Western Wealth Management LLC Acquires 4,190 Shares of Oracle Corporation $ORCL

Key Points

• Western Wealth Management increased its Oracle stake by 28% in the second quarter, acquiring 4,190 additional shares and bringing its holdings to 19,141 shares valued at approximately $2.8 million.
• Oracle’s AI and cloud outlook is supported by a reported $638 billion contracted backlog and new partnerships, but investors remain concerned about heavy infrastructure spending, cash flow pressure and execution risks.
• Analysts maintain a generally bullish view, with a consensus “Moderate Buy” rating and average price target of $263.97. Oracle’s latest quarterly results also exceeded expectations, with revenue up 20.6% year over year and EPS of $2.11 versus the $1.96 consensus estimate.

Western Wealth Management LLC lifted its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 28.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,141 shares of the enterprise software provider's stock after acquiring an additional 4,190 shares during the period. Western Wealth Management LLC's holdings in Oracle were worth $2,805,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ORCL. HFM Investment Advisors LLC lifted its holdings 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 worth $25,000 after buying an additional 96 shares in the last quarter. Basepoint Wealth LLC purchased a new position in Oracle during the fourth quarter valued at approximately $26,000. FSA Wealth Management LLC bought a new stake in Oracle during the 3rd quarter worth approximately $28,000. Osbon Capital Management LLC purchased a new stake in Oracle in the 4th quarter worth approximately $28,000. Finally, Joseph Group Capital Management bought a new position in Oracle in the 4th quarter valued at $29,000. 42.44% of the stock is currently owned by institutional investors.

Key Stories Impacting Oracle

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

Analysts Set New Price Targets

ORCL has been the subject of several recent analyst reports. Guggenheim restated a "buy" rating on shares of Oracle in a research report on Thursday, July 23rd. 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. BTIG Research reissued a "buy" rating and issued a $400.00 price target on shares of Oracle in a research note on Friday, June 5th. Evercore restated an "outperform" rating and set a $245.00 price objective on shares of Oracle in a research report on Monday, June 8th. Finally, Sanford C. Bernstein upped their target price 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. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $263.97.

Oracle Stock Up 1.7%

ORCL opened at $144.92 on Wednesday. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. The business's 50-day moving average price is $142.75 and its 200-day moving average price is $160.52. The company has a market cap of $417.45 billion, a P/E 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 posted 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. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same period last year, the company earned $1.70 EPS. Oracle's revenue for the quarter 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 analysts expect that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Friday, July 10th. Oracle's dividend payout ratio is currently 34.31%.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction 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 completion of the sale, the insider owned 400,000 shares of the company's stock, valued at $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

Oracle Company 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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