StoneCrest Wealth Management Inc. Purchases 6,737 Shares of Oracle Corporation $ORCL

Key Points

• StoneCrest Wealth Management increased its Oracle position by 37.5% in the second quarter, purchasing 6,737 additional shares for a total holding of 24,697 shares valued at approximately $3.62 million.
• Oracle reported quarterly revenue of $19.18 billion, up 20.6% year over year, and adjusted EPS of $2.11, beating analyst expectations. Institutional investors own 42.44% of the company, while Oracle recently paid a quarterly dividend of $0.50 per share.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $263.97, but concerns remain over Oracle’s heavy borrowing to fund AI infrastructure expansion and potential pressure on returns and credit metrics.

StoneCrest Wealth Management Inc. grew its position in Oracle Corporation (NYSE:ORCL - Free Report) by 37.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 24,697 shares of the enterprise software provider's stock after buying an additional 6,737 shares during the period. StoneCrest Wealth Management Inc.'s holdings in Oracle were worth $3,619,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. HFM Investment Advisors LLC raised its holdings in Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after acquiring an additional 96 shares during the last quarter. Basepoint Wealth LLC purchased a new stake in Oracle during the 4th quarter valued at $26,000. FSA Wealth Management LLC bought a new stake in shares of Oracle in the 3rd quarter worth $28,000. Osbon Capital Management LLC bought a new stake in shares of Oracle in the 4th quarter worth $28,000. Finally, Joseph Group Capital Management purchased a new position in shares of Oracle in the fourth quarter worth $29,000. Hedge funds and other institutional investors own 42.44% of the company's stock.

Trending Headlines about Oracle

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

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on ORCL. Arete Research set a $255.00 price target on Oracle and gave the company a "buy" rating in a report on Thursday, May 7th. Cantor Fitzgerald reissued an "overweight" rating and issued a $284.00 target price on shares of Oracle in a research report on Thursday, June 11th. BTIG Research restated a "buy" rating and set a $400.00 target price on shares of Oracle in a research note on Friday, June 5th. Morgan Stanley reaffirmed a "mixed" rating on shares of Oracle in a report on Thursday, June 11th. Finally, Weiss Ratings lowered shares of Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research note on Monday, July 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $263.97.

Oracle Price Performance

Shares of NYSE:ORCL opened at $146.93 on Monday. The firm's 50 day moving average price is $158.22 and its 200-day moving average price is $162.41. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $345.72. 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 stock has a market capitalization of $423.23 billion, a PE ratio of 25.20, a price-to-earnings-growth ratio of 0.92 and a beta of 1.72.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same period in the previous year, the business posted $1.70 earnings per share. The firm's quarterly revenue was up 20.6% compared to the same quarter last year. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Equities research analysts expect that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, July 10th. Oracle's dividend payout ratio is 34.31%.

Insider Buying and Selling

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction 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 transaction, the insider directly owned 400,000 shares in the company, valued at approximately $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate 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.

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