Worth Asset Management LLC Invests $1.22 Million in Oracle Corporation $ORCL

Key Points

• Worth Asset Management acquired 8,295 Oracle shares worth approximately $1.22 million, while institutional investors collectively own 42.44% of the company.
• Oracle reported quarterly revenue of $19.18 billion and EPS of $2.11, beating estimates, with revenue up 20.6% year over year. Analysts maintain a “Moderate Buy” consensus and an average price target of $263.97.
• Despite strong cloud and AI demand, investors face concerns over debt-funded data-center expansion, potential credit-rating pressure and execution risks; Vice Chairman Jeffrey Henley also sold $63.7 million worth of shares under a pre-arranged trading plan.

Worth Asset Management LLC acquired a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 8,295 shares of the enterprise software provider's stock, valued at approximately $1,216,000.

A number of other hedge funds and other institutional investors have also modified their holdings of ORCL. HFM Investment Advisors LLC grew 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 in the last quarter. Basepoint Wealth LLC acquired a new position in Oracle during the fourth quarter worth $26,000. FSA Wealth Management LLC bought a new stake in Oracle during the third quarter worth $28,000. Osbon Capital Management LLC bought a new stake in Oracle during the fourth quarter worth $28,000. Finally, Joseph Group Capital Management acquired a new stake in Oracle in the fourth quarter valued at $29,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Analysts Set New Price Targets

ORCL has been the topic of a number of recent analyst reports. Stephens reissued an "equal weight" rating and set a $164.00 target price on shares of Oracle in a report on Thursday, June 11th. Citigroup reaffirmed a "market outperform" rating on shares of Oracle in a report on Thursday, June 11th. Piper Sandler upped their price objective on shares of Oracle from $210.00 to $225.00 and gave the company an "overweight" rating in a report on Thursday, June 11th. Barclays increased their price objective on shares of Oracle from $240.00 to $250.00 and gave the company an "overweight" rating in a research report on Thursday, June 11th. Finally, Scotiabank restated an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued 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.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $263.97.

Oracle Stock Performance

NYSE:ORCL opened at $146.93 on Friday. The company has a market cap of $423.23 billion, a price-to-earnings ratio of 25.20, a PEG ratio of 0.90 and a beta of 1.72. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. The stock has a fifty day moving average price of $158.22 and a 200-day moving average price of $162.61.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping analysts' consensus estimates of $1.96 by $0.15. The company had revenue of $19.18 billion for the quarter, compared to analysts' expectations of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.Oracle's revenue was up 20.6% on a year-over-year basis. During the same quarter last year, the business earned $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, equities analysts anticipate that Oracle Corporation will post 6.47 EPS 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 issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Friday, July 10th. Oracle's dividend payout ratio (DPR) is currently 34.31%.

Key Stories Impacting Oracle

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 Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business's stock in a transaction that occurred on 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 completion of the transaction, the insider directly owned 400,000 shares in the company, 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 Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

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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