SWS Partners Takes Position in Oracle Corporation $ORCL

Key Points

• SWS Partners acquired 15,793 Oracle shares during the second quarter, valued at approximately $2.3 million. Institutional investors collectively own 42.44% of the company.
• Oracle’s latest quarterly results beat expectations, with revenue up 20.6% year over year to $19.18 billion and EPS of $2.11. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $263.97.
• Oracle’s cloud and AI expansion—including broader collaboration with AWS—supports its growth outlook, but rising debt, infrastructure spending, potential layoffs and concerns about future AI capacity are weighing on investor sentiment.

SWS Partners acquired a new stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the second quarter, according to its most recent filing with the SEC. The fund acquired 15,793 shares of the enterprise software provider's stock, valued at approximately $2,315,000.

Other institutional investors have also added to or reduced their stakes in the company. New Mexico Educational Retirement Board grew its stake in Oracle by 4.2% during the fourth quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider's stock valued at $14,928,000 after acquiring an additional 3,100 shares in the last quarter. Planning Center Inc. lifted its stake in Oracle by 142.2% in the 4th quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider's stock worth $1,243,000 after purchasing an additional 3,743 shares in the last quarter. Valeo Financial Advisors LLC lifted its stake in Oracle by 4.6% in the 2nd quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider's stock worth $11,825,000 after purchasing an additional 3,584 shares in the last quarter. Axxcess Wealth Management LLC boosted its holdings in Oracle by 870.0% in the 4th quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider's stock valued at $128,012,000 after purchasing an additional 602,230 shares during the period. Finally, Stevens Capital Management LP boosted its holdings in Oracle by 348.1% in the 4th quarter. Stevens Capital Management LP now owns 48,587 shares of the enterprise software provider's stock valued at $9,470,000 after purchasing an additional 37,744 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle and Amazon Web Services expanded their long-term collaboration, with Oracle AI Database@AWS now available in 22 AWS regions. The offering includes Exadata-class performance and pay-per-use pricing, potentially accelerating enterprise cloud migrations and AI-related revenue. Oracle and AWS Deepen Strategic Collaboration
• Positive Sentiment: A multiyear partnership with Quantinuum will bring quantum-computing capabilities to Oracle Cloud Infrastructure. Although an early-stage opportunity, the deal broadens Oracle’s AI and cloud growth narrative and helped support investor interest. Quantinuum’s Cloud Deal With Oracle
• Neutral Sentiment: Oracle’s latest quarterly results exceeded expectations, with revenue rising 20.6% year over year and earnings surpassing consensus estimates. However, investors remain focused on whether growth can offset the capital requirements of Oracle’s AI infrastructure buildout.
• Neutral Sentiment: Technical coverage has identified the 50-day moving average as an important support or resistance level. This may encourage short-term trading activity but does not materially change the company’s fundamental outlook. Oracle Crossed Above the 50-Day Moving Average
• Negative Sentiment: Reports that Oracle is considering additional layoffs have heightened concerns about cash flow and operating pressure as the company funds aggressive AI data-center expansion. The spending is also increasing leverage and debt-servicing risk. Oracle Weighs Another Round of Job Cuts
• Negative Sentiment: Credit-downgrade concerns, higher bond-insurance costs and Oracle’s substantial debt burden are fueling fears that AI investment could strain its balance sheet. These concerns are the primary reason behind the recent sell-off. Oracle Junk Bond Fears and Debt Surge
• Negative Sentiment: Investor Michael Burry reportedly increased his short position in Oracle, arguing that excess AI-computing capacity could emerge by 2028. The high-profile bearish call adds pressure to a stock already facing skepticism about AI valuations and spending returns. Michael Burry Doubles Down on Oracle Shorts

Analysts Set New Price Targets

A number of research analysts have recently commented on ORCL shares. Piper Sandler boosted their price target on shares of Oracle from $210.00 to $225.00 and gave the company an "overweight" rating in a research report on Thursday, June 11th. CLSA initiated coverage on Oracle in a research note on Monday, July 20th. They set a "hold" rating and a $145.00 price objective for the company. Citigroup reissued a "market outperform" rating on shares of Oracle in a research note on Thursday, June 11th. KeyCorp restated an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Mizuho set a $320.00 price target on Oracle in a report on Wednesday, June 3rd. 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 given a Sell rating to the company's stock. Based on data from MarketBeat.com, Oracle currently has an average rating of "Moderate Buy" and a consensus target price of $263.97.

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction dated 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 owned 400,000 shares of the company's stock, valued at $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Oracle Price Performance

Shares of NYSE:ORCL opened at $150.32 on Friday. The company's fifty day moving average price is $149.89 and its 200-day moving average price is $161.60. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The firm has a market capitalization of $432.99 billion, a price-to-earnings ratio of 25.78, a PEG ratio of 0.98 and a beta of 1.72. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 the consensus estimate of $19.10 billion. During the same period in the previous year, the firm posted $1.70 EPS. The firm's 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. On average, equities research analysts anticipate that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, July 24th. Shareholders 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 dividend on an annualized basis and a yield of 1.3%. Oracle's dividend payout ratio (DPR) is presently 34.31%.

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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