Jacobs & Co. CA Boosts Position in Oracle Corporation $ORCL

Key Points

• Jacobs & Co. CA increased its Oracle stake by 42.8% in the second quarter, bringing its holdings to 17,002 shares valued at approximately $2.49 million. Institutional investors collectively own 42.44% of Oracle.
• Analysts maintain a generally positive outlook, with Oracle receiving a consensus “Moderate Buy” rating and an average price target of $263.97, despite some firms recently lowering targets.
• Oracle reported quarterly EPS of $2.11 and revenue of $19.18 billion, exceeding estimates, while revenue rose 20.6% year over year. The company also declared a quarterly dividend of $0.50 per share, equivalent to a 1.4% annualized yield.

Jacobs & Co. CA boosted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 42.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,002 shares of the enterprise software provider's stock after buying an additional 5,100 shares during the quarter. Jacobs & Co. CA's holdings in Oracle were worth $2,491,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. New Mexico Educational Retirement Board lifted its holdings in shares of Oracle by 4.2% in the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider's stock worth $14,928,000 after buying an additional 3,100 shares during the period. Planning Center Inc. increased its stake in shares of Oracle by 142.2% during the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider's stock valued at $1,243,000 after buying an additional 3,743 shares during the period. U.S. Capital Wealth Advisors LLC raised its holdings in shares of Oracle by 15.4% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 42,616 shares of the enterprise software provider's stock valued at $8,306,000 after acquiring an additional 5,692 shares in the last quarter. Axxcess Wealth Management LLC lifted its stake in Oracle by 870.0% in the fourth quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider's stock worth $128,012,000 after acquiring an additional 602,230 shares during the period. Finally, Curtis Advisory Group LLC grew its holdings in Oracle by 555.6% during the 4th quarter. Curtis Advisory Group LLC now owns 5,900 shares of the enterprise software provider's stock worth $1,150,000 after acquiring an additional 5,000 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently commented on ORCL. Wedbush reduced their price target on shares of Oracle from $275.00 to $240.00 and set an "outperform" rating for the company in a report on Thursday, June 11th. TD Cowen lifted their price objective on shares of Oracle from $250.00 to $300.00 and gave the company a "buy" rating in a report on Monday, June 8th. Royal Bank Of Canada reissued a "sector perform" rating and issued a $190.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Weiss Ratings lowered Oracle from a "hold (c+)" rating to a "hold (c)" rating in a report on Monday, July 20th. Finally, Barclays increased their target price on Oracle from $240.00 to $250.00 and gave the company an "overweight" rating in a research report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $263.97.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm's stock in a transaction dated 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 sale, the insider owned 400,000 shares of the company's stock, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their ownership of the stock. 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. Corporate insiders own 40.90% of the company's stock.

Oracle Price Performance

NYSE ORCL opened at $146.93 on Friday. The firm's fifty day simple moving average is $158.22 and its two-hundred day simple moving average is $162.61. 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 Corporation has a 12-month low of $114.50 and a 12-month high of $345.72. The firm has a market capitalization of $423.23 billion, a P/E ratio of 25.20, a P/E/G ratio of 0.92 and a beta of 1.72.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.96 by $0.15. The business had revenue of $19.18 billion for 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 business's quarterly revenue was up 20.6% on a year-over-year basis. During the same period in the prior year, the firm 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. Analysts forecast that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 24th. Shareholders 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 dividend on an annualized basis and a yield of 1.4%. Oracle's dividend payout ratio (DPR) is 34.31%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud infrastructure and AI businesses continue to attract strong demand, supported by a record backlog and optimism that the company can sustain rapid growth. Recent earnings also showed revenue increasing 20.6% year over year, with earnings and sales exceeding analyst expectations. Oracle Surges: What's Driving the Sudden Rally
• Positive Sentiment: Some analysts remain bullish despite Oracle’s recent selloff. Wall Street’s long-term outlook reflects expectations that cloud ERP, database software and AI infrastructure could support substantial upside if Oracle converts its backlog into profitable revenue. Oracle: Cloud ERP And Oracle Database Software Driving Growth
• Neutral Sentiment: UBS lowered its Oracle price target to $245 from $285 but retained a Buy rating. The firm cited risks involving AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI, suggesting analysts see meaningful long-term potential but greater execution risk. Oracle price target lowered by UBS amid AI spending concerns
• Negative Sentiment: Investors remain concerned that Oracle is funding its AI data-center buildout with substantial borrowing. Warnings about weaker returns, credit-rating pressure and higher financing costs could weigh on future margins and shareholder returns. Borrowing to the Brink: How Oracle’s AI Expansion Put Its Credit Rating on Life Support
• Negative Sentiment: Investor Michael Burry reportedly reopened a bearish Oracle position, arguing that AI-related technology stocks and data-center spending may be overvalued. The reports are contradictory about whether he fully exited or re-entered the trade, but the publicity reinforces near-term skepticism surrounding ORCL. Michael Burry says he's shorting AI stars Oracle and Nebius

About Oracle

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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