HighTower Advisors LLC Has $182.18 Million Stock Position in Oracle Corporation $ORCL

Key Points

• HighTower Advisors increased its Oracle stake by 2.4% in the second quarter, bringing its holdings to 1.24 million shares valued at approximately $182.18 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle’s AI-cloud strategy is attracting optimism, supported by a reported $638 billion backlog, projected cloud growth of roughly 58%–64%, and an expanded data-center networking partnership with Hewlett Packard Enterprise.
• Investors also face significant risks, including negative free cash flow, elevated leverage and heavy infrastructure spending. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $261.68, while Oracle recently reported quarterly revenue growth of 20.6% and an EPS beat.

HighTower Advisors LLC raised its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 2.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,243,136 shares of the enterprise software provider's stock after buying an additional 28,890 shares during the period. HighTower Advisors LLC's holdings in Oracle were worth $182,182,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. HFM Investment Advisors LLC boosted its holdings in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after buying an additional 96 shares during the period. Basepoint Wealth LLC acquired a new position in Oracle during the 4th quarter worth $26,000. FSA Wealth Management LLC acquired a new position in Oracle during the 3rd quarter worth $28,000. Osbon Capital Management LLC bought a new stake in Oracle during the fourth quarter valued at about $28,000. Finally, Basso Capital Management L.P. bought a new stake in Oracle during the fourth quarter valued at about $29,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Insider Activity

In related 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 value of $63,664,000.00. Following the completion of the sale, the insider owned 400,000 shares of the company's stock, valued at $63,664,000. This trade represents a 50.00% decrease in their ownership of the stock. The sale 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. Insiders own 40.90% of the company's stock.

Trending Headlines about 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 Trading Down 0.1%

ORCL stock opened at $158.65 on Monday. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $345.72. The firm has a market cap of $456.99 billion, a P/E ratio of 27.21, a P/E/G ratio of 1.18 and a beta of 1.74. The business's 50 day moving average is $139.73 and its 200-day moving average is $160.31. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. 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 firm posted $1.70 EPS. The firm's quarterly revenue 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 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on ORCL shares. Oppenheimer boosted their price objective on Oracle from $235.00 to $275.00 and gave the stock an "outperform" rating in a research report on Monday, June 8th. Evercore reaffirmed an "outperform" rating and issued a $245.00 target price on shares of Oracle in a report on Monday, June 8th. Mizuho set a $320.00 price target on Oracle in a research report on Wednesday, June 3rd. Cantor Fitzgerald reiterated an "overweight" rating and set a $284.00 price target on shares of Oracle in a report on Thursday, June 11th. Finally, UBS Group reissued an "outperform" rating on shares of Oracle in a research report on Friday, August 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Oracle presently has a consensus rating of "Moderate Buy" and an average target price 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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