Wedbush Fund Advisers LLC Buys Shares of 225,490 Oracle Corporation $ORCL

Key Points

• Wedbush Fund Advisers purchased 225,490 Oracle shares worth approximately $33 million, making Oracle its 17th-largest holding and about 2.9% of its portfolio. Institutional investors collectively own 42.44% of Oracle.
• Oracle exceeded quarterly expectations with adjusted EPS of $2.11 versus the $1.96 consensus and revenue of $19.18 billion, up 20.6% year over year. The company also pays a $0.50 quarterly dividend, yielding about 1.4% annually.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $263.97, though targets varied and Wedbush recently cut its target to $240. Key risks include heavy infrastructure spending and the challenge of converting its large AI and cloud backlog into near-term revenue and cash flow.

Wedbush Fund Advisers LLC bought a new stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 225,490 shares of the enterprise software provider's stock, valued at approximately $33,046,000. Oracle accounts for about 2.9% of Wedbush Fund Advisers LLC's portfolio, making the stock its 17th largest holding.

A number of other hedge funds also recently modified their holdings of the stock. HFM Investment Advisors LLC raised its stake in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after buying an additional 96 shares during the period. Basepoint Wealth LLC bought a new stake in Oracle in the 4th quarter valued at about $26,000. FSA Wealth Management LLC bought a new stake in Oracle in the 3rd quarter valued at about $28,000. Osbon Capital Management LLC purchased a new stake in Oracle during the fourth quarter valued at about $28,000. Finally, Joseph Group Capital Management purchased a new stake in Oracle during the fourth quarter valued at about $29,000. Institutional investors own 42.44% of the company's stock.

Oracle Stock Up 1.7%

ORCL opened at $144.92 on Wednesday. The business's fifty day simple moving average is $142.75 and its 200 day simple moving average is $160.52. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock has a market cap of $417.45 billion, a PE ratio of 24.86, a P/E/G ratio of 0.89 and a beta of 1.72.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.96 by $0.15. The firm 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 company's revenue was up 20.6% compared to the same quarter last year. During the same quarter in the previous year, the company 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. As a group, research analysts expect that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently announced 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 1.4%. Oracle's dividend payout ratio is currently 34.31%.

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction that occurred on 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 directly owned 400,000 shares in the company, valued at $63,664,000. This trade represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, 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 corporate insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s reported $638 billion contracted backlog is strengthening the long-term growth story. The backlog suggests substantial future demand for AI and cloud services, although the revenue will be recognized over time. Oracle Jumps as $638 Billion Backlog Outruns Cash Burn
• Positive Sentiment: New and expanded AI partnerships are reinforcing Oracle’s cloud strategy and positioning its infrastructure to benefit from surging demand for AI workloads. Oracle AI Partnerships Strengthen Cloud Focus
• Positive Sentiment: Some investors view Oracle’s depressed valuation and cloud expansion potential as an attractive risk-reward opportunity, arguing that the market may be underpricing the value embedded in its filings and future growth. Asymmetry Is the Reason I Will Not Stop Buying Oracle
• Neutral Sentiment: Tuesday’s move also reflected a wider technology-sector rebound, while technical analysts noted that ORCL was testing resistance near a key moving-average level. A sustained breakout could improve sentiment, but failure may keep the stock range-bound. MSFT, ORCL and INTC Forecast
• Negative Sentiment: The principal concern is execution and cash flow: Oracle must make substantial infrastructure investments before converting its AI backlog into recognized revenue. High spending, project delays and near-term profit pressure could limit the stock’s upside. Oracle Stock Is Now an AI Infrastructure Play
• Negative Sentiment: Investors are looking ahead to September 10 as an important test of the bullish case, suggesting expectations are elevated and the stock could remain sensitive to upcoming business updates. Oracle: September 10 Will Make or Break the Bull Case

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Stephens reiterated an "equal weight" rating and issued a $164.00 target price on shares of Oracle in a research note on Thursday, June 11th. Oppenheimer increased their price objective on Oracle from $235.00 to $275.00 and gave the stock an "outperform" rating in a report on Monday, June 8th. Citigroup restated a "market outperform" rating on shares of Oracle in a research note on Thursday, June 11th. Barclays lifted their target price on Oracle from $240.00 to $250.00 and gave the company an "overweight" rating in a report on Thursday, June 11th. Finally, Wedbush lowered their price target on shares of Oracle from $275.00 to $240.00 and set an "outperform" rating on the stock in a 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 given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, Oracle presently has a consensus rating of "Moderate Buy" and a consensus 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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