CrossGen Wealth LLC Takes Position in Oracle Corporation $ORCL

CrossGen Wealth LLC bought a new position in Oracle Corporation (NYSE:ORCL) during the 4th quarter, Holdings Channel.com reports. The firm bought 3,996 shares of the enterprise software provider’s stock, valued at approximately $779,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. HFM Investment Advisors LLC increased its position in shares of Oracle by 290.9% in 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 period. Basepoint Wealth LLC bought a new position in shares of Oracle during the fourth quarter valued at about $26,000. FSA Wealth Management LLC purchased a new stake in shares of Oracle during the third quarter worth about $28,000. Osbon Capital Management LLC bought a new stake in shares of Oracle in the fourth quarter worth about $28,000. Finally, Joseph Group Capital Management bought a new stake in shares of Oracle in the fourth quarter worth about $29,000. 42.44% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction 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 completion of the transaction, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Analyst Ratings Changes

ORCL has been the subject of a number of recent analyst reports. Evercore reaffirmed an “outperform” rating and set a $245.00 price target on shares of Oracle in a research report on Monday, June 8th. Sanford C. Bernstein lifted their price objective on Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a research report on Thursday, June 11th. DA Davidson boosted their target price on Oracle from $200.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, June 11th. Barclays upped their target price on Oracle from $240.00 to $250.00 and gave the company an “overweight” rating in a report on Thursday, June 11th. Finally, Deutsche Bank Aktiengesellschaft dropped their price target on Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a research note on Monday, March 9th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus price target of $268.27.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle continues to land cloud and AI-related business, including new use cases from Lightpath, Uplynk, and One NZ, suggesting demand for its infrastructure and applications remains healthy. Lightpath Monetizes Digital Services and Powers AI-Driven Innovation with Oracle
• Positive Sentiment: Some analysts and market commentators remain constructive on ORCL after Q4 results, with price-target boosts and articles arguing the selloff may have created an opportunity. Analysts Boosts Oracle (ORCL) Price Target Following Q4 Results
• Neutral Sentiment: Several pieces compare Oracle with other large-cap tech names, reinforcing that investors are still debating whether Oracle’s AI/cloud strategy offers better upside than peers like Salesforce or IBM. Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?
• Negative Sentiment: Investor concern is centered on Oracle’s massive AI capital spending plans, which have fueled fears that near-term cash flow could be pressured even as cloud growth remains strong. ETFs to Bet on as Oracle Slides 10% on Massive AI Spending Plans
• Negative Sentiment: Oracle also pushed back on a report about failed Microsoft cloud-deal talks, calling the details inaccurate, which keeps focus on execution risk and competitive pressure in the cloud market. Oracle says details in report of failed Microsoft cloud deal talks ‘inaccurate’

Oracle Stock Performance

Oracle stock opened at $184.66 on Friday. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. The stock’s 50 day simple moving average is $188.02 and its two-hundred day simple moving average is $177.34. The company has a debt-to-equity ratio of 2.84, a quick ratio of 1.35 and a current ratio of 1.12. The stock has a market cap of $531.10 billion, a price-to-earnings ratio of 31.67, a PEG ratio of 1.15 and a beta of 1.65.

Oracle (NYSE:ORCL) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.96 by $0.15. The firm had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 56.43% and a net margin of 25.37%.The business’s revenue was up 20.6% compared to the same quarter last year. During the same quarter in the prior 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. As a group, analysts expect that Oracle Corporation will post 6.45 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be issued a $0.50 dividend. The ex-dividend date is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Oracle’s dividend payout ratio is 34.31%.

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.