup reissued a "buy" rating on shares of Oracle in a research note on Wednesday. Finally, Wolfe Research reaffirmed an "outperform" rating and set a $225.00 target price on shares of Oracle in a research note on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Oracle presently has an average rating of "Moderate Buy" and an average price target of $263.97.

Insider Transactions at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm's stock in a transaction that occurred on 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 completion of the sale, the insider owned 400,000 shares in the company, valued at $63,664,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

Oracle Stock Performance

NYSE ORCL opened at $151.82 on Friday. The company has a fifty day simple moving average of $141.40 and a 200 day simple moving average of $160.67. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $345.72. 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 company has a market cap of $437.33 billion, a P/E ratio of 26.04, a PEG ratio of 0.93 and a beta of 1.72.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data 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 firm had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company's quarterly revenue was up 20.6% compared to the same quarter last year. During the same period in the prior year, the business posted $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. Sell-side analysts predict that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Friday, July 10th. Oracle's dividend payout ratio (DPR) is 34.31%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citi calls the selloff a buying opportunity: Citi placed Oracle on a 90-day “positive catalyst watch,” arguing that excessive selling has discounted much of the bad news. The firm cited strong AI-cloud demand and potential catalysts from upcoming earnings and Oracle’s investor day, supporting the rebound in ORCL. Citi Says It’s Time to Buy the Dip on Oracle Stock
• Positive Sentiment: Large VA health-record contract expansion: Oracle Health’s electronic-health-record agreement with the U.S. Department of Veterans Affairs was expanded by a potential $17 billion. The deal increases Oracle’s long-term government revenue opportunity and strengthens its position in digital healthcare infrastructure. Oracle Secures $17 Billion VA Contract Expansion
• Positive Sentiment: Cloud supply-chain recognition: Oracle Fusion Cloud Supply Chain & Manufacturing was named a Leader in Gartner’s 2026 Magic Quadrant and ranked first in several use cases. The recognition may help Oracle win additional enterprise cloud customers. Oracle Named a Leader by Gartner
• Positive Sentiment: AI-sector momentum: Broader strength in AI stocks, helped by Nvidia-related optimism, added support to Oracle as investors reassessed its cloud and data-center growth prospects. Oracle Stock Has Bottomed?
• Neutral Sentiment: Upcoming earnings remain the key test: Analysts point to Oracle’s sizable AI-related backlog and forthcoming earnings as potential breakout catalysts, but the stock’s recovery depends on whether revenue growth, bookings and guidance validate the infrastructure investment story. Oracle Is Ready to Explore
• Negative Sentiment: Funding and cost concerns persist: Reports that Oracle is asking managers to reduce payroll while funding a roughly $55.7 billion buildout highlight execution, debt and cash-flow risks. Oracle’s elevated debt-to-equity ratio could amplify investor sensitivity to financing costs and AI infrastructure spending. Oracle Capex Funding and Debt

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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