Western Wealth Management LLC Has $2.20 Million Stock Position in Oracle Corporation $ORCL

Key Points

• Western Wealth Management increased its Oracle stake by 57.3% in the first quarter, owning 14,951 shares valued at approximately $2.2 million. Institutional investors and hedge funds collectively own 42.44% of Oracle.
• Oracle exceeded quarterly expectations with adjusted EPS of $2.11 versus the $1.96 consensus estimate, while revenue rose 20.6% year over year to $19.18 billion.
• Analysts maintain a generally positive outlook, with Oracle receiving a “Moderate Buy” consensus rating and an average price target of $265.03. The company also pays a quarterly dividend of $0.50 per share, yielding about 1.5%.

Western Wealth Management LLC raised its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 57.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,951 shares of the enterprise software provider's stock after acquiring an additional 5,444 shares during the quarter. Western Wealth Management LLC's holdings in Oracle were worth $2,200,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. DDD Partners LLC bought a new position in Oracle during the 4th quarter worth approximately $1,677,000. New Mexico Educational Retirement Board boosted its position in shares of Oracle by 4.2% during the fourth 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 in the last quarter. Planning Center Inc. lifted its holdings in Oracle by 142.2% during the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider's stock worth $1,243,000 after acquiring an additional 3,743 shares in the last quarter. U.S. Capital Wealth Advisors LLC lifted its holdings in shares of Oracle by 15.4% during the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 42,616 shares of the enterprise software provider's stock valued at $8,306,000 after purchasing an additional 5,692 shares in the last quarter. Finally, Axxcess Wealth Management LLC increased its stake in Oracle by 870.0% during the 4th quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider's stock worth $128,012,000 after purchasing an additional 602,230 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Trading Up 1.9%

Oracle stock opened at $129.99 on Friday. The stock has a 50-day simple moving average of $163.86 and a 200 day simple moving average of $164.42. The stock has a market capitalization of $374.42 billion, a P/E ratio of 22.30, a PEG ratio of 0.82 and a beta of 1.72. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the prior year, the company earned $1.70 earnings per share. The business'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. Analysts expect that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Friday, July 10th. Oracle's dividend payout ratio (DPR) is currently 34.31%.

Analysts Set New Price Targets

ORCL has been the topic of several research analyst reports. Mizuho set a $320.00 target price on shares of Oracle in a report on Wednesday, June 3rd. Moffett Nathanson set a $325.00 target price on Oracle in a research report on Thursday, June 11th. DA Davidson boosted their price objective on shares of Oracle from $200.00 to $225.00 and gave the stock a "buy" rating in a research report on Thursday, June 11th. Arete Research set a $255.00 price objective on shares of Oracle and gave the stock a "buy" rating in a research note on Thursday, May 7th. Finally, Scotiabank restated an "overweight" rating on shares of Oracle in a report on Thursday, June 11th. Two investment 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 assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $265.03.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Expanded Google Cloud AI partnership: Oracle and Google Cloud will make Google’s Gemini models available across Oracle Fusion Cloud Applications and NetSuite. The integration could help thousands of enterprise customers automate workflows, improve decision-making and build agentic applications, strengthening Oracle’s cloud platform and AI monetization prospects. Oracle to Make Gemini Models Available to Thousands of Enterprise Applications Customers
• Positive Sentiment: Analysts see substantial upside: Coverage points to a consensus price target near $248 and notes that three Wall Street analysts have targets of $400. The forecasts reflect confidence that Oracle’s cloud growth and AI-related demand are not fully reflected in its depressed valuation. 3 Wall Street Analysts Have Oracle Going to $400
• Positive Sentiment: Backlog viewed as undervalued: Bullish commentary argues that Oracle’s large, OCI-driven remaining performance obligations and cloud backlog are receiving little credit from the market. If converted into revenue as expected, the backlog could support stronger long-term growth. Oracle’s Massive Backlog Gets No Credit
• Neutral Sentiment: Broader AI-cloud rebound: Oracle’s move occurred alongside a sharp recovery in AI infrastructure stocks, suggesting that sector-wide risk appetite and technical factors are also contributing, rather than the movement being driven solely by company fundamentals. AI Cloud Names Snap Back
• Negative Sentiment: Debt and capital-spending risks remain: Reporting highlights the substantial debt Oracle has taken on to build data centers for AI workloads. Heavy investment could pressure cash flow and returns if cloud demand or utilization falls short of expectations. Five Takeaways From the Times Investigation Into Larry Ellison’s A.I. Gamble

Insider Activity at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle 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 owned 400,000 shares of the company's stock, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

About Oracle

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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