HBK Sorce Advisory LLC Acquires Shares of 20,193 Oracle Corporation $ORCL

Key Points

• HBK Sorce Advisory acquired 20,193 Oracle shares worth approximately $2.9 million during the second quarter. Institutional investors collectively own 42.44% of Oracle.
• Oracle exceeded quarterly expectations, reporting $2.11 in adjusted EPS and $19.18 billion in revenue, up 20.6% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $263.97.
• Oracle’s AI and cloud expansion continues through partnerships with AWS and Quantinuum, but its heavy debt burden, rising infrastructure spending and potential layoffs are raising concerns about cash flow and balance-sheet risk.

HBK Sorce Advisory LLC bought a new position in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 20,193 shares of the enterprise software provider's stock, valued at approximately $2,916,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. German American Bancorp Inc. bought a new position in shares of Oracle in the second quarter valued at approximately $12,803,000. Johnson Wealth Management LLC purchased a new stake in shares of Oracle during the second quarter valued at approximately $266,000. Northstar Financial Companies Inc. bought a new stake in Oracle during the second quarter worth $286,000. Tillman Hartley LLC bought a new stake in Oracle during the second quarter worth $214,000. Finally, Gould Asset Management LLC CA purchased a new position in Oracle in the second quarter worth $486,000. Hedge funds and other institutional investors own 42.44% of the company's stock.

Insider Activity

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business'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 value 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 document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

ORCL has been the subject of several research analyst reports. Oppenheimer raised their target price on Oracle from $235.00 to $275.00 and gave the company an "outperform" rating in a research report on Monday, June 8th. Citigroup restated a "market outperform" rating on shares of Oracle in a research report on Thursday, June 11th. TD Cowen raised 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. Bank of America lifted their price objective on shares of Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a research report on Tuesday, June 9th. Finally, Guggenheim reiterated a "buy" rating on shares of Oracle in a research note on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $263.97.

Oracle Stock Down 0.1%

Shares of NYSE ORCL opened at $150.32 on Monday. 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 stock has a market capitalization of $432.99 billion, a PE ratio of 25.78, a P/E/G ratio of 0.94 and a beta of 1.72. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72. The business's fifty day moving average price is $149.89 and its 200-day moving average price is $161.46.

Oracle (NYSE:ORCL - Get Free Report) last announced 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 58.62% and a net margin of 25.37%.The company had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same quarter last year, the firm posted $1.70 EPS. The firm'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, equities research analysts anticipate that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Dividend Announcement

The firm 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. The ex-dividend date was Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle's dividend payout ratio (DPR) is presently 34.31%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle and Amazon Web Services expanded their long-term collaboration, with Oracle AI Database@AWS now available in 22 AWS regions. The offering includes Exadata-class performance and pay-per-use pricing, potentially accelerating enterprise cloud migrations and AI-related revenue. Oracle and AWS Deepen Strategic Collaboration
• Positive Sentiment: A multiyear partnership with Quantinuum will bring quantum-computing capabilities to Oracle Cloud Infrastructure. Although an early-stage opportunity, the deal broadens Oracle’s AI and cloud growth narrative and helped support investor interest. Quantinuum’s Cloud Deal With Oracle
• Neutral Sentiment: Oracle’s latest quarterly results exceeded expectations, with revenue rising 20.6% year over year and earnings surpassing consensus estimates. However, investors remain focused on whether growth can offset the capital requirements of Oracle’s AI infrastructure buildout.
• Neutral Sentiment: Technical coverage has identified the 50-day moving average as an important support or resistance level. This may encourage short-term trading activity but does not materially change the company’s fundamental outlook. Oracle Crossed Above the 50-Day Moving Average
• Negative Sentiment: Reports that Oracle is considering additional layoffs have heightened concerns about cash flow and operating pressure as the company funds aggressive AI data-center expansion. The spending is also increasing leverage and debt-servicing risk. Oracle Weighs Another Round of Job Cuts
• Negative Sentiment: Credit-downgrade concerns, higher bond-insurance costs and Oracle’s substantial debt burden are fueling fears that AI investment could strain its balance sheet. These concerns are the primary reason behind the recent sell-off. Oracle Junk Bond Fears and Debt Surge
• Negative Sentiment: Investor Michael Burry reportedly increased his short position in Oracle, arguing that excess AI-computing capacity could emerge by 2028. The high-profile bearish call adds pressure to a stock already facing skepticism about AI valuations and spending returns. Michael Burry Doubles Down on Oracle Shorts

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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