Oracle Corporation $ORCL Shares Bought by Ally Financial Inc.

Ally Financial Inc. boosted its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 420.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 26,000 shares of the enterprise software provider's stock after buying an additional 21,000 shares during the period. Ally Financial Inc.'s holdings in Oracle were worth $5,068,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the company. Everest Management Corp. grew its stake in shares of Oracle by 0.9% in the 3rd quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider's stock valued at $1,481,000 after purchasing an additional 45 shares during the last quarter. Perennial Investment Advisors LLC grew its stake in shares of Oracle by 0.5% in the 3rd quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider's stock valued at $2,708,000 after purchasing an additional 45 shares during the last quarter. Consolidated Portfolio Review Corp grew its stake in shares of Oracle by 1.0% in the 3rd quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider's stock valued at $1,403,000 after purchasing an additional 50 shares during the last quarter. Mpwm Advisory Solutions LLC grew its stake in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 50 shares during the last quarter. Finally, Clarion Wealth Managment Partners LLC grew its stake in shares of Oracle by 1.5% in the 3rd quarter. Clarion Wealth Managment Partners LLC now owns 3,563 shares of the enterprise software provider's stock valued at $1,002,000 after purchasing an additional 51 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 estimates, with adjusted EPS of $2.11 and revenue of $19.18 billion, while cloud infrastructure revenue jumped 93% year over year and the company cited a record $638 billion remaining performance obligation, signaling strong demand for its AI and cloud services.
• Positive Sentiment: The U.S. Office of Personnel Management awarded Oracle a $395.8 million federal HR modernization contract, expanding Oracle’s government cloud footprint and adding a new revenue stream tied to more than 2 million federal employees. Article Title
• Positive Sentiment: Several recent analyst notes remained bullish, with firms like Guggenheim, Piper Sandler, BMO Capital Markets, and Cantor Fitzgerald reiterating constructive ratings and higher price targets, suggesting Wall Street still sees upside despite the selloff.
• Neutral Sentiment: Zacks noted that the broader earnings revisions trend for 2026 has been improving, especially in Technology, which may support sentiment for Oracle and other software/cloud names.
• Negative Sentiment: Oracle’s stock fell sharply because management said AI-related capital expenditures will be far higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion more through debt and equity financing, raising concerns about dilution, leverage, and free cash flow.
• Negative Sentiment: Investors also reacted to warnings that margins may step down as Oracle ramps data-center buildout, while a cyber issue in PeopleSoft and reports of active exploitation added a small layer of operational risk. Article Title

Oracle Stock Down 0.1%

Oracle stock opened at $184.01 on Friday. The company has a debt-to-equity ratio of 2.84, a current ratio of 1.12 and a quick ratio of 1.35. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72. The company has a market cap of $529.21 billion, a PE ratio of 31.56, a price-to-earnings-growth ratio of 1.44 and a beta of 1.65. The stock's 50 day moving average price is $184.68 and its 200 day moving average price is $177.93.

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 for the quarter, beating analysts' consensus estimates of $1.96 by $0.15. Oracle had a return on equity of 56.43% 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 period in the previous year, the business earned $1.70 earnings per share. The company's revenue for the quarter 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 predict that Oracle Corporation will post 6.32 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be paid a $0.50 dividend. The ex-dividend date is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Oracle's payout ratio is 35.91%.

Analysts Set New Price Targets

Several research analysts have weighed in on ORCL shares. Citigroup reiterated a "market outperform" rating on shares of Oracle in a research note on Thursday. TD Cowen lifted their target price on Oracle from $250.00 to $300.00 and gave the company a "buy" rating in a research note on Monday, June 8th. Royal Bank Of Canada reiterated a "sector perform" rating and issued a $190.00 target price on shares of Oracle in a research note on Thursday. Mizuho set a $320.00 target price on Oracle in a research note on Wednesday, June 3rd. Finally, Guggenheim reiterated a "buy" rating and issued a $400.00 target price on shares of Oracle in a research note on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $268.27.

Insider Buying and Selling at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the sale, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

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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