Mowery & Schoenfeld Wealth Management LLC Makes New $551,000 Investment in Oracle Corporation $ORCL

Key Points

• Mowery & Schoenfeld Wealth Management initiated a $551,000 Oracle position by purchasing 3,758 shares, while institutional investors collectively own 42.44% of the company.
• Oracle exceeded quarterly expectations with $2.11 in EPS and $19.18 billion in revenue, up 20.6% year over year. Analysts maintain a “Moderate Buy” consensus with an average price target of $263.97.
• Oracle shares opened at $142.67, well below the consensus target, amid concerns over heavy AI infrastructure spending, rising debt, data-center delays and broader weakness in software stocks. Vice Chairman Jeffrey Henley also sold 400,000 shares under a pre-arranged trading plan.

Mowery & Schoenfeld Wealth Management 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 13F filing with the Securities & Exchange Commission. The institutional investor bought 3,758 shares of the enterprise software provider's stock, valued at approximately $551,000. Oracle comprises 0.8% of Mowery & Schoenfeld Wealth Management LLC's investment portfolio, making the stock its 24th largest position.

Several other institutional investors have also recently bought and sold shares of the stock. HFM Investment Advisors LLC boosted its stake in Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after acquiring an additional 96 shares during the last quarter. Basepoint Wealth LLC acquired a new position in shares of Oracle in the 4th quarter valued at $26,000. FSA Wealth Management LLC bought a new stake in shares of Oracle in the 3rd quarter valued at $28,000. Osbon Capital Management LLC bought a new stake in shares of Oracle in the 4th quarter valued at $28,000. Finally, Joseph Group Capital Management acquired a new stake in Oracle during the 4th quarter worth $29,000. Institutional investors own 42.44% of the company's stock.

Insider Activity

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company's stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the sale, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on ORCL. Scotiabank reissued an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. BTIG Research reiterated a "buy" rating and set a $400.00 price objective on shares of Oracle in a report on Friday, June 5th. Royal Bank Of Canada reissued a "sector perform" rating and set a $190.00 target price on shares of Oracle in a research note on Thursday, June 11th. Cantor Fitzgerald restated an "overweight" rating and set a $284.00 target price on shares of Oracle in a report on Thursday, June 11th. Finally, Arete Research set a $255.00 price target on shares of Oracle and gave the company a "buy" rating in a research note on Thursday, May 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $263.97.

Oracle Stock Down 2.7%

ORCL stock opened at $142.67 on Wednesday. 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 $410.96 billion, a P/E ratio of 24.47, a P/E/G ratio of 0.94 and a beta of 1.72. The business has a 50-day moving average of $147.34 and a 200-day moving average of $161.05. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.96 by $0.15. The business had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.Oracle's revenue for the quarter was up 20.6% compared to the same quarter last year. During the same quarter last year, the firm 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. On average, sell-side 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. Shareholders of record on Friday, July 10th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date was Friday, July 10th. Oracle's payout ratio is presently 34.31%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s record cloud backlog, expanding partnerships—including deeper integration with Amazon Web Services—and stronger guidance support the case that the company is transitioning from a legacy database provider into a major AI infrastructure and hyperscale cloud player. Should You Buy Oracle Stock Despite Its Big AI Data Center Bet?
• Positive Sentiment: Oracle raised its dividend to $2 per share, marking the 12th consecutive annual increase. The payout is viewed as relatively safe for now, providing some support for income-oriented investors despite heavy AI spending. Oracle Just Raised Its Dividend for a 12th Straight Year
• Neutral Sentiment: Unusually large, long-dated call-option activity may indicate that institutional investors see value in Oracle’s depressed valuation, although the trades could also involve covered-call strategies rather than outright bullish bets. Huge Unusual Long-Dated Call Options in Oracle
• Negative Sentiment: Oracle’s approximately $165 billion AI data-center expansion faces another energy and pipeline roadblock in New Mexico. Delays in securing sufficient power raise questions about project timing, execution and the pace at which planned capacity can generate revenue. Oracle Stock Falls as Its AI Data Center Hits Another Pipeline Roadblock
• Negative Sentiment: Investors are increasingly concerned that AI infrastructure spending is consuming cash faster than Oracle can generate it. The company has increased borrowing substantially alongside other technology companies, adding balance-sheet and interest-rate risk while pressuring free cash flow and potentially the long-term safety of its dividend. AI’s Half-Trillion-Dollar Borrowing Binge
• Negative Sentiment: Broader rotation away from software stocks and concern over the sustainability of the AI trade have added selling pressure, as investors favor chipmakers and other direct AI beneficiaries. Oracle, Software Stocks Fall as AI Trade Seesaws

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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