Shah Wealth Advisors LLC Makes New Investment in Oracle Corporation $ORCL

Key Points

• Shah Wealth Advisors initiated a position in Oracle during the second quarter, purchasing 4,634 shares valued at approximately $679,000. Institutional investors collectively own about 42.44% of Oracle’s outstanding stock.
• Oracle reported quarterly revenue of $19.18 billion and EPS of $2.11, beating analyst expectations, while revenue increased 20.6% year over year. The company also maintains a $0.50 quarterly dividend, equivalent to a 1.3% annual yield.
• Oracle’s AI-cloud growth outlook remains a key investor focus, supported by a reported $638 billion backlog and expanded data-center partnerships, but heavy infrastructure spending, negative free cash flow and elevated leverage pose significant risks.

Shah Wealth Advisors LLC acquired a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 4,634 shares of the enterprise software provider's stock, valued at approximately $679,000.

Several other large investors have also recently added to or reduced their stakes in the business. State Street Corp boosted its position in shares of Oracle by 4.4% in the fourth quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider's stock worth $14,916,026,000 after acquiring an additional 3,216,915 shares during the last quarter. Geode Capital Management LLC increased its position in Oracle by 1.8% during the fourth quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider's stock worth $7,328,754,000 after purchasing an additional 665,374 shares during the last quarter. Capital Research Global Investors raised its stake in Oracle by 29.3% during the fourth quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock worth $5,874,070,000 after purchasing an additional 6,826,299 shares during the period. Morgan Stanley boosted its holdings in shares of Oracle by 1.9% in the 4th quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider's stock valued at $5,286,953,000 after purchasing an additional 495,146 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Oracle in the 4th quarter valued at $4,336,031,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s expanded, multi-year partnership with Hewlett Packard Enterprise NYSE: HPE calls for HPE Juniper networking equipment, routing, switching and support across Oracle’s global AI data centers. The agreement reinforces expectations for gigawatt-scale infrastructure expansion and potentially makes Oracle’s massive cloud backlog more achievable. HPE and Oracle Deepen Networking Collaboration
• Positive Sentiment: Investors are focused on Oracle’s reported $638 billion backlog and management’s target for roughly 58%–64% cloud growth. Converting more of that backlog into revenue would support the bullish view that AI contracts can accelerate Oracle’s cloud business. Oracle Jumps Before Its $638 Billion Backlog Faces Reality
• Positive Sentiment: Several analysts remain constructive despite recent target reductions. Jefferies maintained a Buy rating with a $290 target, while RBC reaffirmed Sector Perform with a $190 target, leaving substantial potential upside based on the cited share price. Oracle Stock Could Be Software’s Next Big Winner
• Neutral Sentiment: Options markets imply Oracle could move about 11% or more after earnings, highlighting unusually high event risk. Investors want evidence that heavy AI infrastructure spending is producing durable revenue growth and improving cash generation. Oracle Stock Could Swing 11% on Q1 Earnings
• Negative Sentiment: Oracle’s investment program is weighing on financial quality: fiscal 2026 free cash flow was reported at negative $23.7 billion, leverage is elevated, and the company may require substantial additional financing. S&P’s BBB- rating and the prospect of higher interest rates increase sensitivity to borrowing costs.
• Negative Sentiment: Analysts have trimmed some fair-value estimates, reflecting concerns about capital expenditures, debt, earnings quality and whether Oracle’s backlog can be converted profitably. The September 10 report and forward spending guidance are therefore critical tests of the AI-cloud strategy. Oracle Stock Gets Fair Value Trim

Oracle Price Performance

Shares of NYSE ORCL opened at $158.65 on Friday. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $345.72. The company has a market capitalization of $456.99 billion, a price-to-earnings ratio of 27.21, a PEG ratio of 1.15 and a beta of 1.74. The business has a 50-day moving average of $139.73 and a 200-day moving average of $160.31.

Oracle (NYSE:ORCL - Get Free Report) last announced 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. The business had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company's revenue was up 20.6% on a year-over-year basis. During the same period last year, the business 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. On average, equities analysts anticipate that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, July 10th. Oracle's payout ratio is presently 34.31%.

Wall Street Analyst Weigh In

A number of research firms have recently commented on ORCL. Morgan Stanley upped their price objective on Oracle from $207.00 to $210.00 and gave the stock an "equal weight" rating in a report on Friday. Sanford C. Bernstein restated an "outperform" rating on shares of Oracle in a research note on Wednesday. Scotiabank restated an "overweight" rating on shares of Oracle in a report on Thursday, June 11th. Weiss Ratings lowered Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research note on Monday, July 20th. Finally, Jefferies Financial Group decreased their target price on Oracle from $320.00 to $290.00 and set a "buy" rating for the company in a report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Oracle currently has an average rating of "Moderate Buy" and a consensus price target of $261.68.

Insider Buying and Selling at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm's stock in a transaction 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 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 Securities & Exchange Commission, which is accessible 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.

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