Focus Partners Wealth Buys 301,023 Shares of Oracle Corporation $ORCL

Focus Partners Wealth lifted its stake in Oracle Corporation (NYSE:ORCL) by 78.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 686,502 shares of the enterprise software provider’s stock after buying an additional 301,023 shares during the period. Focus Partners Wealth’s holdings in Oracle were worth $134,370,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in ORCL. HFM Investment Advisors LLC lifted 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 shares of Oracle in the fourth quarter valued at about $26,000. FSA Wealth Management LLC bought a new stake in shares of Oracle in the third quarter valued at about $28,000. Osbon Capital Management LLC bought a new stake in shares of Oracle in the fourth quarter valued at about $28,000. Finally, Joseph Group Capital Management bought a new stake in shares of Oracle in the fourth quarter valued at about $29,000. Institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. Arete Research set a $255.00 target price on shares of Oracle and gave the company a “buy” rating in a research note on Thursday, May 7th. Weiss Ratings upgraded shares of Oracle from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Morgan Stanley restated a “mixed” rating on shares of Oracle in a research note on Thursday. Wolfe Research restated an “outperform” rating and set a $225.00 price target on shares of Oracle in a research note on Thursday. Finally, Moffett Nathanson set a $325.00 price target on shares of Oracle in a research note on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $268.27.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 estimates, with adjusted EPS of $2.11 and revenue of $19.18 billion, while cloud infrastructure revenue jumped 93% year over year and the company cited a record $638 billion remaining performance obligation, signaling strong demand for its AI and cloud services.
• Positive Sentiment: The U.S. Office of Personnel Management awarded Oracle a $395.8 million federal HR modernization contract, expanding Oracle’s government cloud footprint and adding a new revenue stream tied to more than 2 million federal employees. Article Title
• Positive Sentiment: Several recent analyst notes remained bullish, with firms like Guggenheim, Piper Sandler, BMO Capital Markets, and Cantor Fitzgerald reiterating constructive ratings and higher price targets, suggesting Wall Street still sees upside despite the selloff.
• Neutral Sentiment: Zacks noted that the broader earnings revisions trend for 2026 has been improving, especially in Technology, which may support sentiment for Oracle and other software/cloud names.
• Negative Sentiment: Oracle’s stock fell sharply because management said AI-related capital expenditures will be far higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion more through debt and equity financing, raising concerns about dilution, leverage, and free cash flow.
• Negative Sentiment: Investors also reacted to warnings that margins may step down as Oracle ramps data-center buildout, while a cyber issue in PeopleSoft and reports of active exploitation added a small layer of operational risk. Article Title

Oracle Stock Down 0.1%

Shares of ORCL opened at $184.01 on Friday. The stock has a market cap of $529.21 billion, a price-to-earnings ratio of 31.56, a P/E/G ratio of 1.44 and a beta of 1.65. The company has a quick ratio of 1.35, a current ratio of 1.12 and a debt-to-equity ratio of 2.84. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. The company has a 50-day moving average price of $184.68 and a two-hundred day moving average price of $177.93.

Oracle (NYSE:ORCL) last announced 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 firm had revenue of $19.18 billion during the quarter, compared to analysts’ expectations of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The company’s revenue for the quarter was up 20.6% compared to the same quarter last year. During the same quarter last year, the company 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. Equities analysts predict that Oracle Corporation will post 6.32 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. Oracle’s dividend payout ratio (DPR) is presently 35.91%.

Insider Buying and Selling at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 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.