NEOS Investment Management LLC Raises Stock Position in Oracle Corporation $ORCL

NEOS Investment Management LLC lifted its holdings in shares of Oracle Corporation (NYSE:ORCL) by 11.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 275,413 shares of the enterprise software provider’s stock after purchasing an additional 28,338 shares during the quarter. NEOS Investment Management LLC’s holdings in Oracle were worth $40,362,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Fortune 45 LLC grew its holdings in shares of Oracle by 2.6% in the second quarter. Fortune 45 LLC now owns 3,748 shares of the enterprise software provider’s stock valued at $550,000 after purchasing an additional 94 shares in the last quarter. High Net Worth Advisory Group LLC lifted its holdings in Oracle by 7.3% during the 2nd quarter. High Net Worth Advisory Group LLC now owns 2,306 shares of the enterprise software provider’s stock worth $338,000 after buying an additional 157 shares in the last quarter. iSAM Funds UK Ltd purchased a new position in Oracle in the 2nd quarter valued at approximately $249,000. Greenspring Advisors LLC boosted its position in Oracle by 18.1% in the 2nd quarter. Greenspring Advisors LLC now owns 8,623 shares of the enterprise software provider’s stock valued at $1,264,000 after buying an additional 1,324 shares during the period. Finally, Aletheian Wealth Advisors LLC grew its stake in shares of Oracle by 23.1% in the second quarter. Aletheian Wealth Advisors LLC now owns 1,899 shares of the enterprise software provider’s stock worth $278,000 after acquiring an additional 356 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

Shares of NYSE:ORCL opened at $154.50 on Friday. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72. The firm has a market capitalization of $445.03 billion, a P/E ratio of 26.50, a P/E/G ratio of 1.08 and a beta of 1.74. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The company’s fifty day moving average price is $139.54 and its 200 day moving average price is $160.32.

Oracle (NYSE:ORCL) last released its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. Oracle’s revenue for the quarter was up 20.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.70 earnings per share. 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 predict that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were given a $0.50 dividend. The ex-dividend date of this dividend was Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle’s dividend payout ratio is 34.31%.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on ORCL shares. BMO Capital Markets increased their price objective on Oracle from $200.00 to $220.00 and gave the company an “outperform” rating in a research note on Thursday, June 11th. Mizuho set a $320.00 target price on Oracle in a research note on Wednesday, June 3rd. Citigroup restated a “buy” rating on shares of Oracle in a report on Wednesday, August 26th. Scotiabank reaffirmed an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Evercore reiterated an “outperform” rating and issued a $245.00 price objective on shares of Oracle in a research note on Monday, June 8th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $261.61.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts see substantial upside: Jefferies maintained a Buy rating and set a $290 price target, while other analysts remain optimistic that Oracle’s AI-cloud growth can offset concerns about elevated spending and leverage. Bernstein also expects a potential recovery toward the company’s prior high. Oracle Stock Could Be Software’s Next Big Winner
• Positive Sentiment: Lower interest rates could provide outsized relief: Oracle has taken on tens of billions of dollars in debt to finance AI data-center construction. A lower-rate environment could reduce financing costs and improve the economics of its capital-intensive expansion. Why Is Oracle Stock Up Today?
• Positive Sentiment: AI infrastructure demand remains strong: Oracle is expanding its multi-year relationship with Hewlett Packard Enterprise to deploy Juniper networking equipment across global AI data centers. The arrangement supports Oracle’s planned infrastructure buildout and could improve visibility into future capacity expansion. HPE and Oracle Deepen Networking Collaboration
• Neutral Sentiment: Upcoming earnings are the next major test: Investors will look for evidence that Oracle’s large cloud backlog is converting into revenue, along with updates on capital expenditures, debt and AI-cloud margins. The company’s latest reported quarter exceeded EPS and revenue estimates, but the market now expects execution against significantly higher AI-related expectations. Oracle Sets Earnings Date
• Negative Sentiment: Debt and spending remain key risks: Oracle’s heavy AI-data-center investment has contributed to rising leverage and negative free cash flow concerns. Analysts have lowered some price targets, including TD Cowen’s reduction to $240, while investors remain cautious about whether future cloud growth will justify the spending. TD Cowen Lowers Oracle Price Target

Insider Activity

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm’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 transaction, the insider owned 400,000 shares in the company, valued at $63,664,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

About Oracle

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.