Walser Wealth Management Company A Ltd Liability Co Buys Shares of 5,213 Oracle Corporation $ORCL

Key Points

• Walser Wealth Management opened a new position in Oracle, buying 5,213 shares valued at about $1.016 million in the fourth quarter.
• Institutional interest in Oracle remains active, with several large investors increasing or adding to holdings; hedge funds and institutions now own 42.44% of the company.
• Oracle’s latest earnings beat expectations, and analysts remain broadly positive, with a Moderate Buy consensus and an average price target of $268.27.

Walser Wealth Management Company A Ltd Liability Co bought a new position in Oracle Corporation (NYSE:ORCL - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,213 shares of the enterprise software provider's stock, valued at approximately $1,016,000.

Several other large investors also recently made changes to their positions in ORCL. Xponance Inc. lifted its holdings in Oracle by 1.8% in the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider's stock valued at $114,336,000 after acquiring an additional 7,320 shares during the last quarter. DDD Partners LLC bought a new position in shares of Oracle during the 4th quarter valued at about $1,677,000. William Blair Investment Management LLC grew its stake in shares of Oracle by 28.6% in the 3rd quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider's stock worth $311,497,000 after purchasing an additional 246,243 shares during the last quarter. New Mexico Educational Retirement Board grew its stake in shares of Oracle by 4.2% in the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider's stock worth $14,928,000 after purchasing an additional 3,100 shares during the last quarter. Finally, KADENSA CAPITAL Ltd raised its holdings in shares of Oracle by 1,945.8% in the 3rd quarter. KADENSA CAPITAL Ltd now owns 92,736 shares of the enterprise software provider's stock worth $26,081,000 after purchasing an additional 88,203 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Wall Street Analysts Forecast Growth

ORCL has been the subject of several recent research reports. Mizuho set a $320.00 target price on shares of Oracle in a research note on Wednesday, June 3rd. Sanford C. Bernstein lifted their price target on shares of Oracle from $319.00 to $325.00 and gave the stock an "outperform" rating in a research report on Thursday, June 11th. BMO Capital Markets upped their price target on Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a report on Thursday, June 11th. Citigroup reiterated a "market outperform" rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Wolfe Research reissued an "outperform" rating and set a $225.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Oracle presently has a consensus rating of "Moderate Buy" and an average target price of $268.27.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the sale, the executive vice president directly owned 3,429 shares of the company's stock, valued at $604,155.51. The trade was a 81.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through 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 Stock Performance

Shares of ORCL opened at $184.66 on Friday. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company has a 50-day moving average of $188.02 and a two-hundred day moving average of $177.34. The stock has a market cap of $531.10 billion, a price-to-earnings ratio of 31.67, a PEG ratio of 1.15 and a beta of 1.65. The company has a debt-to-equity ratio of 2.84, a current ratio of 1.12 and a quick ratio of 1.35.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The business had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same period last year, the firm 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. On average, equities research analysts expect that Oracle Corporation will post 6.45 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.1%. The ex-dividend date is Friday, July 10th. Oracle's payout ratio is presently 34.31%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle continues to land cloud and AI-related business, including new use cases from Lightpath, Uplynk, and One NZ, suggesting demand for its infrastructure and applications remains healthy. Lightpath Monetizes Digital Services and Powers AI-Driven Innovation with Oracle
• Positive Sentiment: Some analysts and market commentators remain constructive on ORCL after Q4 results, with price-target boosts and articles arguing the selloff may have created an opportunity. Analysts Boosts Oracle (ORCL) Price Target Following Q4 Results
• Neutral Sentiment: Several pieces compare Oracle with other large-cap tech names, reinforcing that investors are still debating whether Oracle’s AI/cloud strategy offers better upside than peers like Salesforce or IBM. Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?
• Negative Sentiment: Investor concern is centered on Oracle’s massive AI capital spending plans, which have fueled fears that near-term cash flow could be pressured even as cloud growth remains strong. ETFs to Bet on as Oracle Slides 10% on Massive AI Spending Plans
• Negative Sentiment: Oracle also pushed back on a report about failed Microsoft cloud-deal talks, calling the details inaccurate, which keeps focus on execution risk and competitive pressure in the cloud market. Oracle says details in report of failed Microsoft cloud deal talks 'inaccurate'

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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