Osmosis Investment Management UK Ltd Sells 67,971 Shares of Oracle Corporation $ORCL

Key Points

• Osmosis Investment Management UK Ltd cut its Oracle stake by 52.4% in the second quarter, selling 67,971 shares and retaining 61,663 shares valued at approximately $9.0 million.
• Institutional ownership remains significant, with hedge funds and other institutions holding 42.44% of Oracle’s stock; Vice Chairman Jeffrey Henley also sold 400,000 shares worth $63.7 million under a Rule 10b5-1 plan.
• Oracle’s growth outlook is supported by cloud and AI expansion. The company reported 20.6% year-over-year quarterly revenue growth and exceeded EPS estimates, while analysts maintain a “Moderate Buy” consensus with an average price target of $263.97, though high leverage and AI infrastructure financing risks remain concerns.

Osmosis Investment Management UK Ltd trimmed its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 52.4% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 61,663 shares of the enterprise software provider's stock after selling 67,971 shares during the quarter. Osmosis Investment Management UK Ltd's holdings in Oracle were worth $9,037,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. boosted its holdings in Oracle by 3.5% in the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after acquiring an additional 5,841,584 shares in the last quarter. State Street Corp grew its holdings 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 valued at $14,916,026,000 after buying an additional 3,216,915 shares during the last quarter. Geode Capital Management LLC increased its position in shares of 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 acquiring an additional 665,374 shares during the period. Capital Research Global Investors increased its position in shares of Oracle by 29.3% in 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 acquiring an additional 6,826,299 shares during the period. Finally, Morgan Stanley raised its stake in Oracle by 1.9% in the 4th quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider's stock worth $5,286,953,000 after acquiring an additional 495,146 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle News Summary

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

Insider Buying and Selling at Oracle

In other 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 sale, the insider directly owned 400,000 shares of the company's stock, valued at $63,664,000. This represents a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available 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.

Analysts Set New Price Targets

A number of brokerages have commented on ORCL. Barclays lifted their price target on Oracle from $240.00 to $250.00 and gave the stock an "overweight" rating in a research report on Thursday, June 11th. Mizuho set a $320.00 price objective on Oracle in a research note on Wednesday, June 3rd. Morgan Stanley reaffirmed a "mixed" rating on shares of Oracle in a report on Thursday, June 11th. CLSA started coverage on Oracle in a research report on Monday, July 20th. They issued a "hold" rating and a $145.00 target price on the stock. Finally, KeyCorp reiterated an "overweight" rating on shares of Oracle in a report on Thursday, June 11th. Two 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 company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $263.97.

Oracle Stock Up 0.2%

Shares of ORCL stock opened at $146.70 on Monday. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $345.72. The stock has a market cap of $422.56 billion, a P/E ratio of 25.16, a P/E/G ratio of 0.92 and a beta of 1.72. The stock has a 50 day moving average of $144.61 and a 200 day moving average of $160.61. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS 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% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $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, sell-side analysts expect that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were issued a $0.50 dividend. 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 payout ratio is presently 34.31%.

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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