HB Wealth Management LLC Buys 12,296 Shares of Oracle Corporation $ORCL

Key Points

• HB Wealth Management increased its Oracle stake by 6.6% in the second quarter, buying 12,296 shares and bringing its holdings to 197,825 shares valued at approximately $29 million. Institutional investors own 42.44% of Oracle’s outstanding shares.
• Oracle reported quarterly earnings of $2.11 per share and revenue of $19.18 billion, exceeding analyst estimates, while revenue grew 20.6% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $261.68.
• Oracle also declared a quarterly dividend of $0.50 per share, equal to a 1.3% annualized yield, while Vice Chairman Jeffrey Henley sold 400,000 shares for approximately $63.7 million. Investors remain focused on the company’s large AI-cloud backlog, elevated leverage and negative free cash flow.

HB Wealth Management LLC boosted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 6.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 197,825 shares of the enterprise software provider's stock after acquiring an additional 12,296 shares during the quarter. HB Wealth Management LLC's holdings in Oracle were worth $28,991,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC grew its holdings in shares of 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 during the last quarter. Revolve Wealth Partners LLC boosted its position in Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock valued at $903,000 after buying an additional 404 shares during the period. Sivia Capital Partners LLC boosted its position in Oracle by 21.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after buying an additional 768 shares during the period. United Bank grew its holdings in Oracle by 6.8% in the 2nd 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 during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock worth $11,556,000 after acquiring an additional 8,530 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related 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 sale, the insider owned 400,000 shares of the company's stock, valued at $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

Oracle Stock Performance

Shares of ORCL opened at $158.65 on Friday. The company has a 50-day simple moving average of $139.73 and a two-hundred day simple moving average of $160.31. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The firm has a market capitalization of $456.99 billion, a PE ratio of 27.21, a price-to-earnings-growth ratio of 1.18 and a beta of 1.74. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last posted its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping analysts' consensus estimates 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 for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the prior year, the business earned $1.70 EPS. The business'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. On average, analysts anticipate that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were given 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 of this dividend was Friday, July 10th. Oracle's dividend payout ratio (DPR) is 34.31%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. Barclays upped their price objective on shares of Oracle from $240.00 to $250.00 and gave the company an "overweight" rating in a research note on Thursday, June 11th. BMO Capital Markets boosted their price target on Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a report on Thursday, June 11th. Oppenheimer upped their price target on Oracle from $235.00 to $275.00 and gave the company an "outperform" rating in a research report on Monday, June 8th. CLSA started coverage on Oracle in a report on Monday, July 20th. They issued a "hold" rating and a $145.00 price objective for the company. Finally, Cantor Fitzgerald reiterated an "overweight" rating and issued a $284.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $261.68.

Key Headlines Impacting Oracle

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

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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