Oracle Corporation $ORCL Stake Boosted by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Key Points

• UBS Asset Management increased its Oracle stake by 0.8% in the second quarter, adding 123,294 shares to own 14.68 million shares valued at approximately $2.15 billion, or 0.51% of the company.
• Institutional investors own 42.44% of Oracle, with State Street, Geode Capital, Capital Research and Morgan Stanley among major holders that increased their positions.
• Oracle reported quarterly earnings and revenue above expectations, while analysts maintain a broadly bullish outlook with a “Moderate Buy” consensus and an average price target of $263.97. However, investors remain focused on the company’s heavy data-center spending, leverage and ability to convert its large order backlog into revenue.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,680,278 shares of the enterprise software provider's stock after purchasing an additional 123,294 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned 0.51% of Oracle worth $2,151,395,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in ORCL. State Street Corp grew its position in shares of Oracle by 4.4% during the fourth quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider's stock worth $14,916,026,000 after acquiring an additional 3,216,915 shares during the last quarter. Geode Capital Management LLC lifted its position in Oracle by 1.8% in the 4th quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider's stock valued at $7,328,754,000 after purchasing an additional 665,374 shares during the last quarter. Capital Research Global Investors boosted its stake in Oracle by 29.3% during the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock valued at $5,874,070,000 after purchasing an additional 6,826,299 shares during the period. Morgan Stanley boosted its stake in Oracle by 1.9% during the 4th quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider's stock valued at $5,286,953,000 after purchasing an additional 495,146 shares during the period. Finally, Norges Bank bought a new position in Oracle in the 4th quarter worth about $4,336,031,000. 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: Citigroup placed Oracle on a 90-day “positive catalyst watch,” arguing that the recent selloff was excessive and that strong AI-cloud demand, a large backlog and upcoming earnings could drive a rebound. The view helped improve sentiment toward the stock. Investors Are Missing Oracle’s AI Boom. Citi Says Buy.
• Positive Sentiment: Wall Street remains broadly bullish, with one report citing a Strong Buy consensus and substantial potential upside. Other analysts and investors highlighted Oracle’s cloud infrastructure scale, AI exposure and improving growth prospects. Most Active Stocks: Oracle Tops List with 71% Upside
• Positive Sentiment: Oracle was named a Leader in Gartner’s 2026 Magic Quadrant for Supply Chain Management Suites, reinforcing the competitiveness of its Fusion Cloud SCM products and enterprise-software portfolio. Oracle Named a Leader in the 2026 Gartner Magic Quadrant
• Neutral Sentiment: Oracle has rallied about 18% over the past month from a deeply depressed level, but commentary questions whether the rebound represents a durable leadership position compared with other cloud stocks. September earnings are viewed as the next major test. Oracle Just Rallied 18% in a Month
• Negative Sentiment: Investors continue to debate whether Oracle can convert its sizable order book into revenue quickly enough. The company’s roughly $55.7 billion data-center buildout, elevated leverage and reported payroll reductions raise questions about funding, execution and future margins. Oracle Capex Funding and Debt

Analyst Ratings Changes

Several equities research analysts have commented on ORCL shares. Wolfe Research restated an "outperform" rating and issued a $225.00 price target on shares of Oracle in a research note on Thursday, June 11th. KeyCorp reiterated an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. DA Davidson increased their price objective on Oracle from $200.00 to $225.00 and gave the stock a "buy" rating in a report on Thursday, June 11th. Mizuho set a $320.00 target price on Oracle in a research report on Wednesday, June 3rd. Finally, Citigroup reaffirmed a "buy" rating on shares of Oracle in a research note on Wednesday. Two research 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 given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $263.97.

Oracle Trading Down 0.5%

Shares of NYSE:ORCL opened at $151.11 on Friday. The company has a 50 day moving average of $140.73 and a 200-day moving average of $160.60. 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 firm has a market cap of $435.27 billion, a P/E ratio of 25.92, a P/E/G ratio of 0.94 and a beta of 1.72. Oracle Corporation has a twelve month low of $114.50 and a twelve 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 EPS for the quarter, beating analysts' consensus estimates of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The business had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same quarter last year, the business earned $1.70 earnings per share. The business's revenue for the quarter was up 20.6% on a year-over-year basis. 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, analysts anticipate that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were issued a $0.50 dividend. The ex-dividend date was Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle's dividend payout ratio is 34.31%.

Insiders Place Their Bets

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the transaction, the insider directly owned 400,000 shares of the company's stock, valued at $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate 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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