Sax Wealth Advisors LLC Has $1.76 Million Position in Oracle Corporation $ORCL

Key Points

• Sax Wealth Advisors more than doubled its Oracle stake by 113.2% in the second quarter, bringing its holdings to 11,936 shares valued at approximately $1.76 million. Institutional investors and hedge funds collectively own 42.44% of Oracle.
• Oracle exceeded quarterly expectations, reporting $2.11 in adjusted earnings per share and $19.18 billion in revenue, with sales up 20.6% year over year. The company also pays a quarterly dividend of $0.50 per share, representing a 1.4% yield.
• Analysts maintain a generally bullish view, with a MarketBeat consensus rating of “Moderate Buy” and an average price target of $263.97. However, concerns remain over debt-funded AI infrastructure spending, potential credit pressure and execution risks.

Sax Wealth Advisors LLC grew its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 113.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,936 shares of the enterprise software provider's stock after buying an additional 6,338 shares during the quarter. Sax Wealth Advisors LLC's holdings in Oracle were worth $1,756,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. HFM Investment Advisors LLC raised its stake in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after purchasing an additional 96 shares in the last quarter. Basepoint Wealth LLC bought a new position in shares of Oracle in the fourth quarter valued at $26,000. FSA Wealth Management LLC bought a new position in shares of Oracle in the third quarter valued at $28,000. Osbon Capital Management LLC acquired a new position in Oracle during the fourth quarter worth $28,000. Finally, Joseph Group Capital Management bought a new stake in Oracle during the fourth quarter worth $29,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Stock Performance

Shares of ORCL stock opened at $146.93 on Monday. The company has a market capitalization of $423.23 billion, a price-to-earnings ratio of 25.20, a PEG ratio of 0.92 and a beta of 1.72. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. The company has a 50-day simple moving average of $158.22 and a 200 day simple moving average of $162.41. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings results 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. The firm had revenue of $19.18 billion for the quarter, compared to analysts' expectations of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The business's revenue was up 20.6% on a year-over-year basis. During the same period in the prior year, the firm earned $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. On average, sell-side analysts predict that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a dividend of $0.50 per share. The ex-dividend date was Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle's dividend payout ratio (DPR) is 34.31%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on ORCL. Guggenheim reiterated a "buy" rating on shares of Oracle in a research note on Thursday, July 23rd. BMO Capital Markets boosted their price objective on shares of Oracle from $200.00 to $220.00 and gave the stock an "outperform" rating in a research note on Thursday, June 11th. Oppenheimer raised their target price on shares of Oracle from $235.00 to $275.00 and gave the company an "outperform" rating in a research note on Monday, June 8th. Scotiabank reiterated an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Finally, DA Davidson lifted their price target on Oracle from $200.00 to $225.00 and gave the stock a "buy" rating in a 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 assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $263.97.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud infrastructure and AI businesses continue to attract strong demand, supported by a record backlog and optimism that the company can sustain rapid growth. Recent earnings also showed revenue increasing 20.6% year over year, with earnings and sales exceeding analyst expectations. Oracle Surges: What's Driving the Sudden Rally
• Positive Sentiment: Some analysts remain bullish despite Oracle’s recent selloff. Wall Street’s long-term outlook reflects expectations that cloud ERP, database software and AI infrastructure could support substantial upside if Oracle converts its backlog into profitable revenue. Oracle: Cloud ERP And Oracle Database Software Driving Growth
• Neutral Sentiment: UBS lowered its Oracle price target to $245 from $285 but retained a Buy rating. The firm cited risks involving AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI, suggesting analysts see meaningful long-term potential but greater execution risk. Oracle price target lowered by UBS amid AI spending concerns
• Negative Sentiment: Investors remain concerned that Oracle is funding its AI data-center buildout with substantial borrowing. Warnings about weaker returns, credit-rating pressure and higher financing costs could weigh on future margins and shareholder returns. Borrowing to the Brink: How Oracle’s AI Expansion Put Its Credit Rating on Life Support
• Negative Sentiment: Investor Michael Burry reportedly reopened a bearish Oracle position, arguing that AI-related technology stocks and data-center spending may be overvalued. The reports are contradictory about whether he fully exited or re-entered the trade, but the publicity reinforces near-term skepticism surrounding ORCL. Michael Burry says he's shorting AI stars Oracle and Nebius

Insider Buying and Selling at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction that occurred on 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 completion of the sale, the insider directly owned 400,000 shares of the company's stock, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

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.

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