Oracle Corporation $ORCL Shares Purchased by Emerald Investment Advisers LLC

Key Points

• Emerald Investment Advisers increased its Oracle stake by 67.5% in the second quarter, acquiring 9,317 additional shares and ending with 23,130 shares valued at approximately $3.39 million. Several other institutional investors also boosted their positions, with institutions and hedge funds owning 42.44% of Oracle.
• Oracle exceeded quarterly earnings and revenue expectations. The company reported $2.11 in EPS versus the $1.96 consensus estimate and $19.18 billion in revenue, up 20.6% year over year.
• Analysts remain broadly bullish on Oracle. The stock has a “Moderate Buy” consensus rating and an average price target of $263.97, while Oracle maintains a quarterly dividend of $0.50 per share, representing a 1.4% annualized yield.

Emerald Investment Advisers LLC increased its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 67.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,130 shares of the enterprise software provider's stock after buying an additional 9,317 shares during the period. Emerald Investment Advisers LLC's holdings in Oracle were worth $3,390,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the business. Westpac Banking Corp increased its position in shares of Oracle by 96.8% during the second quarter. Westpac Banking Corp now owns 29,200 shares of the enterprise software provider's stock worth $4,279,000 after acquiring an additional 14,360 shares during the period. Korea Investment CORP grew its stake in Oracle by 3.8% during the 2nd quarter. Korea Investment CORP now owns 1,216,939 shares of the enterprise software provider's stock worth $178,342,000 after purchasing an additional 44,191 shares in the last quarter. EP Wealth Advisors LLC grew its stake in Oracle by 203.2% during the 2nd quarter. EP Wealth Advisors LLC now owns 466,837 shares of the enterprise software provider's stock worth $68,415,000 after purchasing an additional 312,863 shares in the last quarter. Ieq Capital LLC increased its holdings in Oracle by 17.1% during the 2nd quarter. Ieq Capital LLC now owns 275,760 shares of the enterprise software provider's stock worth $40,413,000 after purchasing an additional 40,179 shares during the period. Finally, Burnham & Co LLC purchased a new stake in Oracle during the 2nd quarter worth about $405,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Trading Up 3.3%

ORCL opened at $146.70 on Friday. 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 $422.56 billion, a P/E ratio of 25.16, a PEG ratio of 0.92 and a beta of 1.72. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. The business's 50-day simple moving average is $144.61 and its 200-day simple moving average is $160.61.

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, topping the consensus estimate of $1.96 by $0.15. The business had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business's quarterly revenue was up 20.6% on a year-over-year basis. During the same quarter last year, the company earned $1.70 EPS. 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, equities research analysts expect that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were issued 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 yield of 1.4%. Oracle's dividend payout ratio (DPR) is presently 34.31%.

Insider Buying and Selling at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company's stock in a transaction 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 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 filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

Wall Street Analyst Weigh In

ORCL has been the subject of several recent research reports. Oppenheimer lifted their price objective on Oracle from $235.00 to $275.00 and gave the company an "outperform" rating in a research note on Monday, June 8th. Citigroup restated a "market outperform" rating on shares of Oracle in a research note on Thursday, June 11th. BTIG Research reaffirmed a "buy" rating and issued a $400.00 target price on shares of Oracle in a report on Friday, June 5th. Mizuho set a $320.00 price target on shares of Oracle in a research note on Wednesday, June 3rd. Finally, Scotiabank reiterated an "overweight" rating on shares of Oracle in a report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $263.97.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI infrastructure expansion supports the growth story. Oracle’s collaboration with Amazon Web Services now offers Oracle Exadata Database Service on Exascale Infrastructure through Oracle AI Database@AWS across 22 AWS regions. The partnership could broaden Oracle’s cloud reach and help attract enterprise AI workloads. Oracle Corporation versus Amazon AI infrastructure article
• Positive Sentiment: Analysts remain constructive. Oracle has received an average “Moderate Buy” rating, while one report highlighted a consensus price target substantially above the current trading level. The valuation case depends on sustained cloud and AI execution. Oracle analyst rating article Oracle Wall Street target article
• Positive Sentiment: Healthcare AI provides another potential growth avenue. Oracle is making a fresh push into healthcare applications, reinforcing the view that AI could expand demand beyond its traditional database and enterprise software businesses. Oracle healthcare AI article
• Neutral Sentiment: The key debate is timing. One analysis characterizes Oracle as inexpensive relative to its long-term opportunity but argues that the most important improvement may not arrive until 2027. This supports the long-term thesis but suggests near-term upside may require patience. Oracle valuation and 2027 inflection article
• Negative Sentiment: AI financing risks are weighing on the broader theme. Michael Burry warned that circular financing, off-balance-sheet vehicles and captive insurers could be creating excessive leverage in AI data centers. Separately, Bank of America reported a sharp increase in investment-grade debt issued to fund AI projects. Oracle’s substantial infrastructure spending and high debt-to-equity ratio make the company potentially sensitive to higher funding costs or weaker AI demand. Michael Burry AI buildout warning AI bond market risks article

Oracle Company 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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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.

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