NewEdge Advisors LLC Has $60.05 Million Stock Position in Oracle Corporation $ORCL

Key Points

• NewEdge Advisors increased its Oracle stake by 7.5% in the second quarter, owning 409,753 shares valued at approximately $60.05 million. Institutional investors and hedge funds collectively own 42.44% of Oracle.
• Oracle is benefiting from strong investor optimism surrounding cloud infrastructure, AI demand, its reported OpenAI arrangement and a $638 billion remaining performance obligation backlog. Analysts maintain a consensus “Moderate Buy” rating with a $261.68 price target.
• Key risks include heavy AI-related capital spending, rising leverage, cash-flow and financing pressures, and potential European regulatory scrutiny. Oracle’s upcoming earnings will be closely watched for cloud growth, backlog conversion and financing updates; Vice Chairman Jeffrey Henley also sold 400,000 shares under a pre-arranged trading plan.

NewEdge Advisors LLC grew its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 7.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 409,753 shares of the enterprise software provider's stock after acquiring an additional 28,651 shares during the quarter. NewEdge Advisors LLC's holdings in Oracle were worth $60,050,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Oracle in the second quarter valued at $625,454,000. Edmond DE Rothschild Holding S.A. raised its position in Oracle by 8.7% during the second quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider's stock worth $11,579,000 after acquiring an additional 6,296 shares in the last quarter. New Mexico Educational Retirement Board lifted its stake in Oracle by 4.2% in the fourth quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider's stock valued at $14,928,000 after acquiring an additional 3,100 shares during the last quarter. Valeo Financial Advisors LLC lifted its stake in Oracle by 4.6% in the second quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider's stock valued at $11,825,000 after acquiring an additional 3,584 shares during the last quarter. Finally, Axxcess Wealth Management LLC grew its position in shares of Oracle by 870.0% in the 4th quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider's stock valued at $128,012,000 after acquiring an additional 602,230 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company's 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 transaction, the insider directly owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst optimism supported the stock. Guggenheim named Oracle its “best idea” ahead of earnings, while Morgan Stanley raised its price target and other analysts reiterated Buy ratings. Bullish targets reflect expectations for accelerating Oracle Cloud Infrastructure growth, stronger software demand and potential upside if the company converts its large backlog. Guggenheim Calls Oracle Stock Its Best Idea Ahead of Q1 Earnings
• Positive Sentiment: AI and OpenAI exposure improved sentiment. Oracle’s reported multiyear, roughly $300 billion OpenAI infrastructure arrangement makes it a major beneficiary of expanding AI-compute demand. Optimism around OpenAI’s latest model and Oracle’s role as an AI infrastructure provider renewed interest in the stock. Oracle’s Stock Gets a Boost as the OpenAI Ecosystem Comes Back Into Favor
• Positive Sentiment: The $638 billion remaining performance obligation backlog is a major potential catalyst. Investors see the backlog as evidence of strong future demand and a possible source of significant revenue growth through 2028, particularly if Oracle can accelerate delivery of cloud and AI capacity. Oracle’s Cloud Infrastructure Backlog Could Make It a Leading AI Stock
• Neutral Sentiment: Earnings are the immediate test. Investors will watch cloud growth, backlog conversion, capital spending, free cash flow and any update on financing requirements. Options markets imply an unusually large post-earnings move, underscoring elevated expectations. Oracle’s Backlog Meets Its Balance Sheet
• Negative Sentiment: Financing and cash-flow risks remain significant. Analysts caution that heavy AI infrastructure spending, rising leverage and possible equity or debt financing could limit free cash flow and shareholder returns. Higher interest rates may further pressure Oracle’s borrowing costs. Analyst Maintains Hold on Oracle
• Negative Sentiment: Regulatory uncertainty is an additional overhang. European regulators have asked questions about Oracle’s cloud licensing practices ahead of earnings, creating a potential legal and competitive risk. EU Regulators Warn Oracle Ahead of Earnings

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on ORCL. Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $190.00 target price on shares of Oracle in a report on Friday, September 4th. BMO Capital Markets raised their price objective on Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a research report on Thursday, June 11th. Piper Sandler boosted their target price on Oracle from $210.00 to $225.00 and gave the stock an "overweight" rating in a report on Thursday, June 11th. BTIG Research restated a "buy" rating and issued a $400.00 price target on shares of Oracle in a research note on Friday, June 5th. Finally, Weiss Ratings downgraded Oracle from a "hold (c+)" rating to a "hold (c)" rating in a report on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $261.68.

Oracle Stock Up 2.4%

Shares of ORCL opened at $162.52 on Wednesday. The firm has a 50 day simple moving average of $140.26 and a two-hundred day simple moving average of $160.39. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72. The company has a market cap of $468.13 billion, a P/E ratio of 27.88, a P/E/G ratio of 1.18 and a beta of 1.74.

Oracle (NYSE:ORCL - Get Free Report) last issued its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating analysts' consensus estimates of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter last year, the business posted $1.70 EPS. The company's revenue was up 20.6% compared to the same quarter last year. Research analysts forecast that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Company Profile

Oracle Corporation is a global enterprise technology company that develops and provides database software, cloud infrastructure, business applications and related technology services. Its offerings help organizations manage data, run applications, support business operations and build technology environments across on-premises, hybrid and cloud-based settings.

The company's products include Oracle Database, MySQL, Java, Oracle Cloud Infrastructure and a broad portfolio of cloud applications for enterprise resource planning, financial management, human resources, supply chain management, customer experience and industry-specific operations.

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