United Capital Financial Advisors LLC Takes $32.67 Million Position in Oracle Corporation $ORCL

United Capital Financial Advisors LLC purchased a new position in Oracle Corporation (NYSE:ORCL) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 222,959 shares of the enterprise software provider’s stock, valued at approximately $32,675,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. FSA Wealth Management LLC acquired a new stake in Oracle during the third quarter worth about $28,000. Mpwm Advisory Solutions LLC raised its position in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new position in shares of Oracle in the 3rd quarter valued at approximately $35,000. HFM Investment Advisors LLC lifted its holdings in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after acquiring an additional 96 shares during the period. Finally, Basepoint Wealth LLC acquired a new stake in shares of Oracle during the 4th quarter worth approximately $26,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citi calls the selloff a buying opportunity: Citi placed Oracle on a 90-day “positive catalyst watch,” arguing that excessive selling has discounted much of the bad news. The firm cited strong AI-cloud demand and potential catalysts from upcoming earnings and Oracle’s investor day, supporting the rebound in ORCL. Citi Says It’s Time to Buy the Dip on Oracle Stock
• Positive Sentiment: Large VA health-record contract expansion: Oracle Health’s electronic-health-record agreement with the U.S. Department of Veterans Affairs was expanded by a potential $17 billion. The deal increases Oracle’s long-term government revenue opportunity and strengthens its position in digital healthcare infrastructure. Oracle Secures $17 Billion VA Contract Expansion
• Positive Sentiment: Cloud supply-chain recognition: Oracle Fusion Cloud Supply Chain & Manufacturing was named a Leader in Gartner’s 2026 Magic Quadrant and ranked first in several use cases. The recognition may help Oracle win additional enterprise cloud customers. Oracle Named a Leader by Gartner
• Positive Sentiment: AI-sector momentum: Broader strength in AI stocks, helped by Nvidia-related optimism, added support to Oracle as investors reassessed its cloud and data-center growth prospects. Oracle Stock Has Bottomed?
• Neutral Sentiment: Upcoming earnings remain the key test: Analysts point to Oracle’s sizable AI-related backlog and forthcoming earnings as potential breakout catalysts, but the stock’s recovery depends on whether revenue growth, bookings and guidance validate the infrastructure investment story. Oracle Is Ready to Explore
• Negative Sentiment: Funding and cost concerns persist: Reports that Oracle is asking managers to reduce payroll while funding a roughly $55.7 billion buildout highlight execution, debt and cash-flow risks. Oracle’s elevated debt-to-equity ratio could amplify investor sensitivity to financing costs and AI infrastructure spending. Oracle Capex Funding and Debt

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the 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 completion of the transaction, the insider directly owned 400,000 shares in the company, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their ownership of the stock. The transaction 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. 40.90% of the stock is currently owned by insiders.

Oracle Stock Performance

Shares of Oracle stock opened at $151.82 on Friday. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $345.72. 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 firm has a market capitalization of $437.33 billion, a P/E ratio of 26.04, a P/E/G ratio of 0.93 and a beta of 1.72. The company’s 50 day moving average price is $141.40 and its two-hundred day moving average price is $160.67.

Oracle (NYSE:ORCL) last announced its quarterly 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. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period in the prior year, the business earned $1.70 earnings per share. The company’s revenue for the quarter 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. On average, equities analysts forecast that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on ORCL shares. Weiss Ratings cut shares of Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, July 20th. Scotiabank reaffirmed an “overweight” rating on shares of Oracle in a report on Thursday, June 11th. Wedbush lowered their price target on Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a report on Thursday, June 11th. CLSA started coverage on Oracle in a research report on Monday, July 20th. They set a “hold” rating and a $145.00 price objective for the company. Finally, BTIG Research reaffirmed a “buy” rating and issued a $400.00 price objective on shares of Oracle in a research note on Friday, June 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target 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.