Focused Wealth Management Inc Invests $642,000 in Oracle Corporation $ORCL

Focused Wealth Management Inc bought a new stake in Oracle Corporation (NYSE:ORCL) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,381 shares of the enterprise software provider’s stock, valued at approximately $642,000.

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

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Barclays boosted their price objective on Oracle from $240.00 to $250.00 and gave the company an “overweight” rating in a research note on Thursday, June 11th. BTIG Research restated a “buy” rating and set a $400.00 target price on shares of Oracle in a research report on Friday, June 5th. Evercore reaffirmed an “outperform” rating and issued a $245.00 target price on shares of Oracle in a report on Monday, June 8th. Arete Research set a $255.00 price target on shares of Oracle and gave the company a “buy” rating in a research report on Thursday, May 7th. Finally, BMO Capital Markets increased their price target on shares of Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a research note on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $263.97.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s expanding partnership with Amazon Web Services now supports Oracle AI Database@AWS across 22 regions, strengthening its cloud distribution and enterprise AI positioning. As Oracle Deepens Its Partnership with AWS
• Positive Sentiment: A bullish investment thesis argues that the market continues to value Oracle like a legacy database provider even as it builds hyperscale cloud and AI infrastructure. Strong demand visibility and backlog conversion could support long-term growth. Oracle as a Tier-1 Hyperscaler
• Neutral Sentiment: Unusually large, long-dated call-option activity may indicate institutional investors are positioning for a recovery, although the trades could also represent covered-call strategies rather than outright bullish bets. Unusual Oracle Call Options
• Negative Sentiment: Oracle and other software shares sold off as the AI trade rotated toward favored chip and infrastructure companies, making software stocks less attractive in the near term. Oracle and Software Stocks Drop
• Negative Sentiment: Investor concerns are growing over Oracle’s aggressive AI infrastructure commitments, potential additional debt or equity financing, negative free cash flow, execution timelines and customer concentration. Separate commentary also highlighted heavy AI spending across big technology companies and higher interest-rate risks. Oracle AI Data Center Investment Commentary
• Negative Sentiment: Reported insider activity showed Oracle insiders selling shares without recorded purchases during the past six months, adding a potentially cautious signal for investors.

Oracle Stock Down 2.5%

ORCL opened at $146.71 on Tuesday. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72. The business has a 50 day moving average price of $148.60 and a two-hundred day moving average price of $161.26. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The company has a market cap of $422.59 billion, a PE ratio of 25.16, a P/E/G ratio of 0.94 and a beta of 1.72.

Oracle (NYSE:ORCL) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating the consensus estimate of $1.96 by $0.15. The company had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company’s revenue was up 20.6% on a year-over-year basis. During the same period last year, the business posted $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. As a group, research analysts anticipate that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s dividend payout ratio (DPR) is currently 34.31%.

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction on 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 transaction, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

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.