Transamerica Financial Advisors LLC Takes Position in Oracle Corporation $ORCL

Key Points

• Transamerica Financial Advisors acquired 3,691 Oracle shares worth approximately $541,000 in the second quarter, while institutional investors collectively own 42.44% of the company.
• Analysts remain broadly positive, with Oracle carrying a “Moderate Buy” consensus rating and an average price target of $263.97. Recent quarterly results exceeded expectations, with revenue rising 20.6% year over year to $19.18 billion.
• Oracle’s long-term outlook is supported by a roughly $638 billion contracted backlog, growing AI and cloud demand, and a potential $17 billion expansion of its Veterans Affairs healthcare contract; however, heavy infrastructure spending may pressure near-term cash flow and profits.

Transamerica Financial Advisors LLC acquired a new stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 3,691 shares of the enterprise software provider's stock, valued at approximately $541,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of ORCL. Mpwm Advisory Solutions LLC grew its position in shares of Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Sherman Asset Management Inc. boosted its stake in Oracle by 5.5% during the first quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider's stock valued at $155,000 after buying an additional 55 shares during the period. Southern Capital Advisors LLC boosted its stake in Oracle by 1.3% during the first quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider's stock valued at $654,000 after buying an additional 57 shares during the period. Global Financial Private Client LLC grew its position in Oracle by 0.8% during the first quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider's stock worth $1,153,000 after buying an additional 59 shares in the last quarter. Finally, Talisman Wealth Advisors LLC increased its stake in Oracle by 1.9% in the 2nd quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider's stock worth $675,000 after acquiring an additional 59 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on ORCL. TD Cowen lifted their price target on Oracle from $250.00 to $300.00 and gave the company a "buy" rating in a research report on Monday, June 8th. DA Davidson raised their target price on shares of Oracle from $200.00 to $225.00 and gave the company a "buy" rating in a research note on Thursday, June 11th. Scotiabank reiterated an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. KeyCorp reissued an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Finally, UBS Group reissued an "outperform" rating on shares of Oracle in a report on Friday, August 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $263.97.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company'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 completion of the sale, the insider directly owned 400,000 shares in the company, valued at $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing 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 owned by corporate insiders.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citigroup identifies a potential rebound. Citi initiated a 90-day positive catalyst watch, maintained its Buy rating and reiterated a $330 price target. The firm views Oracle’s roughly 50% decline as an unusually severe selloff and believes negative expectations are largely reflected in the stock, creating an opportunity ahead of upcoming results and the company’s late-October investor day. Oracle Stock Gained 3% on Wednesday, Technical Indicators Point to Further Upside
• Positive Sentiment: AI demand and backlog support the long-term bull case. Reports highlighted Oracle’s approximately $638 billion contracted backlog and its growing role in AI data-center infrastructure. Investors are weighing the potential for substantial future cloud revenue against the cost and timing of building the required capacity. Oracle Jumps as $638 Billion Backlog Outruns Cash Burn
• Positive Sentiment: Oracle expanded a major U.S. government healthcare agreement. Oracle Health secured a potential $17 billion expansion of its Department of Veterans Affairs electronic health-record contract, increasing its exposure to a large, long-term public-sector customer. Oracle Secures $17 Billion VA Contract Expansion
• Neutral Sentiment: Technical and industry factors are improving but remain uncertain. Technical indicators point to possible further upside, and Oracle’s Deutsche Bank technology conference presentation kept attention on its cloud and AI strategy. Still, broader software stocks remain highly volatile as momentum trading and uncertainty over AI economics amplify price swings. Momentum and Leveraged Trading Keep Software Stocks on a Roller Coaster
• Negative Sentiment: Heavy AI infrastructure spending remains the principal concern. Oracle must finance data-center construction before much of its contracted revenue is recognized, potentially pressuring near-term profits and free cash flow. Project delays and questions about the pace of AI monetization could limit the recovery if execution disappoints.

Oracle Stock Up 2.9%

Shares of NYSE ORCL opened at $148.90 on Thursday. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72. 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's 50 day simple moving average is $142.06 and its two-hundred day simple moving average is $160.60. The stock has a market capitalization of $428.90 billion, a P/E ratio of 25.54, a PEG ratio of 0.91 and a beta of 1.72.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share 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 firm 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 EPS. The business's quarterly revenue was up 20.6% on a year-over-year basis. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. As a group, analysts expect that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were paid a $0.50 dividend. The ex-dividend date of this dividend was Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle's payout ratio is currently 34.31%.

Oracle 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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