Oracle Corporation $ORCL Stake Boosted by Vise Technologies Inc.

Key Points

• Vise Technologies increased its Oracle stake by 87.3% in the second quarter, reaching 145,215 shares valued at approximately $21.3 million. Hedge funds and institutional investors collectively own 42.44% of Oracle.
• Oracle reported quarterly earnings and revenue above expectations, with revenue rising 20.6% year over year to $19.18 billion. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $263.97.
• Despite strong cloud, AI and backlog prospects, investors remain concerned about Oracle’s high debt burden and the timing of AI-related profitability. Vice Chairman Jeffrey Henley also sold 400,000 shares for approximately $63.7 million under a pre-arranged trading plan.

Vise Technologies Inc. lifted its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 87.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 145,215 shares of the enterprise software provider's stock after acquiring an additional 67,678 shares during the quarter. Vise Technologies Inc.'s holdings in Oracle were worth $21,281,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. FSA Wealth Management LLC purchased a new stake in shares of Oracle during the 3rd quarter worth about $28,000. 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 buying an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new position in Oracle in the third quarter worth approximately $35,000. HFM Investment Advisors LLC increased its holdings in Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after buying an additional 96 shares during the last quarter. Finally, Basepoint Wealth LLC bought a new position in Oracle during the fourth quarter valued at approximately $26,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s remaining performance obligations reportedly reached approximately $638 billion, strengthening the investment case by providing significant contracted future revenue. Analysts believe strong cloud growth and enterprise AI demand could eventually support a substantial recovery in ORCL shares. Oracle Price Prediction: Can Its $638 Billion Backlog Send the Stock Back Toward $250?
• Positive Sentiment: Several analysts continue to favor Oracle over other enterprise technology companies, citing its record AI backlog, cloud momentum and relatively discounted valuation. Buy ratings ahead of the September earnings report may provide additional support. Oracle vs. Microsoft: Which Enterprise AI Stock Is the Better Buy?
• Positive Sentiment: Oracle Health expanded its Clinical AI Agent with automated professional-fee coding, physician dictation and chart-review tools. The rollout broadens Oracle’s healthcare AI opportunity and could improve adoption of its healthcare software platform. Oracle Health Expands Clinical AI Agent with Automated Coding, Dictation, and Chart Review
• Neutral Sentiment: One analysis characterizes Oracle as inexpensive but argues that the key business inflection may not arrive until 2027. That outlook supports the long-term thesis but implies limited near-term catalysts while the company converts its backlog into revenue and profits. Oracle: Cheap, But Too Early - The Real Inflection Comes In 2027
• Negative Sentiment: Investors remain concerned that Oracle’s AI infrastructure expansion will require heavy borrowing. A broader surge in investment-grade debt used to fund AI projects raises questions about leverage, capital returns and the risk of an AI spending pullback. Oracle’s high debt burden and exposure to large customers, including OpenAI, add to those concerns. Oracle stock has become a bargain, but a risky pattern has emerged
• Negative Sentiment: Billionaire investor Steve Cohen reportedly chose Broadcom over Oracle as his preferred AI stock, a comparison that may reinforce concerns that ORCL’s upside depends on longer-dated execution rather than immediate AI monetization. Broadcom or Oracle: Billionaire Steve Cohen Loads Up on One Top AI Stock

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company's 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 sale, the insider directly owned 400,000 shares in the company, valued at $63,664,000. This represents 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 company insiders.

Analysts Set New Price Targets

A number of analysts have issued reports on ORCL shares. BMO Capital Markets lifted their target price 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. Royal Bank Of Canada restated a "sector perform" rating and set a $190.00 price target on shares of Oracle in a research note on Thursday, June 11th. Sanford C. Bernstein raised their price target on shares of Oracle from $319.00 to $325.00 and gave the company an "outperform" rating in a report on Thursday, June 11th. Scotiabank reaffirmed an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Finally, UBS Group decreased their price objective on shares of Oracle from $285.00 to $245.00 and set a "buy" rating for the company in a report on Thursday, August 6th. 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 issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $263.97.

Oracle Trading Down 1.2%

Shares of ORCL stock opened at $142.05 on Friday. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72. The company has a market cap of $409.17 billion, a PE ratio of 24.37, a price-to-earnings-growth ratio of 0.90 and a beta of 1.72. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The business's 50 day moving average is $145.36 and its two-hundred day moving average is $160.71.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping 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 during the quarter, compared to analysts' expectations of $19.10 billion. During the same period in the previous year, the company earned $1.70 earnings per share. Oracle'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. Equities analysts predict that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

The company also recently declared 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. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Friday, July 10th. Oracle's dividend payout ratio is 34.31%.

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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