Xponance LLC Boosts Position in Oracle Corporation $ORCL

Xponance LLC boosted its position in shares of Oracle Corporation (NYSE:ORCL) by 8.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 441,117 shares of the enterprise software provider’s stock after acquiring an additional 34,573 shares during the quarter. Oracle accounts for 0.6% of Xponance LLC’s portfolio, making the stock its 19th biggest holding. Xponance LLC’s holdings in Oracle were worth $85,978,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of ORCL. HFM Investment Advisors LLC increased its position 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 acquiring an additional 96 shares during the last quarter. Basepoint Wealth LLC purchased a new stake in Oracle during the fourth quarter valued at $26,000. FSA Wealth Management LLC purchased a new stake in Oracle during the third quarter valued at $28,000. Joseph Group Capital Management purchased a new stake in Oracle during the fourth quarter valued at $29,000. Finally, Investors Research Corp increased its position in Oracle by 465.5% during the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 135 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 earnings and revenue estimates, with revenue up 21% year over year and cloud infrastructure revenue up 93%, showing strong demand for its AI and cloud services.
• Positive Sentiment: The company raised FY2027 revenue and EPS guidance and reported a record $638 billion remaining performance obligation backlog, signaling substantial future demand.
• Positive Sentiment: Oracle also won a $395.8 million U.S. Office of Personnel Management contract to modernize federal HR systems, adding a new government customer win.
• Neutral Sentiment: Analysts at several firms raised or reaffirmed price targets after the report, indicating Wall Street still sees upside despite the selloff.
• Negative Sentiment: Investors reacted negatively to Oracle’s plan to sharply increase AI-related capital expenditures and raise about $40 billion in debt and equity financing, which sparked fears over cash burn and leverage.
• Negative Sentiment: Reports of an active PeopleSoft zero-day attack and Oracle’s urgent patch warning may add near-term cybersecurity concerns, though this is more of a reputational issue than a direct earnings hit.

Analysts Set New Price Targets

A number of analysts recently commented on ORCL shares. Sanford C. Bernstein upped their price objective on Oracle from $319.00 to $325.00 and gave the company an “outperform” rating in a research report on Thursday. BMO Capital Markets upped their price target on Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a research report on Thursday. BTIG Research restated a “buy” rating and issued a $400.00 price target on shares of Oracle in a research report on Friday, June 5th. UBS Group upped their price target on Oracle from $250.00 to $285.00 and gave the stock a “buy” rating in a research report on Tuesday, June 2nd. Finally, Wolfe Research restated an “outperform” rating and issued a $225.00 price target on shares of Oracle in a research report on Thursday. Three investment 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $268.27.

Insider Transactions at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Oracle Stock Down 8.6%

Shares of ORCL opened at $184.03 on Friday. The business’s 50 day moving average is $183.90 and its 200 day moving average is $177.88. The company has a market capitalization of $529.27 billion, a PE ratio of 31.57, a price-to-earnings-growth ratio of 1.58 and a beta of 1.65. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) 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 62.74% and a net margin of 25.37%.The firm’s quarterly revenue was up 20.6% on a year-over-year basis. During the same quarter last year, the company 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. Research analysts expect that Oracle Corporation will post 6.33 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

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.