Outlook Wealth Advisors LLC Acquires 4,577 Shares of Oracle Corporation $ORCL

Key Points

• Outlook Wealth Advisors LLC increased its Oracle stake by 424.6% in the first quarter, adding 4,577 shares to bring its total holdings to 5,655 shares worth about $832,000.
• Oracle reported better-than-expected quarterly results, with EPS of $2.11 versus the $1.96 estimate and revenue of $19.18 billion, up 20.6% year over year. The company also issued guidance for Q1 2027 and FY 2027.
• Wall Street sentiment remains mostly positive, with a consensus rating of “Moderate Buy” and a price target of $268.27, even as the stock traded down 4.8% to $175.39 and investors weighed higher capital spending concerns.

Outlook Wealth Advisors LLC boosted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 424.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,655 shares of the enterprise software provider's stock after buying an additional 4,577 shares during the period. Outlook Wealth Advisors LLC's holdings in Oracle were worth $832,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ORCL. Vanguard Group Inc. boosted its position in shares of Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after purchasing an additional 5,841,584 shares during the last quarter. State Street Corp increased its holdings in Oracle by 4.4% in 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 purchasing an additional 3,216,915 shares during the last quarter. Geode Capital Management LLC increased its holdings in Oracle by 1.8% in the fourth 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 lifted its stake in Oracle by 29.3% in the fourth 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 buying an additional 6,826,299 shares during the period. Finally, Morgan Stanley lifted its stake in Oracle by 1.9% in the fourth quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider's stock valued at $5,286,953,000 after buying an additional 495,146 shares during the period. 42.44% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

ORCL has been the subject of several analyst reports. Stephens restated an "equal weight" rating and set a $164.00 target price on shares of Oracle in a research report on Thursday, June 11th. Oppenheimer increased their price target on shares of Oracle from $235.00 to $275.00 and gave the company an "outperform" rating in a research report on Monday, June 8th. Weiss Ratings raised shares of Oracle from a "hold (c)" rating to a "hold (c+)" rating in a research note on Friday, May 29th. BMO Capital Markets boosted their price objective on shares of Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a report on Thursday, June 11th. Finally, Guggenheim reaffirmed a "buy" rating and issued a $400.00 target price on shares of Oracle in a research note on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Oracle presently has a consensus rating of "Moderate Buy" and a consensus price target of $268.27.

Oracle Stock Down 4.8%

Shares of Oracle stock opened at $175.39 on Tuesday. The company has a market capitalization of $504.42 billion, a P/E ratio of 30.08, a price-to-earnings-growth ratio of 1.16 and a beta of 1.65. The company has a debt-to-equity ratio of 2.84, a current ratio of 1.12 and a quick ratio of 1.35. The business has a 50-day moving average of $189.59 and a two-hundred day moving average of $177.04. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a return on equity of 56.43% and a net margin of 25.37%.The business had revenue of $19.18 billion for the quarter, compared to analysts' expectations of $19.10 billion. During the same quarter in the previous year, the business posted $1.70 EPS. 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. As a group, equities analysts predict that Oracle Corporation will post 6.45 EPS for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Oracle's payout ratio is presently 34.31%.

Insiders Place Their Bets

In other news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. This represents 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 the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud and AI demand story remains strong, with reports highlighting a record backlog/remaining performance obligations that now rival or exceed major tech peers, which supports the long-term revenue outlook. Oracle Has the Biggest Backlog in the AI Industry. Here’s Why the Stock Is Still Down 49%.
• Positive Sentiment: Mizuho reiterated an Outperform rating and a $320 price target, pointing to Oracle’s record fiscal Q4 revenue and ongoing momentum in data center and cloud growth. Mizuho Maintains Outperform Rating on Oracle Corporation (ORCL)
• Positive Sentiment: Baystate Health expanded its strategic collaboration with Oracle Health, expanding the reach of Oracle’s healthcare software and reinforcing commercial adoption of its AI-powered EHR and connected-care tools. Baystate Health and Oracle Health Expand Strategic Collaboration to Create a Connected and Patient-Centered Care Experience
• Neutral Sentiment: Analysts and commentators are discussing Oracle as a potential long-term winner in AI infrastructure, with some bullish forecasts citing the company’s scale and backlog, but these pieces are largely speculative rather than new catalysts. Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen
• Neutral Sentiment: Oracle’s workforce reportedly shrank by about 13% in fiscal 2026 as the company continued restructuring and adopting AI across operations, which may improve efficiency but also signals ongoing change. Oracle workforce shrinks by about 13%
• Negative Sentiment: Investors are focused on rising capital expenditures and a planned equity raise, which raised concerns about dilution and weaker free cash flow in the near term. Oracle Stock Tumbles on Higher Capex and Equity Raise - Shorting ORCL Puts Works
• Negative Sentiment: Despite the strong Baystate Health partnership and AI backlog, the stock is still being hit by worries that Oracle’s heavy AI buildout will keep spending elevated before revenue fully catches up. Digging into the Bottlenecks of the AI Build-Out

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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