Veratis Advisors Inc. Takes Position in Oracle Corporation $ORCL

Veratis Advisors Inc. bought a new position in Oracle Corporation (NYSE:ORCL) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 4,747 shares of the enterprise software provider’s stock, valued at approximately $696,000. Oracle accounts for approximately 0.5% of Veratis Advisors Inc.’s investment portfolio, making the stock its 28th biggest holding.

A number of other institutional investors have also recently made changes to their positions in the stock. HFM Investment Advisors LLC raised its holdings in Oracle by 290.9% during the 4th 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 last quarter. Basepoint Wealth LLC purchased a new stake in Oracle during the 4th quarter valued at $26,000. FSA Wealth Management LLC bought a new position in Oracle in the third quarter worth approximately $28,000. Osbon Capital Management LLC purchased a new position in Oracle during the fourth quarter valued at approximately $28,000. Finally, Joseph Group Capital Management purchased a new position in Oracle in the 4th quarter worth approximately $29,000. Institutional investors own 42.44% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud expansion is attracting investor interest, with analysts highlighting its potentially lower-cost infrastructure and suitability for artificial-intelligence workloads. The company’s reported $638 billion remaining performance obligation also points to substantial contracted future revenue, although execution remains important. Can Oracle Cloud Expansion Reshape Its S&P 500 Role?
• Positive Sentiment: Recent commentary remains constructive on Oracle’s accelerating revenue growth and potential to benefit from long-term AI infrastructure spending. The company’s latest reported quarter showed revenue growth of more than 20% year over year, with earnings and sales exceeding consensus estimates. Powerful Growth, Multiple Endorsements Bode Well for Oracle Stock
• Neutral Sentiment: Analyst views are widely dispersed. Recent price targets range from $164 to $400, with a reported six-month median of $247.50, suggesting significant upside in bullish scenarios but also substantial uncertainty about valuation and execution.
• Negative Sentiment: Investors remain concerned that Oracle is committing heavily to AI data-center capacity while taking on substantial debt. The company’s dependence on a small number of large AI customers, including OpenAI, increases the risk that contract changes or slower demand could affect growth expectations. Oracle vs. Amazon: Which Is the Better AI Cloud Stock?
• Negative Sentiment: Oracle has fallen sharply from last year’s peak, and investor commentary continues to question whether the stock’s decline reflects an attractive valuation or unresolved balance-sheet and customer-concentration risks. All 12 reported open-market insider transactions over the past six months were sales, adding another bearish signal. Don’t Be Fooled, Says Investor About Oracle Stock

Oracle Stock Down 2.8%

ORCL stock opened at $142.44 on Tuesday. 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 market capitalization of $410.29 billion, a P/E ratio of 24.43, a PEG ratio of 0.92 and a beta of 1.72. The company has a 50 day moving average price of $143.62 and a two-hundred day moving average price of $160.53. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings data 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. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the previous year, the business 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. As a group, sell-side analysts expect that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

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

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total value of $63,664,000.00. Following the transaction, the insider directly owned 400,000 shares of the company’s stock, valued at $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Wall Street Analysts Forecast Growth

ORCL has been the topic of several recent analyst reports. Wolfe Research reissued an “outperform” rating and issued a $225.00 target price on shares of Oracle in a research note on Thursday, June 11th. KeyCorp reiterated an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. UBS Group restated an “outperform” rating on shares of Oracle in a research report on Friday. 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. Finally, Sanford C. Bernstein boosted their price target on shares of Oracle from $319.00 to $325.00 and gave the company 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 given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $263.97.

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.