Capital Impact Advisors LLC Boosts Holdings in Oracle Corporation $ORCL

Capital Impact Advisors LLC grew its position in Oracle Corporation (NYSE:ORCL) by 132.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 168,092 shares of the enterprise software provider’s stock after buying an additional 95,823 shares during the period. Oracle accounts for approximately 2.6% of Capital Impact Advisors LLC’s investment portfolio, making the stock its 20th largest position. Capital Impact Advisors LLC’s holdings in Oracle were worth $32,763,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock valued at $34,070,674,000 after buying an additional 5,841,584 shares during the period. State Street Corp lifted its holdings in shares of Oracle by 4.4% in the 4th quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider’s stock worth $14,916,026,000 after acquiring an additional 3,216,915 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Oracle by 1.8% in the 4th quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider’s stock worth $7,328,754,000 after acquiring an additional 665,374 shares during the last quarter. Capital Research Global Investors lifted its holdings in shares of Oracle by 29.3% in the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock worth $5,874,070,000 after acquiring an additional 6,826,299 shares during the last quarter. Finally, Morgan Stanley lifted its holdings in shares of Oracle by 1.9% in the 4th quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider’s stock worth $5,286,953,000 after acquiring an additional 495,146 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the 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 sale, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is still drawing support from its strong quarterly results and upbeat analyst reaction after reporting a double beat on earnings and revenue, reinforcing the view that cloud and AI demand remain solid. The Stock Market Is Underestimating the Massive Growth Potential of This Artificial Intelligence (AI) Giant That Could Easily Become a $1 Trillion Company
• Positive Sentiment: Oracle announced new AI capabilities in OPERA Cloud and a new hybrid streaming architecture on OCI, highlighting continued product momentum and broader adoption of Oracle Cloud Infrastructure. New AI Capabilities in Oracle OPERA Cloud Supercharge Hotel Operations
• Positive Sentiment: Several articles pointed to Oracle as a trending or potentially undervalued AI/cloud name, with commentary that Wall Street still sees meaningful upside if Oracle can convert its large backlog into revenue. Oracle (ORCL) Has AI Demand. Now It Needs to Prove It Can Scale
• Neutral Sentiment: Oracle received additional visibility from business updates such as Lightpath using Oracle Cloud Scale Billing and Oracle’s executive speaking slot at an AI infrastructure panel, which may help sentiment but do not materially change fundamentals. Lightpath Monetizes Digital Services and Powers AI-Driven Innovation with Oracle
• Negative Sentiment: Investor caution remains high after reports that Microsoft walked away from a potential multibillion-dollar Oracle cloud capacity deal, raising concerns about the pace and quality of Oracle’s cloud expansion. Microsoft’s cloud infrastructure talks with Oracle collapse, Business Insider reports
• Negative Sentiment: Bearish commentary also focused on Oracle’s leverage and the risks of its hyperscaler strategy, with some analysts arguing the market is underestimating debt and execution challenges. Oracle’s Massive Debt Problem

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on ORCL shares. Sanford C. Bernstein upped their price objective on shares of Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a report on Thursday, June 11th. Evercore restated an “outperform” rating and issued a $245.00 price objective on shares of Oracle in a report on Monday, June 8th. Robert W. Baird decreased their price objective on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a report on Tuesday, March 10th. Monness Crespi & Hardt restated a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. Finally, Piper Sandler upped their price objective on shares of Oracle from $210.00 to $225.00 and gave the stock an “overweight” rating in a report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $268.27.

Oracle Price Performance

Oracle stock opened at $183.31 on Thursday. The firm has a market cap of $527.20 billion, a PE ratio of 31.44, a price-to-earnings-growth ratio of 1.18 and a beta of 1.65. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The company has a quick ratio of 1.35, a current ratio of 1.12 and a debt-to-equity ratio of 2.84. The company’s 50 day moving average is $187.19 and its two-hundred day moving average is $177.46.

Oracle (NYSE:ORCL) last released its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (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 analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The firm’s quarterly revenue was up 20.6% on a year-over-year basis. During the same period in the prior year, the business earned $1.70 EPS. 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, research analysts expect that Oracle Corporation will post 6.45 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be issued a dividend of $0.50 per share. The ex-dividend date is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Oracle’s dividend payout ratio is 34.31%.

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.