NEOS Investment Management LLC Grows Stock Holdings in Oracle Corporation $ORCL

Key Points

• NEOS Investment Management increased its Oracle stake by 11.5% in the second quarter, adding 28,338 shares to hold 275,413 shares valued at approximately $40.4 million.
• Oracle reported quarterly EPS of $2.11 and revenue of $19.18 billion, exceeding estimates; revenue rose 20.6% year over year. The company also pays a $0.50 quarterly dividend, yielding about 1.3%.
• Analysts remain broadly optimistic about Oracle’s AI-cloud growth, with a consensus “Moderate Buy” rating and a $261.61 price target, though heavy AI infrastructure spending, rising debt and negative free-cash-flow concerns remain key risks.

NEOS Investment Management LLC lifted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 11.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 275,413 shares of the enterprise software provider's stock after purchasing an additional 28,338 shares during the period. NEOS Investment Management LLC's holdings in Oracle were worth $40,362,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in ORCL. HFM Investment Advisors LLC lifted its position in Oracle by 290.9% during the fourth 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 in the last quarter. Basepoint Wealth LLC purchased a new stake in Oracle in the 4th quarter valued at $26,000. FSA Wealth Management LLC acquired a new stake in shares of Oracle in the 3rd quarter worth $28,000. Osbon Capital Management LLC acquired a new stake in shares of Oracle in the 4th quarter worth $28,000. Finally, Basso Capital Management L.P. purchased a new position in shares of Oracle during the 4th quarter worth $29,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle 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 in the company, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

Oracle Stock Up 6.0%

Shares of ORCL opened at $154.50 on Friday. The company's 50-day moving average price is $139.54 and its 200 day moving average price is $160.32. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $345.72. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. The firm has a market cap of $445.03 billion, a P/E ratio of 26.50, a price-to-earnings-growth ratio of 1.08 and a beta of 1.74.

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 for the quarter, topping 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 company had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same quarter last year, the firm posted $1.70 earnings per share. Oracle's revenue was up 20.6% compared to the same quarter last year. 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 forecast that Oracle Corporation will post 6.49 earnings per share for the current year.

Oracle Dividend Announcement

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

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts see substantial upside: Jefferies maintained a Buy rating and set a $290 price target, while other analysts remain optimistic that Oracle’s AI-cloud growth can offset concerns about elevated spending and leverage. Bernstein also expects a potential recovery toward the company’s prior high. Oracle Stock Could Be Software’s Next Big Winner
• Positive Sentiment: Lower interest rates could provide outsized relief: Oracle has taken on tens of billions of dollars in debt to finance AI data-center construction. A lower-rate environment could reduce financing costs and improve the economics of its capital-intensive expansion. Why Is Oracle Stock Up Today?
• Positive Sentiment: AI infrastructure demand remains strong: Oracle is expanding its multi-year relationship with Hewlett Packard Enterprise to deploy Juniper networking equipment across global AI data centers. The arrangement supports Oracle’s planned infrastructure buildout and could improve visibility into future capacity expansion. HPE and Oracle Deepen Networking Collaboration
• Neutral Sentiment: Upcoming earnings are the next major test: Investors will look for evidence that Oracle’s large cloud backlog is converting into revenue, along with updates on capital expenditures, debt and AI-cloud margins. The company’s latest reported quarter exceeded EPS and revenue estimates, but the market now expects execution against significantly higher AI-related expectations. Oracle Sets Earnings Date
• Negative Sentiment: Debt and spending remain key risks: Oracle’s heavy AI-data-center investment has contributed to rising leverage and negative free cash flow concerns. Analysts have lowered some price targets, including TD Cowen’s reduction to $240, while investors remain cautious about whether future cloud growth will justify the spending. TD Cowen Lowers Oracle Price Target

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on ORCL shares. Evercore reissued an "outperform" rating and set a $245.00 price target on shares of Oracle in a research report on Monday, June 8th. Oppenheimer lifted their target price on shares of Oracle from $235.00 to $275.00 and gave the stock an "outperform" rating in a research note on Monday, June 8th. KeyCorp reiterated an "overweight" rating on shares of Oracle in a report on Thursday, June 11th. Sanford C. Bernstein reissued an "outperform" rating on shares of Oracle in a research note on Wednesday. Finally, Weiss Ratings downgraded shares of Oracle from a "hold (c+)" rating to a "hold (c)" rating in a report on Monday, July 20th. Two 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $261.61.

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.

Want to see what other hedge funds are holding ORCL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source