Occidental Asset Management LLC Invests $928,000 in Oracle Corporation $ORCL

Key Points

• Occidental Asset Management acquired 6,329 Oracle shares worth approximately $928,000, while institutional investors collectively own 42.44% of the company.
• Oracle exceeded quarterly expectations with $2.11 in earnings per share versus a $1.96 consensus estimate and revenue of $19.18 billion, up 20.6% year over year.
• Analysts maintain a “Moderate Buy” consensus rating with an average price target of $263.97; Oracle also pays a $0.50 quarterly dividend, while Vice Chairman Jeffrey Henley sold 400,000 shares.

Occidental Asset Management LLC bought a new stake in Oracle Corporation (NYSE:ORCL - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,329 shares of the enterprise software provider's stock, valued at approximately $928,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. HFM Investment Advisors LLC lifted its position in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after purchasing an additional 96 shares during the period. Basepoint Wealth LLC acquired a new position in Oracle in the fourth quarter valued at $26,000. FSA Wealth Management LLC bought a new stake in Oracle during the third quarter valued at $28,000. Osbon Capital Management LLC bought a new position in shares of Oracle in the 4th quarter worth about $28,000. Finally, Joseph Group Capital Management acquired a new position in shares of Oracle in the 4th quarter valued at about $29,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Oracle Stock Performance

Shares of ORCL opened at $146.71 on Tuesday. 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 company has a market capitalization of $422.59 billion, a price-to-earnings ratio of 25.16, a PEG ratio of 0.94 and a beta of 1.72. The stock has a 50 day moving average of $148.60 and a 200 day moving average of $161.26. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data 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 analysts' expectations of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business's revenue was up 20.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $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. As a group, sell-side analysts forecast that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, July 10th. Oracle's payout ratio is 34.31%.

Analysts Set New Price Targets

A number of brokerages have weighed in on ORCL. Scotiabank reiterated an "overweight" rating on shares of Oracle in a report on Thursday, June 11th. BMO Capital Markets lifted their price objective on shares of Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a research note on Thursday, June 11th. CLSA started coverage on shares of Oracle in a report on Monday, July 20th. They set a "hold" rating and a $145.00 price objective on the stock. DA Davidson increased their target price on Oracle from $200.00 to $225.00 and gave the stock a "buy" rating in a report on Thursday, June 11th. Finally, BTIG Research reaffirmed a "buy" rating and issued a $400.00 price target on shares of Oracle in a research report on Friday, June 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, Oracle presently has a consensus rating of "Moderate Buy" and an average target price of $263.97.

Insider Buying and Selling at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the 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 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 filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s expanding partnership with Amazon Web Services now supports Oracle AI Database@AWS across 22 regions, strengthening its cloud distribution and enterprise AI positioning. As Oracle Deepens Its Partnership with AWS
• Positive Sentiment: A bullish investment thesis argues that the market continues to value Oracle like a legacy database provider even as it builds hyperscale cloud and AI infrastructure. Strong demand visibility and backlog conversion could support long-term growth. Oracle as a Tier-1 Hyperscaler
• Neutral Sentiment: Unusually large, long-dated call-option activity may indicate institutional investors are positioning for a recovery, although the trades could also represent covered-call strategies rather than outright bullish bets. Unusual Oracle Call Options
• Negative Sentiment: Oracle and other software shares sold off as the AI trade rotated toward favored chip and infrastructure companies, making software stocks less attractive in the near term. Oracle and Software Stocks Drop
• Negative Sentiment: Investor concerns are growing over Oracle’s aggressive AI infrastructure commitments, potential additional debt or equity financing, negative free cash flow, execution timelines and customer concentration. Separate commentary also highlighted heavy AI spending across big technology companies and higher interest-rate risks. Oracle AI Data Center Investment Commentary
• Negative Sentiment: Reported insider activity showed Oracle insiders selling shares without recorded purchases during the past six months, adding a potentially cautious signal for investors.

Oracle 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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