Strategic Wealth Partners Ltd. Grows Stock Holdings in Oracle Corporation $ORCL

Key Points

• Strategic Wealth Partners increased its Oracle stake by 18.8% in the second quarter, holding 135,920 shares valued at approximately $19.9 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle exceeded quarterly expectations with $2.11 in EPS and $19.18 billion in revenue, up 20.6% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $263.97.
• Oracle’s AI and cloud expansion—including its AWS partnership and healthcare initiatives—supports long-term growth, but its 3.21 debt-to-equity ratio leaves it exposed to financing risks and potentially slower near-term returns.

Strategic Wealth Partners Ltd. grew its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 18.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 135,920 shares of the enterprise software provider's stock after purchasing an additional 21,539 shares during the period. Oracle comprises about 1.2% of Strategic Wealth Partners Ltd.'s holdings, making the stock its 18th largest holding. Strategic Wealth Partners Ltd.'s holdings in Oracle were worth $19,919,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank purchased a new position in shares of Oracle during the 4th quarter valued at about $4,336,031,000. Bank of New York Mellon Corp bought a new stake in Oracle in the 2nd quarter worth approximately $1,911,930,000. Capital Research Global Investors boosted 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 worth $5,874,070,000 after buying an additional 6,826,299 shares in the last quarter. Vanguard Group Inc. boosted its stake in Oracle by 3.5% in the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after buying an additional 5,841,584 shares in the last quarter. Finally, Cardano Risk Management B.V. grew its position in Oracle by 882.3% during the fourth quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider's stock valued at $972,798,000 after acquiring an additional 4,482,934 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business's stock in a transaction dated 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 transaction, the insider owned 400,000 shares in the company, valued at $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI infrastructure expansion supports the growth story. Oracle’s collaboration with Amazon Web Services now offers Oracle Exadata Database Service on Exascale Infrastructure through Oracle AI Database@AWS across 22 AWS regions. The partnership could broaden Oracle’s cloud reach and help attract enterprise AI workloads. Oracle Corporation versus Amazon AI infrastructure article
• Positive Sentiment: Analysts remain constructive. Oracle has received an average “Moderate Buy” rating, while one report highlighted a consensus price target substantially above the current trading level. The valuation case depends on sustained cloud and AI execution. Oracle analyst rating article Oracle Wall Street target article
• Positive Sentiment: Healthcare AI provides another potential growth avenue. Oracle is making a fresh push into healthcare applications, reinforcing the view that AI could expand demand beyond its traditional database and enterprise software businesses. Oracle healthcare AI article
• Neutral Sentiment: The key debate is timing. One analysis characterizes Oracle as inexpensive relative to its long-term opportunity but argues that the most important improvement may not arrive until 2027. This supports the long-term thesis but suggests near-term upside may require patience. Oracle valuation and 2027 inflection article
• Negative Sentiment: AI financing risks are weighing on the broader theme. Michael Burry warned that circular financing, off-balance-sheet vehicles and captive insurers could be creating excessive leverage in AI data centers. Separately, Bank of America reported a sharp increase in investment-grade debt issued to fund AI projects. Oracle’s substantial infrastructure spending and high debt-to-equity ratio make the company potentially sensitive to higher funding costs or weaker AI demand. Michael Burry AI buildout warning AI bond market risks article

Oracle Price Performance

ORCL opened at $146.70 on Friday. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $345.72. The stock has a market capitalization of $422.56 billion, a PE ratio of 25.16, a price-to-earnings-growth ratio of 0.92 and a beta of 1.72. The stock's 50 day moving average price is $144.61 and its 200-day moving average price is $160.61.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping analysts' consensus estimates of $1.96 by $0.15. The company had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm's revenue was up 20.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.70 earnings per share. 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 research analysts predict that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

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

Analyst Ratings Changes

ORCL has been the topic of several research reports. Stephens reissued an "equal weight" rating and set a $164.00 price target on shares of Oracle in a research note on Thursday, June 11th. CLSA started coverage on shares of Oracle in a research note on Monday, July 20th. They issued a "hold" rating and a $145.00 price objective for the company. Guggenheim reaffirmed a "buy" rating on shares of Oracle in a report on Thursday, July 23rd. Wedbush decreased their target price on shares of Oracle from $275.00 to $240.00 and set an "outperform" rating on the stock in a research report on Thursday, June 11th. Finally, Bank of America boosted their price target on shares of Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a research note on Tuesday, June 9th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $263.97.

Oracle Company 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.

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