Proficio Capital Partners LLC Takes Position in Oracle Corporation $ORCL

Key Points

• Proficio Capital Partners purchased a new Oracle stake of 7,228 shares valued at approximately $1.06 million during the second quarter. Institutional investors collectively own 42.44% of Oracle.
• Analyst sentiment remains broadly positive, with a “Moderate Buy” consensus and average price target of $263.97, although ratings range from Strong Buy to Sell.
• Oracle’s latest quarter surpassed expectations, with adjusted EPS of $2.11 and revenue of $19.18 billion, up 20.6% year over year. Its AI-related backlog and cloud growth support the long-term outlook, but heavy data-center spending could pressure near-term cash flow and profits.

Proficio Capital Partners LLC purchased a new stake in Oracle Corporation (NYSE:ORCL - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 7,228 shares of the enterprise software provider's stock, valued at approximately $1,059,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. State Street Corp boosted its holdings in Oracle by 4.4% in the 4th 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 period. Geode Capital Management LLC increased its holdings 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 buying an additional 665,374 shares during the period. Capital Research Global Investors raised 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 buying an additional 6,826,299 shares in the last quarter. Morgan Stanley lifted its holdings in shares of Oracle by 1.9% during 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 period. Finally, Norges Bank acquired a new stake in shares of Oracle during the 4th quarter worth approximately $4,336,031,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. Piper Sandler upped their target price on Oracle from $210.00 to $225.00 and gave the stock an "overweight" rating in a research note on Thursday, June 11th. Morgan Stanley reissued a "mixed" rating on shares of Oracle in a report on Thursday, June 11th. Weiss Ratings downgraded Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research report on Monday, July 20th. Sanford C. Bernstein raised their price objective on Oracle from $319.00 to $325.00 and gave the company an "outperform" rating in a research note on Thursday, June 11th. Finally, Stephens reiterated an "equal weight" rating and issued a $164.00 target price on shares of Oracle in a research report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, Oracle currently has an average rating of "Moderate Buy" and an average price target of $263.97.

Insider Buying and Selling

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business's stock in a transaction that occurred on 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. The trade was a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citigroup identifies a potential rebound. Citi initiated a 90-day positive catalyst watch, maintained its Buy rating and reiterated a $330 price target. The firm views Oracle’s roughly 50% decline as an unusually severe selloff and believes negative expectations are largely reflected in the stock, creating an opportunity ahead of upcoming results and the company’s late-October investor day. Oracle Stock Gained 3% on Wednesday, Technical Indicators Point to Further Upside
• Positive Sentiment: AI demand and backlog support the long-term bull case. Reports highlighted Oracle’s approximately $638 billion contracted backlog and its growing role in AI data-center infrastructure. Investors are weighing the potential for substantial future cloud revenue against the cost and timing of building the required capacity. Oracle Jumps as $638 Billion Backlog Outruns Cash Burn
• Positive Sentiment: Oracle expanded a major U.S. government healthcare agreement. Oracle Health secured a potential $17 billion expansion of its Department of Veterans Affairs electronic health-record contract, increasing its exposure to a large, long-term public-sector customer. Oracle Secures $17 Billion VA Contract Expansion
• Neutral Sentiment: Technical and industry factors are improving but remain uncertain. Technical indicators point to possible further upside, and Oracle’s Deutsche Bank technology conference presentation kept attention on its cloud and AI strategy. Still, broader software stocks remain highly volatile as momentum trading and uncertainty over AI economics amplify price swings. Momentum and Leveraged Trading Keep Software Stocks on a Roller Coaster
• Negative Sentiment: Heavy AI infrastructure spending remains the principal concern. Oracle must finance data-center construction before much of its contracted revenue is recognized, potentially pressuring near-term profits and free cash flow. Project delays and questions about the pace of AI monetization could limit the recovery if execution disappoints.

Oracle Trading Up 2.9%

Shares of ORCL stock opened at $148.90 on Thursday. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $345.72. The stock's fifty day simple moving average is $142.06 and its 200 day simple moving average is $160.60. 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 firm has a market capitalization of $428.90 billion, a P/E ratio of 25.54, a P/E/G ratio of 0.91 and a beta of 1.72.

Oracle (NYSE:ORCL - Get Free Report) last posted its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period last year, the company earned $1.70 earnings per share. The business's quarterly revenue 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, sell-side analysts predict that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were given a dividend of $0.50 per share. The ex-dividend date was Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle's dividend payout ratio (DPR) is currently 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.

Want to see what other hedge funds are holding ORCL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source