Korea Investment CORP Boosts Holdings in Oracle Corporation $ORCL

Key Points

• Korea Investment CORP increased its Oracle stake by 7.1% in the fourth quarter, adding 93,002 shares and bringing its total holding to 1,402,684 shares worth about $273.4 million.
• Oracle reported better-than-expected fiscal Q4 results, with EPS of $2.11 on revenue of $19.18 billion, and revenue rose 20.6% year over year. The company also highlighted strong cloud momentum, including a 93% jump in cloud infrastructure revenue and a record $638 billion remaining performance obligation.
• Despite the strong results, Oracle shares fell after management warned that AI-related capital spending will be much higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion in additional financing.

Korea Investment CORP grew its position in Oracle Corporation (NYSE:ORCL - Free Report) by 7.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,402,684 shares of the enterprise software provider's stock after buying an additional 93,002 shares during the period. Oracle accounts for approximately 0.5% of Korea Investment CORP's investment portfolio, making the stock its 26th largest position. Korea Investment CORP's holdings in Oracle were worth $273,397,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in ORCL. Everest Management Corp. increased its stake in shares of Oracle by 0.9% during the third quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider's stock worth $1,481,000 after acquiring an additional 45 shares during the period. Perennial Investment Advisors LLC lifted its holdings in shares of Oracle by 0.5% in the third quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider's stock valued at $2,708,000 after purchasing an additional 45 shares in the last quarter. Consolidated Portfolio Review Corp lifted its holdings in shares of Oracle by 1.0% in the third quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider's stock valued at $1,403,000 after purchasing an additional 50 shares in the last quarter. Mpwm Advisory Solutions LLC lifted its holdings in shares of Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Finally, Clarion Wealth Managment Partners LLC lifted its holdings in shares of Oracle by 1.5% in the third quarter. Clarion Wealth Managment Partners LLC now owns 3,563 shares of the enterprise software provider's stock valued at $1,002,000 after purchasing an additional 51 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Stock Performance

Shares of ORCL opened at $184.01 on Friday. The firm's 50 day moving average is $184.68 and its 200-day moving average is $177.93. The stock has a market capitalization of $529.21 billion, a P/E ratio of 31.56, a P/E/G ratio of 1.44 and a beta of 1.65. The company has a debt-to-equity ratio of 2.84, a current ratio of 1.12 and a quick ratio of 1.35. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results 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 business had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The firm's quarterly revenue was up 20.6% compared to the same quarter last year. During the same period last 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. Equities research analysts anticipate that Oracle Corporation will post 6.33 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Friday, July 10th. Oracle's dividend payout ratio (DPR) is 35.91%.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on ORCL shares. Evercore reissued an "outperform" rating and set a $245.00 price objective on shares of Oracle in a research note on Monday. Scotiabank reissued an "overweight" rating on shares of Oracle in a research report on Thursday. Royal Bank Of Canada reissued a "sector perform" rating and issued a $190.00 price objective on shares of Oracle in a research report on Thursday. Moffett Nathanson set a $325.00 price target on shares of Oracle in a report on Thursday. Finally, TD Cowen increased their price objective on shares of Oracle from $250.00 to $300.00 and gave the company a "buy" rating in a research note on Monday. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $268.27.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 estimates, with adjusted EPS of $2.11 and revenue of $19.18 billion, while cloud infrastructure revenue jumped 93% year over year and the company cited a record $638 billion remaining performance obligation, signaling strong demand for its AI and cloud services.
• Positive Sentiment: The U.S. Office of Personnel Management awarded Oracle a $395.8 million federal HR modernization contract, expanding Oracle’s government cloud footprint and adding a new revenue stream tied to more than 2 million federal employees. Article Title
• Positive Sentiment: Several recent analyst notes remained bullish, with firms like Guggenheim, Piper Sandler, BMO Capital Markets, and Cantor Fitzgerald reiterating constructive ratings and higher price targets, suggesting Wall Street still sees upside despite the selloff.
• Neutral Sentiment: Zacks noted that the broader earnings revisions trend for 2026 has been improving, especially in Technology, which may support sentiment for Oracle and other software/cloud names.
• Negative Sentiment: Oracle’s stock fell sharply because management said AI-related capital expenditures will be far higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion more through debt and equity financing, raising concerns about dilution, leverage, and free cash flow.
• Negative Sentiment: Investors also reacted to warnings that margins may step down as Oracle ramps data-center buildout, while a cyber issue in PeopleSoft and reports of active exploitation added a small layer of operational risk. Article Title

Insider Buying and Selling at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the firm's stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, 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 company insiders.

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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