ICONIQ Capital LLC Buys New Holdings in Oracle Corporation $ORCL

Key Points

• ICONIQ Capital purchased 4,050 Oracle shares worth approximately $594,000 in the second quarter, while institutional investors and hedge funds collectively own 42.44% of the stock.
• Analysts remain broadly bullish, with Oracle receiving a consensus “Moderate Buy” rating and an average price target of $263.97. Recent optimism centers on AI-cloud demand, Oracle’s backlog and improving growth prospects.
• Oracle exceeded quarterly expectations with $2.11 in earnings per share and $19.18 billion in revenue, up 20.6% year over year; however, Vice Chairman Jeffrey Henley sold 400,000 shares, and investors remain concerned about high leverage and the funding of its data-center expansion.

ICONIQ Capital LLC purchased a new stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,050 shares of the enterprise software provider's stock, valued at approximately $594,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mpwm Advisory Solutions LLC grew its holdings 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 purchasing an additional 50 shares during the period. Sherman Asset Management Inc. grew its stake in Oracle by 5.5% during the first quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider's stock worth $155,000 after buying an additional 55 shares during the period. Southern Capital Advisors LLC grew its stake in Oracle by 1.3% during the first quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider's stock worth $654,000 after buying an additional 57 shares during the period. Global Financial Private Client LLC increased its position in shares of Oracle by 0.8% in the first quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider's stock worth $1,153,000 after acquiring an additional 59 shares in the last quarter. Finally, Talisman Wealth Advisors LLC raised its stake in shares of Oracle by 1.9% in the 2nd quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider's stock valued at $675,000 after acquiring an additional 59 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts recently weighed in on ORCL shares. Moffett Nathanson set a $325.00 target price on shares of Oracle in a report on Thursday, June 11th. DA Davidson raised their price objective on Oracle from $200.00 to $225.00 and gave the company a "buy" rating in a research report on Thursday, June 11th. Scotiabank restated an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Stephens reaffirmed an "equal weight" rating and issued a $164.00 target price on shares of Oracle in a research report on Thursday, June 11th. Finally, Mizuho set a $320.00 target price on Oracle in a research note on Wednesday, June 3rd. Two equities research 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's stock. According to data from MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and an average target price of $263.97.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citigroup placed Oracle on a 90-day “positive catalyst watch,” arguing that the recent selloff was excessive and that strong AI-cloud demand, a large backlog and upcoming earnings could drive a rebound. The view helped improve sentiment toward the stock. Investors Are Missing Oracle’s AI Boom. Citi Says Buy.
• Positive Sentiment: Wall Street remains broadly bullish, with one report citing a Strong Buy consensus and substantial potential upside. Other analysts and investors highlighted Oracle’s cloud infrastructure scale, AI exposure and improving growth prospects. Most Active Stocks: Oracle Tops List with 71% Upside
• Positive Sentiment: Oracle was named a Leader in Gartner’s 2026 Magic Quadrant for Supply Chain Management Suites, reinforcing the competitiveness of its Fusion Cloud SCM products and enterprise-software portfolio. Oracle Named a Leader in the 2026 Gartner Magic Quadrant
• Neutral Sentiment: Oracle has rallied about 18% over the past month from a deeply depressed level, but commentary questions whether the rebound represents a durable leadership position compared with other cloud stocks. September earnings are viewed as the next major test. Oracle Just Rallied 18% in a Month
• Negative Sentiment: Investors continue to debate whether Oracle can convert its sizable order book into revenue quickly enough. The company’s roughly $55.7 billion data-center buildout, elevated leverage and reported payroll reductions raise questions about funding, execution and future margins. Oracle Capex Funding and Debt

Insider Buying and Selling

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total value of $63,664,000.00. Following the completion of the transaction, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through 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 corporate insiders.

Oracle Trading Up 0.2%

ORCL opened at $151.11 on Monday. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $345.72. 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 $435.27 billion, a PE ratio of 25.92, a P/E/G ratio of 0.94 and a beta of 1.72. The firm's fifty day moving average price is $140.73 and its 200 day moving average price is $160.62.

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. The company had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm's revenue for the quarter was up 20.6% compared to the same quarter last year. During the same period last year, the business earned $1.70 EPS. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. As a group, research analysts expect that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were paid a dividend of $0.50 per share. The ex-dividend date was Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle's dividend payout ratio is presently 34.31%.

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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