IMA Advisory Services Inc. Boosts Stake in Oracle Corporation $ORCL

IMA Advisory Services Inc. boosted its stake in Oracle Corporation (NYSE:ORCL) by 811.8% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 11,361 shares of the enterprise software provider’s stock after purchasing an additional 10,115 shares during the period. IMA Advisory Services Inc.’s holdings in Oracle were worth $1,671,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. HFM Investment Advisors LLC boosted 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 buying an additional 96 shares during the period. Basepoint Wealth LLC acquired a new stake in shares of Oracle in the fourth quarter valued at $26,000. FSA Wealth Management LLC purchased a new stake in shares of Oracle in the 3rd quarter valued at $28,000. Osbon Capital Management LLC purchased a new stake in shares of Oracle in the 4th quarter valued at $28,000. Finally, Joseph Group Capital Management acquired a new position in Oracle during the 4th quarter worth about $29,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Trading Up 1.8%

ORCL opened at $126.48 on Friday. The business has a fifty day moving average price of $177.30 and a 200 day moving average price of $169.46. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. Oracle Corporation has a 12 month low of $121.50 and a 12 month high of $345.72. The stock has a market capitalization of $364.32 billion, a price-to-earnings ratio of 21.69, a PEG ratio of 0.78 and a beta of 1.72.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.96 by $0.15. The company had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.Oracle’s revenue for the quarter was up 20.6% compared to the same quarter last year. 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. Sell-side analysts expect that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.6%. Oracle’s dividend payout ratio (DPR) is 34.31%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Some analysts remain bullish, arguing Oracle’s huge cloud backlog could eventually translate into much stronger revenue and that the stock may be oversold after its steep decline. Oracle Stock Crash Erases $213 Billion from Billionaire Founder Larry Ellison’s Net Worth
• Positive Sentiment: Oracle’s database and multicloud AI businesses continue to show strong growth momentum, suggesting the long-term AI demand story is still intact. Can Oracle’s Database Business Sustain Long-Term Margins?
• Neutral Sentiment: Commentary from Jim Cramer and other market writers added to the volatility, with some calling Oracle a cautionary tale while others argued the selloff may be overdone. Jim Cramer Says Oracle Is “Going Down” and Avoid Every Liquor Stock. Here’s What He’d Buy Instead
• Negative Sentiment: New Mexico blocked the pipeline for Oracle’s 2.5 GW data-center project, increasing the chance of delays and adding uncertainty to its AI infrastructure expansion. New Mexico Blocks Pipeline for Oracle’s (ORCL) 2.5 GW Data Center Project
• Negative Sentiment: Investors are worried Oracle’s AI spending spree is being financed with too much debt, pushing the company’s credit profile close to junk territory. Oracle’s (ORCL) AI Spending Spree Pushes Its Credit Rating Near Junk
• Negative Sentiment: Oracle’s stock has also been hit by broader articles emphasizing that the company is falling fast as markets question whether the AI growth story can justify the spending and financing risks. Oracle Stock Slides To 52-Week Low Amid AI Spending Fears

Analysts Set New Price Targets

ORCL has been the subject of a number of research analyst reports. Oppenheimer raised their target price on Oracle from $235.00 to $275.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Guggenheim reiterated a “buy” rating and set a $400.00 price target on shares of Oracle in a research note on Thursday, June 11th. Stephens reissued an “equal weight” rating and set a $164.00 price target on shares of Oracle in a research report on Thursday, June 11th. Weiss Ratings raised shares of Oracle from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Finally, Morgan Stanley restated a “mixed” rating on shares of Oracle in a report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and an average price target of $268.27.

Insider Transactions at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total value of $63,664,000.00. Following the completion of the transaction, the insider owned 400,000 shares in the company, valued at $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate 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.