Trust Point Inc. Boosts Stock Holdings in Oracle Corporation $ORCL

Key Points

• Trust Point Inc. increased its Oracle stake by 50.2% in the second quarter, bringing its holdings to 15,925 shares valued at approximately $2.33 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle exceeded quarterly expectations with $2.11 in EPS and $19.18 billion in revenue, while revenue rose 20.6% year over year. The company also paid a quarterly dividend of $0.50 per share, equivalent to a 1.4% annual yield.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $263.97, but concerns remain over Oracle’s borrowing to fund AI infrastructure, credit-rating pressure and execution risks.

Trust Point Inc. lifted its position in Oracle Corporation (NYSE:ORCL - Free Report) by 50.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,925 shares of the enterprise software provider's stock after purchasing an additional 5,319 shares during the period. Trust Point Inc.'s holdings in Oracle were worth $2,334,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Oracle in the fourth quarter worth about $4,336,031,000. Capital Research Global Investors increased its stake in shares of Oracle by 29.3% in the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock valued at $5,874,070,000 after purchasing an additional 6,826,299 shares in the last quarter. Vanguard Group Inc. raised its holdings in Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after purchasing an additional 5,841,584 shares during the period. Cardano Risk Management B.V. boosted 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 worth $972,798,000 after purchasing an additional 4,482,934 shares in the last quarter. Finally, FIL Ltd grew its holdings in Oracle by 1,605.7% in the fourth quarter. FIL Ltd now owns 3,976,441 shares of the enterprise software provider's stock valued at $775,048,000 after purchasing an additional 3,743,314 shares during the period. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $146.93 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 firm has a market capitalization of $423.23 billion, a PE ratio of 25.20, a P/E/G ratio of 0.90 and a beta of 1.72. The business's 50 day moving average price is $158.22 and its 200-day moving average price is $162.61.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $19.18 billion during 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 firm's revenue was up 20.6% compared to the same quarter last year. During the same period in the prior year, the company earned $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. As a group, equities research analysts expect that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm 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 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Friday, July 10th. Oracle's dividend payout ratio is 34.31%.

Oracle News Summary

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

Insider Buying and Selling at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm's stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total value of $63,664,000.00. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on ORCL. Mizuho set a $320.00 target price on Oracle in a research note on Wednesday, June 3rd. Barclays lifted their price target on shares of Oracle from $240.00 to $250.00 and gave the company an "overweight" rating in a research note on Thursday, June 11th. Wedbush reduced their price objective on shares of Oracle from $275.00 to $240.00 and set an "outperform" rating for the company in a research report on Thursday, June 11th. Arete Research set a $255.00 price objective on shares of Oracle and gave the company a "buy" rating in a report on Thursday, May 7th. Finally, Piper Sandler lifted their target price 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. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $263.97.

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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