North Star Asset Management Inc. Makes New $2.97 Million Investment in Oracle Corporation $ORCL

Key Points

• North Star Asset Management acquired 20,249 Oracle shares worth approximately $2.97 million in the second quarter, while institutional investors collectively own 42.44% of the stock.
• Oracle reported quarterly revenue growth of 20.6% and beat EPS estimates, while analysts maintain a “Moderate Buy” consensus with a $263.97 target price. Upcoming earnings, AI-cloud demand and a potential $17 billion expansion of its VA health-record contract are key catalysts.
• Financial and execution risks remain: Oracle faces significant funding needs for its roughly $55.7 billion infrastructure buildout, a debt-to-equity ratio of 3.21, and recent insider selling by Vice Chairman Jeffrey Henley.

North Star Asset Management Inc. acquired a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 20,249 shares of the enterprise software provider's stock, valued at approximately $2,968,000.

A number of other large investors have also recently bought and sold shares of the business. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Oracle during the second quarter worth approximately $625,454,000. Edmond DE Rothschild Holding S.A. raised its position in shares of Oracle by 8.7% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider's stock valued at $11,579,000 after purchasing an additional 6,296 shares during the period. New Mexico Educational Retirement Board raised its position in shares of 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 purchasing an additional 3,100 shares during the period. Planning Center Inc. lifted its stake in shares of Oracle by 142.2% in the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider's stock worth $1,243,000 after buying an additional 3,743 shares during the last quarter. Finally, Valeo Financial Advisors LLC boosted its holdings in shares of Oracle by 4.6% during the 2nd quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider's stock worth $11,825,000 after buying an additional 3,584 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citi calls the selloff a buying opportunity: Citi placed Oracle on a 90-day “positive catalyst watch,” arguing that excessive selling has discounted much of the bad news. The firm cited strong AI-cloud demand and potential catalysts from upcoming earnings and Oracle’s investor day, supporting the rebound in ORCL. Citi Says It’s Time to Buy the Dip on Oracle Stock
• Positive Sentiment: Large VA health-record contract expansion: Oracle Health’s electronic-health-record agreement with the U.S. Department of Veterans Affairs was expanded by a potential $17 billion. The deal increases Oracle’s long-term government revenue opportunity and strengthens its position in digital healthcare infrastructure. Oracle Secures $17 Billion VA Contract Expansion
• Positive Sentiment: Cloud supply-chain recognition: Oracle Fusion Cloud Supply Chain & Manufacturing was named a Leader in Gartner’s 2026 Magic Quadrant and ranked first in several use cases. The recognition may help Oracle win additional enterprise cloud customers. Oracle Named a Leader by Gartner
• Positive Sentiment: AI-sector momentum: Broader strength in AI stocks, helped by Nvidia-related optimism, added support to Oracle as investors reassessed its cloud and data-center growth prospects. Oracle Stock Has Bottomed?
• Neutral Sentiment: Upcoming earnings remain the key test: Analysts point to Oracle’s sizable AI-related backlog and forthcoming earnings as potential breakout catalysts, but the stock’s recovery depends on whether revenue growth, bookings and guidance validate the infrastructure investment story. Oracle Is Ready to Explore
• Negative Sentiment: Funding and cost concerns persist: Reports that Oracle is asking managers to reduce payroll while funding a roughly $55.7 billion buildout highlight execution, debt and cash-flow risks. Oracle’s elevated debt-to-equity ratio could amplify investor sensitivity to financing costs and AI infrastructure spending. Oracle Capex Funding and Debt

Insider Transactions at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the transaction, the insider directly owned 400,000 shares of the company's stock, valued at $63,664,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on ORCL shares. DA Davidson raised their target price on shares of Oracle from $200.00 to $225.00 and gave the company a "buy" rating in a research note on Thursday, June 11th. CLSA initiated coverage on shares of Oracle in a research report on Monday, July 20th. They set a "hold" rating and a $145.00 target price for the company. Royal Bank Of Canada restated a "sector perform" rating and set a $190.00 price target on shares of Oracle in a report on Thursday, June 11th. Piper Sandler lifted their price objective on Oracle from $210.00 to $225.00 and gave the stock an "overweight" rating in a research note on Thursday, June 11th. Finally, KeyCorp reissued an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $263.97.

Oracle Price Performance

Shares of NYSE:ORCL opened at $151.82 on Friday. The firm has a market capitalization of $437.33 billion, a PE ratio of 26.04, a PEG ratio of 0.93 and a beta of 1.72. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $345.72. The business's 50 day moving average is $141.40 and its 200-day moving average is $160.67.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) 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 firm had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the prior year, the business posted $1.70 earnings per share. The company's quarterly 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. Sell-side analysts predict that Oracle Corporation will post 6.49 earnings per share for the current year.

Oracle Announces Dividend

The company also recently announced 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 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 34.31%.

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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