Lifeworks Advisors LLC Acquires 21,960 Shares of Oracle Corporation $ORCL

Lifeworks Advisors LLC lifted its stake in shares of Oracle Corporation (NYSE:ORCL) by 72.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 52,202 shares of the enterprise software provider’s stock after buying an additional 21,960 shares during the period. Oracle comprises about 1.0% of Lifeworks Advisors LLC’s holdings, making the stock its 27th largest position. Lifeworks Advisors LLC’s holdings in Oracle were worth $7,679,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of the company. HFM Investment Advisors LLC grew its holdings in Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after purchasing an additional 96 shares during the period. Basepoint Wealth LLC purchased a new stake in Oracle in the 4th quarter worth about $26,000. FSA Wealth Management LLC purchased a new stake in Oracle in the 3rd quarter worth about $28,000. Osbon Capital Management LLC bought a new stake in Oracle in the 4th quarter valued at about $28,000. Finally, Joseph Group Capital Management purchased a new stake in Oracle during the fourth quarter valued at about $29,000. Institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

ORCL stock opened at $140.69 on Monday. The firm has a 50 day simple moving average of $183.07 and a two-hundred day simple moving average of $171.67. The stock has a market cap of $405.24 billion, a PE ratio of 24.13, a P/E/G ratio of 0.88 and a beta of 1.72. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12.

Oracle (NYSE:ORCL) last posted its quarterly earnings data 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. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period in the previous year, the firm posted $1.70 EPS. The firm’s revenue 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, analysts predict that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be paid 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 yield of 1.4%. Oracle’s payout ratio is 34.31%.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of Oracle 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 transaction, the executive vice president directly 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 legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Vice Chairman Jeffrey Henley sold 400,000 shares of the business’s stock in a transaction that occurred on Wednesday, June 24th. The stock was 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 ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

ORCL has been the subject of a number of research reports. Evercore reiterated an “outperform” rating and set a $245.00 target price on shares of Oracle in a research report on Monday, June 8th. Cantor Fitzgerald restated an “overweight” rating and set a $284.00 price target on shares of Oracle in a research note on Thursday, June 11th. Morgan Stanley reaffirmed a “mixed” rating on shares of Oracle in a report on Thursday, June 11th. Piper Sandler lifted their price objective on shares of Oracle from $210.00 to $225.00 and gave the company an “overweight” rating in a research note on Thursday, June 11th. Finally, KeyCorp reaffirmed 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, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.27.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s record AI backlog, stronger fiscal 2027 outlook, and expanding cloud businesses are being highlighted as reasons long-term investors may want to hold the stock despite the recent selloff. Article Title
• Positive Sentiment: Bernstein reiterated support for Oracle, and several articles point to Oracle’s massive cloud backlog and AI-related demand as evidence that the company still has meaningful growth potential. Article Title
• Neutral Sentiment: Oracle announced new partnerships and innovation initiatives, including IMSA Labs and a racing-focused cloud studio, which expand its cloud ecosystem but are not yet material enough to move the stock on their own. Article Title
• Negative Sentiment: S&P Global cut Oracle’s credit rating closer to junk, reinforcing worries about the company’s large debt burden and financing needs for its AI infrastructure buildout. Article Title
• Negative Sentiment: Recent commentary suggests Oracle may be facing concentration risk in its backlog and investor concern over the scale of spending required to support AI growth, which is keeping pressure on the shares. Article Title

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.